LEGAL CASE MANAGEMENT WORKFLOW

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

[ ] Initialize Case File: Create a new entry in the 'Legal Cases' data model to initiate the workflow.
[ ] Retrieve Client Details: Fetch all existing data entries from the 'Clients' data model associated with the current case.
[ ] Update Case Status to 'Active': Update the status field of the current Case entry to 'Active' once the intake is complete.
[ ] Assign Legal Researcher: Create a task for the Legal Research team to begin reviewing case evidence.
[ ] Identify Related Precedents: Search the 'Legal Precedents' data model for entries matching the case category.
[ ] Calculate Estimated Legal Fees: Execute a formula based on hourly rates and estimated hours to provide a cost projection.
[ ] Evidence Documentation: Create a task for the Paralegal to upload all necessary documents to the case entry.
[ ] Create Litigation Timeline: Create a new entry in the 'Timeline' data model to track important court dates.
[ ] Total Case Expenses: Aggregate all 'Cost' properties from 'Expense' entries related to this case to find the total spend.
[ ] Notify Client of New Filing: Send an automated email to the client's email address found in the Client data model.
[ ] Review Discovery Documents: Create a task for the Lead Attorney to review all incoming discovery entries.
[ ] Update Court Date: Update the 'Next Hearing Date' field in the Case entry based on new court summons.
[ ] Send Hearing Reminder: Send an SMS to the client's phone number 24 hours before the scheduled court date.
[ ] Remove Rejected Evidence: Delete entries from the 'Evidence' data model that have been flagged as 'Inadmissible'.
[ ] Generate Case Summary Report: Create a comprehensive PDF report summarizing all case details, tasks, and expenses for the client.

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