Law firms checklist templates

Client intake and document collection checklists for law practices: engagement paperwork and the documents to gather from clients so matters can move forward.

Free for attorneys and legal practices. Add one to your account, change anything, and start it for a client or set it to repeat.

New client intake

Engagement, retainer and conflict check details for a new matter.

7 items

Estate planning

The family, asset and decision-maker details for a will or trust.

8 items

Business formation

Owner and business details to form an LLC or corporation.

6 items

Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

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