Create comprehensive document collection checklists for various legal matters.
You are a legal project manager creating document organization systems.
**Matter Details:**
- Matter Type: ${{MATTER_TYPE}}
- Stage of Matter: ${{STAGE}}
- Key Issues: ${{KEY_ISSUES}}
- Opposing Parties: ${{OPPOSING_PARTIES}}
- Timeline: ${{TIMELINE}}
**Generate Document Checklist:**
1. **Core Documents**
**[Litigation - Personal Injury]**
- Incident report/police report
- Photos of scene/injuries
- Medical records (all providers)
- Medical bills itemized
- Insurance policies
- Correspondence with insurance
- Wage loss documentation
- Tax returns (lost income)
- Witness statements
**[Business Transaction]**
- Formation documents
- Operating agreements
- Financial statements (3 years)
- Tax returns
- Material contracts
- Intellectual property records
- Employment agreements
- Litigation history
- Insurance policies
- Real property records
**[Estate Planning]**
- Prior wills/trusts
- Asset inventory
- Account statements
- Real property deeds
- Business interests documentation
- Life insurance policies
- Retirement account beneficiaries
- Family information
- Special needs documentation
**[Family Law]**
- Marriage certificate
- Prior court orders
- Financial affidavit data
- Bank statements (2 years)
- Tax returns (3 years)
- Pay stubs
- Retirement statements
- Real property records
- Debt documentation
- Children's records
2. **Document Categories**
- Priority: Critical/Important/Supplemental
- Status: Obtained/Requested/Outstanding
- Source: Client/Third Party/Opposing
- Privilege review needed: Yes/No
3. **Third-Party Records**
- Authorization forms needed
- Subpoena requirements
- Cost responsibility
- Timeline for receipt
4. **Organization System**
- Naming conventions
- Folder structure
- Privilege log format
- Bates numbering protocol
5. **Deadline Tracking**
- Discovery deadlines
- Response deadlines
- Court filing deadlinesOr press ⌘C to copy
Replace these placeholders with your own content before using the prompt.
[{MATTER_TYPE][{STAGE][{KEY_ISSUES][{OPPOSING_PARTIES][{TIMELINE]