Workflow Templates: Quality Control Checklist

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Quality Control Checklist

Client Intake Process

Verify client identity and obtain necessary identification documents

Gather comprehensive information about the client's legal issue

Conduct a conflict of interest check

Explain fee structure and obtain signed retainer agreement

Set up client file and enter information into the case management system

Document Review Procedure

Ensure all necessary documents have been received from the client

Check for completeness and accuracy of each document

Review documents for any potential legal issues or red flags

Summarize key points and findings for attorney review

Store documents securely and update the case management system

Court Filing and Deadlines

Prepare and proofread all court documents for accuracy

Confirm all filing deadlines and requirements with the court

File documents with the court and obtain proof of filing

Notify client and relevant parties of filed documents

Monitor and track all upcoming deadlines and court dates

Client Communication Protocol

Respond to client inquiries within 24 hours

Document all client communications in the case management system

Provide regular updates to the client on case progress

Schedule and conduct periodic client meetings

Ensure client confidentiality in all communications

Billing and Invoicing

Track all billable hours and case-related expenses accurately

Prepare detailed invoices and review for accuracy

Send invoices to clients on a regular schedule

Follow up on unpaid invoices and manage collections

Update financial records and case management system with billing information

Use this template in Manifestly

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