Fix your contracts
We can help you design contracts your clients will love
Contracts are boring and stressful
You want to onboard new clients in a way that’s easy for you and painless for your clients…
If you have a slow onboarding process or send out a lot of contracts that aren’t converting, you might have a contract operations issue!
Can you protect yourself and your clients at the same time as innovating and growing your team or business?
Yes, you can!
And we are here to help with award-winning and innovative legal design methods
We use human-centred design principles to craft powerful contract processes and engaging agreements that align with your business’s values, brand promise and ways of working, all whilst improving your risk profile.
✓ Happier clients
✓ Faster sign-up times
✓ Clear contracts
✓ Reduced risk
✓ Quicker decision making
✓ Easier to enforce
You know how contracts are boring and stressful to read, understand, use, and create?
We call this Human Centred Contract Operations
What is “Contract Operations?”
Contract Operations is a delicious and interwoven mix of different business and legal concepts. Click on the heading below to read more
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Understanding the law is one thing. Drafting the legal positions that balance your own business needs and risk thresholds, as well as what your clients or suppliers expect is another thing altogether. We love working to develop a relational approach to contracts and that starts with a solid understanding of the legal strategy.
Includes: Legal research, Legal design, solution finding, risk assessment, values-based contracting, and more!
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Contracts aren't just bits of paper with slabs of text. From video contracts to infographic explainers, from comic book contracts to drafting in your brand voice, there are new and exciting ways to craft incredible contracts. Create the right structure and format for your contract, based on your business and your clients' needs. Design contract information that's readable, understandable, and engaging.
Includes: Plain language, Information Design, Visual Contracting, Contract Design Patterns, Graphic Design, and more!
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Contracts have many different users. From the people who draft them, the people who review them, the people who sign up to them, the people who negotiate them, and those who try to actually deliver products or services under them, there can be a lot of cooks in the kitchen. Taking users into account when you are crafting contracts (from all levels of legal content, contract format, and contract process) can stop problems from occurring and minimise them if issues do crop up.
Includes: User testing, user research, split testing, surveys, design workshops, change management, and more!
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A business without clear processes will have grumpy team members, frustrated clients, and slow, clunky systems. Contracts don't just magically appear (despite what legal tech companies might have you believe!), they are created and stored and varied generally with good intentions. It's up to us to find the core "why" behind each step in the process and optimise the flow for business outcomes and happy clients.
Includes: Process mapping, document assembly, contract lifecycle management, legal project management, data flow diagrams, approval thresholds, and more!
Hi, I'm Verity White
I created Checklist Legal to optimise the way the business world creates and uses contracts!
*(just a small goal ^_^)
Who do we help?
Innovative lawyers
(and lawyers that want to be more innovative!)
Client-centric Law Firms
Results-driven in-house legal teams
How do we help?
✓ We help purpose-driven companies create legal documents that match their brand and values
✓ We help professional service firms stand out and deliver an incredible client experience
✓ We help creative legal counsel bring their innovation ideas to life
✓ We help lawyers attract new clients and keep current ones
✓ We help improve legal and sales processes to drive faster turnaround times, happier clients, and increased revenue
"Verity has a pragmatic rather than an overly academic view of contracts.
She made complex
concepts accessible and fun to engage with.”
Jean Yang
Innovative Lawyer, Onit
You can read more about Jean Yang and Onit her Client Story
Our Services
No matter what stage you, your team, or your project is at, we have the award-winning legal design savvy, services and tools to help you take the next step up to increase your impact.
Our powerful 4-stage legal design method was created for client-centric innovators that want to grow their impact and create visible value!
Click on the icon below to jump to section
Poke
Explore priorities and find focus
Plan
Create a powerful plan to solve real identified issues
Perform
Add visible value and do it efficiently!
Produce
Build your brand and increase your impact
The stages are fluid for projects, people, and different issues. You or your team might be at the Poke stage for one project and then jump to the Perform stage for a different project.
So, which services are available at each stage? Let’s dive in! ⤵
Poke
Discover priorities and find focus
No matter what stage you, your team, or your project is at, we have the award-winning legal design savvy, services and tools to help you take the next step up to increase your impact.
Our powerful 4-stage legal design method was created for client-centric innovators that want to grow their impact and create visible value!
If you are just starting on your ‘I want to do this business thing a little differently’ journey, then our Explore range is a great place to start.
Poke is all about wrapping your arms around your different opportunities and options, and assessing where the pain points are (and the potential root causes).
They are also an inspiring way to boost team energy and engagement, especially if you or your team are new to human-centred design and innovation practices.
Poke services & resources
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Strategy Session with our Legal Director, Verity
You bring the enthusiasm, Verity will help with a nudge in the right direction, an overview of tech options, contract structure ideas and overall strategic guidance for your contract issues. Great for bite-sized expertise and specific questions.
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Explore Workshops
Get clarity and priority for your problems with an action-orientated workshop, delivered virtually or in person. See sample workshops below
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Read Create Contracts Clients Love by Verity White
Jam-packed with contract operations tips and tricks and a clear process for contract rejuvenation (dare we say revolution?). Read this colourful book at your leisure then get stuck into the digital resources that come along with it and get your DIY contract designer going!
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Checklist Legal Podcast
Listen your way to contract design inspiration with the Checklist Legal Podcast. Featuring Verity’s contract operations expertise and some sneak previews of presentations past, the podcast is an easy way to get up to speed on core contract design concepts and get excited about your potential business process improvements.
Explore our Contract Design Resources
For the curious and toe-dippers, have a look at our online resources from the comfort and safety of your own home. Watch an engaging webinar and find resources to match your current needs.
Plan
Create a powerful plan to solve the real cause of identified issues
If you have an idea of the issue you need to tackle, but you’re not sure what to prioritise or how to build a business case, it can be a very confusing area with lots of different software vendors and consultants clamouring for your attention (and wallet!).
Perhaps you just want an experienced innovator to help make your project a true, measurable success.
We can develop a powerful program that priroritises solving your unique issues and delivers the outcomes we co-create.
Our engaging contract operations workshops can get you set up for DIY success, help prioritise problems, and create a tangible plan to solve your top issues, and all with fixed price certainty.
Plan services & resources
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Contract Operations and Legal Design
Contract Operations and Legal Design Overview
Do you often feel like you keep banging on about innovation but can’t seem to get cut through? If you or your team feel lost when it comes to innovation, automation, electronic signatures, smart contracts, visual legal information, contract design, and all things legal tech, we can help!
With a series of primers on human centred design and legal innovation, we can ignite a fire under your team and gather valuable insights and buy in from stakeholders.
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Contract Design Scorecard and Audit
You know there is an issue with your contracts… clients are grumbling, the sign up process is slow… and internally you want to close more deals and faster.
Time for a speedy audit of your contract and some laser focused ideas for improvements. We check for potential commercial issues (especially unfair contract terms), assess readability, provide a basic client journey map, and give you a plan of attack for improvements, based on your specific business requirements.
(We might be biassed but this is one of our fave options for planning a business revamp!)
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Strategy session
You have the idea, you just want some expertise on how to plan it out and map the details. Enter Verity… our award winning innovator. After planning and executing countless legal ops and contract design projects, Verity has a few tricks up her (often sequin-y) sleeves. Whether you are planning to roll out new tech, redesigning a business-critical contract, trying to pick a service provider, or overwhelmed and not sure where to start… Verity will help get you on the right track with a roadmap for success.
Perform
Add visible value and do it efficiently!
There are new laws coming in, a big rebrand underway, or perhaps customer issues (complaints, refunds, questions, long negotiations, slow sales process… the usual frustrations!)...
It’s time to step up your client experience and add value. It’s time for you to take a leadership position within your industry and sales or procurement process.
Legal Project Management can be overwhelming when you are also trying to keep up with the day-to-day hustle and grind.
Wouldn’t it be lovely if there was an experienced legal designer, ready to take your business problems and innovation ideas and bring them to life? Skip past the hard part of keeping a project on track, creating workshops, and gathering insights from stakeholders. Get to the good part faster.
Deliver real return on investment for your clients and business. Checklist Legal has delivered award-winning legal design projects
Perform services & resources
Custom legal design projects and workshops
We craft our contract design projects and workshops to suit the key outcomes you need.
Design delightful documents and amazing agreements
Increase trust in your team and business with clever contracts
Uncover key issues that are ‘clunky’ and bringing down your all important contract readability metrics
Tailored to your particular contracts
Key focus: Information design and plain language
Great for: Updating your old fashioned engagement agreements, revitalising revenue generating contracts that haven’t been updated for a few years / ever.
Magic mapping and process perfector
Capture critical alignment and clarity on a current curly process and find areas for improvement and potential automation and outsourcing.
Key focus: Legal process mapping
Great for: Getting ready for automation, bringing different business units together, improving efficiency and removing bottlenecks
Lively legals and clear clauses
Create a legally sound strategy for contract content
Assess alternative risk profiles and ‘what ifs’ in a safe and efficient way
Develop elements of a contract playbook for negotiation
Key focus: Legal content (some plain language and process might also be involved)
Great for: Updating standard clauses across a business to meet n changes in laws (hello there, unfair contract terms!), proactively assessing and updating a contract in response to world events, business issues, or repeated complaints.
A-grade automation
Suitable after a Plan workshop or service, or as part of a broader contract operations project.
Create a clear plan for automation for either your team or another provider to deliver
Develop critical template versions for knowledge management and automation
Refine your UX messaging for users
Design a ‘how to guide’ that suits your needs (so your innovation doesn’t end when a team member does)
Key focus: Automation and digital processes
Great for: Getting low hanging fruit off your to do list and onto your friendly robot / software platforms (think Client engagement agreements, NDAs, Marketing Consents, After simplifying your legal document and mapping the process, you’re ready to get down to automation.
Produce
Build your brand and increase your impact
You have big ideas and plans to create something amazing. You want to shake up your team, your organisation, and perhaps even yourself! Your team has done some small projects before and wants to (or needs to!) tackle a BIG challenge.
Book a chat to see if these are the right fit for you.
Get unstuck with legal design and contract operations consulting
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