Case Management Project Template

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Efficient case management is essential for any attorney. This template utilizes Priority Matrix to help you oversee all aspects of your legal cases, from initial client meetings to court filings and hearings. By organizing tasks and setting priorities, you can reduce stress and improve case outcomes.

With this template, you can manage your case activities systematically, ensuring that nothing falls through the cracks and every detail is attended to.

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Case Management Project for Priority Matrix

Case Management Project in Priority Matrix

Manage your legal cases efficiently from client meetings to court filings with Priority Matrix.

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Proposed Tasks

High Impact, Urgent

  • Client meeting due in 1 day
    ☐ Prepare for the meeting ☐ Review case details ☐ Discuss case strategy
  • Post-hearing client meeting due in 1 day
    ☐ Prepare for the meeting ☐ Discuss hearing outcome ☐ Plan next steps
  • Post-appeal client meeting due in 1 day
    ☐ Prepare for the meeting ☐ Discuss hearing outcome ☐ Plan next steps
  • Post-negotiation client meeting due in 1 day
    ☐ Prepare for the meeting ☐ Discuss negotiation outcome ☐ Plan next steps
  • Draft court filings due in 2 days
    ☐ Prepare the draft ☐ Review and edit the draft ☐ Finalize the draft
  • Review opposing counsel's filings due in 2 days
    ☐ Read the filings ☐ Analyze the filings ☐ Prepare a response strategy
  • File court documents due in 3 days
    ☐ Prepare the documents ☐ Review the documents ☐ File the documents

High Impact, Not Urgent

  • Research case law due in 1 week
    ☐ Identify relevant case laws ☐ Study and analyze the cases ☐ Prepare notes
  • Prepare appeal documents due in 1 week
    ☐ Research case law ☐ Draft the appeal ☐ Review and edit the appeal
  • Case strategy meeting with team due in 1 week
    ☐ Prepare for the meeting ☐ Discuss case strategy ☐ Assign tasks
  • File appeal documents due in 10 days
    ☐ Prepare the documents ☐ Review the documents ☐ File the documents
  • Follow-up meeting with client due in 10 days
    ☐ Prepare for the meeting ☐ Review case progress ☐ Discuss next steps
  • Prepare for court hearing due in 2 weeks
    ☐ Review case details ☐ Prepare arguments ☐ Practice presentation
  • Prepare for appeal hearing due in 2 weeks
    ☐ Review case details ☐ Prepare arguments ☐ Practice presentation
  • Court hearing due in 3 weeks
    ☐ Attend the hearing ☐ Present arguments ☐ Discuss the hearing outcome with the client
  • Appeal hearing due in 3 weeks
    ☐ Attend the hearing ☐ Present arguments ☐ Discuss the hearing outcome with the client

Low Impact, Urgent

  • Research additional legal remedies due in 1 week
    ☐ Identify potential remedies ☐ Study and analyze the remedies ☐ Discuss with the client
  • Prepare for negotiation with opposing counsel due in 2 weeks
    ☐ Review case details ☐ Prepare negotiation strategy ☐ Practice negotiation
  • Negotiation with opposing counsel due in 3 weeks
    ☐ Attend the negotiation ☐ Present arguments ☐ Discuss the negotiation outcome with the client

Low Impact, Not Urgent

  • Prepare settlement documents due in 1 week
    ☐ Draft the settlement ☐ Review and edit the settlement ☐ Discuss with the client