Legal Case Management Checklist Template
Streamline your legal case workflow with our Legal Case Management Checklist Template. Ensure compliance, track progress, and never miss a critical task. Download now and boost case efficiency!
This Template was installed 5 times.
Case Intake & Initial Assessment
Tasks related to initial client contact, information gathering, and case feasibility assessment.
Client Description of Issue
Date of Initial Contact
Type of Case
Potential Claim Value (if applicable)
Potential Legal Issues Involved
Conflict of Interest Check Required?
Supporting Documents (e.g., contracts, police reports)
Client Onboarding & Engagement
Steps involved in formally engaging the client, establishing communication protocols, and setting expectations.
Client Background & Initial Concerns
Engagement Type (e.g., Hourly, Contingency)
Engagement Start Date
Scope of Representation (Detailed Description)
Client Signature
Signature Date
Communication Preferences
Document Management & Organization
Processes for collecting, organizing, securing, and managing case-related documents.
Initial Client Intake Documents
Document Naming Convention Used
Brief Description of Document Indexing System
Document Storage Location
Last Document Review Date
Document Security Measures Implemented
Number of Active Documents
Discovery & Investigation
Tasks related to gathering evidence, conducting interviews, and analyzing information.
Initial Client Interview Notes
Relevant Police Reports (if applicable)
Type of Investigation Required
Date of First Interview
Number of Witnesses Identified
Documents to be Reviewed
Summary of Key Findings
Legal Research & Strategy Development
Activities focusing on legal research, analysis, and formulating case strategy.
Initial Issue Identification & Analysis
Applicable Legal Area(s)
Preliminary Legal Research Summary
Number of Relevant Statutes Identified
Potential Legal Arguments
Date of Next Research Review
Pleadings & Court Filings
Tasks involved in drafting, reviewing, and filing legal documents with the court.
Case Name
Document Type
Draft Content
Filing Deadline
Uploaded Draft Document
Court Case Number
Filing Status
Discovery Responses & Production
Processes for responding to discovery requests and producing relevant documents.
Discovery Request Received Date
Summary of Discovery Request Scope
Discovery Response Type
Number of Documents Produced
Document Production Set (Attachment)
Privilege Log Description (if applicable)
Discovery Response Due Date
Time Spent Responding to Discovery (Hours)
Witness Management
Tasks related to identifying, contacting, preparing, and managing witnesses.
Witness Full Name
Witness Contact Phone Number
Witness Email Address
Witness Background/Summary
Last Contact Date
Scheduled Interview Time
Witness Relationship to Case
Supporting Documents (e.g., Statements)
Trial Preparation & Execution
Activities leading up to and including the trial proceedings.
Trial Date
Trial Start Time
Opening Statement Outline
Direct Examination Outline (Key Witnesses)
Cross-Examination Outline (Opposing Witnesses)
Exhibits to be Used
Copies of Exhibits (Digital)
Attorney Signature (Confirmation)
Post-Trial & Appeals
Tasks associated with post-trial motions, appeals, and enforcement of judgments.
Judgment/Order Date
Summary of Judgment/Order
Appeal Filed?
Appeal Filing Deadline
Summary of Appeal Arguments
Appellate Court
Oral Argument Date (if applicable)
Notes from Oral Argument (if applicable)
Appellate Court Decision Date
Case Closure & Reporting
Processes for finalizing the case, archiving documents, and generating reports.
Case Closure Date
Summary of Case Outcome
Total Hours Billed
Case Resolution Type
Final Case File (PDF)
Notes on Lessons Learned/Future Improvements
Client Satisfaction Rating
Billing & Time Tracking
Tasks related to accurate time recording and billing for services rendered.
Billable Hours for Task
Hourly Rate
Expenses Incurred
Expense Description
Date of Expense
Task Type (e.g., Research, Drafting, Meeting)
Time Spent on Task
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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