Set up your own templates or click on any of the below to create them as tasks in Workiro:
Case Management: Open
Open case file
Case Management: Arrange introduction
Schedule discovery meeting with client
Case Management: Client meeting
Attend discovery meeting with client
Case Management: Meeting notes
Transcribe notes from meeting
Case Management: Fact check
Fact check client statements
Case Management: Timelines
Establish case deadlines and milestones
Case Management: Research
Carry out research for case
Case Management: Contact key parties
Identify and contact any respondents or witnesses
Case Management: Evidence
Collect evidence and supporting information
Case Management: Progress update
Brief client on progress
Case Management: Draft documents
Draft legal documents, letters or articles
Case Management: Sign documents
Review and sign documents
Case Management: Submit documents
Submit documentation (to court; opposing counsel; lender)
Case Management: Summary
Prepare case summary
Case Management: Billing
Calculate and send client billing
Case Management: Update system
Update case management system
Work with documents, get any work done, and communicate in a way that truly matters.
