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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
