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Letter before action checklist

Make it Legal™ Checklist

Here are a few important steps to take to finish your document

Read the document to make sure it meets your needs.

Before using this Letter Before Action, it is important that you have already used the first and second debt recovery letters. For more information, read Payment reminders.

Remember that if you have any questions you can easily Ask a lawyer.

Signing online

  1. You can sign online using RocketSign.

Signing in print.

  1. Print out and sign the Letter Before Action.

The Letter Before Action is a formal notice which must be served properly.

If the debt is owed under a contract check that contract for any special rules about serving notices and make sure they are followed.

The safest way to serve notice is to deliver in person or failing this, to send by courier, post or email.

  • In person: hand the Letter to the recipient personally.

  • Post: if you are serving the Letter by post it is recommended that you use recorded delivery and that you keep a copy of the proof of posting and delivery. 

  • Email: check that the contract allows you to send notices by email and whether it requires you to request a ‘read receipt’ as proof of service.

A copy of the Letter will be stored automatically in your Rocket Lawyer account ‘Dashboard’.

If you post or hand deliver the Letter then keep a copy of the signed Letter that was sent and anything else included.

If you email the Letter then keep a copy of the email that was sent and any attachments together with any ‘read receipts’.

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