Manifestly: A Checklist App for Teams

Refresh state Rules of Professional Conduct updates

Audit attorney advertising and website disclaimers

Verify CLE compliance for every attorney

Confirm malpractice insurance declarations are current

Review supervisory attorney sign-off logs

Run the three-way trust reconciliation

Investigate the reconciliation discrepancy

Confirm no client ledger has a negative balance

Audit trust-to-operating transfers against earned fees

Capture partner sign-off on the reconciliation

Refresh the conflicts database with new parties

Audit recent matter opens for conflicts-check completion

Confirm waiver letters are on file for every hit

Review lateral-hire screening walls

Inventory systems holding client confidential data

Verify MFA on DMS and firm email

Test client portal access controls

Review vendor confidentiality and BAA agreements

Confirm litigation hold procedures are documented

Review the retention schedule by matter type

Identify closed files past retention

Confirm closed matters have client closing letters

Run annual destruction with witness sign-off

File the destruction certificate with retention records

Free Checklist Templates for Ethics