Module 5 — Templates & Downloads

These files support professional case closure and long-term file discipline. Save them into your case folder and use them on every matter.

How to Use These Files

1. Follow the Case Folder Structure Standard from intake to closure.
2. Use the File Naming Convention Guide for every document.
3. Run the Case Closure Checklist before archiving any matter.
4. Create a Final Case Summary so the file can be reopened later.
5. Record archive details in the Archive & Retention Log.
6. Send the Client Closing Email to complete delivery.

Core Downloads

• M5-01 Case Folder Structure Standard (.pdf)
• M5-02 File Naming Convention Guide (.pdf)
• M5-05 Case Closure Checklist (.pdf)
• M5-06 Final Case Summary Template (.docx)

Complete Module 5 Download List

• M5-01 Case Folder Structure Standard (.pdf)
• M5-02 File Naming Convention Guide (.pdf)
• M5-03 AI Output Mirroring Rules (.pdf)
• M5-04 Running Chronology Update Template (.docx)
• M5-05 Case Closure Checklist (.pdf)
• M5-06 Final Case Summary Template (.docx)
• M5-07 Archive & Retention Log (.xlsx)
• M5-08 Client Closing Email Template (.docx)
• M5-09 Internal Handoff Memo Template (.docx)

Replace each #REPLACE_WITH_... link with the real file URL after uploading your documents.

Final Closure Quick Check

• Final chronology updated and verified
• Evidence map finalized
• Final client-approved draft saved
• Delivery record captured
• Final case summary completed
• File archived and logged

Completion: You have finished the AI Skills Certification for Paralegals. You now have a complete, defensible workflow from intake to closure.