MAIL MANAGEMENT

Mail should be opened daily.
    • Use a date stamp to stamp all incoming mail (apply a post-it note and stamp that or stamp the back of original documents).

    • Calendar dates as mail comes in.

    • Copy clients with correspondence or documents relating to their matter. Use of a form for a cover letter or transmittal letter is helpful.

    • Use of stamps with blanks to indicate dates have been calendared, client copies have been sent, a response is needed, etc.

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