Washington State Paralegal Association

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  • How to Properly Close a Case File: Top Paralegals Mistakes

How to Properly Close a Case File: Top Paralegals Mistakes

  • 06/11/2021
  • 11:00 AM - 12:00 PM
  • Webcast

Program Description

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.

Who Should Attend

This intermediate level course will teach attendees how to properly close a case file. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. Applicable Laws and Ethical Rules
  2. Following or Establishing Retention and Destruction Protocols (Sample Policy Walkthrough)
  3. Organizational Best Practices
  4. Sample Closing Checklists
  5. Notifying Clients
  6. Requests for Information and for Case Documents

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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