Overview
At the moment, Socket doesn’t have a built-in feature specifically for disengagement letters. However, you can create one by using the same workflow as engagement letters, with a few small adjustments.
This guide will walk you through the workaround so you can issue disengagement letters directly from Socket, keeping all your client communications in one place.
Step 1: Create an Engagement Letter Template
Choose ‘Document Templates’ from the left hand menu.
Choose the ‘New’ button in the top right hand corner.
Chose ‘Blank Template’.
You can choose to duplicate an existing letter and just edit the content if this is easier, depending on the sections you wish to include.
Step 2: Rename the Template
Rename the template to something like Disengagement Letter.
This will make it easy to distinguish from your standard engagement templates.
Step 3: Update the Content
Create sections for each section you want to include in your disengagement letter using the ‘Add New Section’ option.
Within each section you can either write or copy and paste the text you want to include. Use ‘Tags’ to automatically fill in things like client name, practice name or links to your terms.
Step 4: Save Changes & Publish
Be sure to click the ‘Save Changes’ button once you have finished creating the content so you can use the content you have just created. Be sure to publish the letter so it can be used as a document.
Step 5: Using the Letter
Navigate to ‘Engagement Letters’ on the left hand menu and choose ‘New’
Choose ‘Existing Client’ and choose the client from the drop down menu.
Choose your new ‘Disengagement Letter’ from the template menu.
Letter Customisation
On the customise screen be sure to complete the client title field so that it doesn’t default to be a letter of engagement.
Step 6: Send the Letter
You can now issue the disengagement letter directly to your client in the same way you would send an engagement letter.