Legal Work Handover Checklist Template
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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:

  • Case A: Client Agreement signed on March 10, 2054

  • Case B: Ongoing litigation, scheduled court date on February 25, 2055

  • Case C: Draft response to a complaint due on January 22, 2055

2. Important Deadlines:

  • Final filing date for Case B: February 5, 2055

  • Client meeting for Case C scheduled for January 18, 2055

3. Client Communication:

  • Email to Client X regarding Case A (Draft saved, to be sent after final approval)

  • Scheduled call with Client Y on January 19, 2055

4. Documents to Transfer:

  • Original Contract for Case A (stored in Legal Document Repository)

  • Confidential witness statements for Case B (secure access required)

  • Pending settlement offer for Case C (document in progress, please review)

5. Financial Records:

  • Review outstanding invoices for Case A (Client Payment pending)

6. Notes on Ongoing Matters:

  • Client X has requested an update on the status of Case A, need to follow up.

  • Case B requires additional research on intellectual property law before court appearance.

7. Final Review:

  • All files and communications updated and filed properly

  • Ongoing tasks and responsibilities handed over completely.

Sign-Offs:

  • Outgoing Attorney: [Your Name]

  • Incoming Attorney: Emily Davis

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