Law Firm Court Filing Checklist

Ensure all documents are gathered and correctly organized before filing with the court. Use this checklist to ensure that every required item is prepared and notarized if necessary. Tick off each item as completed.

Client Information Verification

• Verify client's full name

• Check client address and contact information

• Validate client's legal representation authorization

• Ensure client ID has been verified and a copy is in the file

• Confirm any special client instructions or requests are noted and understood

Document Assembly

• Compile the main filing document

• Include all necessary supporting documents

• Attach signed declarations or affidavits

• Insert indexed tabs for easy navigation through lengthy filings

• Double-check pagination and exhibit labels

Court Specific Requirements

• Verify filing fees for the specific court

• Check for any recent changes in filing procedure or document requirements

• Ensure compliance with local rules and statutes

• Prepare copies of the filing for all parties as per court's requirement

• Secure date and time stamp on all copies from the court clerk

Final Review and Delivery

• Conduct final review of entire packet for accuracy and completeness

• Check that all signatures and notarizations are present

• Arrange for a secure delivery method (courier, e-file, etc.)

• Confirm receipt of documents by the court and obtain a case number

• Update client and legal team regarding filing status

Post-Filing Actions

• Schedule follow-up on motion hearing dates and deadlines

• Store copies of all filed documents in client's file and digital backup

• Record and calendar any assigned court dates and reminder notifications

• Review court's feedback or preliminary rulings for necessary actions

• Ensure continuous communication with the client about case progress

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