Workflow Templates: Pre-Trial Checklist

Case Assessment and Strategy

Review and understand the factual basis of the case

Assess the legal issues involved and research relevant law

Develop a case strategy and determine the desired outcome

Document Management

Gather all necessary documents, including evidence and witness statements

Organize documents chronologically and by subject matter

Review opposing party's documents and evaluate their relevance and authenticity

Legal Filings and Motions

Draft and review pleadings, including complaint or answer

Prepare pre-trial motions, such as motions for summary judgment or to exclude evidence

Ensure all legal filings are completed and submitted by the court's deadlines

Discovery Process

Identify and prepare a list of witnesses to depose

Draft and serve discovery requests such as interrogatories and requests for production

Review and analyze discovery responses and follow up on incomplete information or objections

Expert Witnesses

Identify the need for expert witnesses and select appropriate candidates

Provide experts with all necessary materials and information for their analysis

Ensure expert reports and affidavits are completed and exchanged with the opposing party

Trial Preparation

Create a detailed trial outline and script for opening and closing statements

Prepare direct and cross-examination questions for all witnesses

Organize exhibits and prepare visual aids for trial presentation

Client Communication

Keep the client informed of case progress and developments

Review settlement options and trial risks with the client

Prepare the client for deposition and trial testimony

Court Compliance

Verify compliance with all pre-trial orders and procedural rules

File pre-trial briefs, witness lists, and exhibit lists as required

Confirm that all court fees and related costs are paid and up to date

Template Library Home

Pre-Trial Checklist

Case Assessment and Strategy

Document Management

Legal Filings and Motions

Discovery Process

Expert Witnesses

Trial Preparation

Client Communication

Court Compliance

Use this template in Manifestly

Template Library Home

Pre-Trial Checklist

Case Assessment and Strategy

Document Management

Legal Filings and Motions

Discovery Process

Expert Witnesses

Trial Preparation

Client Communication

Court Compliance

Use this template in Manifestly

Ready to take control of your recurring tasks?