Fw: Sorry to hear you are leaving

Thanks Mat. I will get my head wrapped around the below and follow-up if needed. I haven’t spoken with Steve yet but one of my ideas was to offer train Wes in advance of his departure so he has less snap in time. I would ask for credit for this…I can talk more with Steve on it and see if that is something you guys are interested in.

V/r

Eric S. Montalvo

Attorney at Law

emontalvo@tullylegal.com

(202) 787-1900 Phone

(202) 870-2940 Cell

(202) 296-1165 Fax

TULLY RINCKEY PLLC

1800 K Street N.W. Suite 1110
Washington, D.C. 20006

www.Fedattorney.com

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From: Mathew B. Tully, Esq.
Sent: Tuesday, February 23, 2010 1:41 PM
To: Eric S. Montalvo
Cc: Steve Herrick
Subject: Sorry to hear you are leaving
Importance: High

Eric,

I am sorry to hear that you are leaving. I wish you the best of luck in your future endeavors, I would ask that you please stay past March 6 to allow for a more orderly transition of files especially since we will not have another military defender starting until April 12.

Based on your resignation, we will need to stop giving you consults. We will draft up a joint letter to your current clients giving them your contact information after you leave us as well as telling them who at TR will take over their case in your absence. We will mail that joint letter about a week before you depart. Once you leave our employment you may notify the clients that contacted you how to have their file transferred (we can give you a substitution of counsel form for reference if you wish) which you can fax back to us. We will try to have those files ready for you to pick up from our Washington DC office within 2 or 3 days. We will then run a final bill and mail the check to the clients address. Any clients who owe the firm money we will place a file lien on until such time as they pay us in full. For matters that we jointly decide to allow you to take (see last paragraph) we will work together while you are employed with us to get those consents and run the bills so when you walk out the door you could take that with you.

We need to remind you that you must return all propriety information to the firm and not remove any confidential information pursuant to your confidentiality agreement. Any documents that you created or saved to our systems while you were employed with us, remain our property unless you receive written permission from us to remove those documents.

We expect you to maintain 40 billable hours (and limit pro bono activities) until your departure which again we hope will be more than 2 weeks from now. Without regard to our joint letter, many clients will contact us about your departure, I believe it would be wise to encourage clients that have matters that are more then 75% complete no matter how the file originated to stay with you. Any matters that are less then 75% complete that were originated from Tully Rinckey marketing efforts we would hope you would encourage those clients to stay with our firm. Any direct referrals to you no matter what stage of completion should go with you and vice versa. I believe that we should try to limit the impact and inconvenience that your departure will have on our clients and having an understanding about how to best service these clients before they call would be very wise for all of us.

Let me know if you have any issues with anything in this email and while I am sorry you are leaving I wish you well...

Mat