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Subject:
Re: Closing Clients and Matters -- What are other firms doing?
From:
Pilar McAdam <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Tue, 28 Sep 2010 10:46:54 -0700
Content-Type:
text/plain
Parts/Attachments:
text/plain (46 lines) 
Barbara,

At our firm, there are no automated processes for closing matters.  For
day-to-day operations, it's left up to the billing partner/responsible
attorney to submit a closing form.

We did, however, initiate a firm-wide review earlier this year of
matters without any activity for 1 year or more.  I distributed a list
of their inactive matters to each billing partner, asking for their
instructions.  For this project, we eliminated the requirement for a
closing document; all we asked for was a marked-up spreadsheet
indicating which matters could be closed.

With only a few exceptions, we accepted the instructions from the
billing partner (an exception would be someone with over 500 inactive
matters telling us to leave them ALL open).

I was able to close nearly 11,000 matters as a result of this review.

Pilar C. McAdam, CRM
[log in to unmask]
Los Angeles, CA
 
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Pilar C. McAdam, CRM
Director of Business Intake and Records
333 South Hope Street
43rd Floor
Los Angeles, CA 90071-1448
[log in to unmask]
Direct: 213.617.5417
Fax: 213.443.2703


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