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Virtual Paralegal Closed Project Procedures

03 Jun 2020 6:24 PM | Cordina Charvis (Administrator)

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.
  • Send thank you notes to your client.
Ask your clients for feedback, testimonials & referrals.

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