Chapter § 1.14 Form: Intake Planning*

• Jurisdiction: United States
• Publication year: 2020

§ 1.14 Form: Intake Planning*

Litigation Team
[CLIENT] Attorneys	Name(s) (email)
Firm Attorneys	Name(s) (email)
Other Parties/Attorneys
Related Cases
Experts
Vendors/Outsourcing (copy, graphics, court reporters, etc.)	Preferred provider Vendor rate arrangements
Document Retention Notice	Custodians
Communication Plan
[CLIENT] Team Leader
Firm Team Leader	Name Email Phone
Preferred Method of Communications and Frequency
Strategic Considerations
History of Business Relationship	Background of project/contract/dispute History of business relationship Key relationship managers on both sides Key decision makers
Internal and External Business Considerations	Business units affected Importance of continuing relationships (desired or not important) Executives/managers/employee groups affected, if any Key company initiatives affected Media/publicity concerns (internal and external) Business considerations (timing, financials, etc.) Impact on other litigation (e.g., prior positions taken on the issues) Existing work product around the issues (internal, with other firms, other resources such as Legal OnRamp, etc.) Unique circumstances (e.g., reduction in force, internal investigations, economic considerations)
Success Parameters	Primary business goal Business...