Free Law Firm Trial Preparation Checklist Template

Law Firm Trial Preparation Checklist

Before stepping into the courtroom, ensure all necessary preparations are meticulously completed. Check each item accordingly to confirm that every aspect of the trial is ready and secure.

Client and Case Review

  • Review case facts and updates with the client

  • Confirm the legal strategy with your senior partner

  • Compile a timeline of key events linked to the case

  • Analyze and organize the case exhibits

  • Update client contact information

Document and Evidence Collection

  • Ensure all discovery documents have been received and reviewed

  • Check for completeness of the evidential material

  • Secure expert witness reports and confirm availability for trial

  • Collect and catalog all physical evidence

  • Prepare and organize exhibits for presentation

Legal Documents and Motions

  • Draft and review court motions and pleadings

  • Check filing deadlines and court dates

  • Review and finalize pre-trial motions

  • Ensure all legal documents are properly signed and dated

  • Prepare subpoenas and ensure they are served in time

Client Preparation

  • Schedule and conduct mock trials with the client

  • Review together possible questions and answers

  • Discuss courtroom decorum and attire with the client

  • Prepare the client for cross-examination

  • Ensure that the client understands the timeline and structure of the trial

Logistics and Team Coordination

  • Confirm courtroom technology and equipment are ready

  • Arrange travel and accommodation for legal team and witnesses

  • Finalize team roles and responsibilities for the trial

  • Set up a communication plan for updates during the trial

  • Ensure all members have a copy of the final trial schedule

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