Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
Task | Completed (✓) |
---|---|
Review the details of the case thoroughly | |
Identify key legal issues and claims. | |
Research applicable laws and precedents | |
Develop a case strategy and objectives. | |
Prepare a timeline of events relevant to the case. |
Task | Completed (✓) |
---|---|
Gather all relevant contracts, agreements, and correspondence | |
Collect emails, letters, and other communications. | |
Organize financial records and transaction documents. | |
Obtain any policies or procedures relevant to the case. | |
Review and preserve electronic evidence (e.g., emails, files) |
Task | Completed (✓) |
---|---|
Identify key witnesses for the case | |
Schedule and conduct witness interviews | |
Prepare witness statements or affidavits. | |
Coach witnesses for depositions and courtroom testimony | |
Review and address any inconsistencies in witness accounts. |
Task | Completed (✓) |
---|---|
Draft and file the initial complaint or answer | |
Respond to any counterclaims or motions. | |
File necessary motions (e.g., motions to dismiss, summary judgment) | |
Prepare interrogatories and requests for the production of documents. | |
Ensure all filings comply with court rules and deadlines. |
Task | Completed (✓) |
---|---|
Exchange discovery requests with opposing parties | |
Review and respond to discovery requests. | |
Organize depositions for key witnesses. | |
Retain and consult with expert witnesses if necessary. | |
Analyze and categorize discovery materials. |
Task | Completed (✓) |
---|---|
Create an outline of the trial strategy | |
Develop opening and closing statements. | |
Prepare exhibits and ensure proper labeling. | |
Draft and file pre-trial motions | |
Prepare cross-examinations and witness questions. |
Task | Completed (✓) |
---|---|
Confirm the trial date and location | |
Arrange for the appearance of all witnesses. | |
Ensure necessary equipment (e.g., projectors, document viewers) is available. | |
Familiarize with courtroom layout and procedures. | |
Prepare a trial binder with all essential documents. |
Task | Completed (✓) |
---|---|
File any necessary post-trial motions | |
Collect and review the final judgment. | |
Assess the potential for appeal. | |
Arrange for the enforcement of the judgment if favorable. | |
Conduct a post-mortem analysis of the litigation process. |
Task | Completed (✓) |
---|---|
Maintain regular communication with the client | |
Update all stakeholders on the progress of the case. | |
Coordinate with co-counsel or additional legal teams as needed. | |
Address any concerns or questions from the client. | |
Ensure compliance with ethical and professional standards. |
Templates
Templates