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
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Initial client meetings have been set and executed
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Completed detailed client interview about the case
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Clarified client's expectations and potential outcomes
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Established clear communication channels with the client
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Secured all necessary client consents and agreements
Case Analysis
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Identified the key legal issues to be addressed
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Developed a comprehensive case strategy
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Assessed all potential risks and opportunities in the case
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Evaluated the relevant jurisdiction and applicable laws
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Prepared a case timeline
Evidence Collection
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Assembled all necessary documents and evidences
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Verified authenticity of all evidences collected
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Actioned any necessary witness subpoenas
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Organized all evidences in a systematic manner
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Preserved all evidences for presentation
Legal Research
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Inspected all relevant case laws
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Reviewed all relevant statutes and regulations
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Assessed all relevant legal opinions and commentary
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Conducted adequate case law comparisons
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Formed cogent legal arguments
Court Proceedings
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Prepared all necessary court filings and motions
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Identified all court proceedings dates
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Met all court deadlines
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Engaged client in preparation for court proceedings
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Adhered to court decorum and rules
Follow-up
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Provided client with post-case summary
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Debriefed witnesses and other parties involved
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Stored all case records properly
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Conducted case review for lessons learned
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Handled post-case client queries and communications
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