Close and archive a client file

Final bill, money returned, documents handed back and the file archived.

1. Send the final letter to the client
2. Send the final bill
3. Return any money left on account. Most people forget this: Client money left on closed files is a common SRA accounts breach
4. Return original documents
5. Store wills and deeds in the strongroom
6. Set the destruction date
7. Close the matter (Partner signs off)

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