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
Download a free case management protocol template in Word, PDF, or Markdown. Or turn any video into case management protocol template with Docsie AI — auto-fills every required field.
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] |
Deploy this template when establishing standardized procedures for managing recurring case types at your firm.
This protocol delivers a complete case lifecycle framework with tracking mechanisms and evaluation criteria.
Most protocols fail by creating generic checklists that attorneys ignore under deadline pressure.
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] |
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Analysis of [legal issue] with research and conclusions
Template FAQ
Common questions about downloading and generating a case management protocol template.
Q: What is a case management protocol template?
A: A case management protocol template is a structured document for managing [case type] cases from intake to resolution.
Q: Is the case management protocol template really free?
A: Yes. The case management protocol template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.
Q: How do I turn a video into a case Management Protocol?
A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete case Management Protocol using this template's structure — every required field auto-filled from the footage.
Q: Can I edit the case management protocol template after downloading?
A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.