It’s the most familiar artifact in transactional law. Most firms still treat it like a document. The closing checklist isn’t what you produce at the end of a deal. It’s the artifact that runs the whole deal — and the form it takes determines how the deal is run.
Drawn from inside the work, not theory about a category
More than 6,200 active matters currently run on the Legatics platform. We are trusted by the world’s leading law firms, including many of the AmLaw 100, UK Top 100 and Chambers Band 1 ranked firms globally, and have supported matters originating in over 60 countries.
What’s inside
- The data 88 average items per closing checklist. 9 organizations per matter. More than 562,000 items tracked across the platform right now. What the numbers reveal about the artifact lawyers have been managing on Word and email for decades.
- Seven attributes of a modern closing checklist What changes when the closing checklist is treated as a system — including the one operational capability a generic collaboration tool fundamentally cannot do.
- The cost of running it as a document How the artifact’s file format shapes day-to-day operations, client experience and talent retention.
- The substrate AI needs Why running closing checklists as systems isn’t just a better artifact today, but the foundation the next generation of legal AI needs in order to be useful at all.
Who it’s for
For transactional partners, associates, knowledge and innovation leads and operations teams in law firms across the US, UK and globally.
Read the report
Download The modern closing checklist