Client Case Management Project Template

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Streamline your legal practice with the Client Case Management template, designed to help you efficiently track and manage all client cases. This template ensures that no vital actions or follow-ups are missed by providing a structured approach to case management.

With detailed tasks and subtasks, this template supports you from client intake to case closure, enabling you to maintain high standards of client service and legal practice. Simplify your workload and stay organized with this essential tool for legal professionals.

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Client Case Management Project for Priority Matrix

Client Case Management Project in Priority Matrix

Efficiently track and manage all client cases with this comprehensive template.

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Proposed Tasks

Critical & Immediate

  • Client Case Intake due in 1 day
    ☐ Collect client information ☐ Document case background ☐ Identify legal issues
  • Update Case Management System due in 2 days
    ☐ Update case status ☐ Upload new documents
  • Case Review due in 3 days
    ☐ Review case documents ☐ Analyze legal issues ☐ Develop legal strategy
  • Court Appearance Preparation due in 1 month
    ☐ Prepare case presentation ☐ Organize evidence ☐ Practice arguments
  • Billing and Invoicing due in 1 month
    ☐ Calculate billable hours ☐ Send invoice to client
  • New Case Intake due in 1 month and 3 weeks
    ☐ Collect client information ☐ Document case background ☐ Identify legal issues

Critical & Not Immediate

  • Research Legal Precedents due in 2 weeks
    ☐ Research relevant case law ☐ Identify applicable precedents
  • Draft Legal Documents due in 3 weeks
    ☐ Draft pleadings ☐ Prepare affidavits ☐ Compose case briefs
  • Case Management System Update due in 1 month and 1 week
    ☐ Update case management software ☐ Train staff on new features
  • Legal Research due in 1 month and 2 weeks
    ☐ Research new legislation ☐ Update case strategies

Not Critical & Immediate

  • Client Communication due in 1 week
    ☐ Update client on case progress ☐ Discuss case strategy
  • Review New Client Referrals due in 1 week
    ☐ Review referral information ☐ Schedule initial consultations
  • Team Meeting due in 1 week
    ☐ Review case progress with team ☐ Assign new tasks
  • Follow-Up with Opposing Counsel due in 5 weeks
    ☐ Discuss case progress ☐ Negotiate settlements
  • Client Follow-Up due in 2 months and 3 weeks
    ☐ Check-in with client post-case ☐ Address any outstanding issues

Not Critical & Not Immediate

  • Client Case Closure due in 2 months
    ☐ Review case outcome ☐ Discuss follow-ups with client ☐ Close case file
  • Case File Audit due in 2 months
    ☐ Review case files for compliance ☐ Update case files as needed
  • Case Debrief due in 2 months and 1 week
    ☐ Reflect on case outcome ☐ Identify areas for improvement
  • Client Satisfaction Survey due in 2 months and 2 weeks
    ☐ Send survey to client ☐ Review client feedback
  • Professional Development due in 3 months
    ☐ Attend legal seminar ☐ Complete continuing education credits