Single format · FV08-O4-3

Client data request, covering e-mail

A single format from the Scoping and Engaging, Letters, Fees and the Client Intake pack. Sent from the intake portal with the request list.

Length
1 page
Blanks to fill
21
Files
Word and PDF
Law stated to
16 September 2026

What it covers

  1. 1Client data request, covering e-mailSent from the intake portal with the request list21 blanks

Read the opening

The first part of the format, as it downloads. Blanks are highlighted.

Subject: [Company name] — documents needed for [service line, e.g. FC-GPR for CCPS allotment] — first statutory date [First statutory date] — matter ref. [Matter reference]

Dear [Recipient's name],

Thank you for your instructions on [describe]. We have opened the matter on our client portal, and the list of documents we need is available at your portal log-in under matter ref. [Matter reference].

10 more paragraphs and tables follow in the full format.

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