A note written to be included in a client's file. Memos to file are typically used to keep a file up to date on work that has been done and to outline next steps. Best practice is to ensure files are current and reflect all work undertaken to date.
Always ensure files are current and reflect all work undertaken to date.
Ask yourself: if I walked away from this file today, would someone else be able to pick it up and know exactly what has happened and what needs to be done next?
Can also be called “Memo to Continuing Counsel”.
The documents below contain explanations of how to write different types of memos to file.
