Legal Closing / Due Diligence Checklist

radeckard

I am looking to see if smartsheet has the ability to manage a legal closing / due diligence checklist.

Ideally, would like a form that can input certain information for a deal, that will populate to a sheet for that project, then a master sheet to track all projects with status of due diligence and closing items.

Any teams use smartsheet for this sort of stuff?

Andrée Starå

Hi @radeckard

I hope you're well and safe!

Have you checked out the Solution Center? There might be an excellent starting template available.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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radeckard

I've dug around and not really found anything particularly helpful. Our SS rep helped us build a sheet, but again, its not particularly useful nor fitting into what we truly desire. I'll keep digging.

Thank you!

Andrée Starå

@radeckard

Happy to help!

Do you have anything to reference or another system you're using today that could be converted or any other helpful information?

It sounds like the Premium App Control Center would be what you're looking for.

Is that an option?

LMollett

Were you able to figure out a good system for this? I'm also trying to figure out the best way to utilize Smartsheet for Due Diligence.