Legal matter opening checklist template

Record internal matter setup with responsible attorney, screening status, engagement status and next actions.

Legal template · 9 fields (9 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your legal matter opening checklist

Record internal matter setup with responsible attorney, screening status, engagement status and next actions.

Use this as an internal handoff record after initial contact. Status choices document staff actions and do not automatically approve conflicts or engagement.

The form separates client or entity, matter reference, responsible attorney, matter category into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Use this as an internal handoff record after initial contact. Status choices document staff actions and do not automatically approve conflicts or engagement.
• Customize the client or entity and matter reference questions to match your records and terminology.
• Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
• Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.

Every field, explained

• Your full name (Name, required)
• Email address (Email, required)
• Client or entity (Short text, required)
• Matter reference (Short text, required)
• Responsible attorney (Short text, required)
• Matter category (Dropdown, required)
• Conflict review status (Dropdown, required)
• Engagement status (Dropdown, required)
• Next actions and owners (Long text, required)

Frequently asked questions

What does this legal matter opening checklist template collect?

Alongside contact details, it asks for client or entity, matter reference, responsible attorney, matter category, conflict review status, engagement status, next actions and owners. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this legal matter opening checklist form?

Use this as an internal handoff record after initial contact. Status choices document staff actions and do not automatically approve conflicts or engagement.

Can I edit this form and print a copy?

Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.

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