Family Law Case Management Checklist Template
Streamline your family law cases with our comprehensive checklist! Ensure no critical step is missed, from initial intake to final resolution. This essential template simplifies complex processes, improves client outcomes, and boosts your firm's efficiency. Download now and conquer your caseload!
This Template was installed 3 times.
Intake & Initial Assessment
Activities related to the initial client contact, information gathering, and assessment of needs.
Initial Contact Date
Reason for Seeking Legal Representation
Client's Current Living Situation
Number of Children Involved
Client’s Primary Contact Information
Client's Current Location (for service of process)
Client Information & Documentation
Ensuring complete and accurate client records are maintained throughout the case.
Client Full Name
Client Background Summary
Client Date of Birth (YYYY)
Client Relationship to Case
Supporting Documents (e.g., Birth Certificate, ID)
Initial Consultation Date
Emergency Contact Information
Client Address
Legal Research & Strategy
Tasks related to legal research, developing case strategy, and identifying relevant precedents.
Case Theory/Legal Arguments
Applicable Statutes/Codes
Date of Key Legal Research
Summary of Relevant Case Law
Potential Legal Challenges
Number of Statutes Reviewed
Discovery & Evidence Management
Managing discovery requests, gathering evidence, and ensuring proper handling of exhibits.
Discovery Request Deadline
Discovery Method
Number of Documents Produced
Uploaded Documents
Notes on Document Review
Privilege Review Required?
Privilege Review Completion Date
Court Filings & Deadlines
Tracking court filing deadlines, preparing necessary documents, and submitting them to the court.
Initial Filing Deadline
Response Deadline to Petition
Discovery Exchange Deadline
Motion Hearing Date
Trial Date
Type of Filing
Case Number
Filed Documents
Negotiations & Mediation
Activities related to negotiating settlements and participating in mediation.
Negotiation/Mediation Scheduled Date
Negotiation/Mediation Start Time
Negotiation/Mediation Location
Summary of Initial Negotiation Offers
Amount of Initial Settlement Offer (USD)
Key Issues Discussed
Summary of Counter Offers and Responses
Mediator Signature (if applicable)
Litigation & Trial Preparation
Tasks associated with preparing for trial, including witness preparation and exhibit organization.
Trial Date Scheduled
Estimated Trial Start Time
Witness Preparation Notes
Uploaded Exhibits (Organized)
Key Exhibits to Highlight
Opening Statement Outline
Potential Cross-Examination Questions
Attorney Signature for Trial Prep
Financial Management & Support
Tracking financial matters related to the case, including child support, alimony, and property division.
Client’s Income (Monthly)
Spouse’s Income (Monthly)
Child Support Award Amount
Alimony/Spousal Support Award Amount
First Payment Date (Child Support)
First Payment Date (Alimony/Spousal Support)
Payment Method
Notes on Financial Disclosures
Communication & Reporting
Maintaining clear and consistent communication with the client, other parties, and relevant professionals.
Date of Communication
Method of Communication
Summary of Communication Content
Recipient of Communication
Recipient Name
Supporting Documents (e.g., emails, letters)
Case Closure & Review
Finalizing the case, ensuring all loose ends are tied up, and conducting a post-case review.
Case Closure Date
Summary of Case Outcomes
Total Case Costs (USD)
Case Outcome
Lessons Learned / Process Improvements
Client Satisfaction (Rate)
Attorney Signature
Case Management Screen Recording
See ChecklistGuro's Case Management in action! This screen recording demonstrates how our BPM platform simplifies case tracking, task assignment, and overall process control. Learn how to improve efficiency and reduce errors with ChecklistGuro. #CaseManagement #BPM #ChecklistGuro #ProcessAutomation #Workflow
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