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Case flow
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Records & evidence
$7
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Deadlines
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Discovery
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Client contact
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Getting started
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The Desk Drawer
Templates and workflow charts for the work between the deadlines.
The sheets working paralegals keep coming back to. Every guide we looked at named the same handful of habits: one phase chart per case type, a records log that closes every row, a chronology built as records arrive, contemporaneous client notes, a discovery tracker, and a tickler calendar that counts backwards from the deadline.
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Civil Litigation Flow Chart — Personal Injury
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Case flow
Civil Litigation Flow Chart — Personal Injury
Eight phases from the first client call to the disbursement check, and what has to be true before you move to the next one.
Why it works: Every personal injury case runs the same road. A phase chart turns "where are we on this one?" into a glance instead of a file review.
- 1
Pre-suit investigation
Signed fee agreement, accident report, photographs, witness statements, and liability plus coverage confirmed in writing.
- 2
Treatment and records
Open the records log on day one. Every provider, every date of service, requested and received, with a follow-up date on anything outstanding.
- 3
Demand package
Chronology, itemized specials, exhibits, provider list. Reviewed for gaps before it goes out, not after.
- 4
Negotiation
Log every adjuster contact, every offer, and the reason it moved or did not move.
- 5
File suit and service
Complaint filed, service tracked to the day the answer is due, not the day you mailed it.
- 6
Discovery
Requests out, responses in, objections consistent, and every response checked against the record before it is signed.
- 7
Mediation and settlement conference
Case brief, updated specials, and authority confirmed with the client before anyone is in the room.
- 8
Pre-trial, trial and disbursement
Exhibit list, witness list, trial binder. Then liens, reductions, and the client's net number.
Legal Compass Desk · The Desk Drawer