Organizing Legal Research Project Template

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Streamline your legal research process by organizing and managing all research materials in one centralized location. This template guides you through cataloguing existing research, digitizing physical documents, and creating a searchable database. It also covers implementing access controls, training colleagues, and establishing a backup system.

By following this template, you ensure that your legal research is easily accessible, secure, and regularly updated, enhancing the overall efficiency and effectiveness of your law firm’s operations.

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Organizing Legal Research Project for Priority Matrix

Organizing Legal Research Project in Priority Matrix

Organize and manage all legal research materials for efficient access and use in your law firm.

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Proposed Tasks

High Impact, Quick Wins

  • Catalogue Existing Legal Research
    ☐ Identify all existing legal research materials ☐ Group them into relevant categories ☐ Create a digital catalogue
  • Digitize All Physical Legal Research
    ☐ Scan all physical documents ☐ Save them in a secure, organized digital system

High Impact, Long Term

  • Create a Backup System for the Database
    ☐ Choose a suitable backup system ☐ Implement regular automatic backups
  • Create a Legal Research Database
    ☐ Choose a suitable database software ☐ Input all catalogued research into the system ☐ Ensure it is easily searchable
  • Implement Access Control for Sensitive Research
    ☐ Identify sensitive legal research ☐ Implement access controls and permissions

Low Impact, Quick Wins

  • Establish a Legal Research Request System
    ☐ Create a standardized form for research requests ☐ Establish a process for handling requests
  • Train Colleagues on How to Use the Database
    ☐ Create a user guide ☐ Conduct training sessions

Low Priority / Etc.

  • Implement a System for Tracking Research Usage
    ☐ Choose a suitable tracking system ☐ Regularly review usage reports
  • Regularly Update the Legal Research Database
    ☐ Create a schedule for regular updates ☐ Assign responsible person(s)
  • Review and Refine the Legal Research Organization System
    ☐ Regularly review the system for any issues ☐ Make necessary adjustments