Workflow Templates: Offboarding Checklist

Disable the employee's login credentials for all firm systems.

Revoke access to email accounts, intranet, and any remote-login capabilities.

Collect any physical keys, access cards, or security tokens.

Notify clients of the employee's departure and reassign cases as necessary.

Ensure all client files and documents are returned or securely transferred to another attorney.

Update any internal case management systems to reflect the change in personnel.

Collect all firm-owned hardware such as laptops, mobile devices, and computers.

Retrieve any firm-provided software or data storage devices.

Conduct an inventory check to ensure all items have been returned.

Finalize any outstanding expense reports and reimbursements.

Ensure all billable hours are accounted for and invoiced appropriately.

Confirm that the exiting employee has returned any company credit cards or financial records.

Collect any legal documents, reference materials, or firm-specific knowledge artifacts.

Arrange for the departing employee to provide a handover briefing if applicable.

Update any relevant procedural documentation or contact lists.

Conduct an exit interview to gather feedback on the employee's experience.

Discuss the reasons for departure and any suggestions for firm improvement.

Document the interview and share relevant insights with management.

Offboarding Checklist