Friendly, bunny-ears tone template
Subject: Request to restrict account discussions to you and your attorney & data-log request
Dear [Recipient],
I hope you’re well. To protect the client’s privacy, we kindly ask that all discussions about this account be limited to the client and me (the attorney of record).
Please ensure that no third parties are granted access to, or copied on, any communications related to this account. If there have ever been any prior third parties or others who had access, please let us know and confirm current restrictions.
Additionally, if there are any inquiries or communications from anyone other than the client or attorney, please provide a data-log that includes the date and time, sender, recipient, and a brief summary of the content, to the extent permitted by law.
Thank you for helping us safeguard the client’s privacy.
Sincerely,
[Your Name]
[Your Firm]
Formal, lawyer-esque template
Subject: Formal request to restrict account discussions to client and counsel; data-log request
To whom it may concern,
Pursuant to client instructions and professional obligations, we request that all discussions and access to the account be restricted to the client and counsel of record. No third-party access or involvement should occur unless expressly authorized in writing by the client.
In the event of any prying inquiries or communications from any third party or other persons, please furnish a complete data-log documenting all relevant interactions, including dates, times, participants, and content, to the extent permitted by law and policy.
Please acknowledge receipt and confirm compliance within [X] business days.
Respectfully,
[Your Name], Counsel for [Client]
Hybrid (balanced) template
Subject: Restrict account access to client and attorney; data-log for external inquiries
Dear [Recipient],
We request a privacy-forward configuration for this account: limit discussions to the client and the attorney of record, with no third-party access unless expressly authorized by the client.
If there are any inquiries or communications from others, please provide a data-log with timestamps, participants, and a brief summary of each message, to the extent allowed by law.
Thank you for your prompt attention to this matter.
Sincerely,
[Your Name] | [Your Firm] | Counsel for [Client]