Closing Checklists

Learn how to create, update, and manage closing checklists throughout a deal.
$149/seat Buy For Your

Closing checklists serve as a central repository for tracking a complex array of moving pieces for a multitude of stakeholders over the course of a transaction. Commonly, junior associates are tasked with creating and maintaining closing checklists to manage this project. Doing so effectively requires a junior associate to discern and capture all relevant tasks and responsible parties for a deal, to update those tasks and their status as agreements and information changes, and to communicate appropriately with all relevant parties. This course teaches junior associates how to do all that, while following best practices and dodging the pitfalls to which juniors often fall prey.

Training outcomes

  • Learn to create and update closing checklists based on precedent, the main transaction agreement, and other deal information.
  • Learn to capture the right level of detail for actions to be taken and tracked.
  • Learn to track activities over the course of a transaction to keep everyone coordinated for signing and closing.

Bring the deal in for a smooth landing

We begin this course by introducing From there, we work through , including common mistakes and best practices. Lastly, we explore

Learn by making mistakes in realistic, no-stakes exercises

As is always the case with Praktio courses, learners learn not just through watching and listening to practical lessons and examples but also through doing —not to test, but to provide opportunities to apply and practice, while receiving

In case you were wondering

  • Overview
    • Introducing Closing Checklists
    • Checklist Variety
    • Deal Structure & Closing Checklists
    • Closing Checklist Process
  • Creating & Maintaining a Checklist
    • Structural Components
    • Checklist Action Items
    • Making the Checklist Actionable
    • Updating the Checklist

CLE: Not currently available.

Duration: You will have 1 year from the date of purchase to access and complete your online course materials. On average, it takes about 1 hour to complete the whole course; however, learners get to decide how much time to spend on each exercise and module.

Accessing: Following checkout, you will receive an email providing you with access to your online course materials.

Compatibility: Please use Chrome on a PC or Mac computer.

Reference Materials: As part of this purchase, you will also an e-book (which you may download or print for your use and later reference).

We Don't Share Your Scores! Praktio does not share user performance data (e.g., "scores") with anyone, including employers (e.g., if you're an associate taking this training at a law firm). The only information shared with employers who purchase this training for their employees is progress data (e.g., how much of the course you have completed by when).