This checklist is designed to streamline the operations and management of tasks within a law firm, ensuring efficiency and compliance with legal protocols. This structured approach aids in the meticulous handling of client cases, documentation, and firm management responsibilities.
Conduct initial client screening
Schedule and conduct initial client consultation
Collect relevant client information and documents
Assess case viability and potential conflicts of interest
Communicate fee structure and engagement terms to the client
Create client matter file and database entry
Assign responsible attorney(s) and support staff
Develop case strategy and timeline
Conduct legal research and analysis
Draft case-specific documents (e.g., complaints, motions)
Review and organize evidence and documentation
Identify applicable filing deadlines
Prepare and file court documents accurately and timely
Serve documents to opposing parties as required
Monitor case docket for updates and deadlines
Coordinate with court clerks and process servers as needed
Maintain regular communication with clients regarding case updates
Respond promptly to client inquiries and requests
Communicate with opposing counsel or parties as necessary
Document all communication in the client file
Schedule and prepare for client meetings and case conferences
Coordinate attorney attendance at court hearings and depositions
Prepare witnesses for testimony and appearances
Review case strategy and updates with the client prior to hearings
Track billable hours and expenses accurately
Prepare invoices for client services rendered
Review invoices for accuracy and compliance with fee agreements
Follow up on outstanding invoices and address client billing inquiries
Ensure compliance with all applicable legal and ethical standards
Maintain client confidentiality and privilege
Adhere to conflict of interest rules and disclosure requirements
Stay informed about updates to professional rules and regulations
Maintain organized client files and case documents
Schedule attorney and staff calendars and appointments
Coordinate with support staff for document preparation and filing
Review and update firm policies and procedures as needed
Participate in continuing legal education (CLE) programs
Stay updated on changes in relevant laws and legal precedents
Pursue professional certifications or specialization training
Mentor junior attorneys and staff members
Conduct periodic case reviews for quality assurance
Solicit client feedback and address any concerns or issues
Evaluate and refine firm processes and procedures for efficiency
Implement best practices and lessons learned from past cases
Templates
Templates