Workflow Templates: Case Filing Checklist

Review and sign the engagement letter or retainer agreement

Verify the client's identity with appropriate documentation

Confirm the client's legal standing and authority to file the case

Conduct a thorough legal research pertinent to the case

Gather all necessary documents from the client and third parties

Prepare a fact chronology and organize evidence

Draft the initial pleadings or complaint

Review the local court rules for specific filing requirements

Prepare the cover sheet and any other required forms

File the case electronically or in person, as per court rules

Serve the complaint and summons on the opposing party

File proof of service with the court

Calendar all important dates and deadlines

Inform the client of the successful filing

Prepare for preliminary hearings or conferences

Case Filing Checklist