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Case Closure Workflow

Properly close matters including final billing, file organization, and knowledge capture.

Complexity: Medium | Duration: 15-30m | Category: Industry/Legal Services

Tags: closure archiving final-billing retention knowledge-capture

Workflow Diagram​

Steps​

Step 1: Verify matter completion​

Verify matter completion

Step 2: Prepare final bill​

Prepare final bill

Step 3: Collect outstanding fees​

Collect outstanding fees

Step 4: Return client documents​

Return client documents

Step 5: Organize matter file​

Organize matter file

Step 6: Conduct post​

Agent: matter review

Step 7: Capture knowledge and preceden​

Capture knowledge and precedents

Step 8: Update conflicts database​

Update conflicts database

Step 9: Archive per retention policy​

Archive per retention policy

Step 10: Close in practice management​

Close in practice management

Usage​

To execute this workflow:

/workflow industry/legal-services/case-closure-workflow.workflow

See other workflows in this category for related automation patterns.