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 Phone |
| Preferred Method of Communications and Frequency | |
| Strategic Considerations | |
| History of... |
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