# Post-Matter Document Return & File Delivery — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Post-Matter Document Return & File Delivery

Return original documents and deliver the client's final file promptly at matter conclusion.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Confirms what original documents need to be returned to the client per the matter closure checklist, via the PMS.

Coordinates secure return (mail, portal download, in-person pickup) per the client's preference.

Confirms receipt and closes out the file delivery task, written to the PMS.

Retains firm copies per the document retention policy while ensuring the client has everything they're entitled to.

## Data sources

Practice management closure checklist Document retention policy

## What it targets

Original documents returned within the firm's target timeline Target 90%