AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Law Firm > Manage client file

Manage client file

1. Initial File Creation

Identify the client’s legal needs and objectives.

Open a new client file in the firm’s document management system.

Assign a unique client identifier or file number.

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

2. Client Intake Process

Schedule a client consultation meeting.

Prepare and send an engagement letter for client approval.

Collect necessary documentation from the client (e.g., identification, previous legal documents).

Conduct a conflict of interest check.

3. File Organization

Create a structured folder system (e.g., subfolders for correspondence, documents, billing).

Label physical files clearly for easy identification.

Store electronic files in designated directories with consistent naming conventions.

4. Documentation Management

Ensure all client communications are documented (emails, calls, meetings).

Upload and organize all relevant documents received from the client.

Maintain a log of important dates and deadlines (court dates, filing deadlines).

5. Ongoing File Maintenance

Regularly review and update the file for accuracy and completeness.

Ensure all billing records are current and accessible.

Schedule periodic check-ins with the client to discuss progress and updates.

Keep track of any changes to the client’s situation or legal needs.

6. Confidentiality and Security

Implement measures to protect client confidentiality (secure storage, encrypted communications).

Review firm policies on data protection and compliance with legal standards.

Train staff on confidentiality protocols and proper handling of client files.

7. File Closure and Archiving

Complete a final review of the client file upon case resolution.

Gather and organize all relevant documents for closure.

Archive the file following firm policies (digital archiving, physical storage).

Notify the client of case closure and provide any necessary final documentation.

8. Post-Closure Follow-Up

Schedule a follow-up with the client for feedback or future needs.

Assess the effectiveness of file management practices for continuous improvement.

Conduct a debriefing session with the team to discuss lessons learned from the case.

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