The Attorney Case File

The Attorney Case File is a digital case management toolkit produced by InfoQuest International, consisting of three interconnected workbooks designed to support attorneys and legal staff across the full lifecycle of a case. The product is sold as a one-time purchase and delivered as a set of editable digital templates and forms.

Key features and functions include:

Case/Client Workbook The central component of the system, this workbook provides templates for client intake (civil, criminal, and general), case background and history, calendaring, opposing party and counsel tracking, discovery documentation, witness and deposition records, pleadings and motions tracking, correspondence and communications logs, legal research (case law and statutory), billable hours and expense tracking, and case closure checklists.

Investigation Workbook This workbook provides a structured framework for managing the investigative aspects of a case. It is designed for use by in-house legal staff or as a parameter-setting guide for outside investigators. The workbook has also been used independently by private investigators and law enforcement personnel.

Trial Prep Workbook This component contains a trial notebook and supporting templates for organizing materials gathered during case preparation. It is designed to support court appearances ranging from simple hearings to full jury trials, drawing on information compiled in the Case/Client and Investigation Workbooks.

Customizable Digital Templates All workbooks are delivered as editable word processor files, allowing users to adapt the templates to their specific practice needs. The system includes forms for client intake, witness data collection, activity planning, legal research, subpoena tracking, and vendor management, among others.

One-Time Purchase, Per-Location License The product is available for a flat one-time fee and licensed for use at a single physical address, with no per-user or workstation restrictions. Bulk and academic pricing options are available for multi-location organizations and educational institutions.