What’s Inside

• A complete client & case intake data checklist — client information, incident details, insurance, documentation, deadlines, and fee agreements
• A MyCase-specific setup checklist so every new case is configured consistently — case templates, custom fields, task automation, and calendaring
• A format your intake staff can use on day one, no MyCase experience required

Inconsistent intake is one of the most common (and most expensive) gaps we find during a Litigation Systems Audit. This checklist gives your team a standardized starting point — whether you’re onboarding new staff or tightening up an existing process.