Free 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.
Attorney Name
Client Name
Case Name/Number
Case Closing Date
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).
Notes
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:
Thank you for your submission!
We appreciate you taking the time to submit.
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Ensure thorough case management with the Attorney Case Closing Checklist Form Template from Template.net. Fully editable and customizable, this template helps attorneys verify key tasks, finalize documentation, and confirm compliance before closing a case. Easily editable in our Ai Editor Tool, ensuring a professional and organized process. Simplify case closures with this essential template.