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Difference between revisions of "Xtroubleshoot13"

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| colspan="4" | '''Client Information'''
| colspan="4" | '''Client Information'''
|-
|-
| colspan="2"| Client's Full Name  
| colspan="4"| Client's Full Name
| colspan="2"|
|-
|-
| colspan="2"| Client’s Occupation:  
| colspan="4"| Client’s Occupation:  
| colspan="2"| 
|-
|-
| colspan="2"| Last Known Business Address:
| colspan="4"| Last Known Business Address:
| colspan="2"| 
|-
|-
| colspan="2"| Last Known Residential Address:
| colspan="4"| Last Known Residential Address:
| colspan="2"| 
|-
|-
| colspan="2"| Contact’s Name:
| colspan="4"| Contact’s Name:
| colspan="2"| 
|-
|-
| colspan="2"| Contact’s Last Known  Phone Number:
| colspan="4"| Contact’s Last Known  Phone Number:
| colspan="2"| 
|-
|-
| colspan="2"| Client’s Contact’s Cell Phone:
| colspan="4"| Client’s Contact’s Cell Phone:
| colspan="2"| 
|-
|-
| colspan="2"| Client’s Contact’s Fax:
| colspan="4"| Client’s Contact’s Fax:
| colspan="2"| 
|-
|-
| colspan="2"| Client’s Contact’s Email:
| colspan="4"| Client’s Contact’s Email:
| colspan="2"| 
 
|-
|-
| colspan="4"| '''Notes'''<br/>
| '''Notes:'''
:
| colspan="4"|<br/>
:
:
:
:
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| colspan="4"| '''Matter Information'''
| colspan="4"| '''Matter Information'''
|-
|-
| colspan="2"| Nature of Matter:
| Nature of Matter:
| colspan="2"|   
| colspan="3"|   
|-
|-
| colspan="2"| Any Limitation Dates Outstanding?
| Any Limitation Dates Outstanding?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
:If Yes, Date:
:If Yes, Date:
|-
|-
| colspan="2"| Anything requiring us to notify client in the future?
| Anything requiring us to notify client in the future?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
:If Yes, What & When:
:If Yes, What & When:
:
:
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:
:
|-
|-
| colspan="2"| If Notification Required Has this been entered into our reminder system?
| If Notification Required Has this been entered into our reminder system?
| colspan="2"| {{Checkbox}} N/A {{Checkbox}} YES or {{Checkbox}} NO     
| colspan="3"| {{Checkbox}} N/A {{Checkbox}} YES or {{Checkbox}} NO     
|-
|-
| colspan="2"| At time of closing file, any unpaid disbursements, fees, or costs due?
| At time of closing file, any unpaid disbursements, fees, or costs due?
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/>
| colspan="3"| {{Checkbox}} YES or {{Checkbox}} NO<br/>
: Amount:
: Amount:
:Were these written off? {{Checkbox}} YES or {{Checkbox}} NO
:Were these written off? {{Checkbox}} YES or {{Checkbox}} NO
|-
|-
| colspan="2"| Are there any outstanding undertakings?
| Are there any outstanding undertakings?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
: If YES are these being resolved prior to file being closed?
: If YES are these being resolved prior to file being closed?
:
:
:
:
|-
|-
| colspan="2"| Have all funds held in trust been returned to client?
| Have all funds held in trust been returned to client?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
: If NO, why?
: If NO, why?
|-
|-
| colspan="2"| Has file been checked to ensure that all important documents or letters have been removed?
| Has file been checked to ensure that all important documents or letters have been removed?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO <br/>
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO <br/>
:ABC's Initials:
:ABC's Initials:
|-
|-
| colspan="2"| All original documents of client returned to client?
| All original documents of client returned to client?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
:If NO, why?
:If NO, why?
|-
|-
| colspan="2"| Closing letter sent to client and all materials returned?
| Closing letter sent to client and all materials returned?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO<br/>
:If NO, why?
:If NO, why?
|-
|-
| colspan="2"| Were all returned materials listed in the letter?
| Were all returned materials listed in the letter?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO  
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO  
|-
|-
| colspan="2"| Client and opposing party cards/databases moved to “Closed” and closed file number and destruction date noted?
| Client and opposing party cards/databases moved to “Closed” and closed file number and destruction date noted?
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO  
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO  
|-
|-
| colspan="2"| If retaining the closed file electronically:<br/>
| If retaining the closed file electronically:<br/>
:Entire client file imaged (OCR’d?) and moved to archive storage, an electronic file destruction date with storage location determined and entered into the firm’s limitation / BF system and paper file shredded (after returning original documents to the client as noted above)?
*entire client file imaged (OCR’d?) and moved to archive storage,
| colspan="2"|  {{Checkbox}} YES or {{Checkbox}} NO <br/>
*an electronic file destruction date with storage location determined and entered into the firm’s limitation / BF system, and  
*paper file shredded (after returning original documents to the client as noted above)?
| colspan="3"|  {{Checkbox}} YES or {{Checkbox}} NO <br/>
:ABC's Initials:
:ABC's Initials:
|-
|-
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