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