Case Management and Document Organization Template

Case Management and Document Organization in Priority Matrix

Organize and manage legal documents efficiently using this case management template.

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Proposed Tasks

Urgent and Important

• Client Communication
  ☐ Update clients on case progress ☐ Address client queries
• Document Access Control
  ☐ Establish document access levels ☐ Assign access levels to team members
• Document Digitization
  ☐ Scan physical documents ☐ Convert scanned documents to searchable PDFs
• Establish Case Categories
  ☐ Identify key case categories ☐ Create a template for each category
• Task Assignment
  ☐ Identify tasks for each case ☐ Assign tasks to team members

Important, Not Urgent

• Document Standardization
  ☐ Identify common document types ☐ Create standard formats
• Document Tagging
  ☐ Assign tags to documents ☐ Create a tag index
• Legal Research
  ☐ Conduct legal research for cases ☐ Document research findings
• Task Tracking
  ☐ Establish a task tracking system ☐ Monitor task progress

Urgent, Not Important

• Periodic Review
  ☐ Review case progress weekly ☐ Adjust task assignments as necessary