Law Firms: Reduced Firm Risk with Checklists
In the legal industry, crossing every T and dotting every I is ultimately important. Manifestly can help.
Our cloud-based checklist solution will ensure you never miss a thing
Ensure process conformance with our cloud checklist solution.
Law firms depend on the simplicity of Manifestly Checklists.
- Use our workflow templates, such as a checklist for Client Intake Checklist
- Explore the law firm workflows in our templates library
- Collect any kind of data in your workflows
Client Intake
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Obtain the client's name, dob, and contact information |
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Verify the client's identity with a government-issued ID |
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Perform a conflict of interest check |
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Ask the client to describe the legal issue in detail |
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Collect relevant documents from the client |
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Attorney Onboarding
| . | Jim Sery |
Sue Jackson |
Tera Jones |
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| Send out the offer letter and get it signed | |||
| Prepare employment contract | |||
| Create employee file | |||
| Welcome and introduce the new employee | |||
| Provide a tour of the office |
Bird's eye views lets you track process status across multiple ongoing checklists
Quickly view the status of all the checklists you're team is currently working on.
- View summary views to see status of checklists by case, attorney, or client
- Work on multiple checklists at one time, no need to switch between specific checklists to complete your tasks or add comments
- Create custom dashboards to view exactly what you want to see
- Customize notifications for email, Slack, Microsoft Teams, and even web push notifications to stay in touch in real-time
Standardize your processes and make sure important information doesn’t fall through the cracks
- Eliminate the risk of human error with automated data collection
- Create and embed custom data collection forms in your workflow
- Utilize conditional logic to have workflows handle unique process situations
- Implement managerial signoffs on processes
More than just checklist software
Realtime Live Support
Free onboarding support so you can quickly start using Manifestly like a pro. Let's talk.
Data Security
Protect your firm’s data with industry-leading data privacy and security.
+1000 Integrations
Our Zapier integration will connect the systems you already use. For advanced capabilities, use our API and webhooks.
Questions about using Manifestly for Law Firms?
Legal teams use Manifestly to manage many of their detailed processes and workflows such as Client Due Diligence, Attorney Onboarding, and Evidence Collection.
Usually you do not. You only pay for people you add to the system with Admin and Full User permissions. Limited Users are free and you will likely have those on your team.
Yes. Our software has Progressive Web capabilities so it appears as an app on your phone. Nothing to install, just browse to Manfiest.ly on your phone or tablet to use the app.
Free Workflow Templates for Legal Professionals
Get set up quickly with the help of some predefined law firm focused checklists.
Document Retention Policy
Trust Accounting
Quality Control
Legal Compliance
Budget Planning
Conflict of Interest
Client Communication Protocol
Contract Management
Financial Audit Preparation
Client Retainer Agreement
Court Filing
Trial Preparation
Settlement Documentation
Case Filing
Regulatory Filings
Pleadings Review
Pre-Trial
Appeal Filing
Court Hearing Preparation
Court Submission
Document Filing System
Case Law Research
International Law Research
Risk Management
Administrative Regulations Research
Benefits Administration
Workplace Safety
Billing and Invoicing
Expense Reporting
Networking Events
Client Feedback Collection
Legal Research
Data Privacy Compliance
Business Continuity Planning
Client Trust Fund Management
Anti-Money Laundering Compliance
Employee Onboarding
HR Compliance
Ethics Compliance
Recruitment Process
Evidence Collection
Firm Strategy Planning
Legal Services Marketing
Client Confidentiality Compliance
Statutory Law Research
Legal Citation
Training and Development
Employee Relations
Case Investigation
Witness Preparation
Legal Drafting
Discovery Process
Client Intake
Client Matter Closure
Verdict Review
Legal Document Review
Legal Hold
Legal Technology Implementation
Professional Development
Client Relationship Management
Online Presence Management
Proposal and Pitch Preparation
Offboarding
Performance Review
Employee File Audit
Checklist software for legal professionals
With Manifestly, your team will Never Miss a Thing.
