Law Firms: Reduced Firm Risk with Checklists

In the legal industry, crossing every T and dotting every I is ultimately important. Manifestly can help.

Our cloud-based checklist solution will ensure you never miss a thing

Ensure process conformance with our cloud checklist solution.

Law firms depend on the simplicity of Manifestly Checklists.

  • Use our workflow templates, such as a checklist for Client Intake Checklist
  • Explore the law firm workflows in our templates library
  • Collect any kind of data in your workflows
Client Intake

Obtain the client's name, dob, and contact information Male avatar
Verify the client's identity with a government-issued ID Male avatar
Perform a conflict of interest check Male avatar
Ask the client to describe the legal issue in detail Female avatar
Collect relevant documents from the client Female avatar

Attorney Onboarding

Jim Sery
Sue Jackson
Tera Jones
Send out the offer letter and get it signed
Prepare employment contract
Create employee file
Welcome and introduce the new employee
Provide a tour of the office

Bird's eye views lets you track process status across multiple ongoing checklists

Quickly view the status of all the checklists you're team is currently working on.

  • View summary views to see status of checklists by case, attorney, or client
  • Work on multiple checklists at one time, no need to switch between specific checklists to complete your tasks or add comments
  • Create custom dashboards to view exactly what you want to see
  • Customize notifications for email, Slack, Microsoft Teams, and even web push notifications to stay in touch in real-time

Standardize your processes and make sure important information doesn’t fall through the cracks

  • Eliminate the risk of human error with automated data collection
  • Create and embed custom data collection forms in your workflow
  • Utilize conditional logic to have workflows handle unique process situations
  • Implement managerial signoffs on processes
summary page layout

More than just checklist software

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Realtime Live Support

Free onboarding support so you can quickly start using Manifestly like a pro. Let's talk.

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Data Security

Protect your firm’s data with industry-leading data privacy and security.


+1000 Integrations

Our Zapier integration will connect the systems you already use. For advanced capabilities, use our API and webhooks.

Questions about using Manifestly for Law Firms?

Legal teams use Manifestly to manage many of their detailed processes and workflows such as Client Due Diligence, Attorney Onboarding, and Evidence Collection.

Usually you do not. You only pay for people you add to the system with Admin and Full User permissions. Limited Users are free and you will likely have those on your team.

Yes. Our software has Progressive Web capabilities so it appears as an app on your phone. Nothing to install, just browse to on your phone or tablet to use the app.

Free Workflow Templates for Legal Professionals

Get set up quickly with the help of some predefined law firm focused checklists.

Checklist software for legal professionals

With Manifestly, your team will Never Miss a Thing.