Workflow Templates: Litigation Preparation Checklist

Template Library Home

Start using this Workflow

Litigation Preparation Checklist

Document Collection and Review

Identify and gather all relevant documents and records.

Ensure preservation of electronically stored information (ESI).

Review documents for privileged or sensitive information.

Organize documents chronologically and by category.

Create an index of collected documents for easy reference.

Communication and Coordination

Establish a point of contact for all litigation-related communications.

Notify relevant employees and departments about the litigation.

Schedule regular updates and meetings with the legal team.

Coordinate with external counsel for specialized legal advice.

Develop a communication plan for stakeholders and regulators.

Legal Strategy and Analysis

Analyze the claims and defenses involved in the litigation.

Identify key legal issues and potential outcomes.

Develop a litigation strategy with input from the legal team.

Evaluate the risks and benefits of different legal approaches.

Prepare a timeline and action plan for litigation activities.

Witness Preparation

Identify and list potential witnesses and their relevance.

Conduct preliminary interviews with potential witnesses.

Provide witnesses with an overview of the litigation process.

Prepare witnesses for depositions and court appearances.

Review and practice key testimony points with witnesses.

Compliance and Risk Management

Ensure all actions comply with legal and regulatory requirements.

Review and update internal policies related to litigation.

Assess any potential impacts on business operations.

Implement measures to mitigate litigation-related risks.

Monitor ongoing compliance and adjust strategies as needed.

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.