Workflow Templates: Case Investigation Checklist

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Case Investigation Checklist

Client Intake and Case Evaluation

Review initial intake information and case details

Determine the potential legal issues and claims involved

Assess the urgency of the case and statute of limitations

Evidence Collection and Preservation

Identify and collect relevant documents from the client

Issue preservation letters to prevent spoliation of evidence

Create a detailed chronology of events related to the case

Legal Research and Analysis

Research statutory laws, case laws, and legal precedents pertinent to the case

Analyze the strengths and weaknesses of the case

Prepare a memo summarizing the legal findings and strategy

Witness Identification and Interviews

Identify potential witnesses and parties involved

Conduct interviews with witnesses to gather statements

Document witness information and assess credibility

Expert Consultation

Identify the need for expert witnesses

Engage with experts to discuss case-relevant technical issues

Review expert reports and integrate findings into the case strategy

Litigation Planning

Outline a plan of action for the litigation process

Prepare a budget and timeline for the case

Discuss the litigation plan with the client and obtain approval

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