MARITIME CASE MANAGEMENT CHECKLIST TEMPLATE

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

--- CASE INITIATION & INTAKE ---
[ ] Date of Incident
[ ] Location of Incident (Latitude/Longitude)
[ ] Brief Description of Incident
[ ] Vessel Type (Cargo Ship, Passenger Ship, Tanker, Fishing Vessel, Other)
[ ] Vessel Size (Gross Tonnage)
[ ] Client Name
[ ] Client Contact Number
[ ] Initial Documentation (e.g., incident report)

--- CLAIM ASSESSMENT & INVESTIGATION ---
[ ] Date of Incident
[ ] Detailed Description of Incident
[ ] Estimated Value of Cargo/Property Damage (USD)
[ ] Type of Vessel Involved (Container Ship, Tanker, Bulk Carrier, Passenger Ship, Other)
[ ] Potential Causes of Incident (Human Error, Equipment Failure, Weather Conditions, Navigation Error, Other)
[ ] Supporting Documents (e.g., Incident Report, Photos)
[ ] Incident Location Coordinates (Latitude/Longitude)

--- DOCUMENTATION & EVIDENCE MANAGEMENT ---
[ ] Incident Report Documents
[ ] Witness Statements (Audio/Video)
[ ] Number of Photos Taken
[ ] Date Evidence Secured
[ ] Description of Evidence Storage Method
[ ] Evidence Chain of Custody Verified? (Yes, No, Pending)
[ ] Ship Manifest Records
[ ] Notes on Document Integrity

--- LEGAL RESEARCH & STRATEGY DEVELOPMENT ---
[ ] Summary of Relevant Maritime Laws & Regulations
[ ] Applicable Legal Precedents (Case Law) (Case 1, Case 2, Case 3, No Precedent Found)
[ ] Number of Cited Legal Authorities
[ ] Summary of Key Arguments & Defenses
[ ] Date of Last Legal Research Update
[ ] Preliminary Assessment of Liability (High/Medium/Low) (High, Medium, Low)

--- NEGOTIATION & SETTLEMENT ---
[ ] Initial Settlement Demand (USD)
[ ] Negotiation Approach (Collaborative, Competitive, Mediation)
[ ] First Negotiation Date
[ ] Time of Negotiation (if relevant)
[ ] Summary of Negotiation Discussion
[ ] Opposing Party's Position (Reasonable, Unreasonable, Aggressive)
[ ] Counteroffer Amount (USD)
[ ] Details of any mediation sessions

--- LITIGATION PREPARATION (IF APPLICABLE) ---
[ ] Deadline for Responding to Discovery Requests
[ ] Number of Witnesses to Prepare
[ ] Motion to Compel Necessary? (Yes/No) (Yes, No)
[ ] Upload Witness Interview Recordings/Transcripts
[ ] Summary of Key Legal Arguments
[ ] Date of Pre-Trial Conference
[ ] Expert Witness Report Received? (Yes, No)

--- TRIAL MANAGEMENT (IF APPLICABLE) ---
[ ] Trial Start Date
[ ] Scheduled Trial Time
[ ] Jury Selection Method (Traditional, Voir Dire)
[ ] Opening Statement Notes
[ ] Exhibits - Uploaded Files
[ ] Number of Witnesses Called
[ ] Closing Argument Notes

--- POST-JUDGMENT/SETTLEMENT TASKS ---
[ ] Judgment/Settlement Date
[ ] Settlement Amount (USD)
[ ] Summary of Settlement Terms
[ ] Copy of Settlement Agreement
[ ] Asset Distribution Method (Direct Deposit, Check, Wire Transfer)
[ ] Notes on Asset Distribution
[ ] Asset Distribution Completion Date

--- COMMUNICATION & REPORTING ---
[ ] Last Client Communication Date
[ ] Summary of Last Communication
[ ] Communication Method (Phone, Email, Letter, Video Conference)
[ ] Number of Client Calls This Week
[ ] Attach Communication Records (Emails, Letters)
[ ] Next Scheduled Communication Date
[ ] Client Contact Person

--- REGULATORY COMPLIANCE ---
[ ] Applicable Maritime Law (e.g., SOLAS, MARPOL) (SOLAS, MARPOL, USCG Regulations, International Conventions, Other (Specify))
[ ] Vessel Size (GT)
[ ] Date of Last Regulatory Inspection
[ ] IMO Number Verification Status (Verified, Pending Verification, Not Applicable)
[ ] Notes on Regulatory Compliance Observations
[ ] Upload Compliance Certificates (e.g., Safety Management Certificate)

--- END OF TEMPLATE ---
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