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Posted by: Barry Kolar on May 15, 2014

Case management is important, particularly for the solo or small firm practitioner. In order for an attorney to adequately and responsibly manage their case load, certain procedures must be in place.

Case or File Checklist Forms
When opening a new file, a checklist should be developed for all of the tasks, dates and deadlines that are associated with the file. Tasks should be assigned to the appropriate people with dates for completion. Such tasks, dates and deadlines should also be entered into a tickler list or calendar that is maintained currently.  You should always have at least two different ways that you are reminded of critical dates related to each matter that you handle.

Automated Case Management Systems
Use of an automated case management system is recommended. There are numerous systems available on the market.

Routine File Review
Files should be pulled every 30 to 45 days for review to be sure the attorney has performed all the tasks needed. This is also an excellent time to communicate (either by phone or in writing) with the client about the status of their matter. Routine review will also assist in moving cases along to resolution.

Regularly Scheduled Meetings
Attorneys and appropriate staff should meet weekly to discuss the week’s calendar and each person’s respective tickler list. The status of client files should be discussed. Questions and issues relative to client files could be discussed.