The first step to better legal case management is getting case files organized in a consistent and logical manner. All paper files should be stored in labeled folders that are shelved or filed in a way that allows easy retrieval. Consider color coding file folders by case type such as civil litigation in blue, family law in yellow, and criminal cases in red. This makes scanning a shelf of files quicker. Within each file, documents should be orderly with the most recent on top and items grouped by type such as pleadings together, correspondence together, and so on. Establish a protocol for employees to always return files to their designated spot after use to avoid lost or misfiled documents. A well-organized filing system is critical to efficiency.
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