Coming Soon
01
Matter-Opening Checklist
A practical checklist covering the steps and information required to open a new matter. Designed to support consistent file setup and reduce the risk of overlooked steps at the outset of a matter.
This template includes
Word / PDF- Step-by-step matter-opening sequence
- Client identification and conflict check prompts
- File setup and document management checklist
- Costs disclosure and engagement letter reminders
- Customisable fields for practice-specific requirements
This product is not yet available for purchase. Register your interest via the contact page to be notified when it launches.