It is useful for counsel to develop a systematic method for organizing client files.

A consistent approach to file organization allows both counsel and support staff to archive and retrieve relevant information quickly.

One efficient method is to use colour-coded file folders for each of the following:

·      Client identification and contact information;

·      Retainer and billing information;

·      Release conditions;

·      Designations of counsel;

·      Court appearance logs;

·      Running file notes (memos to file, correspondence, etc…); and

·      Analysis (strategic and tactical considerations).

With respect to the disclosure materials, it is useful to prepare a trial binder, organizing all relevant information by witness. A trial binder allows counsel to navigate the disclosure materials rapidly and to assess, at an early stage, whether disclosure is complete.

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