When to use this worksheet

Keep a dated log of case-related events so calls, notices, court appearances, agency actions, and document requests do not blur together.

Fields to record

  • Date/time
  • Who contacted whom
  • Court or agency involved
  • Document received/sent
  • Deadline or next action
  • Where the supporting record is stored

Questions to take to counsel

  • What changed since the last entry?
  • Is there a new deadline?
  • Does the event need supporting documentation?
  • Should counsel be notified now rather than at the next scheduled meeting?

Keep the source document

Write down the source of each date or fact and keep the original notice, report, receipt, or agency confirmation. A worksheet is an organizer, not a substitute for a filing, court appearance, or legal advice.