Client Workbook

The Case / Client Workbook

The case workbook acts as the central coordinator for all data related to the case and the client.

This section tracks all client background information and documentation; game planning, theory, and "to do lists;" opposing client and counsel data; background and discovery; witnesses, interrogatories, and depositions; case law and statutory law research; time and expense billing; communications and correspondence; filings, motions, pleadings, and inter-office communication; clerical activity and case conclusion checklists; and more.

For the newcomer to the legal profession this workbook provides an entire case in a fill-in-the-blank checklist that helps you display your professionalism to the client, and prevents you from missing important detail.

For the seasoned veteran, this workbook provides an organized template to record the details you know to go after, and it makes it much, much easier to delegate important assignments to those working with you and under you.

Some of the many sections and forms contained in this workbook are:

The Client and Case
u Client Intake - Civil Case	u Client Intake - Criminal Case	u Client Intake - General
u Master Litigants List	u History Sheet (Background)	u Index of Materials
Activity and Billing
u Billable Hours/ Cost Tracker	u Hours Tracker Addendum	u General Addendum
The Opposition
u Opposing Client	u Opposing Counsel	u History Sheet (Background)
u Master Litigants List	u Discovery	u General Addendum
Case Gameplan
u General "To Do" Planner	u Activity Planner	u Briefs & Memos
u Eight Week Planner	u Annual Planner	u Case Event Timeline
Legal Research
u Case Law Research	u Statutory Law Research	u Research Addendum
Witnesses and Depositions
u Witness Section Organizer	u Client's Witness Data	u Opposition's Witness Data
Filings & Documents
u Pleadings & Motions Tracker	u Document Prep Tracker	u General Addendum
Clerical & Communication
u Clerical Checklist	u Subpoena List	u Contacts Register
u Single Site Contact Log	u Correspondence Log	u Outside Vendors Log

Click on Client Samples for samples from the Case / Client Workbook.

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Disclaimer.

The Attorney Case File is a customizable set of tools intended to act as a framework for the utilization of your legal training and expertise. It is up to the user to know, understand, and comply with local, state, and federal laws as they apply to the acquisition, utilization, and safeguarding of the data this system allows you to organize. InfoQuest makes no claim as to the either the legality of your activities or the financial success of your business. We only warrant that The Attorney Case File is a very comprehensive, highly detailed, and superbly professional set of tools that will help you as much as your expertise allows.