FAMILY LAW CASE MANAGEMENT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- INTAKE & INITIAL ASSESSMENT ---
[ ] Initial Contact Date
[ ] Reason for Seeking Legal Representation
[ ] Client's Current Living Situation (With Spouse, With Family, Renting, Owning)
[ ] Number of Children Involved
[ ] Client’s Primary Contact Information
[ ] Client's Current Location (for service of process)

--- CLIENT INFORMATION & DOCUMENTATION ---
[ ] Client Full Name
[ ] Client Background Summary
[ ] Client Date of Birth (YYYY)
[ ] Client Relationship to Case (Plaintiff, Defendant, Witness, Other)
[ ] Supporting Documents (e.g., Birth Certificate, ID)
[ ] Initial Consultation Date
[ ] Emergency Contact Information
[ ] Client Address

--- LEGAL RESEARCH & STRATEGY ---
[ ] Case Theory/Legal Arguments
[ ] Applicable Statutes/Codes (Family Code, Probate Code, Domestic Violence Act, Other)
[ ] Date of Key Legal Research
[ ] Summary of Relevant Case Law
[ ] Potential Legal Challenges (Lack of Evidence, Jurisdictional Issues, Procedural Errors, None Anticipated)
[ ] Number of Statutes Reviewed

--- DISCOVERY & EVIDENCE MANAGEMENT ---
[ ] Discovery Request Deadline
[ ] Discovery Method (Written Interrogatories, Requests for Production, Depositions, Subpoenas)
[ ] Number of Documents Produced
[ ] Uploaded Documents
[ ] Notes on Document Review
[ ] Privilege Review Required? (Yes, No)
[ ] Privilege Review Completion Date

--- COURT FILINGS & DEADLINES ---
[ ] Initial Filing Deadline
[ ] Response Deadline to Petition
[ ] Discovery Exchange Deadline
[ ] Motion Hearing Date
[ ] Trial Date
[ ] Type of Filing (Petition, Response, Motion, Order, Other)
[ ] Case Number
[ ] Filed Documents

--- NEGOTIATIONS & MEDIATION ---
[ ] Negotiation/Mediation Scheduled Date
[ ] Negotiation/Mediation Start Time
[ ] Negotiation/Mediation Location (In-Person, Virtual)
[ ] Summary of Initial Negotiation Offers
[ ] Amount of Initial Settlement Offer (USD)
[ ] Key Issues Discussed (Child Custody, Child Support, Alimony, Property Division, Debt Allocation)
[ ] Summary of Counter Offers and Responses
[ ] Mediator Signature (if applicable)

--- LITIGATION & TRIAL PREPARATION ---
[ ] Trial Date Scheduled
[ ] Estimated Trial Start Time
[ ] Witness Preparation Notes
[ ] Uploaded Exhibits (Organized)
[ ] Key Exhibits to Highlight (Exhibit A, Exhibit B, Exhibit C, Exhibit D)
[ ] Opening Statement Outline
[ ] Potential Cross-Examination Questions
[ ] Attorney Signature for Trial Prep

--- FINANCIAL MANAGEMENT & SUPPORT ---
[ ] Client’s Income (Monthly)
[ ] Spouse’s Income (Monthly)
[ ] Child Support Award Amount
[ ] Alimony/Spousal Support Award Amount
[ ] First Payment Date (Child Support)
[ ] First Payment Date (Alimony/Spousal Support)
[ ] Payment Method (Direct Deposit, Check, Wage Garnishment)
[ ] Notes on Financial Disclosures

--- COMMUNICATION & REPORTING ---
[ ] Date of Communication
[ ] Method of Communication (Phone, Email, Mail, In-Person, Video Conference)
[ ] Summary of Communication Content
[ ] Recipient of Communication (Client, Opposing Counsel, Court, Guardian ad Litem, Expert Witness)
[ ] Recipient Name
[ ] Supporting Documents (e.g., emails, letters)

--- CASE CLOSURE & REVIEW ---
[ ] Case Closure Date
[ ] Summary of Case Outcomes
[ ] Total Case Costs (USD)
[ ] Case Outcome (Settled, Judgment (Client), Judgment (Opponent), Dismissed, Other)
[ ] Lessons Learned / Process Improvements
[ ] Client Satisfaction (Rate) (1 - Very Dissatisfied, 2 - Dissatisfied, 3 - Neutral, 4 - Satisfied, 5 - Very Satisfied)
[ ] Attorney Signature

--- END OF TEMPLATE ---
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