New Case Report in United States

Practical Information

Note: Some of this information was last updated in 1982

A systematically kept record of all of the pertinent information on a new matter received in the law office in which it will act for a client. In any well organized law office, a report is made immediately on every matter received. It usually contains the following information: (1) name, address, and telephone number of the client; (2) name of opposing party, and address and telephone number, if known; (3) attorney for opposing party, if any. Occasionally these data are given to the secretary by the client as he or she leaves the office, but it is usually more diplomatic for the lawyer to make a note of the information during the interview. What to do. Your job is to get the information from the lawyer as soon as the clien’Heaves the office, so you can make up a new case report.

Items

The reports also call for one or more of the following items of information, which’ the lawyer should indicate.

1. The general nature of the case, whether general litigation, probate, foreclosure, and so on.

2. Whether the case is on an annual retainer basis or is a single case. This affects the bookkeeping.

3. Whether the client is new or old.

4. Whether stenographic services are to be billed separately or included in the overall fee.

5. Name of the junior partner or associate, if any, to be assigned to the case.

(Revised by Ann De Vries)

What is New Case Report?

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