Law Firm Processing Checklist
Law Firm Processing Checklist
This Law Firm Processing Checklist is designed to ensure meticulous handling of legal cases, adhering to US law and standards. Utilize it as a comprehensive guide for each stage of case management, from client intake to post-trial actions, promoting efficiency and accuracy.
A. New Client Onboarding
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Collect initial contact information including name, contact number, and email address of [Your Client / Subscriber / User Name]
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Send welcome email and client onboarding packet to [Your Client / Subscriber / User Email]
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Schedule initial consultation meeting with [Lawyer Name] for
[Month, Day, Year]
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Prepare and review non-disclosure agreement for client signature
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Enter new client data into [Your Company Name]'s management system
B. Case Documentation
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Collect all relevant case documents from [Your Client / Subscriber / User Name]
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Record and file electronic copies of all legal documents
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Ensure all documents are correctly indexed and accessible in [Case Management Software]
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Create a detailed timeline of the case to present to [Your Team]
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Regularly update the case file with new developments and information
C. Legal Research
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Identify legal precedents relevant to [Case Name]
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Compile a list of statutes and regulations impacting the case outcome
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Ensure access to legal databases for [Research Team Members]
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Prepare a legal memo summarizing findings for [Lawyer Name]
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Schedule meetings to discuss research outcomes with [Legal Team Name]
D. Client Communications
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Maintain regular updates with client via email or scheduled calls
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Document all communications with [Your Client / Subscriber / User Name] in the client's file
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Prepare monthly case status reports for [Your Client / Subscriber / User Name]
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Notify client immediately of any changes or developments in the case
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Ensure client confidentiality and secure handling of all communications
E. Billing and Invoicing
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Prepare and send invoices to [Your Client / Subscriber / User Name] on a timely basis
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Record all billable hours accurately in [Billing Software]
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Follow up on past due invoices after [Number of Days] days
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Consult with [Account Manager Name] for any billing disputes or issues
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Generate financial reports for [Your Company Name]'s management review
