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File Closing Checklist

The document provides a checklist for closing a client file, which includes steps like scanning documents, shredding unneeded documents, gathering emails, calling the client for feedback, drafting a closing letter, burning the digital file to a CD, mailing items to the client, moving and archiving the client file, and deleting the client from accounting software if there is no outstanding balance. Completing the checklist ensures all necessary documents and correspondence are properly organized before closing out the client file.

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Thiago Praun
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414 views1 page

File Closing Checklist

The document provides a checklist for closing a client file, which includes steps like scanning documents, shredding unneeded documents, gathering emails, calling the client for feedback, drafting a closing letter, burning the digital file to a CD, mailing items to the client, moving and archiving the client file, and deleting the client from accounting software if there is no outstanding balance. Completing the checklist ensures all necessary documents and correspondence are properly organized before closing out the client file.

Uploaded by

Thiago Praun
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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File ID: ______________________________

File Closing Checklist


An annotated version of this checklist is available on the wiki. If any step is not
applicable, please

▢ Copy this checklist to the /Notes folder in the client’s file.

Documents & correspondence

▢ Scan any documents that are not already in the digital file.

▢ Shred any documents that do not need to be returned to the client.

▢ Gather all e-mails related to the file and print them to PDF within the
client's /Correspondence folder. Name the file [date] [initials] E-mails.pdf.

Client service

▢ Call the client and ask what we could have done better. Be persistent, and
insist on a real answer. Take notes and e-mail them to Sam.

Close file

▢ Draft a file-closing letter (see wiki for sample language). Save a copy in the
client's /Correspondence folder.

▢ Burn the digital file to a CD. Label the CD with the client's matter number.

▢ Mail the file-closing letter, any check(s) for the client, CD, final invoice if
there is an outstanding balance, and any documents to be returned to the
client.

▢ Move the client file folder to /_Business Clients/Closed Business Files or, if
the client has an outstanding balance, to /_Business Clients/_Billing
Business Clients.

▢ Archive the project in Basecamp.

▢ Delete the client and any related project(s) in Freshbooks (unless the client
has an outstanding balance).

▢ Save this checklist to the /Notes folder in the client's file.

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