Worksheet

Matter opening sheet

Five blocks fill the page, in the order above. Each block has a tick box, an initial and date column, and a notes line. Conflict check lists the names searched and the result. Engagement lists scope, contact and signed date. Folder lists subfolders and originals received. Deadlines lists date, rule, owner and reminder. Billing lists basis, rates and invoice contact.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Matter Opening Checklist for a New Law Firm Client”, www.gullysystem.com/blog/matter-opening-checklist-for-a-new-law-firm-client