Free Trial Preparation Checklist Template

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Free Trial Preparation Checklist Template

Trial Preparation Checklist


Prepared by: [YOUR NAME]

Company: [YOUR COMPANY NAME]

Date: [DATE]


Case Review and Organization

Task

Completed (✓)

Review all pleadings, motions, and court rulings

Organize case files, including evidence and exhibits.

Confirm all discovery has been completed.

Verify deadlines for filings, motions, and objections.

Review applicable laws, statutes, and case precedents.

Prepare a case timeline with key events.


Evidence and Exhibits

Task

Completed (✓)

Identify and list all evidence to be presented

Ensure all exhibits are labeled and marked per court rules.

Verify the admissibility of evidence and prepare responses to potential objections.

Create copies of all exhibits for opposing counsel and the court.

Prepare demonstrative aids (charts, videos, diagrams, etc.)

Confirm availability of physical evidence and arrange transportation to court.


Witness Preparation

Task

Completed (✓)

Identify and confirm all witnesses

Schedule meetings to prepare witnesses for testimony

Provide witnesses with case details and potential questions.

Review key testimony points with witnesses.

Prepare cross-examination strategies for opposing witnesses.

Subpoena witnesses as necessary


Legal Documents and Filings

Task

Completed (✓)

File pre-trial motions (e.g., motions in limine)

Prepare and file witness and exhibit lists.

Draft opening and closing statements

Prepare voir dire questions for jury selection.

Create jury instructions and submit them to the court.

Organize legal research and citations for quick reference.


Logistics and Scheduling

Task

Completed (✓)

Confirm the trial date, time, and location with the court

Arrange for court reporters, interpreters, or other personnel as needed.

Confirm technology needs for presenting evidence in court.

Verify accommodations for witnesses, clients, and team members.

Prepare a trial schedule and share it with all relevant parties.


Team Preparation

Task

Completed (✓)

Assign roles to each team member (e.g., questioning, evidence presentation)

Hold a pre-trial meeting to review strategies and responsibilities.

Practice direct and cross-examinations with the team.

Conduct mock trials to refine arguments and presentations.

Ensure all team members are familiar with case details and key documents.


Jury Preparation

Task

Completed (✓)

Develop a juror profile for ideal jury selection

Prepare voir dire questions to identify biases.

Research potential jurors if permitted

Prepare strategies for jury rapport and communication.

Review methods for presenting a clear and compelling case


Day of Trial

Task

Completed (✓)

Arrive early to the courthouse with all materials

Verify courtroom setup and functionality of the equipment.

Ensure all witnesses are present and prepared.

Confirm delivery of exhibits and evidence to the courtroom.

Review opening statements and key arguments.

Ensure the client understands the trial process and expectations.


Post-Trial Follow-Up

Task

Completed (✓)

Debrief with the legal team to review trial performance

File any necessary post-trial motions (e.g., appeals, motions for new trial)

Ensure all trial materials are returned and securely stored.

Communicate trial outcomes and next steps to the client.

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