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Create closeout tasks and note when matter moves

Create closeout tasks and note when matter moves

When a matter moves to closeout, physical files and final tasks often go untracked, delaying archiving and billing. Create tasks and a note so staff finish file removal same day.

Create closeout tasks and note when matter moves

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Overview

You can eliminate last-step handoff failures by creating a standard closeout checklist and case note the moment a matter enters closeout. That gives practice managers and legal assistants a clear task list and a same-day verification window for file removal and billing readiness.

Create closeout tasks and note when matter moves