Closing Letter

View on GitHub
Frontmatter

kind: offboarding
title: Closing Letter
respondent_type: person_and_entity
code: offboarding__letter
jurisdiction: NV
confidential: true
prompts:
  client_name: What is the client's full legal name?
  project_name: What is the project name for this engagement?
custom_questions:
  matter_summary:
    prompt: Summarize the matter and the work the firm completed.
  fee_status:
    prompt: What is the fee status as the matter closes?
    choices:
      paid_in_full: Paid in full
      balance_due: Balance due
      waived: Fees waived
  file_retention:
    prompt: How will the client's file be retained or returned?
  next_obligation:
    prompt: What is the client's next obligation or deadline, if any?
questionnaire:
  BEGIN:
    _: person__client
  person__client:
    _: project__engagement
  project__engagement:
    _: custom_text__matter_summary
  custom_text__matter_summary:
    _: custom_single_choice__fee_status
  custom_single_choice__fee_status:
    _: custom_text__file_retention
  custom_text__file_retention:
    _: custom_text__next_obligation
  custom_text__next_obligation:
    _: END
  END: {}
workflow:
  BEGIN:
    close_requested: lawyer_review
  lawyer_review:
    approved: generate_pdf__closing_letter
    rejected: END
  generate_pdf__closing_letter:
    pdf_persisted: firm_signature__closing_letter
  firm_signature__closing_letter:
    signed: END
  END: {}
Body

Closing Letter

Arrow keys or Space step through the document. Click a paragraph to highlight it.

{{person__client.name}}

Re: Closing Letter — {{project__engagement.name}}

Dear {{person__client.name}}:

This Closing Letter confirms that Neon Law (the "Firm") has completed its work for {{person__client.name}} (the "Client") on the matter referred to as {{project__engagement.name}}.

Representation concluded

The Firm's representation of the Client on this matter is now concluded. The Firm will take no further action on this matter. Should a new need arise, the Client is welcome to open a new matter with the Firm at any time.

Work completed

Summary of the work completed:

{{custom_text__matter_summary}}

Fees at closing

Fee status at closing:

{{custom_single_choice__fee_status}}

The Client remains responsible only for fees and expenses already incurred and invoiced on this matter. Closing the matter itself adds no further charge.

Your file

The Client's file will be handled as follows:

{{custom_text__file_retention}}

The Client may request a copy of the file during the retention period at no additional cost.

What remains yours to do

Next steps that belong to the Client:

{{custom_text__next_obligation}}

Closing

It has been our privilege to do this work alongside you. This letter is signed on behalf of the Firm by the Neon Law lawyer of record for the matter.

Questionnaire

Try answering this

Sample matter: Acme LLC — nothing you type below is saved anywhere.

  1. This step records the client.
  2. This step records the engagement.
  3. Summarize the matter and the work the firm completed.
  4. What is the fee status as the matter closes?
  5. How will the client's file be retained or returned?
  6. What is the client's next obligation or deadline, if any?

Step 1 of 6

This step records the client.

Workflow

Sample runs — illustrative only. This notation's real activity is never shown on a public page.

Sample run 1Completed
lawyer_review

Received event `close_requested` from `BEGIN`.

Event `approved` — transitioned to `generate_pdf__closing_letter`.

generate_pdf__closing_letter

Received event `approved` from `lawyer_review`.

Event `pdf_persisted` — transitioned to `firm_signature__closing_letter`.

firm_signature__closing_letter

Received event `pdf_persisted` from `generate_pdf__closing_letter`.

Event `signed` — transitioned to `END`.

Sample run 2Ended early
lawyer_review

Received event `close_requested` from `BEGIN`.

Event `rejected` — transitioned to `END`.

generate_pdf__closing_letter

Not reached — this run took a different branch.

firm_signature__closing_letter

Not reached — this run took a different branch.

Sample run 3In progress
lawyer_review

Received event `close_requested` from `BEGIN`.

Event `approved` — transitioned to `generate_pdf__closing_letter`.

generate_pdf__closing_letter

Received event `approved` from `lawyer_review`.

Awaiting its next event.

firm_signature__closing_letter

Not yet reached — still ahead on this run.