File Clerk Procedure Manual & Training Checklist

• Related Articles

• File Closure and Document Retention Policy and Procedures (Gravis Clients/Matters)

  This policy and the procedures concern only Gravis Client Matters, which require a properly executed letter signed by the client electing Gravis Law to continue legal representation on the Client Matter or a presumption of legal representation by ...

• SSD/SSDI Standard Operating Procedure

  SSD/SSDI Process and Procedure Manual - Revision Date: 10/06/2021 Mail procedure manual for SSD/SSDI. SSD/SSDI DMS Cheat Sheet - Revision Date: 11/07/2021 Subtypes and Discovery/Pleading Statuses unique to SSD/SSDI Conducting a New Client Consult ...

• Checklist for New Hires Set Up

  Front Desk Support Staff Checklist for setting up workspace and tech equipment for new hires.

• File Closure and Document Retention Policy and Procedures (Non-Gravis Clients/Matters)

  This Policy and Procedures only concerns non-Gravis client's physical files that remain in a Gravis office location. The purpose of this Policy is to eliminate physical files for which Gravis has no duty to safeguard beyond ensuring they are properly ...

• Facilities Office Essentials Checklist

  The Facilities Office Essentials Checklist will help assist OA's/Managers to keep the offices in good working order while also confirming that every office has the necessary items they need. Revised 4.3.2023