For law firms & legal teams
Matter work has enough complexity. The operational steps shouldn’t.
Capture intake, filing prep, client onboarding, and office routines so associates and staff follow the same sequence every time.
New Matter Intake
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Run conflicts check & log result
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Collect engagement letter signature
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Open matter folder & assign team Notes
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Schedule kickoff call
Operational steps still live in email threads.
Intake varies by who answers the phone. Filing prep depends on the associate who last did it. New hires learn by interrupting whoever looks free.
- Client intake checklists differ by practice group.
- Filing and deadline prep get rebuilt each time.
- Conflicts and engagement steps get skipped under time pressure.
- New staff orientation is uneven.
- Partners ask status instead of seeing completion.
A clear path for intake, prep, and handoffs.
Operational checklists sit beside your practice tools. Staff run the same steps. Clients and vendors can complete questionnaires from a guest link.
- Intake looks the same across the firm.
- Filing prep has a reusable sequence.
- Onboarding for new hires is consistent.
- Guest questionnaires reduce back-and-forth.
- Completion is visible to matter leads.
Legal professionals reviewing matter intake steps
Turn firm operations into checklists you can run again.
Build operational processes for intake, prep, and office routines. Start them when the work begins. Share guest links where outside parties need to complete steps.
Checkli is for operational process checklists. It is not a case management system, document management system, or privileged data vault. Do not use it as the system of record for confidential client files.
Across roles in legal
Partners & practice leads
See which intake and prep processes are complete.
Associates & paralegals
Follow the same operational sequence every matter.
Office administrators
Run firm routines and staff onboarding consistently.
Clients & vendors
Complete questionnaires from a guest link.
Processes
Work legal teams run again and again
New matter intake
Conflicts, engagement, and kickoff steps in one list.
Filing & deadline prep
Document assembly and review checkpoints before filing.
Client onboarding
Welcome materials, portal access requests, and first deliverables.
New attorney / staff onboarding
Systems, policies, and first-week operational milestones.
Office opening & closing
Reception, conference rooms, and secure-close routines.
Vendor / expert engagement
Steps before outside counsel or experts begin work.
See it the way your team will use it
Tasks, notes, and progress — the same process your team will run.
New Matter Intake
-
Run conflicts check & log result
-
Collect engagement letter signature
-
Open matter folder & assign team Notes
-
Schedule kickoff call
Templates
Don’t start from scratch
Only linking to templates and categories that exist in the public library.
Guest completion
Your process shouldn’t require a software rollout.
Share a link with the person who needs to complete the work. On Pro plans, they can run and submit it — substitutes, contractors, volunteers, and vendors included.
Shared process link
/g/legal-process
Opened → completed → visible to the owner
Simple to start
Start with a checklist.
Build an operating system over time.
Start free with a checklist or a template. Upgrade when a school, care team, or crew needs guest links, unlimited checklists, or shared assignment.
Free
Enough to capture processes and build the habit.
- Up to 2 checklists
- Personal checklists to get organized
- No credit card to begin
Pro
For recurring processes and guest completion links.
- Unlimited checklists
- Guest process links
- Personalization, embeds, and PDF export
- Reminders
Put the way legal works into Checkli.
Create the process once. Share it with the people responsible. Know when it gets done.