NexoPad

Email template to notify a client of a new attorney on their case

To tell the client that another member of the firm will now handle their matter and share their contact details.

LegalTone: Professional69 words
Dear name, We would like to inform you that, starting Date of change, Name of new lawyer will be the person responsible for your matter Reason for change. Your file has been fully transferred, so there is no need to send us any documents again. Your new contact is: Email or phone. We will call you in the coming days to introduce ourselves and answer any questions. 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

    Click “Add to NexoPad”: it’s saved as a snippet, with its variables.

  2. 2Type the shortcut

    In Gmail, Zendesk or any website, type /newattorney.

  3. 3Fill in and done

    NexoPad asks you for the missing details and fills in the dates for you.