Firm Case Management — Building Systems That Keep You in Control

Firm Case Management — Building Systems That Keep You in Control

Behind every organized law firm is a strong case management system. In this class, you’ll learn how to create and maintain firm-wide structure using proven tools that prevent deadlines from slipping through the cracks and ensure every case moves forward efficiently.

We’ll walk through how to develop and maintain a comprehensive case list that tracks progress across all matters, and how to manage both electronic and physical case files with consistency and compliance.

You’ll also receive a sample pleadings index and see how proper file organization saves time, reduces stress, and supports seamless attorney collaboration.

By the end of class, you’ll know exactly how to set up (or clean up) your firm’s case management systems—so nothing ever falls through the cracks again.

Digital, editable versions of all forms used in this Class are included with your registration — actionable templates your team can…