Legal Services Offshore blog
Matter-transfer checklists for offshore legal support
Move administrative work between support owners with a source-linked inventory, open-question list, and firm-controlled access change.
Defined workflowAttorney review gatesPractical escalation
Inventory before transfer
List open tasks, source files, pending reviews, calendar items, instructions, exceptions, and last checked times. Keep incomplete work distinct from completed work.
Make the receiving owner explicit
Record who receives each lane, what access is required, and which items need attorney or manager review. Do not treat transfer of a task as transfer of legal responsibility.
Close the old lane carefully
Confirm receipt, preserve the transfer record, and route access-removal questions to the system owner. The firm decides what clients hear and whether any substantive action is needed.