Who it’s for
For the lawyer handing a matter over, the incoming lawyer and team members responsible for transferring access and open work.
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Templates & Checklists
Give the incoming lawyer a usable account of the matter, the supporting record and work still outstanding. The kit combines an editable handover, fictional example, open-issues log, incoming-review checklist and prompt.
Want an easier way to manage complex matters?
What’s inside
Matter handover template
Current position, people, evidence, recent changes and owned next actions.
docx
Completed handover example
Clearly labelled fictional handover with unresolved delivery questions.
docx
Open issues log
Unanswered questions, current source-supported position, dependencies, owners and actual decisions.
xlsx
Incoming lawyer review checklist
Confirm access, read the record, check open work and record the actual handover outcome. Editable Word and print/reference PDF.
docx / pdf
Reusable review prompt
Task-specific prompt with exact sources and human review boundaries.
txt
Synthetic source packet
Eight fictional equipment records with stable line references and known gaps.
zip
Included in the complete kit
Using this kit
When to use it
Use it for leave cover, a change of matter owner or another transfer of responsibility. Confirm the handover scope and timing with the supervising lawyer.
How to use it
Complete the handover from the current record. Assign an owner and next action to each open item, link key sources and confirm access. The incoming lawyer then uses the checklist to record what was checked and what remains unresolved.
Scope and review
The fictional example illustrates structure only. Check deadlines and instructions against the firm's authoritative systems. A circulated document does not by itself confirm that responsibility has transferred.
Follow the workflow
Use the full guide alongside the downloaded files.