Counsel decides to take a matter. Support staff open it consistently every time.
The checklist
- Conflict check done and cleared by counsel.
- Engagement letter or fee agreement signed.
- File opened with a consistent name.
- Key dates calendared, as counsel directs.
- Letters of representation sent, as counsel approves.
- Client document request sent.
- Client contact preferences recorded.
Our new matter checklist walks through each step.
Litigation support is performed at the direction of a licensed attorney.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
