{"id":8486,"date":"2016-10-17T05:08:29","date_gmt":"2016-10-17T05:08:29","guid":{"rendered":"https:\/\/www.process.st\/templates\/0021-cc-closing-of-the-case-copy\/"},"modified":"2024-02-28T20:51:30","modified_gmt":"2024-02-28T20:51:30","slug":"0021-cc-closing-of-the-case-copy","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/0021-cc-closing-of-the-case-copy\/","title":{"rendered":"0021 CC Closing of the case (Copy)"},"content":{"rendered":"<section id=\"scan-and-review-all-documents\">\n<h2> Scan and Review all Documents <\/h2>\n<div class=\"text-content\">\n<p>Scan all final court orders.<\/p>\n<p>Mark them <u>scanned and entered<\/u> after it has been properly saved in Dropbox and Clio.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jQQ22PCGONmLnBsmUIJDUg.png\" alt=\"Scan and Review all Documents\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jQQ22PCGONmLnBsmUIJDUg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Make sure that all Orders, Pleadings and Correspondence are sorted properly.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m1h6AwB1TcBGiSIBcmVFog.png\" alt=\"Scan and Review all Documents\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m1h6AwB1TcBGiSIBcmVFog.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oUEOu2EdjPoOVPUoDTdFfg.png\" alt=\"Scan and Review all Documents\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oUEOu2EdjPoOVPUoDTdFfg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Review each paper file to confirm that there are no duplicates. Make sure everything is scanned prior to shredding.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remove all unnecessary paper pins and binders.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Remove any potential items. The client may want a return of the file; set aside these documents.&nbsp;<\/p>\n<p><em>Inform your client that the items must be picked up within <strong>30 days.<\/strong><\/em><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Finally, make sure to arrange the files chronologically and place those in their corresponding folders.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"additionalunfinished-tasks\">\n<h2> Additional\/Unfinished tasks <\/h2>\n<div class=\"text-content\">\n<p>FOR CHILD SUPPORT:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kzDZ-tCc7uKMmJqvbe1JBw.png\" alt=\"Additional\/Unfinished tasks\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kzDZ-tCc7uKMmJqvbe1JBw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gjG1SyRWNou3NH8FZKtO_A.png\" alt=\"Additional\/Unfinished tasks\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gjG1SyRWNou3NH8FZKtO_A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      If there are child support orders that need to be completed, prepare a Notice of Withholding.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Prepare a letter to go along with all these documents.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Scan these documents and letter.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Send the notice of withholding, the child support court order and the letter to the opposing attorney into the client through Clio.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Make sure that the client knows all the procedures to communicate with the State Disbursement Unit in order to have direct deposit set up.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>FOR RETIREMENT ACCOUNTS:&nbsp;<\/p>\n<p>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.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"adding-the-final-touches\">\n<h2> Adding the final touches <\/h2>\n<div class=\"text-content\">\n<p>In Clio, under the notes, click the Add button on the right side of your screen.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tIfpWQeJoGV2DG2rReFEUA.png\" alt=\"Adding the final touches\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tIfpWQeJoGV2DG2rReFEUA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qNvRr1Qn4xPPdM5S0phC0A.png\" alt=\"You may type in your own remarks.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qNvRr1Qn4xPPdM5S0phC0A.png\" \/> <\/a><figcaption>\n     You may type in your own remarks.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Prepare a closing letter to the clients and then send it to them.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":5323,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"3","template_description":"These steps are need to be done to close the file.","template_id":"tGRaDxMMxFc5ck9cELxJTw","task_0":"Scan and Review all Documents","task_slug_0":"scan-and-review-all-documents","task_1":"Additional\/Unfinished tasks","task_slug_1":"additionalunfinished-tasks","task_2":"Adding the final 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