• Attorney Letter of Representation - Examples & Legal Advice

Attorney Letter of Representation (Examples & What Should Include?)

What should an attorney letter of representation include, attorney letter of representation example, what happens after a letter of representation, what is an attorney letter of non-representation, what is a drop letter, get a free lawsuit evaluation with our lawyers.

C.L. Mike Schmidt

Schmidt & Clark, LLP is not currently accepting these types of cases and has posted this content for information purposes only. We encourage you to seek a qualified attorney, if you feel you might have a case.

A good attorney letter of representation should contain the following information:

  • Your attorney’s name and contact information
  • The reason for legal representation
  • A summary of the facts of your case
  • An explanation of your injuries (in an accident case), and
  • An inquiry into insurance policy limits (if an accident or personal injury case).

Date Name of party Business/entity title Business address

Re: Our Client: Your Insured: Date of Accident:

Dear ______:

Please be advised that this office represents the above-named individual for the injuries sustained as a result of an automobile accident with your insured. Your client ran a red light with multiple witnesses. I do not suspect you will dispute responsibility.

I will forward you the medical bills and reports for my client as soon as they become available. We will keep you posted on significant treatment developments.

Also, please inform me of the policy limit on your insured's vehicle and let me know of any other applicable insurance coverages that might pertain to this claim. I have a concern that this is a policy limits case.

If you have any questions or concerns about this claim, please contact me at your convenience.

Name of attorney

Once your attorney sends the letter, you will not need to correspond with the claims adjuster. Your attorney will handle all aspects of your claim on your behalf. If an adjuster does contact you after the letter is sent, tell them that they will need to speak with your attorney.

An Attorney letter of non-representation is used to advise an attorney's client and other parties to a transaction or litigation that the attorney represents only the attorney's client and does not represent, and will not provide legal services for, other parties.

A drop letter is intended to announce that the relationship is no longer continuing and to refer the client to another attorney. In the disengagement letter, the attorney should warn the client of applicable time limitations, deadlines, and uncompleted investigation or casework.

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Why is an attorney letter of representation important?

It establishes clear communication lines, ensures that all future correspondence is directed through the attorney, and helps protect the client’s legal interests by preventing direct contact from opposing parties.

When should an attorney send a letter of representation?

An attorney should send the letter as soon as they are officially retained by a client to ensure all parties are aware of the representation and to protect the client’s rights from the outset.

What happens if the opposing party ignores the attorney letter of representation?

If the opposing party ignores the letter, the attorney may follow up with additional correspondence or legal action to ensure compliance and proper communication protocols are maintained.

Can a client revoke an attorney letter of representation?

Yes, a client can revoke the letter of representation if they decide to terminate the attorney’s services. This should be done formally, in writing, to ensure clarity and proper handling of the case moving forward.

The Liability Litigation Group at Schmidt & Clark, LLP law firm is an experienced team of trial lawyers that focus on the representation of plaintiffs in lawsuits. We are handling individual litigation nationwide and are currently accepting new legal challenges in all 50 states.

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15+ Examples | Representation Letter Format, Wording Ideas

  • Letter Format
  • March 14, 2024
  • Office Letters , Request Letters

Representation Letter Format: A representation letter format is a document that is prepared by an individual or organization and sent to another party . It is a written statement that provides assurance to the recipient that certain facts are true and accurate . This article will discuss the representation letter format and its importance.

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A representation Office letter format is a written statement or document that a company’s management or board of directors provides to their external auditors to confirm the accuracy and completeness of the information they have presented to them. The representation letter format serves as a crucial component of an audit and is often requested by the auditors as part of their audit procedures .

Representation Letter Format Writing Tips

Content in this article

The representation letter format is a formal document that follows a specific format to ensure that all necessary information is included. The format of the Request letter typically consists of several sections, each addressing a different aspect of the audit. The following is a general outline of the standard representation letter format:

The format of a representation letter format typically includes the following:

  • Header: The Request letter should start with a header that includes the date, recipient’s name, and address.
  • Introduction: The first paragraph of the letter should introduce the purpose of the letter and the relationship between the sender and the recipient.
  • Scope: The second paragraph of the letter should define the scope of the representation. This may include the time period covered by the representation, the specific areas that will be covered, and any limitations that may apply.
  • Representation: The third paragraph of the letter should provide a representation statement. This statement should indicate that the information provided is true and accurate to the best of the sender’s knowledge.
  • Signature: The letter should end with the sender’s signature, printed name, and contact information.

The representation letter format is important because it provides assurance to the recipient that the information provided is accurate and complete. It can be used in a variety of situations, such as during an audit, as part of a due diligence review, or in a legal proceeding .

The Representation Letter Format can also be used to limit the liability of the sender . By providing a representation statement, the sender is indicating that they have done their due diligence and that the information provided is accurate. If it later turns out that the information was not accurate, the sender may be able to use the representation letter as a defense.

Representation Letter Format – Sample Format

Below is a Sample Format of Representation Letter Format:

[Your Name]

[Your Title/Position]

[Your Company Name]

[Company Address]

[City, State, Zip Code]

[Recipient’s Name]

[Recipient’s Title/Position]

[Recipient’s Company Name]

Subject: Representation Letter

Dear [Recipient’s Name],

I am writing this letter on behalf of [Your Company Name] to officially confirm certain representations made during our discussions/negotiations/meetings related to [Specify the context of representations, e.g., a business transaction, partnership, agreement, etc.].

Details of Representations: [List the specific representations made, ensuring clarity and accuracy. Include relevant dates, figures, and terms.]

[Provide additional details or explanations as necessary.]

Confirmation of Accuracy: I hereby confirm that, to the best of my knowledge, the representations mentioned above are accurate and complete. I acknowledge the importance of these representations in the context of our [transaction/agreement/partnership], and I assure you that [Your Company Name] is committed to fulfilling these representations as agreed.

Additional Information (if applicable): [Include any additional information, disclosures, or conditions relevant to the representations.]

Request for Confirmation: Kindly confirm your understanding and acceptance of these representations by signing and returning a copy of this letter at your earliest convenience.

Thank you for your attention to this matter. I look forward to our continued collaboration and the successful realization of our mutual goals.

[Your Contact Information]

Representation Letter Format – Example

Here’s an Example of Representation Letter Format:

I am writing this letter on behalf of XYZ Corporation to officially confirm certain representations made during our recent negotiations for the acquisition of ABC Company. This letter serves as a formal documentation of the representations and commitments made during the discussions.

Details of Representations:

  • Financial Statements: The financial statements provided accurately represent the financial condition of ABC Company as of [specific date], including all assets, liabilities, and financial performance metrics.
  • Pending Litigation: As of the representation date, ABC Company is not involved in any pending litigation, and there are no legal proceedings or disputes that could materially impact its business operations.
  • Contracts and Agreements: All material contracts and agreements disclosed during the negotiations are accurate and complete, and ABC Company is in compliance with the terms of these contracts.

Confirmation of Accuracy:

I hereby confirm that the representations mentioned above are accurate and complete based on the information available to us as of [specific date]. XYZ Corporation is committed to ensuring that these representations remain accurate up to the closing date of the acquisition.

Request for Confirmation:

Please confirm your understanding and acceptance of these representations by signing and returning a copy of this letter at your earliest convenience. If there are any discrepancies or additional information that needs to be considered, kindly inform us promptly.

Thank you for your attention to this matter. We believe that a transparent and accurate representation of the relevant information is crucial for the success of our upcoming acquisition.

Representation Letter Format for Financial Statements

Here’s a Representation Letter Format For Financial Statements:

[Company Letterhead]

[External Auditor’s Name] [External Auditor’s Address]

Dear [Auditor’s Name],

We confirm that we have provided you with all necessary information regarding the financial statements of [Company Name] for the year ended [Date]. We also confirm that the information we have provided is complete, accurate, and in accordance with Generally Accepted Accounting Principles (GAAP).

In connection with your audit, we make the following representations:

All financial records and related data have been made available to you for examination and inquiry.

All transactions have been recorded in the financial statements and are reflected in the appropriate accounts.

The financial statements fairly present, in all material respects, the financial position of the company as of [Date] and the results of its operations and cash flows for the year then ended.

We have disclosed all material information regarding contingent liabilities and commitments that may affect the financial position of the company.

We have identified and disclosed to you all related-party transactions and arrangements.

We confirm that there are no other material transactions, arrangements, or events that have not been properly disclosed to you.

We acknowledge that we are responsible for the preparation and fair presentation of the financial statements in accordance with GAAP. We further acknowledge our responsibility for designing, implementing, and maintaining effective internal control over financial reporting, and that we have disclosed to you any significant deficiencies or material weaknesses identified during our assessment of internal control.

Please let us know if you require any further information or clarification.

[Authorized Company Representative’s Name and Signature]

Representation letter format for partnership agreement

A formal representation letter confirming accuracy in key aspects of a partnership agreement, emphasizing commitment to fulfill obligations and ensure a successful partnership.

[Partner’s Name]

[Partner’s Title/Position]

[Partner’s Company Name]

Subject: Representation Letter for Partnership Agreement

Dear [Partner’s Name],

I, [Your Name], in my capacity as [Your Title/Position] of [Your Company Name], hereby provide this representation letter to confirm the accuracy and completeness of certain information in relation to the partnership agreement between [Your Company Name] and [Partner’s Company Name].

  • Financial Information: The financial statements provided by [Your Company Name] accurately reflect its financial position, including assets, liabilities, and financial performance, as of [specific date].
  • Legal Compliance: [Your Company Name] is in compliance with all applicable laws and regulations relevant to the proposed partnership agreement.
  • Contractual Agreements: All material contracts and agreements entered into by [Your Company Name] have been disclosed and are accurate and complete.
  • Business Operations: [Your Company Name] operates its business in accordance with industry best practices and ethical standards.

Confirmation of Accuracy: I confirm that, to the best of my knowledge and belief, the representations mentioned above are accurate and complete. I understand the importance of these representations in the context of our partnership agreement, and I assure you that [Your Company Name] is committed to fulfilling these representations as agreed.

Additional Information (if applicable): [Include any additional information or disclosures relevant to the partnership agreement.]

Thank you for your attention to this matter. We look forward to a successful and collaborative partnership between [Your Company Name] and [Partner’s Company Name].

Representation Letter Format for Partnership Agreement

Representation Letter format – Template

Here’s a Template of Representation Letter format:

I, [Your Name], in my capacity as [Your Title/Position] of [Your Company Name], am writing to confirm certain representations made during our recent discussions/negotiations/meetings pertaining to [Specify the context of representations, e.g., a business transaction, partnership, agreement, etc.].

Corporate representation letter format

A formal corporate representation letter confirming accuracy and completeness of information, typically used to assure external parties regarding key aspects of the company’s affairs.

Subject: Corporate Representation Letter

I, [Your Name], in my capacity as [Your Title/Position] of [Your Company Name], hereby provide this representation letter to confirm the accuracy and completeness of certain information pertaining to our corporate representation.

  • Financial Information: The financial statements of [Your Company Name] accurately present its financial position, including assets, liabilities, and financial performance, as of [specific date].
  • Legal Compliance: [Your Company Name] is in compliance with all applicable laws and regulations relevant to our business operations.
  • Business Operations: [Your Company Name] conducts its business in adherence to industry best practices and ethical standards.

Confirmation of Accuracy: I confirm that, to the best of my knowledge and belief, the representations mentioned above are accurate and complete. I understand the importance of these representations in the context of our corporate dealings, and I assure you that [Your Company Name] is committed to fulfilling these representations as agreed.

Additional Information (if applicable): [Include any additional information or disclosures relevant to our corporate representation.]

Thank you for your attention to this matter. We look forward to continued positive and transparent corporate interactions between [Your Company Name] and [Recipient’s Company Name].

Corporate Representation Letter Format

Legal representation letter format

A concise legal representation letter confirming legal aspects of a specific matter, ensuring compliance, validity, and confidentiality, and seeking recipient confirmation.

[Your Company or Law Firm Name]

[Company or Law Firm Address]

[Recipient’s Company Name or Address]

Subject: Legal Representation Letter

I, [Your Name], in my capacity as [Your Title/Position] at [Your Company or Law Firm Name], am writing to confirm and represent the legal aspects pertaining to [specific matter or transaction].

  • Legal Compliance: [Your Company or Client] is in compliance with all relevant laws and regulations concerning the aforementioned matter.
  • Contractual Agreements: All legal agreements, contracts, and documents associated with this matter are accurate, valid, and executed in accordance with the applicable legal requirements.
  • Litigation and Disputes: There are no pending or threatened legal actions, disputes, or litigations that could adversely impact [Your Company or Client].
  • Confidentiality and Compliance: We assure compliance with confidentiality agreements and legal requirements related to sensitive information.

Confirmation of Accuracy: I confirm that the representations made above are accurate and complete based on the legal information available to us as of [specific date]. [Your Company or Client] is committed to maintaining legal integrity in all aspects of the matter.

Request for Confirmation: Kindly acknowledge your understanding and acceptance of these legal representations by signing and returning a copy of this letter at your earliest convenience.

Thank you for entrusting us with your legal matters. We look forward to continued collaboration.

[Your Company or Law Firm Contact Information]

Legal Representation Letter Format

formal Representation Letter format

A formal representation letter affirming key details, ensuring accuracy, and seeking recipient acknowledgment in a concise and professional manner.

[Your Company Name or Law Firm Name] [Company or Law Firm Address]

Subject: Formal Representation Letter

I, [Your Name], in my capacity as [Your Title/Position] at [Your Company or Law Firm Name], am writing to formally represent and confirm certain matters related to [specific context, such as a transaction, agreement, or legal issue].

  • [Representation 1]: [Provide details and context for the first representation.]
  • [Representation 2]: [Provide details and context for the second representation.]
  • [Representation 3]: [Provide details and context for the third representation.]

Confirmation of Accuracy: I confirm that the representations made above are accurate and complete based on the information available to us as of [specific date]. [Your Company or Client] is committed to upholding these representations throughout the course of [transaction, agreement, legal matter, etc.].

Additional Information (if applicable): [Include any relevant additional information, disclosures, or conditions.]

Request for Confirmation: Kindly confirm your understanding and acceptance of these representations by signing and returning a copy of this formal letter at your earliest convenience.

Thank you for your attention to this matter. We value our professional relationship and are dedicated to ensuring the integrity of the representations made.

Formal Representation Letter Format

Email Format about Representation Letter format

Here’s an Email Format for Representation Letter Format:

Subject: Request for Representation Letter

Dear [Company Representative],

I hope this email finds you well. As part of our audit procedures, we are requesting a representation letter from [Company Name] to confirm the accuracy and completeness of the financial statements for the year ended [Date].

We kindly request that you provide us with a representation letter in accordance with our standard format, which includes the following sections:

Introductory Paragraph: This section should identify the company’s name, the date of the letter, and the purpose of the letter, which is to provide representations to the auditors.

Scope of Audit: This section outlines the scope of the audit, including the period covered, the financial statements being audited, and any specific areas of focus.

Representations: This section includes a list of representations that management or the board of directors are providing to the auditors. These representations typically include assertions related to the completeness and accuracy of financial statements, disclosures, and other relevant information.

Qualifications and Limitations: This section outlines any qualifications or limitations to the representations being made. For example, the company may note that they are only providing representations to the best of their knowledge and that certain information may not be known with certainty.

Signature and Date: The letter must be signed by an appropriate representative of the company, such as the CEO or CFO, and dated to indicate when the representations were made.

We would appreciate it if you could provide the representation letter as soon as possible to ensure that we can complete our audit within the necessary timeframe.

Please let us know if you have any questions or require any further information.

Thank you for your cooperation.

[Auditor’s Name]

Email Format about Representation Letter Format

Representation Letter Format for Compliance Audit

Here’s a Representation Letter Format For Compliance Audit:

We confirm that we have provided you with all necessary information regarding our compliance with [applicable laws, regulations, or standards] for the period ended [Date]. We also confirm that the information we have provided is complete, accurate, and in accordance with the requirements of [applicable laws, regulations, or standards].

We have complied with all applicable laws, regulations, or standards that may have a material effect on our operations.

We have identified and disclosed to you any noncompliance issues that we have become aware of.

We have disclosed all material information related to our compliance with [applicable laws, regulations, or standards].

We confirm that there are no other material noncompliance issues that have not been properly disclosed to you.

We acknowledge that we are responsible for complying with all applicable laws, regulations, or standards and that we are responsible for implementing and maintaining effective compliance programs to ensure compliance with these requirements.

Representation letter format for due diligence

A concise representation letter for due diligence, ensuring accuracy and transparency in key details, vital for a thorough understanding during the due diligence process.

Subject: Representation Letter for Due Diligence

I, [Your Name], in my capacity as [Your Title/Position] at [Your Company or Law Firm Name], am writing to provide representations and confirmations related to the due diligence process conducted on behalf of [Your Company or Client] for the purpose of [specific context].

Confirmation of Accuracy: I confirm that the representations made above are accurate and complete based on the information available to us as of [specific date]. These representations are made in connection with the due diligence process and are intended to provide a comprehensive understanding of [Your Company or Client]’s affairs.

Request for Confirmation: Kindly confirm your understanding and acceptance of these representations by signing and returning a copy of this letter at your earliest convenience. This confirmation is essential for the due diligence process.

Thank you for your cooperation and understanding. We look forward to a successful completion of the due diligence process.

Representation Letter Format for Due Diligence

FAQS for Representation Letter Format

What is the purpose of a representation letter format in a business transaction.

A Representation Letter Format is used to confirm the accuracy and completeness of certain information or statements made during a business transaction, partnership, or agreement.

Are Representation Letter Format legally binding documents?

Representation Letter Format is typically considered legally binding to the extent that they reflect the true and accurate information at the time they are issued. However, the legal implications may vary depending on jurisdiction and the specific terms outlined in the letter.

What should be included in a Representation Letter Format for due diligence?

A Representation Letter Format for due diligence should include specific details about the accuracy and completeness of information relevant to the due diligence process. This may include financial statements, legal compliance, and any other key aspects of the business.

How can one ensure the effectiveness of a Representation Letter Format?

To ensure the effectiveness of a Representation Letter Format, it should be clear, specific, and address all relevant aspects of the transaction or agreement. It’s important to use precise language and ensure that the letter is tailored to the specific context.

Is it necessary to involve legal professionals in drafting a Representation Letter Format?

In complex transactions or legal matters, involving legal professionals in drafting a Representation Letter Format is advisable. They can ensure that the letter complies with legal standards and adequately protects the interests of the parties involved.

Can a Representation Letter Format be used in mergers and acquisitions?

Yes, Representation Letter Format is commonly used in mergers and acquisitions to confirm the accuracy of financial statements, compliance with laws, and other key representations that impact the transaction.

Is a Representation Letter Format one-sided, or do both parties typically provide one?

In some cases, both parties involved in a transaction may provide Representation Letter Format. This ensures a mutual understanding and acknowledgment of the accuracy of the information exchanged between them.

The representation letter format is a standard format that is used to provide assurance that information is accurate and complete . It is an important document that can be used in a variety of situations, and it can help to limit liability for the sender . If you need to prepare a representation letter, it is important to follow the standard format and to be as thorough as possible in your representation statement.

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Letter of Representation from Attorney to the Insurance Company

Use the attorney representation letter to set the tone for settlement negotiation.

  • Virginia Personal Injury Attorney
  • Attorney Representation Letter

Attorney Letter of Representation

How to draft a representation letter that puts the accident victim in the best position possible during personal injury litigation.

Personal injury claims involve a lot of paperwork.

And the letter of representation is one of the first papers you will see after hiring a law firm to recover money for damages suffered in a motor vehicle accident .

This website aims to give information about the legal system to accident victims, injured workers , and disabled adults . And to offer resources to fellow attorneys who stand for injured persons.

That is why this article offers a sample representation letter and explains how to draft this document to strengthen a personal injury victim’s claim before making a settlement demand or suing the defendant driver.

Often, we send other letters – including our retainer agreement (also called an engagement letter), a limited power of attorney, and a spoliation letter – to the insurance company when we let it know that you have counsel.  

Keep reading to learn more about the personal injury process.

If you have questions about your claim and want a free consultation with a top-rated car accident lawyer or work injury attorney, call now: (804) 251-1620 or (757) 810-5614. Or complete the contact form on this page

What is an Attorney Letter of Representation?  

An attorney representation letter is the first correspondence sent from your lawyer to the insurance company that  supplies  liability coverage to the person (or company) that caused you harm.   

This letter notifies the defendant’s insurance company that you have legal counsel. 

For example, your attorney will send a letter of representation to the defendant driver’s auto insurance carrier if you were hurt in a car crash. Or to your physician’s medical malpractice insurer if you allege that a failure to diagnose cancer made your condition worse.

What is the Representation Letter’s Purpose in Personal Injury Litigation?

Your attorney’s letter of representation to the defendant’s insurance carrier serves several purposes. 

First, it informs the adverse party that you are serious about receiving fair compensation for your damages. 

Second, the representation letter makes it easier for your lawyer to get documents and information from the other party to prosecute your claim efficiently.

Third, it gives an early outline of the theory of your case. You do this by describing the accident, and which of the defendant’s acts or omissions caused your injuries. A strong story about why the plaintiff deserves compensation will increase the likelihood that you obtain a fair recovery through settlement or verdict.

Fourth, it introduces your attorney to the claim adjuster handling your case and sets up a line of communication so that the parties can begin the settlement negotiation process when your recovery plateaus (often called reaching maximum medical improvement, or MMI) . 

Fifth, it asks for the insurance policy limits so that you can start to decide how to collect any potential judgment.

Though it is not a formal pleading or legal document that the trial judge or jury will review, the attorney representation letter may persuade the insurer to set higher reserves for your claim. This will make it easier for you to obtain a fair recovery.

What Information Should the Letter of Representation Include?

There is no “one size fits all” approach to writing a letter of representation in litigation. 

But there are several things the letter should include at a minimum:

  • The attorney’s name and contact information, including the names and contact information of associate attorneys and paralegals helping with the case;
  • A description of the accident resulting in injuries;
  • A description of the nature and extent of the injuries, including medical care, received to date;
  • Which of the defendant’s acts or omissions that you find actionable under law;
  • A request for policy limits and insurance coverage information; and, 
  • Whether direct contact with the injury victim is allowed (the answer should always be no)

Example of an Attorney Representation Letter for a Personal Injury Claim

Here is an example of a letter of representation that we send to the insurance company when handling a client’s automobile accident claim. I recommend using certified mail (with a return receipt) so that the claim adjuster cannot dispute that she received the letter of representation.   

November 29, 2021

Emily Adams

GEICO Insurance Agency, LLC

One GEICO Blvd.

Fredericksburg, VA 22412

Re: Claim for Injuries and Damages – Attorney Representation Letter

Our Client: Bill Smith

Your Insured: John Williams

Your Insured’s Policy #: 1357913

Date of Accident: November 1, 2021

Accident Location: Intersection of Jefferson Ave. and Oyster Point Rd. in Newport News 

Your Claim #: 246824

Dear Ms. Adams:

My law firm represents Bill Smith for the concussion (and post-concussive syndrome ), lumbar strain , foot fracture , and other injuries suffered in an automobile crash caused by your insured, John Williams. 

I expect you will accept liability because the facts show that Mr. Williams’s negligence resulted in Mr. Smith’s injuries and property damage to his vehicle. 

Mr. Williams’s Ford F-150 truck ran into Mr. Smith’s Toyota Camry when Mr. Smith was stopped at a red light. Multiple witnesses report that your insured was texting when he struck my client. And the Newport News police officer that investigated the crash arrested your insured for driving while under the influence of alcohol (DUI) . I have attached a copy of the Police Crash Report . 

So far Mr. Smith has received medical treatment from Riverside Regional Medical Center, Hampton Roads Orthopaedics Spine & Sports Medicine, the Concussion Care Centre of Virginia, and Pivot Physical Therapy. I will send you copies of medical bills and reports as I receive them. And inform you of significant developments as Mr. Smith continues to heal.  

I ask that you provide me with some information:

  • The policy limits for your insured’s liability coverage;
  • Other insurance coverages that might apply to this claim such as excess or umbrella coverage;
  • Any recorded statements you have obtained from my client or witnesses;
  • Written estimates on the damage to Mr. Smith’s vehicle; and,
  • Photographs of the damage to Mr. Smith’s vehicle

Further, all future contact with Mr. Smith should go through me. This includes telephone calls, letters, and emails from insurance company staff or third-party vendors (including TPAs such as Sedgwick or Gallagher Bassett ) hired by your company to adjust the claim. 

In addition, if Mr. Smith signed a medical records release form before he hired my firm, that authorization is now revoked, null and void.

Thank you for your time and attention to this claim. 

Please do not hesitate to contact me with any questions or concerns. I look forward to working with you to resolve this matter. 

Respectfully yours,

Corey R. Pollard

cc: Client File

When Should My Attorney Notify the Insurance Company that Counsel Represents me?

There are competing views on when to send a letter of representation to the defendant’s insurance company.

The first position, which I agree with, is that a law firm should send its representation letter to the insurance company as soon as it receives a signed retainer agreement.

The rationale for this view is that your lawyer does not want the insurance company speaking with you directly, primarily through a recorded statement . As a result, you may inadvertently supply information that harms your case.

The second position is that an attorney should never send a representation letter to the defendant or insurer. Instead, the lawyer should file a lawsuit in federal or state court .

The rationale for this competing view is that a plaintiff puts maximum pressure on the defendant by starting formal legal proceedings.

I understand this rationale and the potential benefit of not sending a letter of representation in business tort or breach of contract claims, where the defendant may be surprised by the lawsuit and put on the defensive, which you can use to your advantage.

However, there are two reasons that I do not see the benefit of withholding sending of a letter of representation in personal injury cases involving workplace accidents , construction site accidents, or motor vehicle crashes.

First, litigation is costly and time-consuming. Filing a lawsuit will force the insurer to hire counsel to answer the complaint. Then the defense attorney will probably want to initiate formal discovery, including depositions of you, lay witnesses, and expert witnesses, interrogatories, and requests for production. All this takes time and delays how soon you receive compensation for your injuries, though it is necessary if the insurer acts unreasonably during negotiations.

Second, bringing a lawsuit and going to trial is stressful. As an injured person unfamiliar with civil litigation, you may prefer an informal resolution through direct negotiation with the claim adjuster, mediation , or arbitration.

Can an Attorney Send a Letter of Representation to the Defendant if the Insurance Company is Unknown? 

Yes, your attorney may send a representation letter to the defendant directly if that person or company does not have insurance coverage or if you do not have that information yet. 

For example, your attorney might send a letter of representation to the manufacturer of a product if you allege that a product defect caused injury .

Contact Us Today for Legal Representation in Your Auto Accident Claim

A car crash can change your life and the lives of family members. 

Call or email our firm today if you have been hurt by someone else’s negligence and do not want the claim adjuster to use their experience and knowledge to minimize your injuries and damage and how much money you receive.

We have helped hundreds of accident victims like you recover fair compensation. And we want to help you on the road to physical, financial, and emotional recovery. 

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Written Samples

15 sample letters of authorization to represent in court.

When faced with legal matters, it is not uncommon for individuals to require representation in court.

Whether you are unable to attend a hearing or simply prefer to have a legal professional handle your case, a letter of authorization is a crucial document that grants someone the power to represent you in legal proceedings.

Sample Letters of Authorization to Represent in Court

In this article, we will explore fifteen sample letters of authorization to represent in court, covering a range of scenarios and situations.

These templates will serve as a valuable resource, helping you effectively communicate your intentions and ensure that your legal matters are handled properly.

Letter One: Authorization for Attorney Representation

Subject: Authorization for Attorney Representation in Court

Dear [Attorney’s Name],

I, [Your Name], hereby authorize you to represent me in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my attorney, you have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case.

Please keep me informed of any developments and provide me with copies of all relevant documents.

[Your Signature]

[Your Name]

[Contact Information]

Letter Two: Authorization for Spouse Representation

Subject: Authorization for Spouse Representation in Court

To Whom It May Concern:

I, [Your Name], hereby authorize my spouse, [Spouse’s Name], to represent me in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

My spouse has my full permission to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case.

Please extend to my spouse the same courtesies and privileges that would be afforded to me if I were present.

Letter Three: Authorization for Family Member Representation

Subject: Authorization for Family Member Representation in Court

Dear [Name of Court],

I, [Your Name], hereby authorize my [Relationship], [Family Member’s Name], to represent me in the matter of [Case Number or Description] scheduled on [Date] at [Time].

I am unable to attend the hearing due to [Reason for Absence], and I have full confidence in my [Relationship]’s ability to represent my interests.

Please allow my [Relationship] to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case.

Letter Four: Authorization for Friend Representation

Subject: Authorization for Friend Representation in Court

I, [Your Name], hereby authorize my friend, [Friend’s Name], to represent me in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

I am unable to attend the hearing due to [Reason for Absence], and I trust my friend to represent my interests to the best of their ability.

Please extend to my friend the same courtesies and privileges that would be afforded to me if I were present.

Letter Five: Authorization for Legal Guardian Representation

Subject: Authorization for Legal Guardian Representation in Court

I, [Your Name], hereby authorize my legal guardian, [Guardian’s Name], to represent me in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my legal guardian, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case.

Please provide my legal guardian with all the necessary information and assistance to ensure a fair and just outcome.

Letter Six: Authorization for Power of Attorney Representation

Subject: Authorization for Power of Attorney Representation in Court

I, [Your Name], hereby authorize my power of attorney, [Attorney-in-Fact’s Name], to represent me in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my attorney-in-fact, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case, as outlined in the attached power of attorney document.

Please extend to my attorney-in-fact the same courtesies and privileges that would be afforded to me if I were present.

Letter Seven: Authorization for Executor Representation

Subject: Authorization for Executor Representation in Court

I, [Your Name], hereby authorize the executor of my estate, [Executor’s Name], to represent me in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As the executor of my estate, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case.

Please provide the executor with all the necessary information and assistance to ensure the proper resolution of this matter.

Letter Eight: Authorization for Trustee Representation

Subject: Authorization for Trustee Representation in Court

I, [Your Name], hereby authorize the trustee of the [Name of Trust], [Trustee’s Name], to represent me in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As the trustee, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case, as it pertains to the trust.

Please extend to the trustee the same courtesies and privileges that would be afforded to me if I were present.

Letter Nine: Authorization for Business Partner Representation

Subject: Authorization for Business Partner Representation in Court

I, [Your Name], hereby authorize my business partner, [Partner’s Name], to represent me and our business, [Business Name], in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my business partner, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case as it relates to our business.

Please provide my business partner with all the necessary information and assistance to ensure the proper resolution of this matter.

Letter Ten: Authorization for Employee Representation

Subject: Authorization for Employee Representation in Court

I, [Your Name], hereby authorize my employee, [Employee’s Name], to represent me and my business, [Business Name], in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my employee, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case as it pertains to my business.

Please extend to my employee the same courtesies and privileges that would be afforded to me if I were present.

Letter Eleven: Authorization for Tenant Representation

Subject: Authorization for Tenant Representation in Court

I, [Your Name], hereby authorize my tenant, [Tenant’s Name], to represent me in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my tenant, they have firsthand knowledge of the situation and the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case as it relates to the tenancy.

Please provide my tenant with all the necessary information and assistance to ensure a fair and just outcome.

Letter Twelve: Authorization for Landlord Representation

Subject: Authorization for Landlord Representation in Court

I, [Your Name], hereby authorize my landlord, [Landlord’s Name], to represent me in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my landlord, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case as it pertains to my tenancy.

Please extend to my landlord the same courtesies and privileges that would be afforded to me if I were present.

Letter Thirteen: Authorization for Caregiver Representation

Subject: Authorization for Caregiver Representation in Court

I, [Your Name], hereby authorize my caregiver, [Caregiver’s Name], to represent me in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my caregiver, they have intimate knowledge of my situation and the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case.

Please provide my caregiver with all the necessary information and assistance to ensure my best interests are represented.

Letter Fourteen: Authorization for Interpreter Representation

Subject: Authorization for Interpreter Representation in Court

I, [Your Name], hereby authorize my interpreter, [Interpreter’s Name], to represent me in the [Name of Court] in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my interpreter, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case, as well as provide interpretation services to ensure effective communication.

Please extend to my interpreter the same courtesies and privileges that would be afforded to me if I were present.

Letter Fifteen: Authorization for Legal Aid Representation

Subject: Authorization for Legal Aid Representation in Court

I, [Your Name], hereby authorize my legal aid representative, [Legal Aid Representative’s Name], to represent me in the matter of [Case Number or Description] scheduled on [Date] at [Time].

As my legal aid representative, they have the authority to appear on my behalf, present evidence, make arguments, and take any necessary legal actions in connection with this case.

Please provide my legal aid representative with all the necessary information and assistance to ensure access to justice and a fair outcome.

  [Your Signature]

These fifteen sample letters of authorization to represent in court demonstrate the various situations in which an individual may need to grant someone else the authority to handle their legal matters.

By using these templates as a starting point and customizing them to fit your specific circumstances, you can ensure that your legal interests are protected and represented effectively.

Remember to clearly state the scope of the authority granted, provide relevant case information, and sign the letter to validate the authorization.

With a well-crafted letter of authorization, you can have peace of mind knowing that your legal matters are in capable hands, even if you are unable to attend court proceedings in person.

representation letter example

Representative Or Agent Authorization Letter To Represent

Dear [Recipient],

I, [Your Name], hereby authorize [Name of Authorized Person] to act as my representative/agent for the following purpose(s): [Specify the purpose(s) for which the person is being authorized].

The authorized person has my full permission to represent me and act on my behalf in all matters related to the above-mentioned purpose(s), including but not limited to signing legal documents, negotiating on my behalf, and making decisions on my behalf.

I certify that the authorized person has my complete trust and confidence to handle any matters related to the above-mentioned purpose(s) with professionalism and integrity.

This authorization shall remain in effect until further notice from me.

Thank you for your prompt attention to this matter.

[Your Name]

representation letter example

isalegal

The best way to get a bad law repealed is to enforce it strictly.

Legal Representation Letter Examples 7 min read

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A legal representation letter is a letter that is sent to a lawyer, or other legal professional, in order to get their representation in a legal case or matter. This type of letter can be used to request help with a legal issue, or to hire a lawyer for a specific case. There are a few things that should be included in a legal representation letter in order to make it as effective as possible.

The first thing that should be included in a legal representation letter is information about the person or organization writing the letter. This should include the name, contact information, and any other relevant information about the person or organization. It is also important to include a description of the legal case or matter that is being sought representation for. This should include a summary of the case, as well as any important facts or details that are relevant.

It is also important to include a request for representation in a legal case or matter in a legal representation letter. This should include a request for the lawyer to take on the case, as well as an explanation of why representation is needed. It is also important to include a timeline for the case, as well as any other important deadlines or information.

Finally, it is important to include a signature at the bottom of the legal representation letter. This will verify that the letter is authentic, and that it is from the person or organization that it claims to be from.

Table of Contents

How do you write a letter of representation?

When you need to make a representation to a higher authority on behalf of someone else, you will need to write a letter of representation. This type of letter should be clear, concise, and well-written, in order to make the best possible case for the person you are representing.

There are a few key things to remember when writing a letter of representation. First, be sure to make your case by outlining the specific situation and why you believe the person you are representing should be given special consideration. Next, be sure to back up your argument with facts and evidence. Finally, be sure to stay professional and courteous in your tone, even when addressing any objections the reader may have.

A letter of representation can be an important tool in helping a person get the special consideration they need. By following the guidelines above, you can help ensure that your letter is effective in advocating for your cause.

How do I write a letter requesting legal representation?

When you need legal representation, you may want to write a letter to a lawyer or law firm. This letter can be used to introduce yourself, describe your legal issue, and request a consultation.

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Your letter should be brief and to the point. Start by introducing yourself and stating the purpose of your letter. Next, describe your legal issue in detail. Finally, ask the lawyer or law firm to provide you with a consultation.

Make sure to sign the letter and include your contact information. You can also enclose any supporting documents that may be helpful.

If you are looking for a lawyer, you can search for a lawyer on FindLaw.

What is a legal representation letter?

A legal representation letter is a letter that is sent to a legal representative, typically a lawyer, to ask for their legal assistance. The letter may outline the issue that the sender is facing and ask the legal representative to provide their opinion on the situation. The letter may also ask the legal representative to represent the sender in a legal case or dispute.

What is a legal closing letter?

A legal closing letter is a formal letter sent by a lawyer to a client or other party in order to close out a legal matter. The letter typically includes a summary of the case, the lawyer’s findings and recommendations, and a statement indicating that the lawyer is no longer representing the client or party in question. A legal closing letter may also include an agreement to keep the contents of the letter confidential.

What is the purpose of letter of representation?

A letter of representation is a letter sent by an individual or organization to a higher authority to complain about the treatment they have received from a lower authority. The letter of representation typically outlines the problem and requests a resolution.

The purpose of a letter of representation is to provide a formal record of a grievance and to request action from a higher authority. The letter can be used as evidence to support a complaint, and it can help to ensure that the complaint is addressed properly.

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A letter of representation should be concise and to the point. It should outline the problem, state the requested resolution, and provide any supporting evidence. The letter should be polite and professional, and it should include the contact information of the individual or organization making the complaint.

If you need to file a complaint, a letter of representation can be a helpful tool. Contact a lawyer for more information.

How do you write a lawyer to represent you?

When you need to hire a lawyer, it’s important to know how to find and select the right one for your case. You should begin by asking friends, family, or others you trust for a referral. Once you have a few names, do some research on each lawyer to see if they have experience in the type of case you have. You’ll also want to check their fees and make sure they are comfortable working with you.

Once you’ve selected a lawyer, you’ll need to write a letter to formally hire them. In the letter, you should introduce yourself and your case, and explain why you need a lawyer. You should also state that you agree to the lawyer’s fees and terms of representation. Be sure to sign and date the letter, and send it to the lawyer’s office.

How do you ask a lawyer to represent you?

So you need a lawyer. Maybe you’ve been sued, or you’re facing criminal charges. How do you go about finding and hiring the right attorney for your case?

The first step is to identify what type of lawyer you need. There are many different types of law, and each type has its own specialized practitioners. Once you know what kind of lawyer you need, you can start doing your research.

There are many ways to find a lawyer. One way is to ask friends, family, or colleagues for referrals. You can also search the internet or look in the Yellow Pages.

When you’ve found a few lawyers who might be a good fit for your case, it’s time to start interviewing them. You should ask the lawyers a lot of questions, such as:

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– What are your qualifications?

– What is your experience in this type of case?

– What are your fees?

– How will you be billing me?

– What are your hours?

– What is your policy on returning phone calls?

– What is your policy on taking on new clients?

– What is your policy on giving free consultations?

– Do you have any references?

After you’ve interviewed a few lawyers, it’s time to decide which one to hire. You should consider the lawyer’s qualifications, experience, fees, and policies. You should also think about how you feel about the lawyer. Do you feel comfortable talking to him or her? Do you think the lawyer will be knowledgeable about your case?

Once you’ve made a decision, it’s time to ask the lawyer to represent you. You can do this by simply calling the lawyer and telling him or her that you’d like to hire him or her.

If you have any questions about how to ask a lawyer to represent you, you can contact an experienced lawyer for help.

representation letter example

Published by Dean Wallace

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Posted on December 18, 2022

“Attorney Letter of Representation” – What should it contain?

You were injured in a car accident and your attorney is preparing a demand letter to send to the at-fault driver’s insurance company. You do not want to speak with the insurance adjuster at all.

Should you tell the insurance company that you have an attorney?

Your lawyer will usually do this for you in an attorney representation letter . This is a legal letter your attorney sends to interested parties informing them that he/she represents you in a legal matter.

An attorney letter of representation usually contains the following:

  • your attorney’s name and contact information (or the name of the law office/law firm representing you),
  • the reason for legal representation (for example, personal injury , malpractice , divorce),
  • a brief summary of the facts of your case,
  • the extent of your injuries (in an accident case ), and
  • an inquiry into insurance policy limits (if an accident or personal injury case).

1. Why send a legal representation letter?

The purpose of an attorney representation letter is to let interested parties know that you are represented by legal counsel .

Depending on the facts of your case, “i nterested parties ” may include:

  • an insurance company,
  • the opposing party or opposing counsel,
  • a business, and/or
  • a government agency.

The letter informs these parties that they should route all communications through your attorney or law firm.

In a personal injury case or accident case, the letter may also serve as an initial step in negotiating a settlement.

Note as well that a representation letter provides a brief summary of the facts in a case. A firm receiving the letter can use these facts to see if there is any conflict of interest in taking on the matter.

2. When does your attorney send one?

While the timing of a letter can vary, your lawyer will typically send the letter:

  • prior to sending a demand letter to an insurer (if an accident or injury case),
  • after you decide to file a lawsuit against an adverse party, or
  • once you hire the lawyer after you receive notice of a legal claim filed against you. 1

Note that your attorney will usually send the letter return receipt so that he/she has proof that the letter was delivered.

3. Is a representation letter the same thing as an engagement letter?

No. An engagement letter is a separate and distinct letter from an attorney representation letter.

An engagement letter is usually a letter that your law firm or attorney will send to you after it decides to represent you.

The letter outlines the terms and conditions of your firm’s representation (including details as to compensation and scope of legal services).

The letter helps solidify the attorney-client relationship.

4. What is a sample attorney representation letter?

The following is an example of a legal representation letter.

December 1, 2022 Mr. John Jones ABC Insurance Company 100 First Ave. Baltimore, MD. 55555 Re: Car Accident Caused by Your Insured (Date of Accident: November 20, 2022) Dear Mr. Jones, Our firm represents John Doe for the injuries he sustained following a motor vehicle accident with your insured, Lisa May. The accident took place on November 20, 2022, after Ms. May failed to stop at a red light. Our firm has surveillance video of the incident so I do not believe there will be a dispute as to who was responsible for the accident. Mr. Doe suffered a lower back injury due to the accident and is still receiving medical care for his injuries. I will forward his medical bills and medical records to your office once he has completed all of his treatment. Please inform me of your insured’s policy limits and the specific type of insurance coverage that she has in place. You can direct all communication to our law office. Sincerely, Lawyer Mike

Legal References:

  • Note that if you’re thinking about hiring an attorney, please see “ Ten Tips To Think About When Hiring A Lawyer ,” Forbes (2020).

About the Author

Neil shouse.

A former Los Angeles prosecutor, attorney Neil Shouse graduated with honors from UC Berkeley and Harvard Law School (and completed additional graduate studies at MIT). He has been featured on CNN, Good Morning America, Dr Phil, The Today Show and Court TV. Mr Shouse has been recognized by the National Trial Lawyers as one of the Top 100 Criminal and Top 100 Civil Attorneys.

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