Case Manager Introduction Letter to Client (3 templates)

Lily Parker

As a case manager, it is crucial to establish a positive and professional relationship with your clients from the very beginning.

One way to do this is by sending an introduction letter to your client. This letter serves as a first point of contact and sets the tone for the upcoming relationship between the case manager and client.

In the introduction letter, the case manager typically introduces themselves, outlines their role and responsibilities, and provides information on how they can assist the client in achieving their goals.

It is important for the letter to be clear, concise, and empathetic in order to build trust and rapport with the client.

By sending an introduction letter, the case manager not only demonstrates professionalism and organization, but also shows their commitment to providing support and guidance to the client throughout their journey.

It sets a strong foundation for a successful and collaborative partnership between the two parties. 

1. Case manager introduction letter to client template

[Your Full Name]
[Your Job Title]
[Company/Organization Name]
[Company/Organization Address]
[City, State, Zip Code]
[Your Email Address]
[Your Phone Number]
[Date]

[Client’s Full Name]
[Client’s Address]
[City, State, Zip Code]

Dear [Client’s Full Name],

I am writing to introduce myself as your new Case Manager with [Company/Organization Name]. I will be taking over your case from [Previous Case Manager’s Name], who spoke highly of your progress and dedication. My role as your Case Manager is to provide ongoing support, coordinate services, and be your point of contact for any needs or questions you may have as we work towards achieving your goals.

I bring with me [number of years of experience you have] years of experience in case management, specializing in [any specific areas of expertise you have, if applicable]. I am committed to offering you the highest level of care and to ensure that you have access to all the resources and services that can benefit you.

I would like to schedule an initial meeting with you to discuss your current situation, review your goals, and develop a plan for our work together moving forward. This meeting will also be a great opportunity for us to get to know each other better and for you to share any concerns or questions you may have. Please let me know a date and time that is convenient for you, and I will do my best to accommodate your schedule.

Please feel free to contact me directly at [Your Phone Number] or [Your Email Address] should you need to reach out sooner or require immediate assistance. My office hours are [Your Office Hours], and I am dedicated to being accessible and responsive to your needs.

I am looking forward to working with you and am here to support you every step of the way. Together, we will strive to ensure that you have the tools and support necessary to overcome challenges and work towards a positive and productive outcome.

Sincerely,

[Your Full Name]
[Your Job Title]

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2. New point of contact introduction email template

[Your Full Name]
[Your Job Title]
[Your Company Name]
[Your Company Address]
[City, State, Zip Code]
[Your Email Address]
[Your Phone Number]
[Date]

[Client’s Full Name]
[Client’s Company Name]
[Client’s Address]
[City, State, Zip Code]

Dear [Client’s Full Name],

I hope this message finds you well. I am writing to introduce you to [Replacement Employee’s Full Name], who will be taking over the position of [Replacement Employee’s Job Title] and will serve as your new point of contact at [Your Company Name] going forward. I have enjoyed working with you and appreciate the trust you’ve placed in our company. I am confident that [Replacement Employee’s Full Name] will continue to build on the strong foundation we have established in our professional relationship.

[Replacement Employee’s Full Name] brings a wealth of experience in [mention relevant experience, industry or field], having successfully managed and contributed to projects similar to your own. [His/Her/Their] expertise and commitment to excellence are qualities that particularly stood out to us during the recruitment process, and we believe [Replacement Employee’s Full Name] will be a valuable asset to you and your company.

To ensure a seamless transition, [Replacement Employee’s Full Name] will be briefed on all ongoing matters related to your account. [He/She/They] will be reaching out to you shortly to introduce [himself/herself/themselves] personally and set up a meeting to discuss your current needs and any upcoming projects or concerns you may have.

Please be assured that the high level of service and dedication you have come to expect from [Your Company Name] will remain unchanged. I encourage you to extend [Replacement Employee’s Full Name] the same confidence and cooperation that you have graciously extended to me.

If there are any specific matters you would like to address during this transition period, or if you have any questions or concerns, please do not hesitate to contact me. Thank you once again for your business and understanding during this time of transition.

Warm regards,

[Your Full Name]
[Your Job Title]

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3. Introduce replacement employee to client sample

Dear [Client’s/Team Member’s Name],

I hope this message finds you well. I am writing to inform you that [Former Contact’s Name] is no longer handling your account with us. Going forward, I will be your new point of contact for any matters related to [specific department or service]. I am committed to ensuring a seamless transition and to providing the highest level of service.

Allow me to introduce myself: my name is [Your Name], and I have been with [Company Name] for [length of time] as a [Your Position]. I have a thorough understanding of our products/services and am here to assist you with any questions or concerns you may have. My goal is to ensure that your experience with our company continues to be positive and productive.

I would like to schedule a brief call or meeting at your earliest convenience to discuss your current needs and how we can continue to support your business. Please let me know a date and time that works best for you.

In the meantime, please feel free to reach out to me directly with any immediate needs. My contact information is as follows:

Email: [Your Email Address]
Phone: [Your Phone Number]

I am looking forward to working with you and am confident that together we will achieve great success. Thank you for your continued partnership with [Company Name].

Best regards,

[Your Name]

[Your Position]

[Company Name]

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