Client and Case Prioritization Template

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Efficiently manage your legal practice by prioritizing clients and their cases based on urgency and importance. This template helps legal professionals ensure that key clients receive the attention they deserve by using a Priority Matrix system.

By following this structured approach, you can streamline case management, address urgent matters promptly, and maintain high client satisfaction.

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Client and Case Prioritization for Priority Matrix

Client and Case Prioritization in Priority Matrix

Prioritize legal clients and cases based on urgency and importance to ensure key clients receive the necessary attention.

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Proposed Tasks

High Urgency, High Importance

  • Case Review for Client A
    ☐ Review the case details ☐ Analyze the legal implications ☐ Prepare a case strategy
  • Court Appearance Preparation for Client C
    ☐ Review the court proceedings ☐ Prepare the client for court appearance ☐ Compile necessary documents
  • Court Appearance Preparation for Client I
    ☐ Review the court proceedings ☐ Prepare the client for court appearance ☐ Compile necessary documents
  • Legal Document Preparation for Client F
    ☐ Prepare the necessary legal documents ☐ Review the documents with the client ☐ File the documents as required

Low Urgency, High Importance

  • Case Research for Client D
    ☐ Conduct thorough case research ☐ Prepare a case report ☐ Discuss the report with the client
  • Case Research for Client J
    ☐ Conduct thorough case research ☐ Prepare a case report ☐ Discuss the report with the client
  • Client B Consultation
    ☐ Prepare for consultation ☐ Conduct the consultation ☐ Follow up with the client

High Urgency, Low Importance

  • Client E Meeting
    ☐ Prepare for the meeting ☐ Conduct the meeting ☐ Follow up with the client
  • Client H Consultation
    ☐ Prepare for consultation ☐ Conduct the consultation ☐ Follow up with the client

Low Urgency, Low Importance

  • Case Review for Client G
    ☐ Review the case details ☐ Analyze the legal implications ☐ Prepare a case strategy