Closing the Meeting and Next Steps
Objectives
- Summarise the meeting
- Agree on action points
- Use future forms (will, going to)
Explanation
Close with a summary: 'To sum up…'. Assign actions: 'I will draft a letter; you are going to send me the receipts.' Use 'will' for decisions made now and promises; 'going to' for plans. End with the next contact date.
to sum up
To summarise.
“To sum up, we will negotiate first.”
action point
A task agreed in a meeting.
“There are three action points.”
engagement letter
A document setting the terms of the lawyer-client relationship.
“I'll send you an engagement letter.”
to retain
To hire a lawyer formally.
“The client retained our firm.”
demand letter
A formal letter requesting payment or action.
“We will send a demand letter.”
Flashcards
Match terms and definitions
to sum up
action point
engagement letter
to retain
demand letter
Complete the sentences
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