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Closing Files

See Also: Withdrawal of Attorney (family) – K|H Law Wiki (theintervenors.com)

 

☐ Draft Notice of Withdrawal (make sure to use the most current address for client)

☐ Draft Affidavit of Mailing to client

☐ If Opposing Party is Pro-Se, Draft Aff of Mailing to OPP (make sure to use the most current address)

☐ Draft letter to client re closing file (see mycase for different template options)

☐ Efile/Eserve Notice of Withdrawal and Affidavit(s) of Mailing

☐ Email Letter, Notice of Withdrawal, and Aff of Mailing (to client) to Front Desk and ask them to print all, scan together, save as sharepoint, and mail

☐ If OPP is pro se, email Notice of Withdrawal and Aff of Mailing (to OPP) to Front Desk and ask them to print all, scan together, save to sharepoint, then mail

☐ Share the scanned together packet with the client in MyCase and also share the accepted pleadings.

☐ Sent client a message in MyCase:

(Greeting),

I just uploaded a closing letter and accompanying documents to MyCase. The same has been mailed to you as well. Please review these documents and let us know if you have any questions. Thanks!

☐ Remove us as service contacts from EFS

☐ Close file on Mycase (do NOT archive contacts)

☐ Notify Finance of closing—they need to check on balance; send final invoice, etc.

☐ Move sharepoint case to !!!RECENTLY CLOSED!!!!