Client Welcome Email Guide

Summary

Draft a professional welcome email for new clients, including procedures for initial consultations, documentation, communication, and billing. Adjust the template to fit your firms specific needs and maintain clear communication to foster a positive client relationship.

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I would like to write an email to new clients welcoming them to the firm and establishing procedures.
Hi ****,
Here's a draft for your welcome email to new clients:
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Subject: Welcome to [Your Firm's Name]!
Dear [Client's Name],
Welcome to [Your Firm's Name]! We are thrilled to have you as our client.
Here are a few key procedures to keep in mind:
- Initial Consultation: We will discuss your case in detail and develop a strategy.
- Documentation: Please provide all relevant documents promptly.
- Communication: We will keep you updated regularly via email or phone.
- Billing: Invoices will be sent monthly, with payment due within 30 days.
If you have any questions, please don't hesitate to contact us. We look forward to working with you!
Best regards,
****
[Your Firm's Name]
[Your Contact Information]
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Feel free to adjust as needed!