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Paralegal: documents and case tracking

Document intake, exhibit checks and filing coordination under lawyer supervision. Use approved confidential workspaces; these templates do not provide legal advice. Replace bracketed fields before use.

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Snippets (10)
;plg-received
Acknowledge and inventory received documents
We received [file names or document categories] through [approved route] on [date]. They are recorde
;plg-filed
Verify a filing receipt
Matter / proceeding reference: [reference] Document and version submitted: [details] Portal status:
;plg-exhibit
Build an exhibit-index entry
Proposed exhibit identifier: [identifier] Document title / date: [details] Source and custodian refe
;plg-gap
Track a gap in a document production
Production received: [date and reference] Request or agreed scope: [reference] Potential gap: [missi
;plg-witness
Arrange a witness preparation meeting
Following [supervising lawyer]'s scheduling instructions, please confirm your availability for [meet
;plg-service
Prepare a service coordination task
Matter reference: [reference] Documents and versions: [list] Lawyer-approved recipient and method: [
;plg-chrono
Add a source-linked chronology entry
Event date / time: [known date or clearly marked uncertainty] Event: [neutral factual summary] Sourc
;plg-bates
Check a document set before release
Set / version: [reference] Expected and actual file counts: [counts] Bates range and sequence except
;plg-review
Send a document to the lawyer for review
Please review [document and version] for [specific issue]. The draft is at [approved matter link], w
;plg-question
Route a legal question to the lawyer
Your question about [issue] needs [responsible lawyer]'s review. I have recorded it under [matter re