Worksheet

Case diary switch-over checklist

A two-page checklist covering courts and stages, running matters, fee arrangements, access, client updates and the week of parallel checking. Tick each item with the name of whoever checked it. Keep the paper diary until the last box is ticked.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “A Checklist Before a Law Firm Moves Its Case Diary Off Paper”, www.gullysystem.com/blog/checklist-before-a-law-firm-moves-its-case-diary-off-paper