Sadeer — a clearer view of legal work
A checklist for an organized case file
A practical organizational checklist for reviewing a file with your team, without providing legal advice.
1. File essentials
Check the internal reference, parties, matter category, current stage and follow-up owner. Keep names consistent and avoid personal data in file titles that may be shared outside the team.
2. Documents and versions
Collect approved documents, distinguish drafts from final versions and record addition dates and sources. Check permissions before sharing an attachment.
3. Hearing and next action
Verify hearing details against an authoritative source, link required attachments, then record the outcome, owner and next action. Do not use this checklist to determine a legal deadline.
4. Review and handover
Identify what is complete and what needs action, then hand over a clear summary. Use fictional data when testing a new tool or requesting a demonstration.