Bankruptcy Law: 1.00
Civil Trial Law: 1.00
Criminal Law: 1.00
Estate Planning and Probate Law: 1.00
Family Law: 1.00
Oil, Gas and Mineral Law: 1.00
Personal Injury Trial Law: 1.00
Real Estate Law: 1.00
Retention and Destruction Errors, Organization Mistakes and More
The case has ended, the bill's been paid, and everything has been wrapped up except for the file. But you can't dust your hands off yet. Your next steps need to be careful. This program will show you the do's and don'ts of closing a case file so you can make sure your firm's practices are faultless. Discover common case file closing mistakes and best practices - register today!
Know the laws and rules you need to comply with when closing a case file.
Discover how and for how long you should keep confidential client information.
Find out what a comprehensive closing checklist looks like.
Get practical guidance on handling client communications and requests.
Applicable Laws and Ethical Rules
Following or Establishing Retention and Destruction Protocols (Sample Policy Walkthrough)
Bankruptcy Law: 1.00Civil Trial Law: 1.00Criminal Law: 1.00Estate Planning and Probate Law: 1.00Family Law: 1.00Oil, Gas and Mineral Law: 1.00Personal Injury Trial Law: 1.00Real Estate Law: 1.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Bankruptcy Law, Civil Trial Law, Criminal Law, Estate Planning & Probate Law, Family Law, Oil, Gas & Mineral Law, Personal Injury Trial Law, and Real Estate Law.
CARI L. SHEEHAN is of counsel in Barnes & Thornburg LLP's Indianapolis office and is a member of the litigation department. Ms. Sheehan serves as professional responsibility counsel to the firm and focuses on various legal ethics and professional responsibility matters. She has represented clients in state and federal courts in Indiana and Illinois. Ms. Sheehan is admitted to practice in Indiana and Illinois. Ms. Sheehan also is admitted to practice in the U.S. District Court for the Northern and Southern districts of Indiana, U.S. District Court for the Northern and Southern districts of Illinois, U.S. District Court for the Eastern District of Michigan, U.S. Bankruptcy Court for the Southern District of Indiana and Northern District of Illinois, and the U.S. Court of Appeals for the Seventh Circuit. She is a member of the Indiana State Bar Association, Indianapolis Bar Association, and the Saint Thomas More Legal Society. She earned her B.A. degree, cum laude, from the University of Southern Indiana; and her J.D. degree, magna cum laude, from the Indiana University Robert H. McKinney School of Law.
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