November 10, 2014
Prepare an outline of the issues in handling a case with so many plaintiffs and potential witnesses.
Keeping track of all of the clients and witnesses appointments and/or meetings making sure that the correct information and witnesses are kept with the correct client’s case file Keeping track of the billing for each of the clients Keeping track of the time spent with each client and witness. (Goldman, Thomas F.; Hughes, Alice Hart (2012) Page 45)
Prepare a memo explaining how a case management program might be used to organize the case.
TO: Jones & Associates From: Maggie Williams- Paralegal RE: Case Management Program
This memo is being sent out with information explaining how a case management program may be used to organize the case. You can use this program to store and index for quick access contact information, such as names and information on clients, parties, witnesses, opposing counsel, judges, experts, and anyone associated with the case in any manner. This program can also track time spent on cases, with a calendar component it can track deadlines and appointments or court dates for the clients. The case management program can also allow for management of individual cases, including the tracking of documents, parties, issues, and events. Cc: Partners and Counsel
(Goldman, Thomas F; Hughes, Alice Hart (2012) Page 51)
•What are the items that will need to be tracked using the case management program?
Calendar—keeping personal appointments, case deadlines, statutes of Limitations, and important reminder dates.
Contacts—keeping a current list of names, addresses, phone numbers, e-mail addresses, and other information for clients, opposing counsel, vendors, networking contacts, and other people and ﬁrms.
Files—Keeping track of individual case ﬁles, projects, client matters, and related documents.
Accounting—Keeping track of time and