Guide
Preparing for a clerk's retirement
When a long-tenured clerk retires, the office's knowledge can walk out the door. The way to protect the office is to put the procedures into a system before that day, so the work does not depend on one person's memory.
The risk
In many offices, one person knows how the court actually runs. Deadlines, filings, and the way a case is done live in their head, not on paper.
The fix
Capture those procedures in software while the current staff are still there. The software carries the deadlines and the steps, and the next person runs the office without decades of memory.
The test that it worked: a successor completes a real case, start to finish, unassisted.