video1.0<iframe src="https://www.loom.com/embed/4b9b96a27c664cb8bdbcacb1503a1ad5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4b9b96a27c664cb8bdbcacb1503a1ad5-28cd4cf955e35633.gif222.917In this video, I guide you through the steps to complete post-settlement calls and close off agreements with clients. I explain how to identify clients needing post-settlement calls, update settlement statuses, and transition clients to the review process. Action required: Ensure post-settlement calls are completed within one month of settlement, update client statuses, and schedule future check-ins.