Letter to Prospective Client in Advance of Business Pitch
(NY)

Summary

This template is a letter to a prospective client to be sent prior to a business pitch. This template includes practical guidance, drafting notes, and alternate and optional clauses. Too many litigators follow the same game plan when offered an opportunity to meet with a potential client to pitch for business. They will assemble a few available partners, and possibly a senior associate, and load the firm's generic slides on a laptop. Instead, you should send out a letter like this one to the prospective client prior to the meeting and customize your pitch. For more by Ronald J. Levine, see Business Development for Litigators, Managing Client Expectations in Litigation, Litigation Business Pitches: Five Tips, How to Use AI to Manage the Attorney-Client Relationship, Drafting Client Memos and Emails, and Tips on Dealing with Difficult Litigation Clients. For a full listing of content covering litigation tasks throughout a New York case, see Civil Litigation Fundamentals Resource Kit (NY).