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Case Management Training for Lawyers

Active Case Management


A lively course for developing the skills and habits ("Think & Act") that are crucial to pressing on with matters, meeting clients' objectives and reducing the "shelf-life" of cases.


Depending on the work type, it is not uncommon for a lawyer to manage over a hundred active cases at anyone time.

While each case will be at a difference stage of legal proceedings, finding ways to be organised and efficient when managing them is critical.

On our course you will develop an assertive and disciplined approach to case management, including:

  • considering merits, costs, settlement and next steps at every opportunity
  • thinking and acting more commercially and strategically, always looking for the most effective routes for achieving each client's objectives
  • using the CPR to manage cases in accordance with each client's objectives
  • identifying opportunities to make applications and effective methods for resisting an opponent's approach
Case management training for lawyers  showing hand dialling up a caseload dial

Course Content

Learning to manage legal cases and claims effectively will have a direct impact on achieving a positive outcome. Client satisfaction and retention also goes hand in hand with a lawyer that is proactive and prioritises their caseload.

On our training we will not only show you tips for effective case management, but also cover how to organise common legal processes to reduce shelf life of a matter.

We cover:

  1. Prioritising the client's objectives
  2. Preparing the Defence - with or without counsel
  3. Directions - how to set a realistic agenda that suits your client
  4. Disclosure - handling your client and your opponent
  5. Witness evidence - analysing the strengths and weaknesses
  6. Managing changes as the evidence emerges
  7. Assessing the merits as the case progresses and advising the client
  8. Settlement - making offers that create pressure to settle
  9. Settlement - responding to offers

Training Onsite or Live Online

Our tutor led courses can be delivered remotely online, at your premises, or at a training venue of your choice.

We have worked hard to optimise our face-to-face training sessions for online delivery. We will support attendees by providing the technology and IT assistance they need to make sure their live remote training experience is as smooth as possible.


Workshop with individual and team activities.


3 hours


Dispute resolution lawyers and litigation staff.

Maximum 8 per course


Olivia Checa-Dover
Roxanne Frantzis
James Welsh

To discuss the content of our case management training for lawyers, or how our other courses can help with your legal training, please contact Linda Moran on 0114 273 8300 or email Linda@KinchRobinson.com.