Legal
Legal matter intake: the document checklist
5 named documents, specific enough that a client can act on each one from their phone without asking what you meant.
- 01Signed engagement letter
- 02Photo ID
- 03All correspondence relating to the matter
- 04Any contracts or agreements involved
- 05Timeline of eventsDates and what happened, in your own words
The list is the easy half.
Getting it answered is the job. Pesterly emails this checklist from your own mailbox, follows up on day 3, 7 and 10 with what's still missing, files every upload into your own Google Drive, and stops by itself when the last item lands.