An information request list lets you send structured requests for documents and information, and track what's been provided and what's still missing.

Information requests are usually sent as a Word document, with responses coming back as a stream of email attachments. Matching each attachment to the right request takes time, and it's hard to see what's still outstanding.

The person providing the information can upload documents straight against the relevant request. There's no need to match email attachments to requests by hand.

Statuses show which requests have been fulfilled, which are partly answered and which are still outstanding. Filter by status to chase what's missing.

Permissions mean each person only sees the requests that relate to them. This is especially useful when you're collecting personal or confidential information from several people.

If your team uses a standard request list, save it as a list template and reuse it on every new matter.

An initial information request list can be sent to the seller at the start of due diligence, with documents provided directly against each request. Once a document has been added to the data room, its status can be updated to show it's been provided.

At the start of a matter, the client can upload contracts, policies and personnel files directly against each request, rather than sending them by email.

When you need evidence to support a waiver or consent request, such as board minutes, financial statements or compliance certificates, the client can provide it straight into the list.

Information about the people and companies acquiring control of a regulated firm is often sensitive. Permissions let each controller, or their overseas counsel, see and upload only their own information.

Explore the Lists collection on the knowledge base to set up your first information request list.

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