AI Checklist Generator

From the makers of Manifestly Checklists

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Initial Contact and Intake

Gather basic client information (name, contact details, etc.)

Record how the client heard about the firm

Schedule an initial consultation or meeting

Conflict Check and Engagement

Conduct a conflict of interest search

Confirm no conflicts exist with existing clients

Prepare an engagement letter outlining terms and conditions

Obtain client's signature on the engagement letter

Documentation and Information

Request necessary documents from the client (identification, contracts, etc.)

Collect relevant information related to the case

Create a client file and organize the documents

Fee Arrangements and Billing

Discuss fee structure and payment arrangements with the client

Provide an estimate of costs and potential expenses

Set up billing and invoicing procedures

Case Assessment and Strategy

Conduct a thorough review of the client's legal matter

Identify key legal issues and potential strategies

Develop a plan of action and propose it to the client

Client Communication and Expectations

Establish preferred communication methods with the client

Discuss expected timelines and milestones

Regularly update the client on the progress of their case

Team Allocation and Assignment

Assign an attorney or team to handle the client's case

Communicate the assigned team members to the client

Ensure all team members have access to relevant documents and information

Initial Meeting Preparation

Schedule an initial meeting with the client and assigned team

Prepare an agenda for the meeting

Brief the assigned team members on the client's case details

Initial Meeting and Case Kick-Off

Conduct the initial meeting with the client and team members

Review the case details, objectives, and expectations

Address any questions or concerns from the client

Follow-Up and Next Steps

Provide the client with a summary of the initial meeting

Confirm the agreed-upon next steps and deadlines

Follow up with any additional information or documents needed

Note: This is a general checklist and may vary based on the specific requirements of a law firm or jurisdiction.

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