Free Litigation Preparation Checklist

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.

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)

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.

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.

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.

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.

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.

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.

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.