Systems
- Turn off their email and sign them out of every session.
- Remove their practice management and billing accounts, and reassign their open matters.
- Remove access to document storage and shared drives.
- Remove them from any shared court e-filing or research accounts the firm pays for.
Client work
- Reassign their open matters and deadlines.
- Make sure every client file they worked on has a new responsible person.
- Forward or monitor their email so client messages aren’t missed.
Shared access and property
- Change shared passwords and office door or alarm codes they knew.
- Collect laptops, phones, keys and badges.
- Record what was removed and collected, with dates.