LITIGATION MANAGEMENT WORKFLOW

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

[ ] Initialize Litigation Case: Create a new entry in the 'Litigation Case' data model when a new legal matter is identified.
[ ] Fetch Client Details: Retrieve existing client information from the 'Client' data model using a Client ID.
[ ] Update Case Status to 'Open': Update the status field of the Litigation Case entry to 'Active' or 'Open'.
[ ] Assign Legal Counsel: Create a task for the Lead Attorney to review the case files and assign a junior associate.
[ ] Create Evidence Log Entry: Create a new entry in the 'Evidence' data model linked to the litigation case.
[ ] Perform Legal Research: Create a task for the legal researcher to find relevant case law and precedents.
[ ] Retrieve Court Calendar: Get all upcoming court dates associated with the specific case ID.
[ ] Calculate Estimated Legal Fees: Execute a formula to estimate total costs based on (Hourly Rate * Estimated Hours) + Court Fees.
[ ] Update Estimated Budget: Update the 'Estimated Budget' field in the Litigation Case entry with the calculated value.
[ ] Draft Complaint/Petition: Create a task for the paralegal to draft the initial legal pleadings.
[ ] Review Drafted Documents: Create a task for the Senior Partner to review and approve the drafted complaint.
[ ] Notify Client of Filing: Send an email to the client's registered email address notifying them that the case has been officially filed.
[ ] Check Filing Deadlines: Retrieve all pending statutory deadlines from the 'Deadlines' data model for this case.
[ ] Sum Total Litigation Expenses: Aggregate all 'Expense' entries linked to this case to calculate the total spent to date.
[ ] Service of Process: Create a task to ensure the defendant is legally served with the summons and complaint.
[ ] Record Service Date: Update the 'Service Date' field in the litigation record once service is confirmed.
[ ] Create Discovery Request: Create a new entry in the 'Discovery' data model for requests for production of documents.
[ ] Prepare for Deposition: Create a task for the legal team to prepare witnesses and questions for upcoming depositions.
[ ] Alert Attorney of Urgent Filing: Send an SMS to the assigned attorney regarding a critical court deadline or emergency motion.
[ ] Update Case Outcome: Update the litigation case status to 'Settled', 'Dismissed', or 'Judgment Rendered'.
[ ] Generate Case Summary Report: Create a final report summarizing all entries, tasks, and costs associated with the closed litigation case.
[ ] Remove Duplicate Evidence Log: Delete an erroneous or duplicate entry from the Evidence data model.

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