Workflow Templates: Client Matter Closure Checklist

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Client Matter Closure Checklist

Finalize Case Work

Ensure all legal work is completed and documented

Confirm that all court dates and deadlines are concluded or withdrawn

Finalize and file any necessary closing documents with the court

Client Communication

Inform the client of the matter closure in writing

Provide the client with a summary of the outcome

Discuss any post-closure matters, such as appeals or compliance

Financial Matters

Prepare and send the final invoice to the client

Resolve any outstanding expenses or disbursements

Confirm receipt of all payments and close out client trust accounts

Documentation and Records

Archive all case files and related documents in accordance with the firm's policy

Record the closure in the firm's case management system

Ensure confidentiality and proper disposal of any sensitive information

Internal Procedures

Conduct a debriefing meeting with the team involved in the matter

Update practice management systems to reflect the case closure

Identify and document any lessons learned or best practices for future reference

Compliance and Ethics

Verify that the closure adheres to all ethical guidelines and reporting requirements

Ensure that any conflicts of interest are recorded and managed appropriately

Confirm all legal and professional responsibilities towards the client have been fulfilled

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