Checklist Inputs
About You
Used only on your printed log header. Nothing is transmitted.
About the Attorney
Select every state the attorney's website, business card, or directory listing claims. Each adds a state-specific lookup link to the roadmap.
Matter Type
Drives a few matter-specific notes (for example, bankruptcy adds federal-court admission as a separate verification step).
Specific Concerns
Each selection adds emphasis notes in the roadmap. Selecting "General due diligence" produces the standard universal checklist.
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Where this fits in the broader methodology
- bankruptcymalpractice.org homeIndex — full tool catalog
- Multi-surface accountability roadmapFramework — five-stage sequence
- Engagement letter review checklistPre-hire — companion tool
- State-bar complaint generatorStage 5 — if a problem surfaces later