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case management records

1. Case Initiation

Confirm client engagement and retainer agreement

Collect initial client information (contact details, background)

Obtain and review case-related documents (e.g., contracts, correspondence)

Create a new case file in the case management system

Assign case number and designate responsible attorneys/staff

2. Case Planning

Develop a case strategy and outline key milestones

Identify necessary resources (expert witnesses, investigators)

Schedule initial meetings with clients and relevant parties

Create a timeline for important deadlines and court dates

3. Document Management

Organize and categorize all case-related documents

Ensure all documents are scanned and stored electronically

Implement version control for drafts and final documents

Regularly back up all case files to secure storage

4. Communication Records

Document all client communications (emails, calls, meetings)

Record communications with opposing counsel and third parties

Maintain a log of significant case developments and decisions

Schedule follow-up communications and reminders

5. Research and Analysis

Conduct relevant legal research and document findings

Analyze case law, statutes, and regulations applicable to the case

Prepare summaries of research for team review

Update case strategy based on research findings

6. Case Progress Tracking

Monitor deadlines for filings, responses, and hearings

Track billing and expenses associated with the case

Review and update case status regularly

Prepare for and document case reviews with team

7. Pre-Trial Preparation

Compile evidence and prepare exhibits for trial

Draft pre-trial motions and necessary documents

Coordinate with witnesses and experts for trial

Conduct mock trials or rehearsals as needed

8. Trial Management

Ensure all trial documents are organized and accessible

Maintain a daily log of trial proceedings and outcomes

Document any changes or developments during the trial

Prepare post-trial strategy and client communication

9. Case Closure

Finalize all billable hours and expenses

Prepare a closing report summarizing case outcomes

Archive all case files in compliance with retention policies

Conduct a post-mortem review to identify lessons learned

10. Ongoing Client Relationship Management

Follow up with the client after case closure

Provide copies of all final documents and case summaries

Discuss potential future legal needs or referrals

Maintain client contact information for future communication

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