Strategies For A Seamless Work Transition (As Published By CLIA)

As published by Canadian Lawyers Insurance Association on April 9, 2025. Click here to view the originally published article.

For a lot of junior lawyers, you reach a time when you may need to transition files to a new lawyer due to a career change, leave, or change in practice areas. As I approach a parental leave, here are some tips and suggestions that I am utilizing to transition files prior to my leave:

1. Prepare an active file list

To begin working on your transition, you will need to prepare (or obtain assistance to prepare) an active file list. This will be your roadmap for tracking the transition of your files. You may also come across open files that can be closed, which should ideally be completed before you leave. You may want to highlight or prepare a separate list of active files that may require immediate action upon your leave.