0021 CC Closing of the case (Copy)

These steps are need to be done to close the file.

Scan and Review all Documents

Additional/Unfinished tasks

Adding the final touches

Scan and Review all Documents

Scan all final court orders.

Mark them scanned and entered after it has been properly saved in Dropbox and Clio.

Make sure that all Orders, Pleadings and Correspondence are sorted properly.

1

Review each paper file to confirm that there are no duplicates. Make sure everything is scanned prior to shredding.
2

Remove all unnecessary paper pins and binders.

Remove any potential items. The client may want a return of the file; set aside these documents.

Inform your client that the items must be picked up within 30 days.

Finally, make sure to arrange the files chronologically and place those in their corresponding folders.

Additional/Unfinished tasks

FOR CHILD SUPPORT:

1

If there are child support orders that need to be completed, prepare a Notice of Withholding.
2

Prepare a letter to go along with all these documents.
3

Scan these documents and letter.
4

Send the notice of withholding, the child support court order and the letter to the opposing attorney into the client through Clio.

Make sure that the client knows all the procedures to communicate with the State Disbursement Unit in order to have direct deposit set up.

FOR RETIREMENT ACCOUNTS:

If any retirement accounts require additional steps that are needed, make sure that the information is clearly communicated to the client exactly what steps are needed.