Letter Inputs
Sender (You)
If you signed the engagement personally, leave entity blank and use "individual former client." If you signed on behalf of a business entity, use a phrase like "principal of [Entity]" and fill in Entity below.
Recipient (Former Firm)
Recommended: include all attorneys who appeared in your matter. The Rule 1.16(d) duty runs to each lawyer who represented you.
Matter
Authority & Deadline
For any state not listed, the default ABA Model Rule 1.16(d) text is used. Most states have adopted Rule 1.16(d) verbatim or with minor variations. Verify the rule text for your state at the bar's site before sending.
Default = 14 business days from today. Adjust if your jurisdiction requires shorter.
Records Requested
The default list mirrors the eight categories described on the client-file doctrine page. Edit, add, or remove as needed for your matter.
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Where this fits in the broader methodology
- Why your client file belongs to youDoctrine — Rule 1.16(d) overview
- Multi-surface accountability roadmapFramework — five-stage sequence
- Preservation / litigation-hold letter generatorStage 1 — sibling tool (sent first)
- BBB consumer-protection complaintStage 4 — if demand is ignored
- State bar disciplinary referralStage 5 — final-track guidance