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Checklists

While legal matters can appear to be fairly simple and routine in their initial stages, they often end up being more complex as clients may not mention relevant details about their circumstances, and it is easy to overlook asking a key question in an intake interview. In a similar fashion, drafting an agreement may appear as a simple task at the start only to become more complex as details are fleshed out and pen is put to paper. The demands and pressures of a busy practice can make it easy to misunderstand or overlook the importance of something a client has told you or miss a deadline. Your clients expect you to identify and highlight all relevant issues for them.

We have prepared checklists that will walk you through the key steps on a wide variety of tasks on different types of matters, including intake interviews, ILA advice, commercial agreement drafting and more. Checklists will help ensure you don’t miss critical steps or questions, especially when they seem mundane and familiar because you’ve done them many times before. All our checklists are available in electronic form so you can easily download them. Many are also available in Microsoft Word format so you can customize them for your own practice.


Annual Legal Health Check-up

In the same way a visit with a doctor or financial advisor offers an opportunity to identify issues and gauge physical or financial health, a discussion with a lawyer can help improve how clients deal with existing or potential legal issues. Perhaps your client has experienced a change in their relationship status or is considering… Read More »

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Children of The Marriage Form

Ensure you collect the information you need regarding children of the marriage. This includes names, dates of birth, schools and grades, residences, and specifics of custody arrangements sought. This Form is from LAWPRO’s Domestic Contract Matter Toolkit. It provides advice, forms and checklists that lawyers and law firms can use to lessen the risk of… Read More »

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Client Trial Preparation Checklist

Prepare your client for the ups and downs of trial with this customizable checklist, which covers topics to discuss with your client, including process, timing, outcomes, risks and costs. From managing emotions to the day-to-day workings of a trial, the checklist covers important topics to discuss with your client in preparation for trial. Below are… Read More »

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Commercial Transactions Checklist

Many commercial matters involve the preparation of one or more documents. These documents are drafted based on communications between the parties to the document and/or their respective lawyers, the specific circumstances of the matter and applicable substantive law. While the majority of commercial deals in Ontario are concluded without difficulties, all too often LAWPRO sees… Read More »

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Domestic Contract Matter Intake Form

Like most other areas of law, lawyer/client communications issues can play a significant role in domestic contract claims. The complexity of the subject matter makes it easy for clients to allege there were communication problems or errors. They will say that provisions were not explained to them, that they didn’t understand them or that they… Read More »

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Domestic Contract Matter Intake Checklist

This checklist will help you ensure you have collected appropriate material, communicated relevant legal information, and conducted important steps like conflict checks. This Form is from LAWPRO’s Domestic Contract Matter Toolkit. It provides advice, forms and checklists that lawyers and law firms can use to lessen the risk of a claim. You can also download… Read More »

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Domestic Contract Matter Post-Meeting Client Assignment Sheet

Getting the final document of a domestic contract right requires diligent management of the file, a thorough investigation into the client’s circumstances, a consideration of relevant law, and the careful drafting of the provisions of the agreement. This sheet gives the client a list of the information that they will need to collect after the… Read More »

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Domestic Contract Review & Signing Checklist

Preparing a domestic contract requires a number of steps, from gathering information, requesting financial disclosure, checking for conflicts of interest, raising or resolving tax issues, discussing billing, and communicating outcomes and associated risks. This checklist will help you cover all the bases. This Form is from LAWPRO’s Domestic Contract Matter Toolkit. It provides advice, forms… Read More »

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Employee Departure Checklist

When any employee leaves your firm, regardless of whether they are leaving of their own accord or are being terminated, you need to ensure that your systems are protected. Promptly close all the departed employee’s points of access to your office and computer systems. This includes physical access with keys or access cards, as well… Read More »

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Generic ILA Checklist

A person seeking independent legal advice is as much your client as any other. Resist the temptation to rush or take shortcuts. A lower standard of service is not warranted just because your meeting is brief and you may not see the client again. Remember that a modest $150 independent legal advice (ILA) consultation can… Read More »

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ILA for Domestic Contracts Checklist

This checklist is designed specifically for domestic contracts. A person seeking independent legal advice is as much your client as any other. Resist the temptation to rush or take shortcuts. A lower standard of service is not warranted just because your meeting is brief and you may not see the client again. Remember that a… Read More »

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Limitation Periods Charts

The Limitations Act, 2002 was passed in December 2002 and came into force on January 1, 2004. View the text of the Act from the e-Laws web site. This legislation represents a huge reform of the existing law of limitations. Lawyers are encouraged to become familiar with the provisions of the 2002 Act. For most… Read More »

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Rule 48.14 Firm Transition Checklist

While tasks and deadlines are handled by lawyers and staff working on individual files, firm systems and processes are critical to ensuring deadlines are not missed and that files are kept moving. The changed deadlines and processes under the new Rule 48.14 introduce new claims risks that may trap the unwary lawyer. Please keep in… Read More »

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Rule 48.14 Individual File Checklist

At the individual file level, there are many tasks and deadlines that are handled directly by lawyers and staff. Lawyers and staff play an essential part in making sure work is proceeding and that tasks are not missed. It is important to make sure that the critical deadlines under the new Rule 48.14 are noted… Read More »

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Sitting on a Non-Profit Board: A Risk Management Checklist

Serving as a director of a charitable or not-for-profit corporation can be a rewarding but potentially risky experience. A director can be held personally liable for his or her own actions or failures to act, as well as jointly and severally liable with the other members of the board of directors. Directors with specialized knowledge… Read More »

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Using Title Insurance Safely Checklist

Title insurance plays an important role in real estate transactions. each transaction presents a different set of circumstances and risks. The Using Title Insurance Safely checklists keeps you on top of the variety of issues to consider when your are obtaining a title insurance policy for your client. The checklist provides further details on the… Read More »

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