Case Management and Prioritization Template

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Ensure your legal practice runs smoothly by effectively prioritizing and managing your caseload. This template helps attorneys-at-law to allocate their time and resources to the most critical cases first, ensuring all cases are handled efficiently and effectively.

By using this template, you can streamline case management, improve client satisfaction, and achieve better legal outcomes.

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Case Management and Prioritization for Priority Matrix

Case Management and Prioritization in Priority Matrix

Efficiently manage and prioritize your legal cases based on urgency and importance.

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Proposed Tasks

High Urgency, High Importance

  • Case 18 Case Review: due in 1 day
    ☐ Review case documents ☐ Consult with client
  • Case 1 Review: due in 2 days
    ☐ Review case documents ☐ Consult with client ☐ Plan legal strategy
  • Case 2 Court Appearance: due in 1 week
    ☐ Prepare court documents ☐ Rehearse arguments ☐ Attend court session
  • Case 6 Negotiation: due in 1 week
    ☐ Prepare negotiation strategy ☐ Conduct negotiation
  • Case 11 Appeal Review: due in 1 week
    ☐ Review trial record for appealable issues ☐ Prepare appeal
  • Case 17 Legal Research: due in 1 week
    ☐ Identify legal issue ☐ Conduct legal research
  • Case 7 Deposition: due in 2 weeks
    ☐ Prepare witness ☐ Conduct deposition
  • Case 14 Mediation: due in 2 weeks
    ☐ Prepare for mediation ☐ Conduct mediation
  • Case 20 Court Appearance: due in 2 weeks
    ☐ Prepare court documents ☐ Rehearse arguments ☐ Attend court session

Low Urgency, High Importance

  • Case 16 Motion Drafting: due in 2 weeks
    ☐ Research legal issue ☐ Draft motion
  • Case 3 Research: due in 3 weeks
    ☐ Conduct legal research ☐ Prepare legal brief
  • Case 5 Document Review: due in 1 month
    ☐ Review and analyze documents ☐ Prepare report
  • Case 8 Settlement Discussion: due in 1 month
    ☐ Review case for settlement potential ☐ Discuss settlement with opposing counsel
  • Case 13 Legal Opinion: due in 1 month
    ☐ Research legal issue ☐ Prepare legal opinion
  • Case 19 Settlement Negotiation: due in 1 month
    ☐ Review case for settlement potential ☐ Negotiate settlement with opposing counsel
  • Case 10 Trial Preparation: due in 2 months
    ☐ Prepare trial strategy ☐ Prepare witnesses ☐ Organize evidence for trial

High Urgency, Low Importance

  • Case 4 Client Consultation: due in 2 days
    ☐ Prepare for consultation ☐ Conduct consultation
  • Case 9 Evidence Gathering: due in 3 days
    ☐ Identify necessary evidence ☐ Gather and organize evidence
  • Case 15 Case Analysis: due in 3 days
    ☐ Analyze case facts ☐ Identify legal issues
  • Case 12 Client Meeting: due in 3 days
    ☐ Prepare for client meeting ☐ Conduct client meeting