Review criteria
- +Required docs per order type
- +Drafted vs. outstanding
- +Review and signature flags
- +Ready-to-deliver view
Document Prep Checklist in Legal Document Prep
The Document Prep Checklist is a copy-ready spreadsheet for legal document prep that tracks documents, order, required, drafted, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 4 tabs · no sign-up
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What’s inside “Document Prep Checklist”
Tabs: How to use · Checklist · Progress · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 6
Columns (grey = calculated for you)
- Order #
- Document
- Required
- Status
- Due
- Notes
- Open the Checklist tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- One row per document for each order; Due turns red when a document is late.
- Document preparers do not give legal advice; customers choose forms and provide the information.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Document Prep Checklist
About this template
It is built for people who want results without another subscription: services tracking document status. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Document Prep Checklist
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Services tracking document status
- +Anyone managing multi-doc orders
Pause before choosing when
- -Document assembly automation
- -E-collection portal
About Legal Document Prep
Why people consider this option
- +Track orders, documents, and filings without paid software
- +Keep every client and template record in a file you own
- +Know your turnaround and outstanding work
What to review before acting
- -No e-filing or assembly automation without a tool
- -Busy services need real LDA software
Trust FAQ
Questions people ask before copying a template
Does the Document Prep Checklist work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Document Prep Checklist really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Document Prep Checklist track?
It tracks documents, order, required, drafted, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.