Eight Top Tips for Handling Complex Legal Cases
By Michael Murray, Vice President of Product Strategy and Stacey DiGerardo Director of Case Management Initiatives
By Michael Murray, Vice President of Product Strategy and Stacey DiGerardo Director of Case Management Initiatives
By Michael Murray, Vice President of Product Strategy and Stacey DiGerardo Director of Case Management Initiatives
Excerpt from Attorney at Work, April 15, 2026.
In big, complex legal cases, the real differentiator isn’t just legal strategy — it’s how well you engineer the logistics around depositions, documents and technology. Here’s how to keep multiparty, high-stakes matters from collapsing under their own weight.
When you’re dealing with dozens of parties, hundreds of witnesses, overlapping jurisdictions and massive depositories, even small operational cracks can turn into serious risks. Here are eight concise, practical tips for keeping the record airtight while reducing errors, delays and stress on your team.
Tip 1: Tame the Scheduling Tangle
In complex legal cases, scheduling quickly becomes a full-time job. When dealing with attorneys, witnesses, experts, interpreters, reporters, videographers and multiple time zones, one change can trigger a chain reaction.
Centralize scheduling instead of letting each attorney manage it alone. Designate a single coordinator or small team, and use one shared calendar or case management system as the source of truth. Standardize notice templates so every proceeding includes who is appearing, how they will appear (in person, remote, hybrid), time zone, platform details and a direct line for last-minute issues. Identify events that are hardest to move and build around them.
Important: Establish in advance how close to the proceeding you’ll accept nonemergency changes.

