Goal & what you need
Goal
Leave a complete, findable closed-matter record with unresolved items clearly identified.
What you need
- Authorization to begin closing
- Matter repository access
- Applicable retention and legal-hold guidance
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 7 steps.
- 1Confirm closing authorization
- 2Resolve open tasks and records
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (8)
Preview two sources. Members can open the complete source list.