Case Management

Case Handover Note Format for Advocates

JT

Juniorlawyer Team

Published: · 3 min read

CCase Management

QUICK ANSWER

What should an advocate put in a case handover note?

Start with the next hearing and the decision your colleague needs to make. Give the source for the listing, the last recorded direction, the location of the working papers, and each open task with its owner. Date the note so the reader knows when you last checked the file.

You are covering a colleague's hearing tomorrow. The shared folder contains three drafts called “reply”, and the diary says “for reply”. Has anyone filed it? A handover note should let you answer that question before you leave chambers. Here is a format you can copy into your matter file.

Copy this case handover note

FieldWhat to enter
Matter and appearanceCase title, case number, court, party represented and covering advocate
Next listingDate, purpose, and where and when the listing was checked. Add the court and item number once available.
Last directionOrder date, relevant paragraph or page, and a link to the order
Position todayWhat has been done, who confirmed it, and where the supporting record is filed
Open taskOne action per row, with an owner, a time to follow up and the document that will confirm completion
Working papersExact folder and filenames for the order, current draft and any filing acknowledgement
After the hearingWho will record the outcome, update the diary and brief the client

Worked example for a colleague covering a hearing

In this fictional matter, Rao Traders is the defendant in Civil Suit 18/2026. An interim application is listed on 13 November. Meera prepared the reply and Arjun will cover the hearing. Their note, updated at 4 pm on 12 November, reads as follows.

Question Arjun needs answeredEntry in the handover
What happened last time?The 4 November order records time for the defendant's reply. See page 2 of Orders/04-Nov.pdf.
What can I confirm?The signed reply is in Application-2/Reply-signed-12-Nov.pdf. Meera checked the signature page. Filing is unconfirmed.
Who checks filing?Dev will check the filing record by 5 pm today. If he finds an acknowledgement, he will save it beside the signed reply and tell Arjun the reference.
What if the check is still open?Arjun will call Dev before the matter is taken up and confirm the position with lead counsel.
What do I send back?Arjun will send Meera the outcome and next date after the hearing. Meera will check the written order when available and update the matter diary.

The signed PDF answers one question. The acknowledgement answers another. If Dev finds a receipt for a different application in the same suit, he should keep the filing task open and record the mismatch. That detail gives Arjun something precise to check before he addresses the court.

Update the note when the position changes

Suppose Dev finds the correct acknowledgement at 4:40 pm. He can add a dated entry recording the application number, filing reference and receipt filename. Arjun can now open the receipt alongside the signed copy. Keeping the earlier entry also explains why a 4 pm email described filing as unconfirmed.

Before handing over, ask the covering advocate to open the last order and the current reply using only the note. A broken link, an inaccessible matter folder or an ambiguous filename is easier to fix while both colleagues are still in chambers. For a file with several disputed dates, keep the event history in a separate case chronology and link the relevant entry from the note.

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