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PRECEDENTS
Dear [insert client’s name] Final order I have received the final order in your [divorce OR dissolution] [(previously known as decree absolute)] and I enclose a copy for your records. It is the final order that formally ends your [marriage OR civil partnership]. You should keep the original final order in a safe place as you will need it in
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[enter name of client] [enter address of client] [enter date] Dear [enter name of client] The late: [enter name of deceased] [As discussed] I enclose [enter
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Dear [insert client] Invoice and monies on account I enclose my firm's invoice for the period [insert date] to [insert date] for your kind attention together with a breakdown of that invoice so that you may see how the costs have been incurred. The invoice is in the total sum of £[insert amount] [including VAT]. [This invoice includes the following work [insert detail of work].] EITHER [As there are sufficient funds on client account, I have transferred funds to cover this bill. This leaves £[insert amount] on client account after settlement of this latest invoice. Please would you let me have the sum of £[insert amount]
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Dear [insert client’s name] Finances I confirm that your application for a financial order (Form A—Notice of [intention to proceed with] a financial application to which the standard procedure applies) has been issued. I enclose copies of the following: • notice of intention to proceed with a financial application to which the standard procedure applies (Form A) • notice of a first appointment (Form C) • blank notice of response to first appointment (Form G) The first appointment will take place on [insert date] at [insert time] at [insert name] court. Please confirm that you are available to attend the first appointment. It is likely that there will be some discussions with the solicitors for your [former] [husband OR wife OR civil partner] at court either side of the hearing, and so you should make yourself available between [insert time] and [insert time]. You and your [former] [husband OR wife OR civil partner] must first simultaneously exchange your signed financial statements in Form E on or before [insert date]. You are required to exchange Forms E with your [husband
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Dear [insert client name] Finances I enclose a copy of the order made by [insert name of judge] at the financial dispute resolution (FDR) appointment on [insert date] at the [insert name of court]. The order provides that: • [your case has been listed for a pre-trial review on [insert date] at [insert time] at [insert name of court]] • your case has been listed for a final hearing on [insert date] at [insert time] at [insert name of court], with a time estimate of [insert number] days—you must ensure that you are available to attend court, including for the purposes of giving oral evidence and I would be grateful if you could confirm that you will attend court for the duration of the final hearing • both you and your [former] [husband OR wife OR civil partner] must file and serve your ‘section 25’ narrative statements by [insert date] (see below) • both you and your [former ] [husband OR wife OR civil partner] must file and serve updating financial disclosure by [insert date] • [add any other directions from the FDR
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Dear [insert client name] Finances I enclose a copy of the order made by [deputy] [district] judge [insert name] at the first appointment at the [insert name of court] on [insert date]. The order provides that: • you and your [former] [husband OR wife OR civil partner] are to reply to questionnaires by [insert date]. • [a letter of instruction to a single joint expert to provide evidence on [insert details, for example, the value of a property or business] has to be agreed by [insert date]] • [the letter of joint instruction must be sent to the single
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Dear [insert name of client] Thank you for your instructions[, I refer to our meeting and your instructions] to [insert the details of the gift to be made]. I confirm that I am pleased to act for you in connection with this matter. Matters you should consider [Before proceeding, it is important that you understand the legal and
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Dear [client name] [insert reference]—case management conference As you are aware, a case management conference (CMC) has been scheduled for [date] in this matter. This letter is to give you further details as to the purpose of the CMC and the preparation that will be required by you. [There is no legal requirement for you to attend the CMC in person, but it would be preferable if you are able to do so, so that you can see first-hand the court’s approach to the case and so that we may take instructions from you if necessary.] [Where, as in this case, the proceedings are subject to costs budgeting, the court will often combine the CMC with the costs management conference and together they are known as a case and costs management conference or CCMC. The CCMC enables the court to consider the parties’ costs budgets at the same time as the directions, and directions may be tailored to assist with the costs management of the case.] The CMC allows the judge to review
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Private, confidential & PRIVILEGED [Insert name and address of client] [insert date] Dear [insert name of contact at the client] Your obligations in the disclosure process Thank you for your instructions in this matter. [This letter accompanies our retainer letter OR Our retainer letter will follow separately]. [The purpose of this letter is to make you aware that OR As we have previously discussed,] you have duties to the court to reveal the existence of all documents that are relevant to this case and to provide them to your opponent. This process is called “disclosure”. This is a crucial feature of the litigation process. Consequently, we need to start preparing for it immediately. It is my duty, as your legal representative, not only to explain the existence and scope of your obligations but also to supervise this process and ensure that you make a full and proper disclosure of all relevant documents. I will therefore be contacting you shortly to arrange a meeting to discuss what needs to be done so that we can start the process. In
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[insert date] Dear [insert client’s name] I am preparing your draft financial statement in Form E, which must be lodged at court and sent to [your OR the solicitors representing your ] [former ] [husband OR wife OR civil partner] by [insert date], in accordance with the directions made by the court. Copies of the following
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Thank you for your instructions to act on [insert description of matter]. We have written to you separately with a [ client care OR engagement] letter and our terms of business. The purpose of this letter is to explain our professional obligations in relation to conflicts of interest and confidentiality and to ensure we have your informed consent before proceeding to act. Professional obligations We are authorised and regulated by the Solicitors Regulation Authority (SRA). As part of our professional obligations, we are unable to act if there is a conflict (or a significant risk of conflict) between our separate duties to act in the best interests of two or more clients in the same or a related matter—unless one of two limited exceptions applies. These exceptions apply where our clients: • have a substantially common interest in relation to the matter or particular aspect of it, or • are competing for the same objective Is there an actual or potential conflict
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I have now received from the police a copy of the report relating to the accident. The police report is important because it contains most of the background information, and much of the evidence, necessary to pursue a claim arising out of