Legal Case Management

Why Use Workiom's Legal Case Management Template?

• Efficient Case Tracking: Keep all client details and case progress easily accessible in one place.
• Streamlined Task Management: Organize case-related tasks and deadlines to ensure nothing is missed. More on Task Management in Workiom.
• Comprehensive Record Keeping: Maintain detailed records of clients, witnesses, and opposing counsel for easy reference.
• Centralized Information: Enhance communication within the team by keeping everyone informed about task progress and case updates.

How to Use the Legal Case Management Template

This app is structured to help legal teams organize their workflow efficiently. You can begin by adding client and case details, setting deadlines, and organizing tasks for each case. The app links tasks to cases and tracks their status, helping the team stay on top of deadlines.

Step-by-Step Guide

• Clients & Contacts: Record detailed information about clients, opposing counsel, witnesses, and key parties involved in legal cases.
• Matters & Cases: Track the progress of ongoing legal matters, from case descriptions and status updates to assigning priorities and members.
• Tasks & Deadlines: Organize case-related tasks, monitor their progress with Kanban view, and ensure deadlines are met to keep legal operations running smoothly.

Features

Reporting & Visualization

• Summary Report: Get a comprehensive overview of clients, cases, and tasks to monitor legal operations and track progress.
• Bar Chart Report: Visualize the number of cases per client and track task completion status.

Views & Visualization

• Calendar View: Stay updated with task deadlines and key case dates.
• Table View: Access a structured overview of all clients, legal cases, and tasks in tabular format.