Yes, this subject again and I am sure many of you still struggle with
this issue.  We are making progress after six years of working on this
and have some momentum by the Firm. Always the question we receive is
what are other firms doing? 

 

Our current system requires an attorney to notify our accounting
department that a matter has closed, which is a hit and miss at best.
Disengagement letters are also not done on a consistent basis.  After
several years of trying to fix the problem, we are going for progress.

 

In response to the Firm's query, I am requesting information from you. 

 

Some of the recent suggestions include, one or combination of the
following: 

 

a.     Attorney notifies accounting to close the matter

b.    Payment of final bill by the client triggers matter closure

c.     One year of inactivity determined by the date of last time billed

d.    Temporary closing pending appeal or final judgment

e.     Attorney departs the Firm

 

Do any of these work for you? Better yet, how does your firm
(successfully) administrate file closure?

 

Thank you in advance for your assistance.

 

 

 

Barbara Embick, CRM

Records Systems Manager
[log in to unmask]

Nelson Mullins Riley & Scarborough LLP

Meridian, 17th Floor
1320 Main Street, Columbia, SC 29201
Tel: 803.255.9749 Cell: 803.553.1353 Fax: 803.255.9052

www.nelsonmullins.com


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