practicePRO > Practice aids > CHECKLISTS


NEW - Using title insurance safely: Issues to consider

Use the checklist to make sure you've asked your client all the right questions when purchasing their title insurance policy.

Annual Legal Health Check-up

To help lawyers remind their clients to check up their "legal health", LAWPRO has created the Annual Legal Health Check-up (in Word and PDF formats). It is a non-exhaustive list of common legal issues that arise in a client's personal or business life. The list can be modified to use as best suits your own practice.

General Checklist for the Giving of Independent Legal Advice

When providing independent legal advice, a checklist provides you with a handy tool to ensure that you are covering all the bases when discussing the underlying transaction and your client's relationship to that transaction.

Sitting on a non-profit board: A risk management checklist

Here are some questions you should ask yourself before serving as a director on the board of a charity or not-for-profit organization.

Post-matter client service survey precedent

This is a precedent post-matter client service survey that you can use and adapt for your firm.

Employee departure checklist

When an employee leaves your firm make you cover all bases.

Client Trial Preparation Checklist

Prepare your client for the ups and downs of trial with this checklist, which may help ensure you discuss the involved process, timing, outcomes, risks and costs.

Commercial transaction checklist

This checklist contains a series of questions lawyers should ask themselves to help ensure that the commercial documents they are drafting correctly reflect the client’s instructions and expected results.

  • Click here for a PDF version (with cover article) from August 2012 edition of LAWPRO Magazine.
  • Click here for a Word version
  • Click here for an RTF version

Domestic Contract Matter Toolkit:

The checklists and forms in this toolkit contain points and questions lawyers should systematically consider as they conduct the initial interview on a domestic contract matter and when they meet with the client to review and sign the document.


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