New Filing Procedures DeLong Grant Law Partners. Referencing Number System  Include these three parts in the number Client last name Date file opened.

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Presentation transcript:

New Filing Procedures DeLong Grant Law Partners

Referencing Number System  Include these three parts in the number Client last name Date file opened Date file completed (if applicable)  Example: DeLong_ _

Hardcopy Filing  Include the reference number on all pages of the legal document Place the number in the upper right corner Add the date completed when the case is closed.  Retain a copy of the document for your personal file

Digital Filing  Use the reference number for the file name  Save a copy of the file to the company database Require authorized employees to use a Login to view the file Lock the file after any changes are made

Summary All changes are effective immediately. Direct questions to the support team.