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This checklist is designed to help principals or their delegates manage a file transition within the firm when a practitioner leaves. It is limited to client work only and not other employment issues like return of equipment

Ic checklists 2x

File Transition Practitioner Is Leaving The Firm.pdf

(PDF, 85.40 KB)

Covers a list of items to complete when transitioning a client file when a practitioner leaves the firm

Download File Transition Practitioner Is Leaving The Firm.pdf

File Transition Practitioner Is Leaving The Firm.docx

(DOCX, 811.46 KB)
Download File Transition Practitioner Is Leaving The Firm.docx
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