Three Tips for Smart Legal Documentation

smart legal documentation

Legal Documentation Tips

When you’re trying to complete legal documents, you must remember that there are additional things to keep in mind. By following just a few simple tips for smart legal documentation, you can ensure a stronger case, a happier client, and overall, a better experience.

Tip #1  Always State The Facts

Often, in legal cases, it is easy to become wrapped up in the emotions that are being felt by all parties involved. For this reason, it is very important that you always stick to the facts. When it is crucial to state how a client or individual feels about something, always make certain to quote them as stating such, rather than stating it yourself.
For example, instead of writing that Sally seemed to be very upset over the accident, write that Sally said “I’ve been very emotional and upset since the accident.” This will keep you from showing opinions, but still relay the emotional state of your client.

Tip #2  Keep Up With Supporting Documents

One of the most important things that you can do when completing any type of legal documentation is to make certain that you include supporting documents and note what document supports your documentation in the first place.
Since all documentation needs to be based on fact, rather than opinion, having supporting documentation to reference frequently is critical to having a successful case.

For example, when referencing a client’s medical bill, state something along the lines of “Sally’s visit to Dr. Bob on August 3 revealed additional trauma to her leg. See attached physicians note dated August 3rd, 2016.”

Tip #3  Send Copies To All Involved Parties

One thing that is often overlooked in many law offices is to make certain that all involved parties receive copies of correspondences. Any time you are requesting additional information in writing, make certain that you send a copy of the letter to your client, maintain a copy in the law office, and send a copy to the party that you need additional information from.

By doing this, you can ensure that all involved parties have documented records showing information needed to move forward with the case.

Final Thoughts

As you can see from the tips for smart legal documentation above, maintaining good client records is much simpler than you may have previously thought possible. By taking just a little bit of extra time when completing documentation, you can help to build a much stronger case for both your client and your firm.

Leave a Reply

Your email address will not be published. Required fields are marked *