Free Legal Work Handover Checklist Template
Legal Work Handover Checklist
Date: January 15, 2055
Prepared by: [Your Name], Senior Attorney
Handover to: Emily Davis, Junior Attorney
Company Name: [Your Company Name]
Email: [Your Email]
1. Case Files:
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Case A: Client Agreement signed on March 10, 2054
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Case B: Ongoing litigation, scheduled court date on February 25, 2055
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Case C: Draft response to a complaint due on January 22, 2055
2. Important Deadlines:
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Final filing date for Case B: February 5, 2055
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Client meeting for Case C scheduled for January 18, 2055
3. Client Communication:
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Email to Client X regarding Case A (Draft saved, to be sent after final approval)
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Scheduled call with Client Y on January 19, 2055
4. Documents to Transfer:
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Original Contract for Case A (stored in Legal Document Repository)
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Confidential witness statements for Case B (secure access required)
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Pending settlement offer for Case C (document in progress, please review)
5. Financial Records:
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Review outstanding invoices for Case A (Client Payment pending)
6. Notes on Ongoing Matters:
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Client X has requested an update on the status of Case A, need to follow up.
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Case B requires additional research on intellectual property law before court appearance.
7. Final Review:
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All files and communications updated and filed properly
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Ongoing tasks and responsibilities handed over completely.
Sign-Offs:
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Outgoing Attorney: [Your Name]
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Incoming Attorney: Emily Davis
