Risk on a file

What risk on a file covers in Legal

The things that go wrong because nobody remembered they were outstanding. That is the job Risk on a file does inside CompliMaint Legal, and it holds 2 tools for it — registers to keep. Each opens at its own address, free, with no account and nothing to install. The app around them is for the legal-administrative paperwork an operating business produces.

The questions this section answers

• Not forget one is out — Professional Undertaking Register
• Record that you did it — Client Verification Log

2 registers to keep: held now so the question can be answered later.

Connected CompliMaint apps

• CompliMaint Work & Projects — Today, tasks, projects and a portfolio — with the meetings, decisions and records behind them. 1 tool in risk on a file is work Work does too, at the same address.
• CompliMaint Finance — Estimates, invoices, recurring billing and real books underneath. 1 tool in risk on a file is work Finance does too, at the same address.

Where to go next

• Contract records — What was promised, who signed it, and what is still confidential — 3 tools
• Certificates & cover — What expires, and who is exposed when it does — 1 tool
• The matter file — Opening it, searching for conflicts, and what you are still chasing — 12 tools
• Time & costs on a matter — Hours, advances and fees — recorded, never rounded or rated — 3 tools
• The entity — Decisions indexed and filings tracked, on dates you entered — 2 tools
• Keeping and destroying records — Your periods, your decisions, dated — and no certificate issued — 2 tools
• Money on a matter — Estimates and budgets from your own figures, and never a rate we made up — 3 tools
• Know-how — An index of your own precedents — this product supplies none — 1 tool
• Where work comes from — In and out, with no fee arranged and nothing determined — 1 tool
• Documents — Everything you have filed, ready to reopen or print