All Templates

#Project #Common #Beginner

Case Management Template

The Legal Case Management Template is a meticulously crafted instrument designed to streamline the organization and administration of your legal cases and clients. This resource aids in monitoring case progress, status, tasks, and outcomes, along with managing the resources and services involved. Experience a systematic and efficient approach to handling your legal cases with this comprehensive template.

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”)
Creator
Other Info

Built in 2022-09-21 18:19:06

Recommed
View All
Change Management Checklist

The most important tasks and deliverables for projects in the planning and implementation phases are listed in Tracup's Change Management Checklist. Tracup's checklist for change management serves as a jumping-off point for initiatives in the planning and execution stages.

Change management and monitoring are vital processes that must be carefully managed. How can you determine whether your change management plan is set up for success? How can you track your change items orderly and effective?

Change management is especially crucial for IT industry. To assist you in organizing your strategy for change management, use this checklist template for free.
Agile - Roadmap

Ideal for controlling Agile Methodology. You can essentially plan and keep track of all top-level milestones with the Roadmap's planned projects. The Agile Roadmap template is a tool to help teams plan, develop, and execute initiatives.

It is a visual aid that captures the main objectives of your project and the sequence of activities it follows to reach them. It is an essential tool for Agile project management and allows teams to track their progress over time.

It can be used to break down the timeline of a project into manageable milestones and assignments.
Promotion Plan Form

A Promotion Plan Template is a convenient tool used to plan and manage the development, execution and measurement of a promotional campaign. It can help business owners and marketing teams create a defined structure and timeline for their promotions.

It also has space to record objectives, strategies, approaches and expected outcomes. This template is designed to help users save time while ensuring the successful execution of campaigns.

We highly recommend event planners to go through this template before holding a pomotion campaign. This template is a great enlightening tool if people are not familiar with pomotion event planning. After using this tempalte for a while, you will be able to leave the text and build your own pomotion campaign.
Risk Register

This simple Risk Register template is intended for projects or tiny enterprises. With only a few fields to fill out, getting started is quick and simple. Risk register template is a helpful tool for organizations to keep track of and manage risks associated with a project, organization, or process more effectively.

This risk register template outlines the key pieces of information to capture such as risk category, name of risk, probability of risk event, impact, risk rating, and the risk owner.

It also provides columns for documenting the response strategy for mitigating the risk, the review date, and comments. Using this template helps organizations minimize risks and ensure project success.

Use Tracup to start your high performance collaboration

Enter your email to try out or ask your client service consultant at the lower right corner to know how Tracup can help you further

Add comment for