| Sure. Whenever you have time. Neal A. Puckett, Esq LtCol, USMC (Ret) Puckett & Faraj, PC Washington DC | Virginia 888.970.0005 The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 888-970-0005 or via a return the e-mail to sender. You are required to purge this E-mail immediately without reading or making any copy or distribution. On Feb 23, 2010, at 2:16 PM, Eric Montalvo wrote: Pls review I would like to discuss the below before I speak with Steve
Sent via BlackBerry by AT&T From: "Eric S. Montalvo" <emontalvo@tullylegal.com>
Date: Tue, 23 Feb 2010 18:47:29 +0000 To: Mathew B. Tully, Esq.<mtully@tullylegal.com> Cc: Steve Herrick<sherrick@tullylegal.com> Subject: RE: 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 (202) 787-1900
Phone (202) 870-2940
Cell (202) 296-1165
Fax
practice is limited to matters and
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of this transmission, please immediately destroy all copies received and notify
the sender. From: Mathew B. Tully,
Esq. 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 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 |