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Workflow

Preparing for a New Case

Gather all relevant information provided by the client or obtained through initial consultations.

Assign an attorney or team to handle the case.

Conduct a conflict of interest check.

Set up a case file and organize all documents and correspondence related to the case.

Schedule a meeting with the client to discuss case strategy and goals.

Initial Case Analysis

Review all relevant legal statutes, regulations, and case precedents.

Conduct legal research to identify potential arguments and defenses.

Prepare a comprehensive case analysis memo or report.

Determine the strengths and weaknesses of the case.

Assess the potential risks and potential outcomes.

Developing Case Strategy

Meet with the assigned attorney or team to discuss case strategy and goals.

Identify key legal issues and develop a plan to address them.

Determine the scope of legal research and additional investigation required.

Assign tasks and deadlines to team members.

Prepare a timeline or case management plan.

Document Management

Establish a document management system to organize and track all case-related documents.

Implement a standardized naming convention for files and folders.

Scan and digitize paper documents for easy access and backup.

Regularly update the document management system with new information.

Ensure all team members have access to the necessary documents.

Case Progress Tracking

Establish a system to track the progress of each case.

Assign a team member responsible for updating the case status regularly.

Monitor deadlines and court dates.

Regularly review and update the case management plan.

Conduct periodic case review meetings with the team to assess progress.

Communication and Collaboration

Establish effective communication channels within the law firm.

Maintain regular communication with the client to provide updates on the case.

Facilitate collaboration among team members through regular meetings, emails, or project management tools.

Maintain confidentiality and ensure secure communication channels for sensitive information.

Document all communication and ensure it is included in the case file.

Billing and Financials

Track billable hours and expenses related to the case.

Prepare and send invoices to the client based on agreed-upon billing terms.

Establish a system to monitor and collect outstanding payments.

Regularly review and reconcile financial records related to the case.

Provide financial reports to the client upon request or at predetermined intervals.

Case Closure and Review

Review the case progress and outcomes against the initial case analysis.

Prepare a summary report or memorandum outlining the case results.

Archive and store all case-related documents in a secure location.

Conduct a post-case review with the assigned attorney or team.

Identify lessons learned and areas for improvement in future cases.

Note: This checklist is a general guide and can be modified to suit the specific needs and workflows of different law firm organizations.

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