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Internal Process DemonstrationEngagement workflow, case tracking, and weekly reporting
TD&P Consulting, Inc. · Internal Office Demonstration

From Internal Case Review to Client Engagement - With Case Tracking and Weekly Updates

This demonstration shows how the Internal Case Review, Project Budget, Client Engagement Packet, Case Tracker, and Weekly Case Update work together while keeping internal analysis separate from client-facing documents.

Demonstration only. All case names and Case IDs shown in the Case Tracker and Weekly Case Update are fictional. These sample materials are not approved for client distribution, billing, signature, or active case management.
Process Overview

Three controlled handoffs, supported by ongoing internal tracking.

The matter is evaluated internally, translated into an approved scope and budget, and then assembled into a client-facing engagement packet. The Case Tracker stays active across the life of the matter, and the Weekly Case Update turns tracker data into a concise management view.

1

Internal Case Review

Organizes the matter, identifies issues, missing information, recommended services, and approval needs.

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2

Project Budget

Translates the approved internal scope into controlled rates, assumptions, estimates, and retainer values.

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3

Client Engagement Packet

Presents only the approved client-facing engagement documents after internal review.

4

Case Tracking + Weekly Management Reporting

The Case Tracker is the ongoing operating layer. The Weekly Case Update summarizes status, priorities, dependencies, and next actions for the internal team.

PendingPhase IPhase IIPost-ReportDeposition / TrialCompleted

1. Internal Case Review

INTERNAL ONLY

Purpose

Provide the team with a structured case view before any engagement document is treated as final.

  • Case identification, posture, facts, liability, injuries, damages, and evidence
  • Missing records, deadlines, critical issues, and open questions
  • Potential services, expert disciplines, and deliverables
  • Immediate action items and approval needs
Internal approval checkpointConfirm that the matter and proposed service path are supported by the information currently available.
Open Demo Internal Case Review

2. Project Budget

INTERNAL PRICING CONTROL

Purpose

Convert the approved scope into a preliminary budget while keeping rates and assumptions controlled.

  • Approved service or expert category
  • Applicable rate or blended arrangement
  • Estimated hours, modeling fees, fixed-fee items, and assumptions
  • Draft retainer and client-facing estimate values
Budget approval checkpointConfirm scope, rates, estimate, and retainer before client-facing release.
Open Demo Project Budget

3. Client Engagement Packet

CLIENT-FACING AFTER APPROVAL

Purpose

Provide the prospective client with the approved engagement materials needed to review the engagement and complete next steps.

  • Approved engagement scope and fee information
  • Retainer invoice and approved payment information
  • W-9 and BAA when applicable
  • No internal issue flags, decision-tree reasoning, or expert-selection deliberations
Release checkpointVerify client identity, scope, budget, retainer, and packet contents before distribution.
Open Demo Client Engagement Packet
Case Tracking Spreadsheet

What the spreadsheet covers

The demonstration tracker provides a single operational view of the matter, its scope, where the work sits in the workflow, who is waiting on what, and what should happen next.

Matter identity and scope
  • Matter
  • Case ID
  • Phase Scope / Assignment
  • Case Group
  • Deliverable
Timing and current status
  • Current Phase
  • Status
  • Start Date
  • Due Date
  • Case Health
Workflow milestones
  • Engagement Confirmation
  • Case Scope Confirmation
  • Research & Review
  • Analysis
  • Final Draft & Delivery
  • Post-Report Review
  • Deposition / Trial
  • Administrative Closing
Functional lanes and follow-up
  • Documents
  • Admin
  • Legal
  • Forensic Accounting
  • Medical
  • Waiting On
  • Next Action
  • Next Action Owner
Pending CasesInquiry, conflict, scope, budget, or engagement is still pending.
Phase I CasesInitial approved engagement and first substantive assignment.
Phase II CasesExpanded, supplemental, rebuttal, damages, or separately authorized work.
Completed ProjectsSubstantive work and applicable closing requirements are complete.
Open Demo Case Tracker - New Names
Weekly Case Update

Sample weekly management view

The weekly update takes the tracker and converts it into an executive summary: what is urgent, what is working, what is blocked, what is waiting on client direction, and what needs a management decision.

11Waiting on Client
3Working
3Complete
1Urgent
1Waiting on Records
1On Hold

Priority / Immediate Attention

Mitchell v. Apex Transit Corporation, et al. DEMO-26019
Trial Preparation · Deposition / Trial · Urgent

Whitaker v. Coastal Regional Medical Group DEMO-26006
Research & Review · Working
Budget control: $15,750; notify at 75%; reserve 5 hours for deposition preparation.

Active / Blocked Work

Adams v. Seabrook Condominium Association - Working

Silver Oak Legal Group LLP - Working

Simmons v. ParcelPath Logistics - Waiting on Records

Brightway Industries, Inc. v. Orion Motors LLC, et al. - On Hold

Deposition / Trial - Waiting on Client

Two assignments for Morgan, et al. v. Crestview Paving & Seal remain visible for litigation readiness:

  • Present Value Analysis DEMO-26010
  • Updated LCP Review DEMO-26011

Post-Report - Waiting on Client Direction

  • Bennett v. Horizon Regional Services DEMO-26002
  • Monroe v. Commonwealth Health Network DEMO-26003
  • Parker v. Eastline Transit Authority DEMO-26004
  • Castillo v. Northern Claims Administration DEMO-26007
  • Daniels v. Blue Ridge Medical Center DEMO-26008
  • Alvarez v. City of Redstone, et al. DEMO-26009
  • Foster v. Brennan, et al. DEMO-26012
  • Harborview Medical Network v. UnityCare Insurance Co., et al. DEMO-26014
  • Greene v. Dalton, et al. DEMO-26015

Completed Matters

  • Harper v. Meridian Public Services DEMO-26001
  • Reynolds v. Summit Public Works DEMO-26005
  • Chen v. Pacific Crest Medical Center, et al. DEMO-26018

What the weekly update covers

  • Executive summary and status snapshot
  • Urgent matters and budget controls
  • Working matters and blocked matters
  • Waiting-on-records and waiting-on-client follow-up
  • Deposition / trial readiness
  • Post-report matters, holds, completed cases, and weekly priorities
Open Full Sample Weekly Case Update PDF
Internal Controls

What keeps the workflow clean

Separate internal and client-facing contentPreliminary issue flags, decision reasoning, and approval notes remain internal.
Budget before packet releaseThe Project Budget controls scope, rates, estimate, and retainer before client-facing release.
Track the handoffsThe Case Tracker records status, dependencies, next actions, and ownership across the matter lifecycle.
Report from the trackerThe Weekly Case Update should summarize the tracker rather than create a second, disconnected source of truth.