✅ Case Closure Summary

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When to use this: Send this when case preparation is complete — after you've finished reviewing violations, building the strategy, and preparing all filings. This email professionally closes the preparation phase, summarizes what was done, and primes the client for a referral.

✅

Case closure email sent! The client has been notified that their case preparation is complete. A referral ask is included at the bottom of their email.

Closure Summary Form

Fill in the details below. The client will receive a professional, branded closure email.

Select Client *

Outcome Overview

A brief plain-English summary of how the case preparation went. This is the first thing the client reads.

What Was Filed / Prepared

List what documents, notices, or filings were completed. One item per line.

Key Achievements (optional)

Highlight what you found or accomplished — violations identified, errors caught, leverage gained. This is shown in a green highlight box.

Client's Next Steps

Tell the client what happens next and what, if anything, they need to do.

Prepared By

Also update client status to Resolved in the dashboard