This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
Paste the signed agreement, or at minimum every paragraph touching fees, costs, trust, and termination.
Exactly how the letter should address them.
What you are doing for them, in words they would use.
Determines which questions the client will actually have.
Trust-account handling and contingency-fee writing requirements are state-specific.
The questions they raised at signing, or the thing they seem worried about.
Watch for these throughout
Contingency agreements carry state-specific writing and signature requirements. Confirm compliance with the actual rule before sending anything that describes one.
This letter is a companion to the engagement letter, never a substitute. If the two conflict, the client will rely on the plain-English version, so make sure they cannot conflict.
Trust-account and IOLTA language differs by state, including whether a flat fee may be treated as earned on receipt. Generic language here can be an ethics problem.
Do not let the letter expand or narrow scope. Adding a helpful example that is not in the agreement is how scope creep gets documented against you.
Get the acknowledgment signed and keep it in the file. An unsigned explainer proves nothing at a fee hearing.