Litigation Paralegal case management list
Client Intake and Initial Documentation
- Request full name, address, phone number, and email.
- Ensure all information is accurate and up-to-date.
- Verify the preferred method of communication.
- Document any additional relevant personal details.
- Review current and past clients for potential conflicts.
- Consult with attorneys regarding any identified issues.
- Document the findings of the conflict check.
- Obtain approval before proceeding with the case.
- Draft engagement letter outlining services and fees.
- Include terms and conditions of representation.
- Ensure client acknowledges and understands the letter.
- Send the letter via client's preferred communication method.
- Request necessary documents such as contracts and correspondence.
- Instruct the client on how to share documents securely.
- Organize documents by type and relevance.
- Create a checklist to confirm all requested items are received.
- Create a digital folder for the new case.
- Input client information and case details into the system.
- Organize documents within the case file appropriately.
- Ensure access permissions are assigned to relevant team members.
Case Analysis and Strategy Development
- Gather all case documents and evidence.
- Identify key facts and relevant legal issues.
- Summarize findings in a clear format.
- Highlight any potential challenges or strengths.
- Discuss initial observations with the attorney.
- Identify relevant statutes and regulations.
- Use legal databases for case law research.
- Take notes on significant rulings and interpretations.
- Summarize research findings in a report.
- Review findings with the attorney for feedback.
- List all significant events related to the case.
- Assign dates to each event chronologically.
- Include deadlines for court filings and motions.
- Use a visual format for clarity.
- Review the timeline with the attorney for accuracy.
- Outline goals and objectives for the case.
- Detail proposed legal arguments and strategies.
- Include potential witnesses and evidence.
- Identify any risks and mitigation strategies.
- Submit the draft to the attorney for input.
Pleadings and Filings
- Review case facts and relevant law.
- Outline key arguments and claims.
- Use appropriate legal formatting.
- Include necessary parties and jurisdictional statements.
- Proofread for accuracy and clarity.
- Identify the purpose and grounds for the motion.
- Draft supporting documents and affidavits.
- Ensure proper formatting and citation of law.
- File with the court by the deadline.
- Serve copies to all parties involved.
- Review local court rules for specific requirements.
- Maintain a calendar of important dates.
- Verify filing methods (e-filing vs. paper filing).
- Confirm receipt of filed documents.
- Adjust timelines based on court responses.
- Prepare service copies of documents.
- Choose appropriate service method (mail, personal delivery).
- Document the date and method of service.
- Confirm receipt with opposing counsel if necessary.
- Maintain a record of all served documents.
Discovery Management
- Identify relevant issues and information needed.
- Draft clear and concise questions or requests.
- Ensure compliance with court rules and deadlines.
- Review for accuracy and completeness before sending.
- Serve requests to opposing counsel and keep records.
- Create a tracking system for received responses.
- Log dates of responses and any objections.
- Categorize documents based on relevance and issues.
- Maintain communication with opposing counsel for clarifications.
- Update case files with received responses regularly.
- Sort documents by relevance and type.
- Highlight key information and findings.
- Document any inconsistencies or gaps.
- Organize relevant documents for easy access.
- Prepare summaries or findings for the attorney.
- Identify witnesses and confirm availability.
- Schedule depositions with all parties involved.
- Prepare witnesses with necessary information and documents.
- Draft deposition outlines based on case strategy.
- Confirm arrangements for the deposition location and equipment.
- Review transcripts thoroughly for accuracy.
- Highlight critical statements and contradictions.
- Prepare a summary of key points and findings.
- Share summaries with the attorney for strategy sessions.
- Organize summaries with supporting evidence for easy reference.
Pre-Trial Preparation
- Review case law and statutes relevant to motions.
- Draft motions based on attorney's guidance.
- Ensure compliance with court rules and deadlines.
- Proofread motions for accuracy and clarity.
- Compile supporting documents and citations.
- Catalog all evidence and exhibits systematically.
- Label items clearly for easy identification.
- Create an exhibit list for court submission.
- Ensure all evidence is stored securely.
- Prepare copies for opposing counsel and court.
- Compile a comprehensive list of witnesses.
- Gather witness statements and relevant documents.
- Organize trial binders with case materials.
- Include witness contact information and summaries.
- Distribute binders to attorneys and key staff.
- Confirm court dates and secure reservations.
- Arrange for necessary trial equipment.
- Coordinate transportation and lodging for the team.
- Prepare a checklist for trial day logistics.
- Communicate with court personnel for any special requirements.
Trial Support
- Arrive early to review materials with the attorney.
- Prepare necessary documents and supplies for the trial.
- Communicate effectively with the attorney during proceedings.
- Be attentive to courtroom developments and assist as needed.
- Use a standardized format for note-taking.
- Record key arguments, witness testimonies, and objections.
- Highlight important exhibits and rulings.
- Ensure notes are clear and organized for future reference.
- Prepare and organize exhibits prior to trial.
- Ensure all evidence is properly labeled and accessible.
- Coordinate with the attorney on presentation strategy.
- Assist in displaying evidence during the trial.
- Create a detailed timeline of trial events.
- Coordinate with court personnel and jurors as needed.
- Ensure all materials are delivered on time.
- Communicate any changes in schedule to the attorney.
Post-Trial Activities
- Review trial transcript and evidence.
- Identify grounds for motion or appeal.
- Draft motion or appeal document.
- Ensure adherence to court rules and deadlines.
- File with the appropriate court.
- Summarize key points and outcomes of the trial.
- Include analysis of trial strategy and effectiveness.
- Document lessons learned and areas for improvement.
- Distribute report to relevant team members.
- Store reports in the case management system.
- Schedule a meeting or call with the client.
- Explain the trial outcome in clear terms.
- Discuss potential next steps or options.
- Address any client questions or concerns.
- Document client communication in the case file.
- Gather all case-related documents and materials.
- Organize documents in the case management system.
- Ensure all filings are complete and accurate.
- Label and archive the physical file if applicable.
- Confirm closure with all team members involved.
Ongoing Case Management
- Review court calendar for upcoming dates.
- Set reminders for key deadlines.
- Confirm dates with the court and opposing counsel.
- Document all deadlines in case management software.
- Notify attorneys of any changes or upcoming dates.
- Schedule regular check-ins with clients.
- Prepare updates to share with witnesses and experts.
- Document all communications in the case file.
- Ensure contact information is up-to-date.
- Promptly address any questions or concerns raised.
- Input relevant information from meetings and communications.
- Log changes in case strategy or evidence.
- Ensure all entries are clear and concise.
- Review updates for accuracy and completeness.
- Notify the team of significant updates.
- Schedule regular review meetings with the legal team.
- Evaluate the case's progress and challenges.
- Identify any additional resources or actions needed.
- Adjust strategies based on case developments.
- Document findings and action items from reviews.
- Maintain a detailed case file with all documents.
- Track deadlines for motions, responses, and hearings.
- Regularly update the case calendar with important dates.
- Communicate with clients regarding case progress.
- Coordinate with attorneys on strategy and next steps.
- Review and summarize discovery materials as received.
- Prepare status reports for attorneys and clients.
- Organize and index exhibits for trial preparation.
- Monitor opposing counsel's filings and actions.
- Schedule and confirm meetings with experts and witnesses.
Use in Manifestly