Caption
Include party names, docket number, court, and case caption at the top so the offer is clearly linked to the pending matter.
A precise letter frames settlement terms, preserves negotiation evidence, and can influence litigation strategy. It clarifies deadlines, reduces misunderstanding, and creates a record useful for fee motions or later enforcement if accepted.
Use this template to ensure consistent framing, evidence preservation, and to document negotiation positions clearly for the record.
Include party names, docket number, court, and case caption at the top so the offer is clearly linked to the pending matter.
State the settlement amount or actions requested in unambiguous language, including whether the amount includes costs, fees, or interest.
Specify releases, confidentiality, non-admission language, payment timing, and any allocation of costs or tax treatment.
Provide an explicit acceptance deadline, method of acceptance, and any consequences of late acceptance or counteroffers.
Indicate that sending the offer does not waive defenses unless the letter states otherwise and is accompanied by a signed agreement.
Attach a proposed settlement agreement, payoff instructions, exhibits, or supporting documentation referenced in the letter.
Commonly 14–30 days to allow counsel reasonable review time
Issue a preservation notice and halt routine destruction of relevant materials
Check claim-specific limitations; vary by cause of action and state
State an exact expiration date and time zone to avoid disputes
Lodging a settlement after filing may require dismissal deadlines be met promptly
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Plaintiff counsel drafts the settlement demand, attaches proposed release language, and confirms client authority. They maintain a record of delivery, any counteroffers, and the client’s written acceptance or rejection for ethical and evidentiary reasons.
Defense counsel evaluates settlement exposure, verifies authority to accept financial terms, negotiates release language, and coordinates execution logistics, including escrow or payment mechanics and recordkeeping for corporate approvals.
A mid-size plaintiff firm used a standard offer letter to propose a specified payment and release
In a contractual dispute, counsel attached a draft release and escrow instructions