Free Legal Case Assessment Checklist Template

Legal Case Assessment Checklist

During the legal case assessment, diligently follow this checklist to ensure a comprehensive evaluation. Ensure to tick off each item as completed to keep track of your assessment.

Client Interaction

  • Initial client meetings have been set and executed

  • Completed detailed client interview about the case

  • Clarified client's expectations and potential outcomes

  • Established clear communication channels with the client

  • Secured all necessary client consents and agreements

Case Analysis

  • Identified the key legal issues to be addressed

  • Developed a comprehensive case strategy

  • Assessed all potential risks and opportunities in the case

  • Evaluated the relevant jurisdiction and applicable laws

  • Prepared a case timeline

Evidence Collection

  • Assembled all necessary documents and evidences

  • Verified authenticity of all evidences collected

  • Actioned any necessary witness subpoenas

  • Organized all evidences in a systematic manner

  • Preserved all evidences for presentation

Legal Research

  • Inspected all relevant case laws

  • Reviewed all relevant statutes and regulations

  • Assessed all relevant legal opinions and commentary

  • Conducted adequate case law comparisons

  • Formed cogent legal arguments

Court Proceedings

  • Prepared all necessary court filings and motions

  • Identified all court proceedings dates

  • Met all court deadlines

  • Engaged client in preparation for court proceedings

  • Adhered to court decorum and rules

Follow-up

  • Provided client with post-case summary

  • Debriefed witnesses and other parties involved

  • Stored all case records properly

  • Conducted case review for lessons learned

  • Handled post-case client queries and communications

Notes

  1. Initial client meetings have been set and successfully executed.

Legal Templates @ Template.net