Forms is the answer to this question. Use an intake form and create a master list of tasks you'll need to complete during the initial interview process. In our office we use a Master Task List that is secured to the front of the investigative section of the file. The MTL is a list of all forms and tasks we complete to open the electronic and paper files. On your hardrive create an electronic form file and create a subfile for New Client Forms. Fill it with every type of form you use for that particular type of claim or client. That will help save you time and effort.

How can I make my civil trial practice more effeciient during the initial interview process?

 

A: Forms is the answer to this question. Use an intake form and create a master list of tasks you'll need to complete during the initial interview process. In our office we use a Master Task List that is secured to the front of the investigative section of the file. The MTL is a list of all forms and tasks we complete to open the electronic and paper files. On your hardrive create an electronic form file and create a subfile for New Client Forms. Fill it with every type of form you use for that particular type of claim or client. That will help save you time and effort.


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Lombardi Law Firm
1300 37th Street, Suite 6
West Des Moines, IA 50266
Phone: 515-222-1110
Toll Free: 800-383-0331
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