Information
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Audit Title
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Document No.
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Reference
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Fee Earner
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Client Name
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Full client details on outside of file?
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ID documents on file?
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BTE checks done?
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Initial retainer documents sent to client?
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Has client been updated at least monthly?
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Limitation date
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Limitation explained to client?
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Limitation date noted on file?
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Details of negligence
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Injuries
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Estimated value
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Have proceedings been issued?
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Case management directions
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Records applied for
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Records received
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Experts instructed
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Assessment of prospects
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Should this case continue?
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Plan of action
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Signed by reviewer
