Contract analysis
Clause-by-clause risk read on any document of the firm. Pick a contract, or open any document from a matter.
Contract analysis / closing-checklist.xlsx
closing-checklist.xlsx
High · 0
Medium · 1
Standard · 0
[sheet: Closing Checklist]
Medium
⚑ Notice / time limit to track
[sheet: Closing Checklist] Item No. | Category | Document / Deliverable Description | Responsible Party | Due Date | Completion Date | Status | Notes 1 | Engagement | Engagement Letter — Calderwood & Harkness LLP to Briarwood Family Office LLC | Patricia Dunmore / Calderwood & Harkness LLP | 2024-01-15 | 2024-01-15 | Complete | Flat fee engagement ($185,000). Executed by Patricia Dunmore and countersigned by Margot S