Legal Matter Closing Checklist

Considerations for Defensibly Closing a Matter

You’re excited that a legal matter is finally over and done with. But what’s often forgotten is that there are a number steps legal teams must take before a matter is officially closed.

Not taking these steps can lead to inefficiencies like legal holds never being released, document retention policies never being reinstated and matter data stored in various 3rd party locations (i.e. with your vendor, etc.).

A closing matter checklist is a great way to ensure all the necessary questions are asked and matters are closed to prevent future headaches.

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What You Will Learn

In this Legal Matter Closing Checklist and learn how to:

  • 8 steps for defensibly closing a matter
     
  • Guidelines for working effectively with internal and external teams involved in the matter
     
  • Piece of mind that your matter is properly closed and done with