Delegation works better with a system behind it
Simple habits for naming, storing and maintaining your working templates — so the next person can find what they need without asking.
Choose a consistent home for documents
A useful template library makes the current version easy to find. Group resources by purpose, using a structure that reflects the way people work rather than the order in which files were created.
Name files for the next person
Use descriptive names and a consistent version convention. A title such as "Matter opening checklist — approved version" gives the user more direction than "New checklist final 3".
Separate working copies from approved versions
Keep drafts in a clearly identified location. Give someone responsibility for approving changes and recording when the master document was last reviewed.
Make maintenance part of the process
Record the document owner and a review date. Where a document contains legal content, its substance should be reviewed by an appropriately qualified practitioner. Administrative formatting and version control support that review; they do not replace it.
A small, reliable library is often easier to use than a large collection with no clear owner.
General information about administrative workflows. This article is not legal advice.