Matter closing and deal administration tracker
Keep closing conditions, signature packets, diligence requests, document version decisions and fee estimates for a deal in one matter record.
- Industry
- Legal and Compliance Services
- Team
- Client services, Operations
- Use case
- Documents and evidence, Requests and exceptions
- Tags
- Approval workflow Client delivery
Template preview
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Overview
What this template supports
A matter record for corporate and commercial law teams. It records each closing condition and signature packet with its reviewing lawyer and due date, each diligence request with its age and the conditions it blocks, each material document change with the version and the client decision it needs, each request outside the fixed fee with its estimate and decision, and the intake facts still missing before conflict review. It includes a complete table view, a status board and saved views for open closing conditions, requests to chase and client decisions with fee estimates, plus example records you replace with your own. Legal advice and every drafting position stay with the responsible lawyer.
- Open closing conditions and signature packets by due date
- Diligence requests with age and the conditions they block
- Material changes tied to the exact version and the client decision
- Fee estimates for added scope with the client decision beside them
- Intake facts still missing before conflict review
How to use this template
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Review the workflow
Confirm the item types and the stages from Requested to Cleared match how your matter team runs a closing.
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Replace the sample records
Delete the example records and add your own clients, matters, reviewing lawyers and fee estimates.
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Decide who has access
Invite the people who update records and confirm what each person can view or edit before sharing anything outside your team.
Frequently asked questions
What does Matter closing and deal administration tracker track?
Keep closing conditions, signature packets, diligence requests, document version decisions and fee estimates for a deal in one matter record.
Which views are included?
An All records table, a Workflow Kanban board grouped by status and 3 saved views: Open closing conditions and signature packets; Diligence and intake requests to chase; Versions, client decisions and fee estimates.
Which statuses does a record move through?
Open, Requested, Needs clarification, Awaiting lawyer review, Awaiting client decision, Cleared, Approved and Declined. Terminal states stay at the end of the board.
Which document templates embed this database?
Diligence request chase list (DD24, view: Diligence and intake requests to chase), Signing readiness checklist (DD25, view: Open closing conditions and signature packets) and Draft version decision register (DD26, view: Versions, client decisions and fee estimates). Each page embeds one saved view and cites its records.
How many records does it start with?
40 example records in the Matter record table, spread across the saved views. Replace them with your own records before you share any view.
Who can open the database?
People you invite to the workspace, with the view and edit rights you give them. There is no public database link; the gallery shows screenshots of the table and the Kanban board.