Legal Matter Closure Form

Legal Matter Closure Form — Form Fields

This legal template includes 11 fields. Formally close a completed legal matter with final status, billing reconciliation, and file disposition notes. Free to customize and use on ZenBuild.

• Closing Attorney Name (text, required)
• Attorney Email (email, required)
• Client Name (text, required)
• Matter Name or Number (text, required)
• Date of Final Resolution (text, required)
• Outcome (dropdown selection, required) — options: Settled, Dismissed, Judgment for client, Judgment against client, Transaction closed, Advisory complete, Withdrawn, Other
• All Invoices Sent and Paid? (multiple choice, required) — options: Yes, No – balance outstanding
• Client Files Ready for Return or Destruction? (multiple choice, required) — options: Return to client, Retain per policy, Client waived return
• File Disposition Notes (long text, optional)
• Closure Checklist Complete (checkboxes, required) — options: All documents archived, Client notified, Final billing sent, Trust account cleared
• Notes for Future Reference (long text, optional)