Pre‑Production Legal Checklist
Role‑based, printable checklist for film/TV projects. Educational only; verify with counsel and applicable unions/guilds.
Milestones & Phases
Phase | Focus | Due By | Status |
---|---|---|---|
Development | Chain of title, option/purchase, initial budget, script clearances | Before pre‑production start | Open |
Pre‑Production | Permits, insurance, union signatories, casting releases, music plan | 2–4 weeks pre‑shoot | Open |
Production | Daily reports, timecards, incident logs, appearance/location releases | Daily | Open |
Post | Music/stock licenses, E&O, credits, deliverables, cue sheets | Before picture lock and delivery | Open |
Producer Checklist
Chain of title verified: option/purchase agreements, writer agreements, assignments.
Entity set up and banking; insurance broker engaged (GL, WC, auto, equipment, E&O plan).
Union/guild coverage confirmed; signatory/assumption paperwork initiated.
Budget includes fringes, premiums, safety, legal, music, archive stock, and contingency.
Clear deliverables list (network/platform specs, credits, legal deliverables).
Notes
Line Producer / UPM Checklist
Permit plan: film office submissions, road closures, police/fire coordination, special effects, weapons.
Safety: risk assessments, safety bulletins, stunt/firearms protocols, medic on set.
Crew contracts and timekeeping; meal/rest/turnaround compliance workflow.
Locations: negotiated location agreements, insurance COIs, neighbor notices.
Vendors & rentals: terms, certificate requirements, loss/damage responsibilities.
Notes
Music Supervisor Checklist
Music cue list draft; identify composition vs. master owners for each track.
Request quotes for sync and master use with media, term, territory, and promo rights.
Commission original score: composer agreement, delivery schedule, ownership/splits.
Source library/licensed stock music where cost‑effective; track license terms and expiries.
PRO registrations and final cue sheet preparation for delivery.
Notes
Post Supervisor Checklist
Editorial clearances: stock footage, imagery, trademarks, artwork, and on‑screen text.
Appearance releases logged and matched to picture; minor/guardian consents on file.
Credits lock: position titles, order, guild requirements, and contractual obligations.
QC for legal: defamation/privacy risk review; sensitive content flags and blurs.
E&O insurance application materials prepared (scripts, chain of title, counsel letter if needed).
Notes
Core Forms & Releases
Talent & Locations
Appearance Release (adult)
Minor Appearance Release (guardian consent)
Location Agreement (with insurance/indemnity clauses)
Extras Vouchers / Background Releases
Music & Media
Sync License (composition)
Master Use License (recording)
Composer Agreement / Work‑for‑Hire
Stock Footage/Image Licenses
Delivery Checklist (Legal)
Credits list (final) and Main Title/End Crawl files.
Cue sheet (PRO‑ready) and music licenses with terms summaries.
Chain of title binder (option/purchase, writer agreements, assignments).
Appearance/location releases and any special approvals (e.g., product/logo).
E&O certificate; legal opinion letter if required by distributor/platform.
Embeddable Snippets (Copy & Paste)
Publishers and film offices can embed these with attribution.
Cite this Checklist
“Pre‑Production Legal Checklist,” [Publisher/Organization], last updated [YYYY‑MM‑DD], [Canonical URL].
Attribution required: title, publisher, last updated date, direct link.
This checklist is a general educational resource and does not constitute legal advice. Verify all items with applicable laws, unions/guilds, and contracting parties.