T124 Diligence request chase list
Diligence request chase list
Where the 142 diligence requests for Corran Mill Bakery stand, who chases each one, and what the seller must send and by when, starting with the lease assignment schedules for the three bakery sites. Prepared by Teodoro Quintanilla, paralegal at Ashcombe Varley LLP, for the Solenne Foods deal team and the seller's advisers. Imogen Varley, partner, decides which items are legally sufficient and which are cleared. Status on Monday, September 28, 2026; issued Thursday, October 1, 2026.
Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.
Requests by stage
Of the 142 requests made to the seller, 118 have been received, 97 are lawyer reviewed and 84 are cleared. Nine of the received requests need clarification before anyone can review them.
Live example from the Dashboards app, shown with Solenne Foods' demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
The chase list
The view below lists the requests the firm is chasing, with the owner, the status, the due date and the days open. Read the Needs clarification rows first: each one is waiting on a person outside the firm, and the Next step column says what that person must send. The view is a slice of the full request list and also holds matter intake items, nine records in all.
Before you share this page with a client
This sample view holds the records of three clients: two for Solenne Foods, three for Wexcombe Capital and four for Orley Brands. The database also holds other clients' records outside this view. Switch the embed to a view filtered to Solenne Foods before you send this page to the Solenne deal team or the seller's advisers.
Two of the records in this view belong to the Solenne acquisition and its companion matter:
| Record | Status | Owner | Due | Days open | Next step |
|---|---|---|---|---|---|
| Lease assignment schedules for the three bakery sites | Teodoro Quintanilla | Oct 9 | 23 | Receive the lease assignment schedules by Oct 9 | |
| Supplier agreement intake facts | Darius Okonkwo | Oct 6 | 4 | Receive the three facts from Henrik Dahlberg by Oct 6 |
The supplier agreement intake item sits in this list because it is a request that must be answered before conflict review can run. It is missing 3 facts, including the counterparty legal name.
What each stage means
Which areas are oldest
Each bar shows the days since the oldest uncleared request in that area was made. Leases and real estate is the oldest at 23 days, and no other area is past 14.
Live example from the Dashboards app, shown with Solenne Foods' demo data.
The lease assignment schedules are 23 days old and block four closing conditions
The seller uploaded the leases for the three bakery sites without the assignment schedules, and renamed the files. Three requests looked satisfied when they were not. Nobody saw the gap until an associate opened the leases against the request list.
What it blocks. Four closing conditions wait on the schedules: the landlord consents, the lease assignment instruments, the estoppel certificates and the lease disclosure schedule. The landlord consents must arrive by Oct 14 for the Oct 22 signing to stay realistic.
Owner and ask. Teodoro Quintanilla owns the chase. Henrik Dahlberg agreed to press the seller. The seller sends the three assignment schedules, under their original file names, with the schedules named as schedules, by Oct 9. Imogen Varley then decides whether the schedules are legally sufficient.
The nine requests that need clarification
Counts are sample figures taken from the request list on Sep 28. The oldest open request in each area is the figure from the chart above.
| Area | Needing clarification | Oldest open request | Owner | What the seller must send | Date |
|---|---|---|---|---|---|
| Leases and real estate | 3 | 23 days | Teodoro Quintanilla | Assignment schedules for each of the three sites | Oct 9 |
| Customer contracts | 2 | 14 days | Teodoro Quintanilla | Signed copies with all amendments | Oct 7 |
| Employment | 1 | 11 days | Philomena Trevelyan | Complete list of manager contracts | Oct 8 |
| Food safety and regulatory | 1 | 9 days | Teodoro Quintanilla | Latest inspection reports for each site | Oct 8 |
| Supplier contracts | 1 | 8 days | Philomena Trevelyan | Contract terms for the flour supplier | Oct 9 |
| Finance and tax | 1 | 7 days | Philomena Trevelyan | Tax filing confirmations | Oct 9 |
Weekly chase steps
The chase runs on the same rhythm every week, so the seller's advisers know when to expect it.
The seller's file names are not evidence. A request is satisfied only when a lawyer has read the document that answers it.
Cleared requests
The count below is the one the deal team sees at the top of every weekly status.
Live example from the Dashboards app, shown with Solenne Foods' demo data.
How to use this template
Update the list after every weekly status. Give each request an owner, a source, a due date and a status, and name exactly what is needed from whoever must answer.
| Variable | Meaning | Required |
|---|---|---|
{{matter.name}} | Matter the diligence list belongs to | Required |
{{status.date}} | Date the weekly status was taken | Required |
{{request.stage_counts}} | Requests by stage: requested, received, lawyer reviewed, cleared | Required |
{{request.clarification_rows}} | Requests needing clarification with owner, what is needed and due date | Required |
{{request.oldest_by_area}} | Days open of the oldest uncleared request in each area | Required |
{{request.blocked_conditions}} | Closing conditions each open request blocks | Required |
{{request.reviewing_lawyer}} | Lawyer who decides legal sufficiency for each item | Optional |
If a required value is missing, show Needs review in its place and hold the list; never guess a count, a date or an owner. If the request record cannot be read, show Unavailable instead of the counts.
The live Dashboards blocks on this page show the Solenne Foods demo profile. Point each block at your own client's profile, or remove it, before you share the page. Filter the embedded view to the same client as well.