# Matter Closing & File Archival Notification — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Matter Closing & File Archival Notification

Formally close matters and notify clients clearly.

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

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup

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

## How it works

Sends a matter-closing letter once the assigned professional confirms the matter is complete, summarizing the outcome at a high level per approved language.

Explains the file retention policy and how to request copies of their file.

Confirms final billing settled as part of the closing process, checked against the billing system.

Archives the matter file per the firm's document retention schedule, written to the PMS.

## Data sources

Practice management matter closure status File retention policy

## What it targets

Matters formally closed with client notification Target 95%

Final billing settled at closing Target 90%