Self-Audit Checklist Template Page 5
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11DOCKET/CALENDARING
Missing a filing deadline or court appearance can be extremely damaging to a client as well as cause
embarrassment and a potential malpractice claim for you. Each firm member should maintain an
individual calendar in addition to a master calendar for the entire firm. Answer the following questions
to determine how well you are doing in this area:
Yes
No
N/A
Do we maintain a master calendar?
Do we keep individual calendars, i.e. attorney and secretary/paralegal?
Does the master calendar and individual calendar include (as applicable):
a) Statutes of limitations?
b) All court appearances?
c) Client and other appointments?
d) All administrative hearings?
e) Real estate closing dates?
f) All litigation deadlines?
g) All self-imposed, discretionary deadlines (i.e., promises made to
others, promises made to you, and work deadlines you have set for
yourself?
Do we always update and maintain each calendar in case of scheduling
changes?
Do we use reminders or tickler slips to draw the attorney’s attention to an
upcoming deadline?
Do we use a system to follow up on assignments to team members?
If the calendar is maintained on the computer, do we maintain a backup,
printed or electronic, which may be used even if access to the computer is
lost?
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