Summarize the key facts and issues of the case

Review the final verdict, settlement, or resolution.

Document the court’s rationale for the decision.

Note any legal precedents set or impacted.

Identify any areas of ambiguity or unresolved issues.

Evaluate the effectiveness of initial pleadings

Review the impact of motions filed during litigation.

Assess the strength of the evidence presented

Analyze witness performance during depositions and trials.

Identify strengths and weaknesses in legal arguments.

Note the effectiveness of the opposing counsel’s strategy.

Calculate total litigation costs (e.g., attorney fees, filing fees)

Review budget allocation and any overages.

Evaluate the efficiency of resources used (staff, tools, etc.)

Identify cost-saving opportunities for future cases.

Confirm client satisfaction with the case outcome

Review the clarity and frequency of client updates during litigation.

Note any client feedback for improvement.

Document any lessons learned about managing client expectations.

Verify compliance with court orders or settlements

Ensure all outstanding obligations (e.g., payments, actions) are met.

Identify any risks or liabilities arising from the case.

Implement changes to policies or procedures to mitigate future risks.

Archive all case-related documents securely

Retain copies of critical filings, evidence, and transcripts.

Dispose of unnecessary duplicates or drafts by retention policies

Update client files with a case summary and relevant notes.

Schedule a debriefing meeting with the litigation team

Review lessons learned and best practices from the case.

Update internal databases or knowledge repositories with case insights.

Identify training opportunities based on challenges faced.

Monitor compliance with court orders or settlement terms

Address any appeals or post-judgment motions if applicable.

Provide the client with a final report on the case.

Confirm that all billing and invoices have been completed.

Identify areas where legal strategies can be improved

Document new legal precedents or insights.

Share findings with the legal team for future application.