Georgia > Statewide > State Bar Of Georgia > Law Practice Management

Checklist For Closing Files - Georgia

Checklist For Closing Files Form. This is a Georgia form and can be used in Law Practice Management State Bar Of Georgia Statewide .
 Fillable pdf Last Modified 5/19/2005
Get this form for FREE as a print-only pdf

CHECKLIST FOR CLOSING FILES Date Started: ______________________ File No.: ______________________ Client: ______________________ Matter: ______________________ Closed File No.: ______________________ Attorney: ______________________ Initials: _______________Person ResponsibleInitials Date Action Receptionist ______ _____ Notify accounting file is to be closed.Secretary ______ _____ Check file for unfinished business, unpaid cost bills, etc. Secretary ______ _____ Prep for microfilming: strip file of duplicate copies and legal pads, paper clips; remove staples, give research materials to law clerk for filing. Secretary ______ _____ Create record or index card for any out of state attorney, expert witness, etc. in research file.Attorney ______ _____ Send client questionnaire if appropriateAttorney ______ _____ Notify secretary if any forms or letters created during matter should be retained for general use instead of archived or deleted.Attorney ______ _____ Mark documents that should be returned to client. Attorney ______ _____ Mark any documents that must be permanently preserved. Computer Operator______ _____ Delete or archive documents that will not be retained as active.Accounting ______ _____ Prepare final prebill/bill if applicableAccounting ______ _____ Zero out trust accounting ledger for client matter Accounting ______ _____ Mark OK to close if all categories are zero. Give file to receptionist.Receptionist ______ _____ Put matter in closed status. Transfer file to file room/microfilm clerkFile clerk ______ _____ Stamp file closed. Make final review of checklist. Microfilm or image and index all documents. File in closed section of file room numerically by closed file number.
Link/Embed this Document
URL
Embed


Popular Searches

  1. affidavit of service
  2. complaint
  3. power of attorney
  4. JUDGMENT
  5. answer
  6. default judgment
  7. certificate of service
  8. child support
  9. answer to complaint
  10. writ

Bookmark and Share