Click below to open it. This page stays open too, so you can come back to it.
Open the checklist ↗It opens in a new tab. Use the download icon in your PDF viewer's toolbar to save a fillable copy to your computer. We also emailed you a copy — check spam if it does not arrive in a few minutes.
How to use it
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Open it in a PDF reader, not your browser The fields are fillable in Acrobat, Preview, or any standard PDF reader. Browser viewers often will not save what you type.
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Work through page one against the client file Check what is in the file, rate the strength of each criterion, and note what you still need to request.
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Complete the gap review on page two This is the step that turns the map into an action list you can send the client today.
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Save it into the matter file A filled copy gives the attorney a mapped file to review instead of a stack of documents.
One thing worth watching
A criterion can look covered because a document mentions it, while the record never proves what the regulation actually requires. Those are the ones to flag on page two.
Want to see this run on a real case file?
We will walk through evidence mapping, strength ratings, and the gap review on your own documents.
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