When should an interim reporting letter be sent to a client?

An interim reporting letter should be sent to a client soon after receiving instructions because it serves as a crucial communication tool that keeps the client informed about the progress of their matter. This letter typically outlines the initial steps taken, confirms the receipt of instructions, and sets expectations regarding future actions. By doing this, the lawyer maintains transparency and builds trust, ensuring the client feels engaged and up-to-date throughout the process.

Sending this letter at this stage is important because it mitigates the risk of misunderstandings or assumptions about the progression of the case. The interim report can also serve as an opportunity to outline any additional information or documents required from the client to facilitate the ongoing work, thereby advancing the case effectively.

In contrast, sending the letter after the sale is finalized, before sending the title opinion, or when the lawyer is on vacation lacks the proactive engagement that is vital in establishing a productive lawyer-client relationship. These other scenarios could lead to delays or a lack of communication that could negatively impact the client's experience or the outcome of their legal matter.