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Home / Templates / Legal

5 templates · built from industry sources

Legal meeting agendas

Matter reviews, intake and partner meetings. 5 templates, each built from published guidance and practitioner sources for legal.

5 templates

  • Legal · Weekly teamWeekly law firm matter reviewA weekly 40-minute matter review: five questions per matter, about five minutes each, then update the matter board.40 min · 4 blocks
  • Legal · ReviewLaw firm practice group meetingA monthly practice group agenda: new matters, case status, calendar, business development, conflicts and case law updates.90 min · 8 blocks
  • Legal · Board & committeeLaw firm partners meetingA monthly partners meeting: each partner reports billing, WIP and collections, underperformance is addressed, firm business is decided.60 min · 5 blocks
  • Legal · ReviewNew matter intake and conflicts reviewClear conflicts and client risk before opening a matter: review parties, search results and probity checks, then accept or decline.20 min · 5 blocks
  • Legal · KickoffClient matter / deal kickoff meetingKick off a deal soon after the letter of intent: introductions, scope, key issues, timeline and communication protocols.60 min · 6 blocks

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Agenda templates

  • Weekly team meeting agenda
  • Retrospective meeting agenda
  • 1:1 meeting agenda
  • Board meeting agenda
  • Project kickoff meeting agenda
  • Brainstorming session agenda
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