Billing and Administration
Offboard a departing employee
Close access safely on the last day without losing mail or case files.
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Offboarding is a security event. Tell us the exact date and time access should end, and who inherits the work.
- Open a Billing and admin ticket marked high priority with the person's name, last day, and cutoff time.
- Name the colleague who should receive the mailbox contents and who should take over shared files.
- Tell us whether to forward incoming mail, and for how long, before the address is fully retired.
- Arrange return of the laptop, dock, and any phone. We wipe and re-image returned equipment before reissuing it.
For an involuntary departure, request the cutoff before the conversation happens rather than after — call us so timing is exact.
Updated 2026-08-31