List every document a client still needs to supply, with status and due dates, so nothing is missing when the matter moves forward.
Quick answer
Shows every document still outstanding from a client with owners and due dates, so the file is complete before the matter moves to its next stage.
Disclaimer: this page is for process reference only and is not legal advice. Handle client documents per your firm's confidentiality and data rules.
Methodology: document lists follow common intake checklists; tailor items to each matter type.
Matters stall on missing paperwork. This checklist lists every document a client still needs to provide, tracks whether each is received or outstanding and shows due dates, so the firm and the client share one clear view of what is done and what is pending.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
One row per file still needed.
Received, outstanding or not applicable.
When each item is required.
Who must provide each document.
From copy to deliverable in four steps.
Copy it and list the documents for the matter.
Send a link so they can see and update items.
Mark each document received or outstanding.
Check nothing is missing before advancing.
Pick your role — see how it fits your workflow.
Chase missing documents without guesswork.
Start work with a complete file.
See exactly what to provide.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
