A conditions subsequent tracker records the obligations that still need to be completed after a deal has closed, from registering security to filing tax returns and sending notices.

Once a deal completes, the team's attention quickly moves on to the next matter. Post-completion obligations often sit in a single person's notes or calendar, yet many of them carry strict statutory deadlines. Missing one can have serious consequences, such as security becoming void against a liquidator or penalties for a late tax return.

Each obligation sits on its own row, with an owner, a due date and a status. The whole team can see what's left to do, rather than relying on one person to remember.

Add a date column for each deadline, then filter or sort by date so the most urgent obligations are always at the top.

Upload the filing confirmation, registration certificate or other evidence directly against the obligation, so you have a complete record when the matter is closed.

Where some obligations sit with the client, such as making payments or sending announcements, you can invite them to update their own items. Permissions make sure they only see and edit what's relevant to them.

You can keep the tracker in the same matter as the conditions precedent checklist and closing agenda, so the full history of the deal stays together.

Security usually needs to be registered at Companies House within 21 days of being created. Tracking each charge, chargor and registration deadline on one list removes the risk of a missed filing.

After completion, there are tax returns, Companies House notifications and changes to the board to deal with in the United Kingdom, or merger certificates and stockholder payments in the United States. A post-completion tracker keeps all of these in one place.

The Stamp Duty Land Tax return, the Land Registry application, discharge of the seller's existing charge and notices to tenants can all be tracked against their deadlines.

After a settlement or restructuring, termination payments, tax forms, references and announcements are often split between the firm and the client's human resources team. A shared tracker makes ownership clear.

Explore the Lists collection on the knowledge base to set up your first tracker.

💬 If you need any further assistance, reach out to customer.success@legatics.com.