November 17, 2015 Articles

Need a Competitive Edge? Try a Case Road Map

By Ariadne Montare

Whether your litigation matter is time-sensitive, cost-sensitive, or mission-critical, proper case management is essential to achieve the best result for your client and give you an edge over your competition. Planning and organization from the outset will help you identify the proper path to take and keep you on track and on budget. To do this I have developed an essential management tool, a case “road map” that records and assesses the knowledge gained from case intake, client interviews, discovery, and research.

The road map is a vital resource for the “who, what, where, when, why, and how” of the case. It is a contact list for all key personnel (both internal and external), an analysis of the case’s strengths and weaknesses, an assessment of potential damages, a guideline for initial pleadings, and a strategy plan for moving the case from inception to resolution.

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