How do I issue a clearance form and print it for the client to sign?

When a client collects their file or receives the awarded sum, you need a document proving discharge, signed by them. The clearance form does that: it is written inside the case so it reads the parties and case data, then prints on the office letterhead with its stamp, ready to sign.

Steps

1. Open the case, then the Clearance Forms tab — image 1.
2. Press Add Clearance Form — image 2.
3. Enter the form number in your own numbering, and the name describing what the discharge covers ("Final discharge of principal and compensation" or "Partial discharge of the first instalment").
4. In Notes write the acknowledgement the client will read and sign; this is what appears in the body of the printed page.
5. You can upload a scanned signed copy in the file field, either now or after signature through editing.
6. Save, then press the print icon beside the line — image 3. The page appears titled Case File Receipt with its reference number and date, a clients table with their attributes, the acknowledgement text, the case information, then the declarant details with a signature box, and the company stamp below.

Notes

• Keep partial and final discharges apart in the wording of the acknowledgement itself, not just in your head: state plainly what it covers and what it does not, because the page will be read years later.
• State the amount in figures and in words in the acknowledgement when the discharge concerns money.
• After signature, scan the page and upload it in the file field; a paper copy alone is no use once it is lost.
• To see clearance forms across every case, open Legal → Clearance Forms.