Free Legal Case Assessment Checklist

During the legal case assessment, diligently follow this checklist to ensure a comprehensive evaluation. Ensure to tick off each item as completed to keep track of your assessment.

Client Interaction

• Initial client meetings have been set and executed

• Completed detailed client interview about the case

• Clarified client's expectations and potential outcomes

• Established clear communication channels with the client

• Secured all necessary client consents and agreements

Case Analysis

• Identified the key legal issues to be addressed

• Developed a comprehensive case strategy

• Assessed all potential risks and opportunities in the case

• Evaluated the relevant jurisdiction and applicable laws

• Prepared a case timeline

Evidence Collection

• Assembled all necessary documents and evidences

• Verified authenticity of all evidences collected

• Actioned any necessary witness subpoenas

• Organized all evidences in a systematic manner

• Preserved all evidences for presentation

Legal Research

• Inspected all relevant case laws

• Reviewed all relevant statutes and regulations

• Assessed all relevant legal opinions and commentary

• Conducted adequate case law comparisons

• Formed cogent legal arguments

Court Proceedings

• Prepared all necessary court filings and motions

• Identified all court proceedings dates

• Met all court deadlines

• Engaged client in preparation for court proceedings

• Adhered to court decorum and rules

Follow-up

• Provided client with post-case summary

• Debriefed witnesses and other parties involved

• Stored all case records properly

• Conducted case review for lessons learned

• Handled post-case client queries and communications

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