Attorney-client email confidentiality reminder template

To remind the client of good practices when communicating with the firm by email.

LegalTone: Professional74 words
Dear customer name, To protect the confidentiality of your matter, we would like to remind you of a few guidelines for our communications: • Use your personal email, not a work or shared account. • Do not forward our messages to third parties without checking with us. • For sensitive documents, use Secure channel. If your email address or phone number changes, please let us know so we can update your details. Kind regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /confidential.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /confidential and fill in the blanks.