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File Closing Procedures
  • Complete original documents concluding matter (release executed, dismissal entry filed, etc.)
  • Return original documents and papers to the client.
    Note to Attorney: You may not charge the client for copying any documents you wish to retain for your files.
  • Copy useful forms for office form file. Do not charge client for copies of file.
  • Remove duplicates and "clean out" file for storage.
  • Send closing letter to client.
  • Prepare and send final bill to client. Be sure to check on all court costs and other expenses.
  • Calendar future docket dates such as Uniform Commercial Code and judgment renewals.
  • Send client survey to client.
  • Enter case into closed file database for future conflicts checks.
  • Assign date for review/destruction of file. Ask client if he/she prefers to have the file returned or destroyed after the assigned date.
File Closing Letter 

If you are in doubt about the status of any meeting, please call the Bar Center at 603-224-6942 before you head out.

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New Hampshire Bar Association
2 Pillsbury Street, Suite 300, Concord NH 03301
phone: (603) 224-6942 fax: (603) 224-2910
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