Client Case Prioritization Template

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Ensure your law firm's success by effectively prioritizing client cases with the Eisenhower method. This template guides you through categorizing and addressing cases based on their urgency and importance. By following these steps, you can allocate your resources to handle the most critical cases first, ensuring client satisfaction and optimal use of your team's time.

From reviewing cases and assigning tasks to maintaining client communication and conducting legal research, this template covers all aspects of case management to help your law firm thrive.

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Client Case Prioritization for Priority Matrix

Client Case Prioritization in Priority Matrix

Prioritize client cases efficiently using the Eisenhower method to handle urgent and important cases first.

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Proposed Tasks

High Urgency & Importance

  • Address High Urgency & Importance Cases
    ☐ Identify the steps needed to address these cases ☐ Assign tasks to the team
  • Case Evaluation
    ☐ Evaluate the results of each case ☐ Identify areas for improvement
  • Client Communication
    ☐ Keep clients informed about the progress of their case ☐ Address any client concerns
  • Court Appearances
    ☐ Prepare for and attend court appearances
  • Monitor Case Progress
    ☐ Regularly check the progress of each case ☐ Adjust priorities as necessary
  • Negotiations
    ☐ Conduct negotiations on behalf of the client
  • Review and Categorize Client Cases
    ☐ Review all current client cases ☐ Categorize them based on urgency and importance

High Importance, Low Urgency

  • Contract Review
    ☐ Review contracts and other legal documents
  • Legal Consultations
    ☐ Conduct legal consultations with clients ☐ Address any client concerns
  • Legal Drafting
    ☐ Draft legal documents and contracts
  • Legal Research
    ☐ Conduct necessary legal research for cases ☐ Keep up to date with relevant legal developments
  • Plan for High Importance, Low Urgency Cases
    ☐ Develop a timeline for addressing these cases ☐ Delegate tasks to team members
  • Team Meetings
    ☐ Hold regular team meetings to discuss case progress ☐ Adjust strategies as necessary

Low Importance, High Urgency

  • Billing and Invoicing
    ☐ Ensure all client billing and invoicing is done correctly and on time
  • Filing Legal Documents
    ☐ Ensure all necessary legal documents are filed in a timely manner
  • Rapidly Address Low Importance, High Urgency Cases
    ☐ Identify quick solutions for these cases ☐ Assign tasks to team members
  • Record Keeping
    ☐ Maintain proper records of all client cases

Low Importance & Urgency

  • Client Satisfaction Survey
    ☐ Conduct client satisfaction surveys to get feedback ☐ Implement changes based on feedback
  • Continuing Legal Education
    ☐ Participate in continuing legal education to stay updated on legal trends
  • Schedule Low Importance & Urgency Cases
    ☐ Set a timeline for addressing these cases ☐ Delegate tasks to team members