Template library
Select a relevant checklist.
Turn a repeatable review into an assigned checklist.
Preview reusable compliance checklists and connect them to a client or the practice register.
Editable checklists
Adapt it to the firm’s process.
Client assignment
Assign the review and track its progress.
What you can try
- Search the template library.
- Select a checklist to preview its contents.
- Create or edit a reusable sample checklist.
- Apply it to the compliance register or assign it to a client.
How the information fits together
Information used
Template name, category, checklist text and optional client.
Result
A starting checklist that can be assigned and followed through.
The supplied samples illustrate workflow only. Confirm current obligations and tailor templates to your firm's practice.
Suggested practice workflow
Put compliance templates into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Select a relevant checklist.
- 2
Adapt it to the firm’s process.
- 3
Assign the review and track its progress.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Who maintains template content?
How do template changes affect existing assignments?
Related modules
KYC verification
LegalCRM includes a dedicated KYC verification area for the practice’s client-verification work.
Explore moduleCompliance
Dedicated views bring obligations, documents, risks and deadlines into one compliance workspace.
Explore moduleReports
A dedicated reporting area provides a place to review practice information and discuss operational priorities.
Explore module