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Checklist

Domestic Contract Matter Intake Checklist

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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 »

Categories: Checklist, Family

Commercial Transactions Checklist

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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 »

Categories: Checklist, Corporate Law

Client Trial Preparation Checklist

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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 »

Categories: Checklist, Civil Litigation, Communications Errors

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 »

Categories: Checklist

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… Read More »

Categories: Checklist

Getting the final document correct: The rationale for using a checklist for commercial transactions

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 »

Categories: 2012 August Checklists, Articles, Checklist, Corporate Law, Features
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