Checklist for Effective Case Management

Take your file with you whenever you are working on your case.
Journal or write in a diary: Enter every significant event, conversation, discussion, and action with or of your spouse at the time it occurs. Be sure to record the date, time, and place.
Keep a Ledger: Enter every financial aspect of your case to ensure a complete, accurate, and legible record of all the financial aspects of your case.
Memorialize every agreement with every person who has an interest in or is involved in your case. Keep copies in a safe place and give copies to your attorney.
Meet and confirm strategies with your attorney in person.
Explore Consensual Dispute Resolution.
Confirm everything in writing.
Know your strategy. Do not deviate without the advice of counsel.
Participate in the preparation of your case. Draft documents, investigate, gather information, and pre-interview witnesses.
Give your attorney honest feedback. Schedule regular face-to-face meetings to discuss the status of your case. Let your attorney know when he/she is on track or off track. Don’t let resentments build up.
Keep your account current. If you can’t pay your bill, offer security for the unpaid balance.