Resource
Probate Accounting Preparation Checklist for AttorneysProbate attorneys, estate and trust attorneys, guardianship attorneys, and the paralegals supporting them.
View pageResource center
Attorney Checklists and Preparation Guides
These are the intake and preparation checklists our drafting team works from every day, published for any firm to use, cite or share with staff. They describe how to assemble a complete file. They are not legal advice, and they do not state deadlines — deadlines belong to the attorney of record.
- Guides
- 12 published checklists
- Cost
- Free to use and cite
Browse
All resources
Resource
Medical Chronology Document ChecklistPersonal injury attorneys, insurance litigation attorneys, healthcare attorneys and medical-malpractice counsel.
View pageResource
Trial Binder Preparation ChecklistTrial counsel in civil litigation, personal injury, commercial and insurance matters.
View pageResource
Discovery Production Organization ChecklistCivil litigation, commercial litigation, employment and insurance defense teams.
View pageResource
What to Send Before Outsourcing Motion DraftingLitigators delegating motion practice to in-house paralegals or an outside drafting team.
View pageResource
Personal Injury Medical Records Organization ChecklistPlaintiff personal injury firms and the case managers who run their record requests.
View pageResource
Probate Administration Document ChecklistProbate attorneys, estate and trust attorneys, and probate paralegals.
View pageResource
Deposition Preparation File ChecklistLitigators taking or defending depositions in civil, commercial, employment and injury matters.
View pageResource
Law Firm Overflow Support Planning GuideFirm owners, managing partners, legal operations leads and office administrators.
View pageResource
Attorney Guide to Outsourcing Paralegal Work SecurelyAttorneys and firm administrators evaluating outside drafting or paralegal support.
View pageResource
Document Review Preparation ChecklistLitigation teams running first-pass or targeted document reviews.
View pageResource
Litigation Chronology Preparation GuideCivil, commercial, insurance, employment and injury litigation teams.
View pageOrder attorney-directed support
Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, then upload your records to the secure vault. Preparation begins when the file is complete.