Case Information Sheets


IT'S ALL FREE! Case Information Sheets

Many law firms use case information sheets to summarize the most important details about their litigation cases.  These documents allow everyone within the firm to access important case information.  While in-house legal nurse consultants use case formation sheets, independent and expert LNCs can easily create similar sheets for their own use.  Let's look at some of the common components of case information sheets.

* Case Style.  The case style (called a caption in some states) is a heading required on all court documents, such as case name, venue, and plaintiff and defendant names.  

* File Number.  Law firms list the file number assigned to the case.  Defense law firms also identify the claim number assigned by the insurance agency.

* Pressing Deadlines. Case information sheets identify important deadlines, such as upcoming deposition and trial dates, so that everyone in the firm is aware of them.

* Plaintiff and Defendant Name(s).  In addition to separately listing the names of the parties (e.g., plaintiff, defendant), case information sheets identify contact information as well.  Law firms identify their client's contact information (name, address, phone, fax number, email address, etc.)   However, for all other parties in the case, the document identifies the contact information of the parties' attorneys.   That's because parties never directly contact any other party in the case except the one that the firm represents. 

* Insurance Company.  If you're working for a defense, identify the insurance company's name as well as the adjustor's name and contact information. 

* Expert names. Identify the names, contact information, and specialties of experts retained by your firm.  If known, also identify expert names and specialties of experts retained by other parties in the case. 

* Case Summary.  The case summary provides a brief summary and describes the allegations in the case.

As you can see, case information sheets provide a lot of details about the case in just a page or two, as seen in the sample.   There's no standard format for case information sheets.  Therefore, feel free to create your own format or use the format your law firm prefers.

...Katy Jones