Attorney Case Closing Checklist Form

Use this checklist to ensure all necessary steps are completed before closing a case. Check each item as you finish it.

Final Review of Case Documents

• Review all case files for completeness.

• Confirm all relevant documents are filed.

Client Communication

• Inform the client of case closure.

• Provide a summary of the final outcome.

• Discuss any next steps or follow-up actions.

Financial Matters

• Verify all fees and payments have been settled.

• Issue final invoices if necessary.

File Archiving

• Store physical or electronic case files securely.

• Confirm all documents are properly organized and labeled.

Court Filings (if applicable)

• Submit any necessary final documents to the court.

• Confirm court order or judgment has been received.

Close Client Account

• Close client account in your records.

• Ensure all billing and correspondence have been completed.

Send Client Satisfaction Survey (optional)

• Ask the client to fill out a satisfaction survey (if applicable).

Attorney Confirmation

I confirm that all necessary steps listed in this checklist have been completed for the closure of this case.

Attorney's Name:

Date:

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