Xtroubleshoot13: Difference between revisions
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Nate Russell (talk | contribs) |
Nate Russell (talk | contribs) |
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| colspan="2"| Client’s Contact’s Email: | | colspan="2"| Client’s Contact’s Email: | ||
| colspan="2"| | | colspan="2"| | ||
|- | |||
| colspan="4"| '''Notes'''<br/> | |||
: | |||
: | |||
: | |||
: | |||
|- | |||
| colspan="4"| '''Matter Information''' | |||
|- | |||
| colspan="2"| Nature of Matter: | |||
| colspan="2"| | |||
|- | |||
| colspan="2"| Any Limitation Dates Outstanding? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/> | |||
:If Yes, Date: | |||
|- | |||
| colspan="2"| Anything requiring us to notify client in the future? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/> | |||
:If Yes, What & When: | |||
: | |||
: | |||
: | |||
|- | |||
| colspan="2"| If Notification Required Has this been entered into our reminder system? | |||
| colspan="2"| {{Checkbox}} N/A {{Checkbox}} YES or {{Checkbox}} NO | |||
|- | |||
| colspan="2"| At time of closing file, any unpaid disbursements, fees, or costs due? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/> | |||
: Amount: | |||
:Were these written off? {{Checkbox}} YES or {{Checkbox}} NO | |||
|- | |||
| colspan="2"| Are there any outstanding undertakings? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/> | |||
: If YES are these being resolved prior to file being closed? | |||
: | |||
: | |||
|- | |||
| colspan="2"| Have all funds held in trust been returned to client? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/> | |||
: If NO, why? | |||
|- | |||
| colspan="2"| Has file been checked to ensure that all important documents or letters have been removed? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO <br/> | |||
:ABC's Initials: | |||
|- | |||
| colspan="2"| All original documents of client returned to client? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/> | |||
:If NO, why? | |||
|- | |||
| colspan="2"| Closing letter sent to client and all materials returned? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO<br/> | |||
:If NO, why? | |||
|- | |||
| colspan="2"| Were all returned materials listed in the letter? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO | |||
|- | |||
| colspan="2"| 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="2"| 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)? | |||
| colspan="2"| {{Checkbox}} YES or {{Checkbox}} NO <br/> | |||
:ABC's Initials: | |||
|- | |||
|}</tt> | |}</tt> | ||