Chapter § 1.14 Form: Intake Planning*

JurisdictionUnited States
Publication year2020

§ 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...

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