Book the free Risk Audit

Free download · PDF checklist

Year-End Closing Checklist

Everything to close the legal year cleanly: deadlines, billing, files, and the reset into January.

What is inside

  • The deadline, billing, and file-closing steps
  • What to reset before the new year starts
  • A dated checklist you can run every December
Free forever · matter-numbers only

One email, one file, instantly. No spam, unsubscribe any time. We never put client data in these, and neither should you.

You are all set

Here is your Year-End Closing Checklist. We emailed a copy too.

Download the Year-End Closing Checklist
Want to know where to use it?

Take the free Footing Assessment for a three-minute read on where your systems have no second observer, or book the thirty-minute Risk Audit.