What to Include on an Attorney's Deal Sheet

An attorney's deal sheet should include the following essential information:

1. Client Information: Clearly state the name of the client or clients you represented in the matter. Include any relevant details such as the client's industry, type of entity (individual, corporation, etc.), and their role in the transaction.

2. Transaction Overview: Provide a brief summary of the transaction or matter you worked on. This section should describe the nature of the deal, the parties involved, and the main objectives or purpose of the representation.

3. Scope of Work: Outline the specific legal services you provided as part of the representation. This could include drafting and negotiating agreements, conducting due diligence, advising on legal implications, assisting with regulatory compliance, or any other tasks relevant to the matter.

4. Key Terms and Conditions: Identify the significant terms and conditions of the deal that were negotiated and documented. This may include the purchase price, payment terms, closing conditions, representations and warranties, indemnification provisions, and any other material provisions specific to the transaction.

5. Role and Responsibilities: Describe your role and responsibilities in the matter. Highlight any key contributions you made, such as leading negotiations, drafting critical documents, providing legal opinions, or advising on strategic decisions.

6. Challenges and Solutions: Discuss any significant challenges or issues that arose during the representation and how they were resolved. This could include overcoming legal hurdles, addressing disputes, managing time-sensitive deadlines, or mitigating risks.

7. Results and Achievements: Summarize the outcomes or achievements of the representation. Highlight any successful deals closed, favorable settlements reached, regulatory approvals obtained, or other noteworthy results that demonstrate the value you brought to the client.

8. Collaborators and Team Members: If you worked alongside other attorneys or professionals in the matter, acknowledge their contributions and specify their roles. This could include partners, associates, paralegals, outside experts, or co-counsel.

9. Confidentiality and Privilege: Ensure that any sensitive or confidential information is appropriately protected. Avoid including details that could breach client confidentiality or violate attorney-client privilege.

10. Client Testimonials or References (optional): If appropriate and with client consent, you may consider including client testimonials or references that showcase client satisfaction or endorsement of your services.

Remember to present the information in a clear and concise manner, using bullet points, subheadings, and appropriate formatting to enhance readability. Avoid disclosing any confidential or privileged information without proper authorization from the client. The deal sheet should serve as a snapshot of your experience and expertise, providing potential clients or employers with a clear understanding of the matters you have successfully represented.