Case Management and Prioritization Template

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Streamline your legal case management with this comprehensive template. Using Priority Matrix, you can organize and track every aspect of your cases, ensuring that no detail is missed. This template helps you manage multiple cases simultaneously, improving efficiency and case outcomes.

From initial client meetings to court appearances and billing, this template provides a structured approach to keep everything organized and easily accessible. Enhance your legal practice by implementing this robust case management system.

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Case Management and Prioritization for Priority Matrix

Case Management and Prioritization in Priority Matrix

Efficiently manage and prioritize legal cases to ensure no detail is overlooked.

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Proposed Tasks

Urgent & Important

  • Case 1: Initial Client Meeting due in 1 day
    ☐ Prepare for meeting ☐ Conduct meeting ☐ Document meeting notes
  • Case 7: Negotiation Meeting due in 1 week
    ☐ Prepare negotiation strategy ☐ Conduct meeting ☐ Document meeting outcomes
  • Case 3: Draft Legal Documents due in 2 weeks
    ☐ Prepare initial draft ☐ Review and revise ☐ Finalize document
  • Case 6: Review Opposing Counsel Documents due in 3 weeks
    ☐ Read documents ☐ Analyze for weaknesses ☐ Plan response

Important, Not Urgent

  • Case 2: Legal Research due in 1 week
    ☐ Identify legal issues ☐ Find relevant laws and precedents ☐ Analyze the legal issues
  • Case 5: Court Appearance Preparation due in 1 month
    ☐ Prepare arguments ☐ Practice presentation ☐ Organize documents

Urgent, Not Important

  • Case 9: Update Case Management System due in 2 days
    ☐ Enter new case information ☐ Update existing case information ☐ Review for accuracy
  • Case 4: Client Communication due in 3 days
    ☐ Prepare for call ☐ Conduct call ☐ Document call notes
  • Case 10: Billing and Invoicing due in 1 week
    ☐ Calculate billable hours ☐ Prepare invoice ☐ Send invoice to client

Neither Urgent nor Important

  • Case 8: Legal Training due in 2 months
    ☐ Identify training needs ☐ Find suitable courses ☐ Attend training