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Testimonials |
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NAPLIA
is a tireless advocate for our firm. They are very
responsive to phone calls and inquiries about policy coverage.
So I never have to wait in the dark. Overall, NAPLIA makes this
a surprisingly enjoyable process and I look forward to my
periodic phone conversations.
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Receipt for Client Records
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Although we do
not provide an actual sample receipt for client records, we hope
the following guidelines may be beneficial.
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The
receipt should be in the form of a letter that confirms that
enclosed with, or accompanying, the letter are the following
original client documents.
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Either
list the specific documents (describing each, if not too
voluminous), or the categories of documents (if
voluminous).
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If the
firm is returning ALL of the original client documents, the
letter should clearly state that, and that the firm no
longer possesses any original client documents.
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If the
firm will retain some original client documents for a while
longer, the letter should identify those that will be
retained.
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Finally,
the letter should be set up for the client’s signature in
the same way that an engagement letter is.
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