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

• Collect initial contact information including name, contact number, and email address of [Your Client / Subscriber / User Name]

• Send welcome email and client onboarding packet to [Your Client / Subscriber / User Email]

• Schedule initial consultation meeting with [Lawyer Name] for

  [Month, Day, Year]

• Prepare and review non-disclosure agreement for client signature

• Enter new client data into [Your Company Name]'s management system

B. Case Documentation

• Collect all relevant case documents from [Your Client / Subscriber / User Name]

• Record and file electronic copies of all legal documents

• Ensure all documents are correctly indexed and accessible in [Case Management Software]

• Create a detailed timeline of the case to present to [Your Team]

• Regularly update the case file with new developments and information

C. Legal Research

• Identify legal precedents relevant to [Case Name]

• Compile a list of statutes and regulations impacting the case outcome

• Ensure access to legal databases for [Research Team Members]

• Prepare a legal memo summarizing findings for [Lawyer Name]

• Schedule meetings to discuss research outcomes with [Legal Team Name]

D. Client Communications

• Maintain regular updates with client via email or scheduled calls

• Document all communications with [Your Client / Subscriber / User Name] in the client's file

• Prepare monthly case status reports for [Your Client / Subscriber / User Name]

• Notify client immediately of any changes or developments in the case

• Ensure client confidentiality and secure handling of all communications

E. Billing and Invoicing

• Prepare and send invoices to [Your Client / Subscriber / User Name] on a timely basis

• Record all billable hours accurately in [Billing Software]

• Follow up on past due invoices after [Number of Days] days

• Consult with [Account Manager Name] for any billing disputes or issues

• Generate financial reports for [Your Company Name]'s management review

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