PL-FRM-003
Counsel Handoff Checklist
Use this before attorney review to reduce the amount of time spent reconstructing the file.
Front page
Matter name
Next deadline
Current posture
Decision or advice requested
Core record
Short executive summary prepared
Chronology attached
Exhibit index attached
Critical source links checked
Prior correspondence organized
Open issues
Disputed fact
Missing record
Question reserved for counsel
Jurisdiction / procedure question
Client decision needed
Handoff check
File names consistent
Duplicates separated
Sensitive credentials removed
Deadlines surfaced
Requested decision stated clearly