Hello KLO
These are the main responsibities of a Case Manager. (Name 3)
Synthesize Information; Point of Contact; scheduling; office orders and cleanliness; first drafts of everything; case reviews
This is when you put time entries in
Immediately after the task is complete (daily)
This is your HR Superstar
Stacey Brown
This is the amount of time one is expected to return a call, email, or correspondence
24 hours
These are some categories suggested for folder names
Draft Documents, Filed Documents, Evidence (Client Sent Items), Incoming Discovery, Out Going Discovery, Signed Documents, Admin/CEA
This is where a case manager would navigate to find the answer to a procedural question.
Sweet Process
Other Acceptable Answers: Stacey, Carson, Leads
This is how a time entry should be formatted when 2 people worked on the same file together:
SPLITBILL: Attorney ASmith/Case Manager JGreen: Case Review-
This is where you can find extra templates, tools, and guides if you're stuck on a matter
Fam Pag Matter: 106040
These are the different ways to talk or meet with clients:
Portal, email, phone, text via Clio or DialPad, in person
This is what gets completed with information from a case manager meeting to help with template completion and drafting
Custom Fields
This is the amount of Collected Billables a case manager should aim for on a monthly basis:
$8,500
This is the minimum amount a time entry will be entered for
.2
This is something assigned when a matter is opened, and a new one is set for different phases
Task List
This is the biggest piece of being a case manager
Communication!
This is the item you complete when you learn of a new person involved in your matter
Contact
This is the person a case manager will work with as a partner.
Attorney
This is how names should be formatted in time entries
First Initial- Last Name ; DMcCurry
These are places to look for additional information on a case question
Sweet Process; NC Courts; E-Portal; E-File; Chat GPT
This is a sneaky tool to automatically organize your email inbox
Rule
This is the most important item to ensure is updated and complete in the file
This is who you are managing expectations for:
The Client
This is how many hours are required to be eligible for TGIF
35 Hours on a normal week; 28 on a holiday week
One Note; Sticky Note App; AJAX; Attorneys; Teams
Instead of an email, text, or quick chat; this is where your to do items should be
Task List
This is the format for naming documents
Date-File Name
Ex: 2026June23-Jeopardy Questions for KLU