The Organized Litigation File: From Intake to Closing

This program is a practical, start-to-finish system for keeping a case file organized so every document, deadline, and piece of evidence is exactly where it should be, from intake through closing. You’ll learn folder structures and naming conventions your whole team can actually use; systems for tracking discovery, privilege logs, experts, and exhibits; and how to turn a working file into a trial- or settlement-ready package without last-minute scrambling. We’ll also cover how to close a file properly so no loose ends are left untied. Put every document exactly where it belongs – register today!

Find any document in seconds – no more digging through folders or guessing which version is current.
Give your whole team a system that works with folder structures and naming conventions everyone can follow.
Never miss a deadline with built-in systems for tracking discovery and other critical dates.
Turn working files into trial notebooks or settlement binders without last-minute scrambling.
Finish strong, not scattered with clear guidance for closing files the right way, every time.

CLE Hours = 3 (1 Substantive, 2 Non-substantive)