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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
