Law Firm Engagement Letter Follow-Up
Follow up on an unsigned engagement letter and retainer so representation can begin.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Follows up on an unsigned engagement letter and required retainer payment.
- Engagement letter follow-up
- Retainer reminder
- Representation agreement signature
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Engagement Letter Follow-Up - matter_name
engagement-letter
Hi client_first_name,
I am following up on the engagement letter for matter_name, which was sent on sent_date.
ITEMS NEEDED
• Signed engagement letter by signature_deadline
• Retainer payment: $retainer_amount
• Payment link: payment_linkSubmit payment
Our office cannot begin work or appear on your behalf until the engagement letter is signed, any required retainer is received, and representation is confirmed by our office.
The engagement letter is attached again for convenience. If you have questions about the scope, fees, or next steps, reply to this email and we will help.
Thank you,
me::full_name
Part of a starter pack
Explore the Legal Services Starter Pack
Help attorneys, paralegals, and legal operations teams send consistent intake, consultation, engagement, case update, discovery, billing, court reminder, and closeout emails from Outlook.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
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