Retention and Destruction Errors, Organization Mistakes and More

The case has ended, the bill's been paid, and everything has been wrapped up except for the file. But you can't dust your hands off yet. Your next steps need to be careful. This program will show you the do's and don'ts of closing a case file so you can make sure your firm's practices are faultless. Discover common case file closing mistakes and best practices - register today!

• Know the laws and rules you need to comply with when closing a case file.
• Discover how and for how long you should keep confidential client information.
• Find out what a comprehensive closing checklist looks like.
• Get practical guidance on handling client communications and requests.