When your assignments are completed the following steps should be taken to make sure that your filing and billing procedures are kept up to date.
- Inform your client that the matter is now closed.
- Return all originals to your client.
- Mention all originals returned in the cover letter to your client.
- Sent your client a copy of their online file.
- Inform the client of your storage procedures.
- Send your client their final invoice.
Ask your clients for feedback, testimonials & referrals.
- Send thank you notes to your client.