Intake-to-Resolution Workflow
Provide a high-level overview of the case lifecycle from initial intake through resolution (settlement, trial, or dismissal). Describe each phase briefly.
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Free Legal Template
Managing [case type] cases from intake to resolution
Use this template to managing [case type] cases from intake to resolution.
| Field | Details |
|---|---|
| Category | Legal |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Provide a high-level overview of the case lifecycle from initial intake through resolution (settlement, trial, or dismissal). Describe each phase briefly.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Create a detailed table of milestones with phase, milestone name, typical timing, responsible attorney, and deliverable for each stage of the case.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Describe the system for tracking and managing statutory deadlines, court-imposed deadlines, and internal deadlines. Include escalation procedures for approaching deadlines.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Specify the document organization system: folder structure, naming conventions, version control, privilege logging, and production tracking.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Define the framework for evaluating settlement offers: damages calculation methodology, liability assessment factors, litigation cost projections, and client approval requirements. Use tables and checklists. Be.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document review conclusions, approvals, unresolved items, and next review date.
| Role | Name | Date | Notes |
|---|---|---|---|
| Preparer | [Name] | [Date] | [Notes] |
| Reviewer | [Name] | [Date] | [Notes] |
| Approver | [Name] | [Date] | [Notes] |
Template Structure
Use this legal template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Provide a high-level overview of the case lifecycle from initial intake through resolution (settlement, trial, or dismissal). Describe each phase briefly.
Create a detailed table of milestones with phase, milestone name, typical timing, responsible attorney, and deliverable for each stage of the case.
Describe the system for tracking and managing statutory deadlines, court-imposed deadlines, and internal deadlines. Include escalation procedures for approaching deadlines.
Specify the document organization system: folder structure, naming conventions, version control, privilege logging, and production tracking.
Define the framework for evaluating settlement offers: damages calculation methodology, liability assessment factors, litigation cost projections, and client approval requirements. Use tables and checklists. Be.
Write a Case Management Protocol for a specific case type at a law firm. Use a structured, procedural tone. Structure with:
Provide a high-level overview of the case lifecycle from initial intake through resolution (settlement, trial, or dismissal). Describe each phase briefly.
Create a detailed table of milestones with phase, milestone name, typical timing, responsible attorney, and deliverable for each stage of the case.
Describe the system for tracking and managing statutory deadlines, court-imposed deadlines, and internal deadlines. Include escalation procedures for approaching deadlines.
Specify the document organization system: folder structure, naming conventions, version control, privilege logging, and production tracking.
Define the framework for evaluating settlement offers: damages calculation methodology, liability assessment factors, litigation cost projections, and client approval requirements.
Use tables and checklists. Be specific about timelines and responsibilities.
Firm: Marchetti Law Group | Version: 2.4 | Last Revised: January 2026
| Phase | Milestone | Typical Timing | Responsible | Deliverable |
|---|---|---|---|---|
| Intake | Signed retainer | Day 1-3 | Partner | Executed fee agreement |
| Investigation | Liability memo | Week 4 | Associate | Written assessment |
| Investigation | Evidence file complete | Week 8 | Paralegal | Indexed evidence binder |
| Treatment | Medical records collected | MMI + 2 weeks | Legal assistant | Organized medical chronology |
| Demand | Demand letter sent | MMI + 4 weeks | Associate | Demand package with exhibits |
| Negotiation | Settlement authority obtained | Per offer | Partner | Client authorization memo |
| Litigation | Complaint filed | Per statute | Associate | Filed complaint with proof of service |
Statute of Limitations: Enter into firm calendar on day of intake with alerts at 180-day, 90-day, and 30-day marks. Paralegal verifies statute calculation; associate reviews and confirms within 48 hours of intake.
Court Deadlines: All court-ordered deadlines entered within 24 hours of receipt. Two-week advance reminder for all discovery deadlines. One-week advance reminder for motion deadlines.
Escalation: If a deadline is within 14 days and the assigned deliverable is not in progress, the matter is escalated to the supervising partner automatically.
| Folder | Contents | Naming Convention |
|---|---|---|
| 01-Retainer | Fee agreement, intake forms | [Date]_[DocType] |
| 02-Correspondence | All party communications | [Date]_[From]_[To]_[Subject] |
| 03-Medical | Records, bills, chronology | [Provider]_[Date]_[Type] |
| 04-Evidence | Photos, reports, witness statements | [Type]_[Date]_[Description] |
| 05-Pleadings | Complaints, motions, orders | [Date]_[DocType]_[Party] |
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
Use the template manually, or let Docsie generate the first draft from source footage.
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Template FAQ
Common questions about using and generating a case Management Protocol.
Q: What is a case Management Protocol?
A: A case Management Protocol is a structured document for managing [case type] cases from intake to resolution.
Q: Can I download this case Management Protocol as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.