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LegalKickoff

Client matter / deal kickoff meeting

60 minutes 6 blocks Free template

Kick off a deal soon after the letter of intent: introductions, scope, key issues, timeline and communication protocols.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingAll parties know their roles, the scope and schedule are agreed, and communication protocols are set.

60 min · 6 blocks, drawn to scale Fits exactly
  1. Introductions: parties, roles, lead contacts, advisers, 10 minutesCheck-in 10
  2. Scope: background, objectives, structure, documents, drafting, 15 minutesInfo 15
  3. Key and time-sensitive issues, third-party approvals, gating items, 10 minutesDiscuss 10
  4. Schedule and tentative milestone dates, 10 minutesDecide 10
  5. Communications: confidentiality, diligence, data room, publicity, 10 minutesDecide 10
  6. Working-group contact list and owners, 5 minutes 5
015304560 min
  1. +0′Introductions: parties, roles, lead contacts, advisersYour role on this deal, in a word or two?10 minCheck-in
  2. +10′Scope: background, objectives, structure, documents, drafting15 minInfo
  3. +25′Key and time-sensitive issues, third-party approvals, gating itemsTip: Flag issues here; leave substantive negotiation for diligence and drafting.10 minDiscuss
  4. +35′Schedule and tentative milestone dates10 minDecide
  5. +45′Communications: confidentiality, diligence, data room, publicity10 minDecide
  6. +55′Working-group contact list and owners5 minWrap-up

Why it works

Built so the client matter / deal kickoff meeting ends on time, with everyone in it.

  • Every voice in the first minutes

    A 10-minute check-in: everyone sends a mood and one word from their phone, and it shows on their tile in the call. People who speak early speak again.

  • Updates stay short

    15 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    10 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Schedule the kickoff as soon as possible after the letter of intent.
  2. 2Meet in person if you can; video or phone is easier to convene.
  3. 3Introduce each party, its role, lead contacts and related advisers.
  4. 4Agree who drafts which principal documents and the tentative milestone dates.
  5. 5Set confidentiality, diligence staging, data room and publicity protocols.
  6. 6Keep substantive issues for later diligence and negotiation, not the kickoff.

Questions about the client matter / deal kickoff meeting

When should a deal kickoff meeting happen?
The ABA Business Law Today checklist says as soon as possible after the letter of intent.
What goes on a deal kickoff agenda?
Introductions, scope and deal structure, key and time-sensitive issues, the schedule, communication and coordination protocols, and the working-group contact list.
Should we negotiate issues at the kickoff?
No. The checklist says substantive issues belong in later diligence and negotiation.

Built from

The structure, timings and tips on this page come from these sources.

  • businesslawtoday.org

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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