Depending on the size of your organization, approval from management staff may be required to go ahead with a strategic litigation case. Such cases may necessitate discussions with staff regarding new or unexpected costs, financial implications, staff hours, and resource management.
A detailed litigation plan analyzing potential steps and costs is imperative at this stage. Your litigation plan must highlight whether additional resources would be required from the organization, and whether the case will substantially impact or affect the work of the organization as a whole.
Once relevant staff have been consulted and a decision is made on proceeding with a case, client approval must also be sought. Litigation staff or volunteers should discuss the plan with the client, including steps, processes, time-frames, risks and expected client participation and input. It is crucial that the client fully understands the entirety of the case plan. To guarantee client comprehension you may need to go over aspects multiple times, and ask the client to explain the process back to you in their own words. The client should sign a legal services agreement and any other authorizations that may apply.
It is important to keep an up-to-date list of cases undergoing strategic litigation that is shared between all relevant parties within your organization, whether this involves communication between different country offices, headquarters or departments. This is important so as to maximize opportunities for support and publicity, and to standardize and coordinate any external messaging.