Case Prioritization and Management Template

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Enhance your case management process by implementing the Quadrants method to focus on urgent and important personal injury cases. This template helps personal injury attorneys prioritize their workload, ensuring that crucial cases receive the attention they need.

By following the steps in this template, you can streamline your workflow, delegate less critical tasks, and improve client satisfaction through effective case prioritization and management.

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Case Prioritization and Management for Priority Matrix

Case Prioritization and Management in Priority Matrix

Prioritize and manage personal injury cases effectively using the Quadrants method.

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Proposed Tasks

Urgent and Important Cases

  • Review Case 1 - due in 1 day
    ☐ Review case details ☐ Identify urgent actions ☐ Determine case priority
  • Review new Case 10 - due in 1 day
    ☐ Review case details ☐ Identify urgent actions ☐ Determine case priority
  • Prepare Case 2 for trial - due in 2 weeks
    ☐ Review evidence ☐ Prepare legal arguments ☐ Coordinate with witnesses

Important, Not Urgent Cases

  • Evaluate Case 4 - due in 1 week
    ☐ Analyze case potential ☐ Determine resource requirements ☐ Assign case priority
  • Plan strategy for Case 9 - due in 1 week
    ☐ Review case facts ☐ Determine legal strategy ☐ Delegate research tasks
  • Research for Case 7 - due in 2 weeks
    ☐ Conduct legal research ☐ Prepare legal memorandum ☐ Update case strategy
  • Finalize settlement for Case 6 - due in 1 month
    ☐ Negotiate with opposing counsel ☐ Prepare settlement documents ☐ Communicate settlement to client

Urgent, Not Important Cases

  • Set meeting for Case 5 - due in 2 days
    ☐ Organize client meeting ☐ Prepare meeting agenda ☐ Delegate follow-up tasks
  • Update Case 3 - due in 3 days
    ☐ Update case status ☐ Communicate with client ☐ Delegate tasks to paralegal
  • Follow up on Case 8 - due in 3 days
    ☐ Follow up with client ☐ Update case status ☐ Delegate administrative tasks