Project C -Litigation Case Tracking
Overview
At Patton & Pittman, I supported 100+ active insurance defense cases. To organize such a high volume efficiently, I created a digital case tracking system that improved visibility and helped the team prioritize deadlines.
The Problem
With so many active cases, attorneys needed a better way to quickly understand:
Which deadlines were approaching
What evidence was missing
Which tasks were completed or overdue
How cases were progressing
The Goal
Create a central dashboard that brought clarity, structure, and predictability to case management.
My Role
Idesigned and maintained the dashboard, implemented tracking fields, and built an easy-to-use interface for attorneys and support staff.
Tools Used
Clio, Excel, Google Sheets
The Solution
A dashboard with:
Case status indicators
Upcoming deadlines
Discovery progress
Evidence received vs. outstanding
Trial readiness overview
Matter aging indicators
Outcome
Faster team decision-making
Better preparation for hearings and trial
Improved communication across the team
Significant reduction in missed deadlines