File Closing Form – Internal Process
Client Name: File No.:
File Title: Matter Code:
Responsible Attorney(s): _______/_______/_______ Closing Date:
Attorney Responsible for Final File Closing Review: _________________
Materials Returned to Client Date / Means of Return
/
/
Materials to be Retained
Materials to be Destroyed
Date File Closing Letter Sent to Client: ___________
Date Signed Acknowledgement Letter Re Returned Materials Received from Client: ___________
Comments/Notes:
NOTE: This material is intended as only an example, which you may use in developing your own form. It is not considered legal advice and as always, you will need to do your own research to make your own conclusions with regard to the laws and ethical opinions of your jurisdiction. In no event will ISBA Mutual Insurance Company be liable for any direct, indirect, or consequential damages resulting from the use of this material.