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Legal Checklist
Free Legal Work Handover Checklist Template

Free Legal Work Handover Checklist

Legal Work Handover Checklist

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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The Legal Work Handover Checklist Template on Template.net is your go-to solution for ensuring seamless transitions in legal work. Customizable and editable, it lets you capture critical legal tasks and case details. Fully editable in our AI Editor Tool, you can personalize it for each handover to meet specific requirements efficiently.

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