Property transaction coordination: planning checklist

Build a useful job brief

Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.

1. 1

   What is the engagement scope and the next client decision?

2. 2

   Which deadlines and document versions has counsel confirmed?

3. 3

   Which people are authorized to access the matter and receive correspondence?

Client management

Create a client record with the transaction context, authorized contacts and upcoming milestones. Record who owns each follow-up and which questions need professional review. Avoid mixing separate matters simply because they concern the same property.

Files & documents

Keep supporting documents organized by matter and version. Confirm recipient access before sharing, and distinguish client-supplied records from reviewed deliverables. Use the workspace alongside the firm’s required matter-management and professional procedures.

Client portal

Keep requests, responses and next steps visible to the authorized client. Confirm the handoff when a document or question requires another professional. The workspace supports communication and does not replace legal advice or professional deadlines management.

Before you hand off the work

Adapt this operational checklist to your agreed scope and professional requirements.