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Case Filing Checklist
Client Intake and Verification
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
Case Research and Documentation
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
Filing Preparation
Draft the initial pleadings or complaint
Review the local court rules for specific filing requirements
Prepare the cover sheet and any other required forms
Filing and Service
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
Post-Filing Actions
Calendar all important dates and deadlines
Inform the client of the successful filing
Prepare for preliminary hearings or conferences
