AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Law Firm > Processos Ativos

Processos Ativos

Processos Ativos Checklist

1. Legal Case Information

Gather all necessary information related to the active legal case, including case number, court jurisdiction, and key dates.

2. Client and Opposing Party Details

Ensure accurate and updated contact information for the client and opposing party.

Document any changes in contact information or representation.

3. Document Management

Identify and organize all relevant legal documents, such as pleadings, contracts, correspondence, and evidence.

Maintain a systematic filing system for easy retrieval and reference.

Create digital backups or scans of important physical documents.

4. Deadlines and Court Proceedings

Review upcoming deadlines and court proceedings related to the active case.

Create a timeline or calendar to track important dates and ensure timely actions.

Communicate and coordinate with attorneys, paralegals, and support staff to meet deadlines.

5. Communication and Correspondence

Maintain clear and concise communication with the client, opposing party, and other relevant stakeholders.

Document all communication, including emails, phone calls, and in-person meetings.

Respond promptly to client inquiries and requests for updates.

6. Legal Research and Analysis

Conduct thorough research on relevant laws, regulations, and precedents pertaining to the active case.

Analyze legal issues and provide strategic advice to the attorney handling the case.

Document research findings and share with the attorney and appropriate team members.

7. Case Progress Monitoring

Regularly review and update the status of the active case.

Track progress, milestones, and any developments that may impact the case outcome.

Maintain open lines of communication with the attorney and provide timely updates.

8. Billing and Financial Management

Keep accurate records of billable hours, expenses, and any client payments related to the active case.

Generate and submit invoices in a timely manner, adhering to the firm's billing policies.

Monitor and manage outstanding balances and ensure payment collection.

9. Case Strategy and Preparation

Collaborate with the attorney to develop a comprehensive case strategy.

Assist in the preparation of legal documents, such as pleadings, motions, and discovery requests.

Coordinate with experts or witnesses as necessary for case preparation.

10. Case Closure and Post-Closure Actions

Review all requirements and steps for closing the active case.

Complete necessary paperwork, filings, and administrative tasks to officially close the case.

Archive all relevant documents and records in accordance with the firm's retention policies.

Note: This checklist may vary depending on the specific requirements and practices of each law firm. It is advisable to adapt and customize it to suit the firm's needs.

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Conflict of Interest Checklist

A Conflict of Interest Checklist is an important tool for law firms to ensure that their legal services are provided ethically and in accordance with professional standards.

view →

Professional Conduct Checklist

A Professional Conduct Checklist is essential to ensuring that all legal professionals abide by ethical and professional standards.

view →

Compliance Checklist

A Compliance Checklist is an essential tool for ensuring that a Law Firm is in compliance with applicable laws and regulations.

view →

File Closure Checklist

The File Closure Checklist is an essential tool for ensuring that all required tasks have been completed and that no critical information has been overlooked before closing a case.

view →

Employee Performance Evaluation Checklist

The Employee Performance Evaluation Checklist is essential for assessing and improving employee performance, as well as helping ensure legal compliance.

view →

Professional Responsibility Checklist

The Professional Responsibility Checklist is essential for ensuring that all legal work is conducted with the highest ethical standards.

view →

Attorney Offboarding Checklist

The Attorney Offboarding Checklist is an important tool for ensuring that all necessary paperwork and processes are completed when an attorney leaves the firm.

view →

Document Management Checklist

The Document Management Checklist is an essential tool for ensuring that documents are properly managed, stored, and tracked within a law firm.

view →

Client Intake Checklist

The Client Intake Checklist is important for ensuring that all necessary information is collected from the client to ensure efficient and effective representation.

view →

Risk Management Checklist

The Risk Management Checklist is an essential tool for helping law firms identify and address potential risks in a timely and effective manner.

view →

Case Management Checklist

The Case Management Checklist helps Law Firms to ensure that all important tasks related to a case are completed in an efficient and organized manner.

view →

Employee Onboarding Checklist

A comprehensive Employee Onboarding Checklist is essential for ensuring that all new employees receive the necessary information, resources, and support to be successful in their new roles.

view →

Attorney Onboarding Checklist

The Attorney Onboarding Checklist is essential to ensure a successful onboarding process, helping to streamline the lawyer's transition into the firm and ensure they have the necessary resources to do their job.

view →

Employee Offboarding Checklist

The Employee Offboarding Checklist is essential in ensuring a smooth and efficient transition process for departing employees.

view →

Client Feedback Checklist

The Client Feedback Checklist is an essential tool for a law firm to ensure client satisfaction and continued success.

view →

Billing Checklist

The Billing Checklist is an essential tool for ensuring accurate and timely billing and payments for legal services rendered.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark