File Closing Form – Internal Process

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: ___________






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.