Legal Document Intake Checklist
The information and files to gather before submitting filing, service, or production work.
Complete instructions, accurate matter information, confirmed deadlines, and organized files help reduce avoidable delays.
Maintain an audit trail
Keep order confirmations, status notices, court responses, proofs, receipts, and completion documents with the matter file.
Escalate urgent matters early
Identify rush requests at intake so feasibility, cutoff times, and jurisdictional limitations can be evaluated.