AI Checklist Generator

From the makers of Manifestly Checklists

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Lista

Initial Consultation

Schedule initial consultation with potential client

Gather relevant information about the potential client's case

Determine the legal issues involved and assess the potential client's needs

Conflict of Interest Check

Conduct conflict of interest search using the firm's database

Review conflicts search results and identify any potential conflicts

Evaluate the nature and severity of conflicts, and determine if they can be waived or need to be resolved before proceeding

Engagement Letter

Prepare engagement letter outlining the terms and conditions of representation

Review engagement letter with potential client, making necessary revisions if required

Obtain signed engagement letter from the client

File Opening

Create a new client file in the firm's case management system

Enter client information, case details, and relevant parties into the file

Assign a unique file number for easy reference and tracking

Document Collection

Compile a checklist of documents required for the client's case

Request necessary documents from the client, including contracts, agreements, correspondence, etc.

Organize and review documents upon receipt, ensuring all relevant information is included

Research and Analysis

Conduct legal research on relevant statutes, regulations, case law, and precedents

Analyze the collected information and determine its applicability and impact on the case

Prepare legal memos or briefs summarizing the research findings and recommending strategies

Case Strategy Development

Meet with the client to discuss the research findings and proposed strategies

Collaborate with other attorneys or team members to develop a comprehensive case strategy

Document the agreed-upon case strategy and communicate it to the client

Document Drafting and Review

Prepare necessary legal documents, such as pleadings, contracts, or agreements

Review and revise drafted documents for accuracy, clarity, and compliance with legal requirements

Obtain client's approval and signature on the final drafts

Court Filings and Deadlines

Prepare and file all necessary documents with the appropriate court or administrative body

Maintain a calendar of important deadlines, hearings, or court dates

Regularly update the client on upcoming deadlines and court proceedings

Ongoing Communication and Updates

Establish a communication plan with the client, including regular updates on case progress

Respond promptly to client inquiries and address any concerns or questions

Document and track all communication for future reference

Case Resolution or Trial Preparation

Prepare for settlement negotiations, mediation, or arbitration if applicable

In case of trial, assist in witness preparation, evidence gathering, and trial strategy development

Continually assess the case's progress and adjust strategies as necessary

Case Closing

Review all outstanding matters and ensure completion of necessary tasks

Finalize any remaining paperwork, such as settlement agreements or dismissal orders

Close the client file and archive it appropriately for future reference and compliance purposes

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