{"id":136085,"date":"2025-10-30T14:12:38","date_gmt":"2025-10-30T22:12:38","guid":{"rendered":"https:\/\/xira.com\/p\/2025\/10\/30\/being-proactive-how-to-advance-your-cases\/"},"modified":"2025-10-30T14:12:38","modified_gmt":"2025-10-30T22:12:38","slug":"being-proactive-how-to-advance-your-cases","status":"publish","type":"post","link":"https:\/\/xira.com\/p\/2025\/10\/30\/being-proactive-how-to-advance-your-cases\/","title":{"rendered":"Being Proactive: How To Advance Your Cases"},"content":{"rendered":"<p>Whether you are on the plaintiff or defense side, you have an obligation continually to advance your case.\u00a0 I\u2019m surprised how often lawyers allow their cases to languish, to the detriment of their clients. At the beginning of each case, you need to define a win with your client, whether the plaintiff or defendant, develop a plan to achieve your goals, define the action steps for each goal, and do the daily hard work and grind to accomplish those tasks. There is no stasis in litigation.\u00a0 If you\u2019re not winning, you\u2019re losing, and if you\u2019re not gaining ground, you\u2019re giving up ground.<\/p>\n<p>Propound written discovery as soon as you can.\u00a0 Draft interrogatories, requests for production, and requests for admission.\u00a0 Determine which third parties have records and seek those as quickly as possible. Evaluate which experts you need and involve them early. Figure out whom to depose and schedule their depositions. Use the first 30 days of the case to set in motion everything you need to secure the client\u2019s approved goals.<\/p>\n<p>Sometimes we delay because we\u2019re busy or we want to save the client money. If you\u2019re personally too busy, get others to help. And explain to the client why the first bill or two may be significant because of the work that is necessary to pursue and the tasks that need to be completed. Delaying action to save money often costs more money in the long run. A planned, robust, up-front approach has frequently resulted in early resolutions.<\/p>\n<p>An initial conversation with the client to discuss goals, expectations, preferred outcomes, costs, and approaches helps your team orient and ensures everyone is on the same page. Lack of communication and misunderstandings are common causes of client disputes and can cause headaches for everyone involved. Creating a case plan through trial (knowing most cases settle) with the client, with an explanation and discussion of workflows, decision trees, checklists, and costs, helps everyone evaluate the best approach to the case. When a client understands the undertaking and price tag for a case, they may decide on a different approach or resolution.<\/p>\n<p>It\u2019s easy to plow into a case, do the standard fare folks do, and figure out the case as you go. I see this too often, and it rarely works. My best results came in matters where opposing counsel had little to no plan and were only focused on the task at hand. We wouldn\u2019t build a house without a plan.\u00a0 We wouldn\u2019t start a business without a plan.\u00a0 You shouldn\u2019t handle a case without a plan.<\/p>\n<p>Most lawyers handle a limited number of case types. If this is you, prepare a default case outline and action plan for each case type, and use them as a jumping-off point each time you start a new case. Starting each case with a client-approved plan (which will undoubtedly evolve over the course of the case) ensures a well-reasoned approach where everyone is on the same page.<\/p>\n<p>To resolve a case on your terms \u2014on favorable terms \u2014 you need to be proactive, push your case forward, and work your plan. This approach will yield the best results for your client.<\/p>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n<figure class=\"wp-block-image alignright is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" loading=\"lazy\" width=\"880\" height=\"587\" src=\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/sites\/4\/2025\/07\/RamosFrank_Web.png?resize=880%2C587&#038;ssl=1\" alt=\"\" class=\"wp-image-1165719\" title=\"\"><figcaption><\/figcaption><\/figure>\n<p><strong><em>Frank Ramos is a partner at Goldberg Segalla in Miami, where he practices commercial litigation, products, and catastrophic personal injury.\u00a0You can follow him on\u00a0<a href=\"https:\/\/www.linkedin.com\/in\/miamimentor\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">LinkedIn<\/a>, where he has about 80,000 followers<\/em><\/strong>.<\/p>\n<p>The post <a href=\"https:\/\/abovethelaw.com\/2025\/10\/being-proactive-how-to-advance-your-cases\/\" rel=\"nofollow noopener\" target=\"_blank\">Being Proactive: How To Advance Your Cases<\/a> appeared first on <a href=\"https:\/\/abovethelaw.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Above the Law<\/a>.<\/p>\n<p>Whether you are on the plaintiff or defense side, you have an obligation continually to advance your case.\u00a0 I\u2019m surprised how often lawyers allow their cases to languish, to the detriment of their clients. At the beginning of each case, you need to define a win with your client, whether the plaintiff or defendant, develop a plan to achieve your goals, define the action steps for each goal, and do the daily hard work and grind to accomplish those tasks. There is no stasis in litigation.\u00a0 If you\u2019re not winning, you\u2019re losing, and if you\u2019re not gaining ground, you\u2019re giving up ground.<\/p>\n<p>Propound written discovery as soon as you can.\u00a0 Draft interrogatories, requests for production, and requests for admission.\u00a0 Determine which third parties have records and seek those as quickly as possible. Evaluate which experts you need and involve them early. Figure out whom to depose and schedule their depositions. Use the first 30 days of the case to set in motion everything you need to secure the client\u2019s approved goals.<\/p>\n<p>Sometimes we delay because we\u2019re busy or we want to save the client money. If you\u2019re personally too busy, get others to help. And explain to the client why the first bill or two may be significant because of the work that is necessary to pursue and the tasks that need to be completed. Delaying action to save money often costs more money in the long run. A planned, robust, up-front approach has frequently resulted in early resolutions.<\/p>\n<p>An initial conversation with the client to discuss goals, expectations, preferred outcomes, costs, and approaches helps your team orient and ensures everyone is on the same page. Lack of communication and misunderstandings are common causes of client disputes and can cause headaches for everyone involved. Creating a case plan through trial (knowing most cases settle) with the client, with an explanation and discussion of workflows, decision trees, checklists, and costs, helps everyone evaluate the best approach to the case. When a client understands the undertaking and price tag for a case, they may decide on a different approach or resolution.<\/p>\n<p>It\u2019s easy to plow into a case, do the standard fare folks do, and figure out the case as you go. I see this too often, and it rarely works. My best results came in matters where opposing counsel had little to no plan and were only focused on the task at hand. We wouldn\u2019t build a house without a plan.\u00a0 We wouldn\u2019t start a business without a plan.\u00a0 You shouldn\u2019t handle a case without a plan.<\/p>\n<p>Most lawyers handle a limited number of case types. If this is you, prepare a default case outline and action plan for each case type, and use them as a jumping-off point each time you start a new case. Starting each case with a client-approved plan (which will undoubtedly evolve over the course of the case) ensures a well-reasoned approach where everyone is on the same page.<\/p>\n<p>To resolve a case on your terms \u2014on favorable terms \u2014 you need to be proactive, push your case forward, and work your plan. This approach will yield the best results for your client.<\/p>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n<figure class=\"wp-block-image alignright is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" loading=\"lazy\" width=\"880\" height=\"587\" src=\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/sites\/4\/2025\/07\/RamosFrank_Web.png?resize=880%2C587&#038;ssl=1\" alt=\"\" class=\"wp-image-1165719\" title=\"\"><figcaption><\/figcaption><\/figure>\n<p><strong><em>Frank Ramos is a partner at Goldberg Segalla in Miami, where he practices commercial litigation, products, and catastrophic personal injury.\u00a0You can follow him on\u00a0<a href=\"https:\/\/www.linkedin.com\/in\/miamimentor\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">LinkedIn<\/a>, where he has about 80,000 followers<\/em><\/strong>.<\/p>\n<p>The post <a href=\"https:\/\/abovethelaw.com\/2025\/10\/being-proactive-how-to-advance-your-cases\/\" rel=\"nofollow noopener\" target=\"_blank\">Being Proactive: How To Advance Your Cases<\/a> appeared first on <a href=\"https:\/\/abovethelaw.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Above the Law<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you are on the plaintiff or defense side, you have an obligation continually to advance your case.\u00a0 I\u2019m surprised how often lawyers allow their cases to languish, to the detriment of their clients. At the beginning of each case, you need to define a win with your client, whether the plaintiff or defendant, develop [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":136086,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[16],"tags":[],"class_list":["post-136085","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-above_the_law"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/xira.com\/p\/wp-content\/uploads\/2025\/10\/RamosFrank_Web-lrV4tQ.png?fit=880%2C587&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/136085","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/comments?post=136085"}],"version-history":[{"count":0,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/136085\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media\/136086"}],"wp:attachment":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media?parent=136085"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/categories?post=136085"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/tags?post=136085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}