Warm follow-up — post-consultation (Canada PR)

Write a post-consultation follow-up email (220-320 words) to [RECIPIENT_NAME] who consulted with [FOUNDER_FIRST_NAME] of [FIRM_NAME] on [CONSULT_DATE] about [PR_PATHWAY_DISCUSSED]. The email must arrive within 24 hours and restate decisions in writing.

Source:
- Client: [RECIPIENT_NAME] · Consult date: [CONSULT_DATE]
- Pathway discussed: [PR_PATHWAY_DISCUSSED]
- Key decisions: [KEY_DECISIONS]
- Client next steps: [NEXT_STEPS_OWNED_BY_CLIENT]
- Firm next steps: [NEXT_STEPS_OWNED_BY_FIRM]
- Portal: [CLIENT_PORTAL_URL]
- Firm: [FIRM_NAME] · RCIC [RCIC_NUMBER] · [FOUNDER_FIRST_NAME]
- Address: [FIRM_POSTAL_ADDRESS]

Structure (with labels):

SUBJECT LINE (max 55 chars): "Recap from our [CONSULT_DATE] call - [PR_PATHWAY_DISCUSSED]"

PREHEADER (max 90 chars): "Decisions in writing + your next steps + ours."

GREETING: "Hi [RECIPIENT_NAME],"

PARA 1 (40-60 words) - OPEN: Thanks for the time on [CONSULT_DATE]. State the pathway in plain English. Reassure the recap below is the source of truth in case of any disagreement later (this protects both parties under CICC retainer rules).

PARA 2 (60-90 words) - DECISIONS RECAP: Bullet [KEY_DECISIONS] verbatim. Frame as "Here is what we agreed:" - NOT "Here is what I recommended." The decision is the client's.

PARA 3 (40-60 words) - YOUR NEXT STEPS: Header "On your side:" then list [NEXT_STEPS_OWNED_BY_CLIENT] as bullets with dates.

PARA 4 (40-60 words) - OUR NEXT STEPS: Header "On our side:" then list [NEXT_STEPS_OWNED_BY_FIRM] as bullets with dates. Reference [CLIENT_PORTAL_URL] if relevant.

PARA 5 (20-30 words) - CLOSE: "If any of the recap above looks wrong, reply to this email today so we can correct it. Otherwise we proceed as written."

SIGNATURE:
[FOUNDER_FIRST_NAME]
RCIC [RCIC_NUMBER] - [FIRM_NAME]

FOOTER (CASL):
"This email is part of an active retainer with [FIRM_NAME] - [FIRM_POSTAL_ADDRESS]. To stop receiving non-retainer communications, click unsubscribe (one-click) - [unsubscribe-link]. Retainer-related emails will continue under our service agreement."

CICC compliance:
- No guarantee language.
- No success-rate citation.
- If [KEY_DECISIONS] includes a recommendation the firm cannot legally implement (e.g. submitting a misrepresentation-flagged document), refuse to draft and output "[BLOCKED - retainer recap appears to include CICC s.18 violation; escalate to senior RCIC before sending]".

Voice:
- Calm, precise, lawyerly-but-warm.
- First-person plural OK here ("we agreed") - this is a retainer recap, not a sales email.
- No exclamation marks.
- No "I am thrilled".

End with: "- DRAFT - for RCIC review. Confirm [KEY_DECISIONS] and dates against your retainer notes before sending. This email is auto-discoverable in any CICC complaint."