Free Attorney Case Management Checklist Form Template
Attorney Case Management Checklist Form
Simply check off each item as you complete it or as it progresses. This will help you stay on top of important dates and tasks.
Case Information
Client Name
Case Number
Attorney Name
Date Opened
Key Dates
Consultation Date
Discovery Deadline
Settlement Deadline
Trial Date
Case Status
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Initial Consultation Scheduled
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Legal Documents Gathered
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Filed Case
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Discovery Phase Started
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Settlement Discussions Initiated
-
Trial Date Set
-
Case Closed
Tasks To Do
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Draft Pleadings
-
Review Evidence
-
Schedule Meetings
-
Contact Expert Witnesses
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Submit Court Filings
-
Prepare Client for Testimony
Follow-Up Actions
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Contact Client for Updates
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Schedule Next Meeting with Attorney
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Review Case Progress
Notes
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