Start your free trial Sign in

Legal Practice

Advisory, documentation and matters. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
654
Milestones
12108
Tasks and sub-tasks
302620
Documents to collect
14118

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Private company incorporation India

Incorporating a private limited company, from name approval to the certificate of incorporation.

  • Fixed price
  • 30 days
  • 2 milestones
  • 5 tasks
  • 3 documents

Milestones and tasks

  1. Day 10Name approved
    • Obtain digital signatures for directorsJunior
    • Apply for name reservationSenior
  2. Day 30Company incorporated
    • Draft MOA and AOASenior
    • File the incorporation formsSenior
    • Hand over the certificate, PAN and TANManager

Document checklist

  • Directors' identity and address proofsFrom the client 路 day 3 路 compulsory
  • Registered office proof and owner's NOCFrom the client 路 day 12 路 compulsory
  • Signed subscriber sheetsFrom the client 路 day 15 路 compulsory

Contract review

Reviewing and negotiating a commercial contract.

  • Fixed price
  • 14 days
  • 2 milestones
  • 4 tasks
  • 2 documents

Milestones and tasks

  1. Day 7Review memo sent
    • Review the draft and mark upSenior
    • Risk memo to the clientPartner
  2. Day 14Final contract agreed
    • Negotiation round with the other sideSenior
    • Final review and execution versionPartner

Document checklist

  • Signed engagement letterFrom the client 路 day 0 路 compulsory
  • Draft contract and backgroundFrom the client 路 day 1 路 compulsory

Company incorporation (ACRA) Singapore

Registering a Singapore private limited company on BizFile+, with the first registers and resolutions.

  • Fixed price
  • 21 days
  • 2 milestones
  • 6 tasks
  • 3 documents

Milestones and tasks

  1. Day 7Company registered
    • Customer due diligence on directors and shareholdersSenior
    • Name check and applicationJunior
    • Prepare the constitution and consentsSenior
    • Register the company on BizFile+Senior
  2. Day 21Post-incorporation set-up
    • First directors' resolutions and share certificatesSenior
    • Set up registers, including registrable controllersJunior

Document checklist

  • Identity documents of directors and shareholdersFrom the client 路 day 1 路 compulsory
  • Proof of address of directors and shareholdersFrom the client 路 day 1 路 compulsory
  • Signed consents to act as directorFrom the client 路 day 5 路 compulsory

Trademark registration

Searching, filing and prosecuting a trademark application through examination and the opposition period to registration.

  • Fixed price
  • 365 days
  • 3 milestones
  • 6 tasks
  • 3 documents

Milestones and tasks

  1. Day 7Application filed
    • Availability search and opinionSenior
    • Choose classes and the specification of goods or servicesSenior
    • File the applicationJunior
  2. Day 150Examination report answered
    • Reply to the examination reportSenior
  3. Day 365Trademark registered
    • Watch the opposition period after publicationJunior
    • Send the registration certificate and renewal dateJunior

Document checklist

  • Signed power of attorney or authorisationFrom the client 路 day 4 路 compulsory
  • Logo or word mark, and evidence of first useFrom the client 路 day 4 路 compulsory
  • MSME or startup certificate, for reduced feesFrom the client 路 day 4

Property title due diligence India

Checking a property's title and encumbrances before a purchase or loan, ending in a title report.

  • Fixed price
  • 21 days
  • 2 milestones
  • 5 tasks
  • 3 documents

Milestones and tasks

  1. Day 3Documents received
  2. Day 21Title report issued
    • Review the title chain (30 years)Senior
    • Search at the sub-registrar's office and obtain the encumbrance certificateJunior
    • Check approvals, tax receipts and litigationJunior
    • Draft the title reportSenior
    • Partner review and issuePartner

Document checklist

  • Title deeds and the chain of previous deedsFrom the client 路 day 3 路 compulsory
  • Property tax receipts and khata or mutation extractFrom the client 路 day 3 路 compulsory
  • Approved building plan and occupancy certificateFrom the client 路 day 3

Litigation matter

A dispute from notice to hearing, billed on time spent. Add hearings as tasks as dates are fixed.

  • Time and materials
  • 180 days
  • 2 milestones
  • 6 tasks
  • 2 documents

Billed on time spent, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 45Pleadings filed
    • Review facts and documents; case strategySenior
    • Send or reply to the legal noticeSenior
    • Draft and file the pleadingsSenior
  2. Day 150Evidence complete
    • Evidence and witness statementsSenior
  3. Throughout the project
    • Conflict check and engagementPartner
    • Status update to the clientPartner

Document checklist

  • Signed engagement letter and vakalatnama or warrant to actFrom the client 路 day 2 路 compulsory
  • Contracts, correspondence and evidenceFrom the client 路 day 7 路 compulsory

Document translation

Translating documents with a second-linguist review, and certification where needed.

  • Fixed price
  • 10 days
  • 1 milestone
  • 4 tasks
  • 1 document

Milestones and tasks

  1. Day 10Translation delivered
    • Word count, glossary and terminologyManager
    • TranslateTranslator
    • Review by a second linguistReviewer
    • Formatting and certificationManager

Document checklist

  • Source documents in editable formFrom the client 路 day 0 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

The firm advises growing companies on contracts, property transactions and disputes, billing by the hour for advisory and litigation and fixed fees for standard work.

A typical month

Each new matter starts with a conflict check and engagement letter on its checklist. Lawyers record time as they work, with clear narratives. On Monday, partners approve last week's time and spot work outside the agreed scope. At month-end, approved time becomes the invoice for hourly matters, and fixed-fee matters are invoiced at their milestones.

Where the work gets hard

  • Short calls and email reviews went unrecorded.
  • Bills were prepared at month-end from memory and calendars.
  • Engagement letters and conflict checks weren't always done before work began.

What MSMEPulse gives you

  • Time recorded as it happens, with narratives clients can understand.
  • Weekly approval catches scope issues while they can still be discussed.
  • Every matter starts with the paperwork in place.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Start with these projects already set up

Choose Legal Practice when you sign up and its templates are in your library straight away.