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Published byMary Madlyn Parks Modified over 9 years ago
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New Filing Procedures DeLong Grant Law Partners
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Referencing Number System Include these three parts in the number Client last name Date file opened Date file completed (if applicable) Example: DeLong_01-15-2014_10-14-2016
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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
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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
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Summary All changes are effective immediately. Direct questions to the support team.
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