Differences
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| firm:sop:matter-closing [2025/08/04 16:45] – admin | firm:sop:matter-closing [2026/03/18 03:32] (current) – admin | ||
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| Work on closing letters is __not billable__, regardless of the type of matter for which the letter is being issued. | Work on closing letters is __not billable__, regardless of the type of matter for which the letter is being issued. | ||
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| + | ---- | ||
| + | {{ : | ||
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| ==== Note about workflow ==== | ==== Note about workflow ==== | ||
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| ==== Real estate ==== | ==== Real estate ==== | ||
| - | The closing letters for real estate files are generated by Lawyer | + | The closing letters for real estate files are generated by Lawyer |
| A quarrelsome client’s closing letter must state the fact that the client is quarrelsome, | A quarrelsome client’s closing letter must state the fact that the client is quarrelsome, | ||
| Line 73: | Line 77: | ||
| - copies of all wire confirmations for wire payments made on the client’s behalf; | - copies of all wire confirmations for wire payments made on the client’s behalf; | ||
| - copies of any checks made out on the client’s behalf and transmitted to third parties; | - copies of any checks made out on the client’s behalf and transmitted to third parties; | ||
| - | - the transaction trust ledger (LDD); | + | - the transaction trust ledger (LCS); |
| - the matter trust ledger (Cosmolex); and | - the matter trust ledger (Cosmolex); and | ||
| - all invoices issued for the matter, including a final invoice. | - all invoices issued for the matter, including a final invoice. | ||
