DYNAMIC LEGAL CLOSING CHECKLISTS
OVERVIEW
A global enterprise needed a more reliable way to manage complex legal and transactional closing requirements across real estate projects. Existing checklist processes were fragmented, manual, and difficult to tailor to different project types and regulatory contexts. Fiduciary Tech delivered a configurable checklist framework that standardized execution while preserving flexibility for legal, transaction, and operations teams.
THE CHALLENGE
Legal and transaction teams were responsible for completing extensive closing checklists that varied by project type, jurisdiction, and conditional criteria.
These checklists contained thousands of possible questions spread across multiple templates, often managed manually in spreadsheets. This approach made it difficult to:
• Ensure completeness of critical legal requirements.
• Assign clear accountability to specific team members.
• Track progress in real-time.
• Adapt checklists efficiently as regulations evolved.
OUR SOLUTION
Fiduciary Tech designed a template-driven checklist system embedded directly into the client’s core platform.
Teams could dynamically assemble the appropriate checklist for each project by selecting relevant templates based on factors such as project type and location. Conditional logic ensured only applicable questions appeared, while role-based assignment and progress tracking provided clear visibility into ownership and completion status.
The solution was initially implemented using a low-code UI framework (Skuid) and later modernized into a Lightning Web Component (LWC) based experience, ensuring long-term scalability and maintainability.
KEY FEATURES
- • Configurable Templates: Adaptable checklists based on project type and jurisdiction.
• Conditional Logic: Support for thousands of questions with smart filtering to show only what is relevant.
• Role-Based Assignment: Tasks assigned specifically across legal, transaction, and operations teams.
• Real-Time Visibility: Dashboards for completion status and outstanding items.
• UI Modernization: Seamless migration from legacy low-code frameworks to Lightning Web Components.
GLOBAL IMPACT/RESULTS
- • Efficiency: Replaced manual, spreadsheet-driven checklists with a centralized, system-of-record workflow.
• Accountability: Improved ownership transparency by clearly assigning specific checklist items.
• Risk Reduction: Standardized execution significantly reduced the risk of missed legal or transactional requirements.
• Scalability: Created a framework capable of supporting future regional and global expansion.
• Confidence: Increased stakeholder trust in closing readiness for complex projects.
TECHNOLOGIES & SERVICES
Salesforce Custom Objects — structured checklist and response storage
Apex — checklist logic, conditional evaluation, and data orchestration
Skuid — initial low-code UI implementation
Lightning Web Components — modernized, scalable user experience
CONCLUSION
By transforming static legal checklists into a dynamic, role-aware workflow, Fiduciary Tech helped the client standardize complex closing processes without sacrificing flexibility. The solution not only improved accuracy and accountability but also established a scalable foundation for supporting increasingly complex real estate and transactional operations in the future.