The third column con- tains the title of the pleading. A diligent paralegal will add a bit more information if the title is short and generic. If a title is merely "Order," add what the Order accomplishes – "Order (setting trial date)," or "Notice of Deposition (of Dr. Johnson)".
The fourth column is the date the document was entered or received. If the pleading is an order or similar instruction by the judge, use the date that document was entered in the court record by the court clerk. Use the date received for pleadings sent to your office from other counsel.
Your firm may utilize abbreviations in their indices. This is fine as long as the abbreviations are uniform and make sense generally. Some firms prefer formal wording with no abbreviations.
Once the index is prepared, hole-punch it and place the index on top of the tabbed pleadings. As the case develops and more pleadings are prepared or received, add them to the index and file promptly. Ensure that the pleading file is current particularly before any scheduled events in the case.
Now that the case litigation story has been captured and recorded, making your attorney's task is easier. A job well done!
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