Free resources

Templates, checklists, and tools you can use today

Every one of these is free and needs no account. Adopt them as they are, or edit them to match how your firm already works. They pair well with RoverDrop, but they stand on their own.

Beyond the templates

Run the whole handoff in one place

Templates make the handoff consistent. RoverDrop makes it tracked: a receipt on submit, one owner per packet, and an automatic archive. Try it with sample data first.