Offboard a fee earner who is leaving
Matters reallocated, clients told, access removed and nothing missed in the diary.
- Confirm the leaving date
- List every open matter and key date
- Reallocate each matter to a named fee earner (Head of department signs off)
- 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
- Write to clients about the change
- Remove case management and email access on the last day
- Collect laptop, phone and pass
- Pay final salary and holiday