Checklist Asset
Migration Practice Operations Checklist
Use this checklist to identify where admin drag, poor visibility, and fragmented workflows are slowing your migration practice down.
Every matter has a visible owner and current stage
Clients have one clear place to upload requested documents
Staff can see what is pending from clients without searching inboxes
Critical compliance tasks are tied to reminders and workflow checkpoints
Management can report on caseload, bottlenecks, and team workload
Templates exist for common document requests and status updates
Matter history is clear enough for handoffs and audit review
The agency can onboard new staff without relying on tribal knowledge