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Ethics Informational PacketNOTIFYING CLIENTS OF CHANGE IN FIRM COMPOSITIONCourtesy of The Florida Bar Ethics Departmental OF CONTENTS Document Page #RULE NOTIFYING CLIENTS WHEN LAWYERS LEAVE FIRMS

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How to fill out notifying clients of change

01

Start by drafting a clear and concise message explaining the change that is taking place.

02

Include the reason for the change and any relevant details or instructions.

03

Address the recipient by name or use a general greeting if sending a mass notification.

04

Use a professional and polite tone throughout the message.

05

Clearly communicate any impacts or benefits of the change to the clients.

06

Offer support or provide contact information in case clients have questions or concerns.

07

End the notification with a thank you and a formal closing, such as 'Sincerely' or 'Best Regards'.

08

Proofread the message for any typos or errors before sending it out.

09

Choose the appropriate medium for sending the notification, such as email, letter, or a dedicated client portal.

10

Send the notification in a timely manner to ensure clients have enough time to adjust to the change.

Who needs notifying clients of change?

01

Any business or organization that is undergoing a change that directly affects their clients or customers needs to notify them.

02

This includes but is not limited to companies implementing new policies, launching new products, changing service offerings, or making updates to existing systems or procedures.

03

Financial institutions, healthcare providers, utilities, and other service-oriented industries often have a legal or ethical obligation to notify clients of any significant changes that may impact their relationship or use of the services.

04

Additionally, businesses that value transparency and maintaining positive client relationships should also notify clients of relevant changes to keep them informed and engaged.

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What is notifying clients of change?

Notifying clients of change means informing clients about any modifications, updates, or adjustments to products, services, or policies.

Who is required to file notifying clients of change?

Any business or organization that has clients or customers that will be affected by the change is required to file notifying clients of change.

How to fill out notifying clients of change?

Filling out notifying clients of change typically involves detailing the changes being made, explaining the reasons for the changes, and providing instructions on how clients can adapt to the changes.

What is the purpose of notifying clients of change?

The purpose of notifying clients of change is to ensure transparency, maintain trust, and keep clients informed about any alterations that may impact their interactions with the business or organization.

What information must be reported on notifying clients of change?

The information that must be reported on notifying clients of change includes the nature of the change, the date when the change will take effect, and any steps that clients need to take in response to the change.

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