Offboard a fee earner who is leaving

Matters reallocated, clients told, access removed and nothing missed in the diary.

  1. Confirm the leaving date
  2. List every open matter and key date
  3. Reallocate each matter to a named fee earner (Head of department signs off)
  4. Check every limitation and court date has a new owner. Most people forget this: A missed date on a handed over matter is a negligence claim
  5. Write to clients about the change
  6. Remove case management and email access on the last day
  7. Collect laptop, phone and pass
  8. Pay final salary and holiday

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