Does anyone have a template excel spreadsheet they use to track a particular case (motions, discovery, subpoenas, deadlines) that they could share? My caseload is jumping and I need somewhere to keep all relevant information.

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Following because this would be great

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I have a working template…aka it keeps changing as my case load is increasing. But I’ve learned to keep it VERY basic or you’ll never update it. Have a vertical list of your cases and a horizontal list of the thing you’re tracking (responsive pleading, motions, discovery, etc) and just update the boxes with the date it was filed/served/whatever. I have a more in depth word doc for each case where I keep ongoing more detailed notes for the thing I was tracking and any other event or info that’d be helpful in case the case gets transferred.

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I do ID, we have a case sheet where we keep track of answers and discovery, then reports to the company, and mediation, then trial.

As far as actual case deadlines our staff will write it all on the CMO/CMP and scan it into the file and will also enter things into our calendars for us with reminders a week to two weeks out for things as they are due.

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