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Case Management Template

The template can help law practitioner to follow up and manage rountine cases.

Template Configuration
6

Task status

New

Filing Application

Filed

Finished

Case Closed

Closed

3

Task type

Civil Litigation
Administrative Litigation
Criminal Procedure
12

Custom field

Memo

Case NO.

Status in Litigation

1st Court Date

Attachment

Settling A Lawsuit

Clients

Contact Person

Contact information

Address

To-do List

Details

Template Details

A case management template may assist you in developing your own system and preventing you from always juggling cases, clients, and deadlines.

What is Case Management

Legal case management (LCM), matter management, or legal project management are subsets of law practice management that encompass a variety of approaches and technologies used by law firms and courts to leverage knowledge and methodologies for more effectively managing the life cycle of a case or matter.

As attorneys and law firms compete for customers, they are frequently pressured to offer services at reduced prices and with better efficiency; as a result, companies establish practice-specific procedures and employ cutting-edge technology to aid in solving such difficulties. Case and matter management, time and billing, and other legal practice management procedures and technology are included.(“Legal Case Management - Wikipedia”)

You will mainly use:

  1. Task status: Set your task status according to your demanding process, such as [Filing Application], [Filed] and [Closed].
  2. Custom field: Tracup template has been pre-added custom field for common demands, which can be added/deleted based on existing templates to fit your specific demands for recording and processing.
  3. Attachment: Documents related to case such as PDF, Word can be saved by using file type.

The Template Default

Task Status: ☹[Filing Application👌[Filed]🖐[Finished]❎ [Case Closed] [Closed]
Task Type: [Civil Litigation] [Administrative Litigation] [Criminal Procedure]
Custom Field: Case NO.(text), Status in Litigation(Text), 1st Court Date(Date), Attachment(URL), Settling A Lawsuit(Date), Clients(Text), Contact Person(Text), Contact information(Number), Address(Text), To-do List(Text), Details(Text), Memo(Text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Memo

Reminder:

Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.


RELATED RESOURCES

  1. 2022 Legal Case Management Software Market Analysis, Industry Demand, Size, Sales, Trends Opportunity, Top Manufactures, Fore Legal Case Management Software Forecast 2029
  2. (“Legal Case Management - Wikipedia”)
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Built in 2022-09-21 18:19:06

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