Diligence request chase list
Chase every diligence request by stage and owner, press the nine needing clarification, and get the lease assignment schedules in because they block four closing conditions.
- Industry
- Legal and Compliance Services
- Team
- Client services
- Use case
- Documents and evidence
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Matter closing and deal administration tracker
Database · Embedded view: Diligence and intake requests to chase · Requires sign-in
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Dashboards
App · 3 embedded blocks: Chart: Diligence requests by stage (c-diligence-funnel); Chart: Oldest open request by area (c-open-oldest); KPI: Diligence requests cleared (k-cleared) · Requires sign-in
Overview
What this template supports
A diligence request chase list for a deal team and the seller's advisers. It shows the 142 requests by stage, the oldest open request by area, the requests needing clarification with owners and dates, and the weekly chase steps. It embeds a live table of diligence and intake requests with sample records.
- Requests by stage funnel
- Embedded requests-to-chase table
- Oldest open request by area
- Stage definition list
- Lease assignments danger callout
- Weekly chase steps
How to use this template
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List the requests
Enter each request with its owner, source, version, confidentiality rule, reviewing lawyer and due date.
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Name what is needed
For each request needing clarification, write exactly what the seller or client must send and by when.
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Run the weekly chase
Take the status each Monday, send the chase list, and record what each closing condition waits on.
Frequently asked questions
Who clears a request?
Only the reviewing lawyer. A received request is not a cleared request.
Why show requests that block closing conditions?
Because the oldest open requests decide whether the closing date holds.
What does Diligence request chase list help me do?
Chase every diligence request by stage and owner, press the nine needing clarification, and get the lease assignment schedules in because they block four closing conditions.
Who reads and maintains this page?
Solenne deal team and the seller's advisers; prepared by the Ashcombe Varley diligence paralegal. The responsible partner reviews it.
When is the page ready to share with the client?
Sent only after the embedded view is filtered to the client and every request needing clarification shows an owner, a due date and what is needed.
What do visitors see in the public link?
The public link opens the full page without sign-in. The embedded Matter closing and deal administration tracker view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.