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Closing Checklist

A stage-first, document-first closing checklist that tracks canonical documents, checklist entries, signatories, action items, and issues. Accepts structured JSON input and renders a formatted DOCX for distribution.

5 fields CC0-1.0 OpenAgreements
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CLI

npx open-agreements fill closing-checklist -d values.json -o output.docx

Fields (5)

FieldTypeDescription
Deal Name string Name of the deal or transaction
Updated At string ISO date when the checklist was last updated
Documents array Checklist entry rows with 4 columns: number, title, status (human-readable), responsible_party. Stage headings and citation/signatory sub-rows are included.
Action Items array Unlinked action items (item_id, description, status, assigned_to, due_date)
Open Issues array Unlinked issues (issue_id, title, status, summary)

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