Legal M&A Integration Checklist

Understanding and conducting the proper legal analysis prior to and as integration starts is essential for completing a successful M&A transaction. With our template, your integration process will be set up for legal success. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Comprehensive legal integration framework
  Cover all post-deal legal tasks—from contract novations and change-of-control consents to regulatory filings and compliance hand-overs—so you mitigate liability and keep the deal on track.
• Cross-functional alignment
  Ensure your legal team, compliance, operations and integration leads work in sync via one unified workspace—track status, attach documentation and manage dependencies in real time.
• Audit-ready legal checklist
  Keep every key contract, signature, approval and change logged and stored—so your post-close team inherits clarity, not chaos.
• Risk-mitigation built-in
  Proactively highlight change-of-control provisions, antitrust issues, employment-law concerns and third-party consents early—so you’re dealing with the right risks before Day 1.

Maintain visibility with the Status Reporting Template to keep leadership informed, and deepen your pre-close review using the Legal Due Diligence Checklist.