Step 1 · What the rep fills out
Step 2 · What the client receives — assembling live
Date: {{date}}
Re: Consumer Settlement — Matter No. 24-CV-0189
Dear {{client_name}},
This letter confirms that you have retained Whitfield & Associates LLP to represent you in connection with the above-referenced class-action settlement. We will prepare, file, and manage your claim, and all settlement communications will be directed to you at {{client_email}} or by phone at {{client_phone}}.
Your intake was completed by A. Rivera, who will remain your point of contact. There are no upfront fees; representation is on the contingency terms described in the attached schedule.
Please review and sign electronically where indicated below.
Sincerely,
Whitfield & Associates LLP
SAMPLE DOCUMENT — for demonstration purposes only. Not legal advice. Production systems use the firm's own approved language.
Step 3 · What the controller sees
Every client, the rep they came from, and the live document stage — no chasing, no retyping.
| Client | Rep | Sent | Stage |
|---|---|---|---|
| Denise Whitaker | M. Chen | Jul 8 | APPROVED ✓ |
| Robert Ellison | A. Rivera | Jul 8 | SIGNED |
| Priya Raman | J. Okafor | Jul 9 | VIEWED |
| Samuel Ortiz | A. Rivera | Jul 9 | SENT |
| Gloria Nakamura | M. Chen | Jul 9 | SIGNED |
Send the form above and watch your entry move through the stages the way a real envelope did: sent → viewed → signed → approved.