Lawyers can dramatically improve the quality, efficiency, and speed of their work by using "smart" checklists that are digitally integrated with their forms, and that reflect the complexity of their practices. But there are also other very important reasons to use these "smart" checklists and integrated forms.
Is a Lawyer Responsible for the Failure to Obtain and Review Important Documents That the Client Never Requested? Suppose that a lender made a commercial mortgage loan, and that the borrower signed the loan documents in Texas, where the mortgaged property was located. The borrower's driver's license was sent to the lender's attorney in New Jersey. The lender's attorney never attended the Texas closing, and never looked at the driver's license, which revealed that the borrower was only 17. The borrower disaffirmed the mortgage after the closing, because he was only a minor, causing the lender to suffer a large loss. The lender's lawyer then denied liability, and blamed the lender for not sending him a closing checklist with instructions to check the borrower's license.
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