Matter File Closing Form

STEP 1

Who's Closing This File?(Required)

Client Name:(Required)

Matter Name:(Required)

Description of Original Documents(Required)

Any original documents must be inside folder and filed.

STEP 2: Next Steps for Billing Department

1) Send final bill to Client (if any), 2) Upon receipt of payment, toggle matter from "Active" to inactive (closed), 3) If Client has original documents, request address where they can be sent.

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Matter File Closing Form

Matter Closing Form

STEP 1

STEP 2: Next Steps for Billing Department