Legal Case Management Form

LEGAL CASE MANAGEMENT FORM

This Legal Case Management Form is made effective as of by and between Client Name: , Client Address: and Case Manager / Firm: , Firm Address: . The persons designated to coordinate matters under this Form are Case Manager: and Client Representative: .

RECITALS

WHEREAS, the Client has retained counsel and seeks organized management of litigation and related proceedings identified as Case Title: , Case Number: in Court/Jurisdiction: .

WHEREAS, the Firm has experience providing case management, document coordination, e‑discovery facilitation, calendaring, and administrative support for litigation matters; and the parties wish to establish the responsibilities, record retention practices, reporting protocols, billing arrangements, and confidentiality protections applicable to the management of the matter.

WHEREAS, the parties intend for this Form to govern administrative case management processes between them and to supplement any underlying engagement letter or retainer agreement.

NOW, THEREFORE

In consideration of the mutual covenants set forth below, the parties agree as follows:

1. DEFINITIONS

1.1 "Case" means the matter identified in the recitals. "Case Materials" means all documents, pleadings, discovery, electronic data, correspondence, and other materials collected, produced, or maintained in connection with the Case. "Confidential Information" includes privileged communications and any nonpublic information designated as confidential under this Form or by law.

2. SCOPE OF CASE MANAGEMENT SERVICES

2.1 Services. The Firm will provide case management services reasonably necessary to support the Case including, without limitation, coordination of document collection and review, maintenance of a master calendar of filings and hearings, vendor management, production tracking, status reporting, and logistical support for depositions and hearings. Specific services to be provided are noted below and within the scope description.

2.2 Services may include (check applicable): Case coordination Document management E‑discovery facilitation Calendar management Hearing/trial support

3. CLIENT RESPONSIBILITIES

3.1 Cooperation. The Client will timely provide the Firm with all Case Materials, factual information, authorizations, and instructions necessary for the Firm to perform its duties. The Client shall designate a single primary contact and shall notify the Firm of any change in representation or contact information.

3.2 Response Times. The Client shall respond to reasonable requests from the Firm within business days unless otherwise agreed in writing.

4. FIRM OBLIGATIONS

4.1 Performance Standard. The Firm shall perform services with reasonable care, skill, and diligence in accordance with applicable professional standards and the specific instructions agreed by the parties.

4.2 Subcontractors and Vendors. The Firm may engage subcontractors and third‑party vendors to perform services. The Firm shall use reasonable efforts to select reputable vendors and shall remain responsible for vendor performance and compliance with this Form to the extent permitted by law.

5. RECORDS, DATA SECURITY, AND RETENTION

5.1 Custody of Materials. Unless otherwise agreed in writing, the Client retains ownership of Case Materials. The Firm shall maintain Case Materials in accordance with the retention schedule set forth in this Section and shall not destroy materials subject to hold or preservation obligations.

5.2 Security. The Firm shall implement and maintain reasonable administrative, technical, and physical safeguards to protect Confidential Information against unauthorized access, disclosure, alteration, or destruction and shall promptly notify the Client of any unauthorized disclosure that materially affects the Client.

6. BILLING, COSTS AND ALLOCATION

6.1 Billing. The parties agree that case management fees and allocable costs will be handled as follows. The Firm will bill for reasonable staff time, vendor invoices, and out-of-pocket expenses related to the services. Primary billing rate or flat fee: .

6.2 Invoicing and Payment Terms. Invoices will be delivered to the Client contact indicated below and are due within days of receipt unless otherwise agreed in writing.

7. CONFLICTS OF INTEREST AND PRIVILEGE

7.1 Conflicts. The Firm represents that, to the best of its knowledge, there are no conflicts that would preclude the Firm from providing the case management services described herein. Should a conflict arise, the Firm will promptly disclose it to the Client.

7.2 Privilege. The parties acknowledge that documents and communications among the Client, counsel, and the Firm may be privileged. The Firm shall treat privileged materials as Confidential Information and shall not waive any applicable privilege absent the Client's written consent or a court order.

8. TERM; TERMINATION

8.1 Term. This Form shall commence on the effective date and shall continue until final disposition of the Case unless earlier terminated pursuant to this Section.

8.2 Termination. Either party may terminate this Form upon days' written notice. Termination shall not relieve the Client of its obligation to pay for services rendered and costs incurred prior to termination.

9. NOTICES

9.1 Method. Notices under this Form shall be in writing and delivered by hand, overnight courier, certified mail, or electronic mail to the addresses specified below. Notice is effective upon receipt.

10. AMENDMENTS; WAIVER; COUNTERPARTS

10.1 Amendments and Waiver. Any amendment or waiver of any provision of this Form must be in writing and signed by both parties. No failure or delay in exercising any right shall operate as a waiver.

10.2 Counterparts. This Form may be executed in counterparts, each of which constitutes an original and all of which together constitute one instrument. Signatures transmitted by electronic means shall be effective.

11. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

11.1 Governing Law. This Form shall be governed by and construed in accordance with the laws of the jurisdiction where the Court identified in the recitals is located, without regard to choice-of-law principles.

11.2 Entire Agreement. This Form, together with any referenced engagement or retainer agreement, constitutes the entire agreement between the parties with respect to case management services and supersedes all prior and contemporaneous agreements, understandings, and communications with respect thereto.

11.3 Severability. If any provision of this Form is held invalid or unenforceable by a court of competent jurisdiction, the remainder of this Form shall remain in full force and effect and such provision shall be reformed to the minimum extent necessary to make it enforceable.

12. MISCELLANEOUS PROVISIONS

12.1 Records Preservation. The Firm will preserve any materials reasonably required for the Client's defense or prosecution of claims and will not destroy materials that are subject to a litigation hold. The parties shall cooperate in identifying materials subject to preservation.

12.2 Subpoenas and Third-Party Requests. If the Firm receives a subpoena or other third‑party request for Case Materials, the Firm shall promptly notify the Client and consult regarding the appropriate response to preserve privilege and comply with applicable law.

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