Workflow Templates: Offboarding Checklist

Template Library Home

Start using this Workflow

Offboarding Checklist

Access Revocation

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.

Client and Case Management

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.

Equipment and Property Return

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.

Financial and Administrative Closure

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.

Documentation and Knowledge Transfer

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.

Exit Interview and Feedback

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.

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.