For the past almost 10 years of doing M&A, I have used a Checklist tracker to track my deals. Then, I send an internal checklist to the client and external to the other side. I update it and send it before weekly check in calls.
However, I always wanted a shared checklist that clients can monitor in real time. If the Sponsor was up at 2 AM and wanted to see what was outstanding or what was high priority, they should know that in real time. I looked at some tools; they were clunky and not built by M&A lawyers.
So, a few nights ago, when the house was quiet, I sat with Claude and built a live checklist dashboard.
It is so beautiful - it is literally what I have dreamed about having for almost 10 years.
Work
An M&A lawyer's live deal checklist clients can follow in real time
For almost 10 years the tracker was a document updated and sent before weekly calls. One quiet night with Claude, the lawyer built a shared dashboard so a sponsor up at 2 AM can see what's outstanding and what's high priority.
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- M&A lawyer
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