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Client Disengagement Letter
"I need a Client Disengagement Letter for our accounting firm to terminate services with a corporate client due to a conflict of interest, with the disengagement to take effect from March 1, 2025, including transition support recommendations and detailed handling of sensitive financial documents."
1. Letter Header and Date: Formal business letter header including sender's details, recipient's details, and date
2. Client Reference Information: Relevant client and matter reference numbers or identifiers
3. Opening Statement: Clear statement of the letter's purpose regarding the termination of the professional relationship
4. Reason for Disengagement: Professional and objective explanation of why the relationship is being terminated
5. Effective Date: Clear statement of when the professional relationship will end
6. Current Matter Status: Summary of the status of any current matters or projects
7. Outstanding Fees: Details of any outstanding fees or final billing arrangements
8. Next Steps: Clear outline of what actions the client needs to take
9. Document Return/Retention: Information about the handling and return of client documents and records
10. Closing Statement: Professional closing including any referral offers and expression of appreciation
1. Referral Information: Include when providing specific recommendations for alternative service providers
2. Transition Assistance: Include when offering specific support for transitioning to a new service provider
3. Ongoing Obligations: Include when there are continuing obligations that survive the termination
4. Regulatory Notifications: Include when specific regulatory bodies need to be notified of the disengagement
5. Conflict Matters: Include when there are potential conflicts that need to be addressed
6. Limitation Periods: Include when there are important deadlines or limitation periods the client needs to be aware of
1. Schedule A - Outstanding Matters List: Detailed list of any unfinished matters or projects with their current status
2. Schedule B - Final Fee Statement: Detailed breakdown of any outstanding fees and expenses
3. Schedule C - Document Inventory: List of all client documents and records held and to be returned
4. Schedule D - Handover Checklist: Checklist of actions required for successful transition of services
Authors
Legal Services
Financial Services
Accounting and Tax
Management Consulting
IT Services
Healthcare Services
Engineering Services
Architecture Services
Marketing and Advertising
Business Advisory
Real Estate Services
Insurance Services
Professional Services
Legal
Compliance
Risk Management
Client Services
Operations
Administration
Professional Standards
Quality Assurance
Document Management
Client Relations
Business Development
Senior Management
Managing Partner
Chief Executive Officer
Practice Manager
Client Relationship Manager
Risk Management Officer
Compliance Officer
Legal Counsel
Operations Manager
Account Manager
Service Delivery Manager
Professional Services Director
Client Services Manager
Business Unit Head
Department Director
Senior Partner
Engagement Manager
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