LITIGATION SUPPORT CASE MANAGEMENT CHECKLIST TEMPLATE 2026

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL CASE INTAKE & CONFLICT CHECK ---
[ ] Client Name
[ ] Adverse Party Name
[ ] Date of Incident/Matter Commencement
[ ] Conflict Check Status (No Conflict Found, Potential Conflict Identified, Conflict Confirmed - Matter Declined)
[ ] Involved Parties/Entities (Plaintiff, Defendant, Third-Party Defendant, Co-Defendant)
[ ] Initial Intake Documentation
[ ] Brief Case Summary
[ ] Conflict Clearance Authorization

--- CASE STRATEGY & LITIGATION PLANNING ---
[ ] Case Name/Matter ID
[ ] Litigation Strategy Overview
[ ] Statute of Limitations Deadline
[ ] Case Priority Level (Low, Medium, High, Urgent/Critical)
[ ] Estimated Litigation Budget
[ ] Initial Strategy Document
[ ] Primary Legal Theories (Breach of Contract, Negligence, Fraud/Misrepresentation, Regulatory Violation, Other)

--- DISCOVERY MANAGEMENT & E-DISCOVERY ---
[ ] Legal Hold Issued Date
[ ] Discovery Types Involved (Interrogatories, Requests for Production (RFP), Requests for Admission (RFA), Depositions, Subpoenas)
[ ] Document Production Log
[ ] E-Discovery Protocol Summary
[ ] Data Custodian Status (Identified, Notified, Data Collected, Review Complete)
[ ] Discovery Deadline

--- EVIDENCE & EXHIBIT MANAGEMENT ---
[ ] Exhibit ID Number
[ ] Exhibit Description
[ ] Evidence Type (Document, Photograph, Digital Media (Video/Audio), Physical Object, Email/Correspondence)
[ ] Date of Evidence Creation
[ ] Upload Digital Evidence
[ ] Chain of Custody Participants (Lead Attorney, Paralegal, Investigator, Clerk)
[ ] Chain of Custody Verification

--- WITNESS IDENTIFICATION & PREPARATION ---
[ ] Witness Name
[ ] Witness Type (Fact Witness, Expert Witness, Character Witness, Expert/Technical Witness)
[ ] Deposition Scheduled Date
[ ] Preparation Tasks Completed (Contact Initiated, Subpoena Served, Pre-Deposition Interview Conducted, Documents Provided for Review)
[ ] Witness Statement/Affidavit
[ ] Witness Summary & Key Testimony Notes

--- DEPOSITION & HEARING COORDINATION ---
[ ] Scheduled Date
[ ] Scheduled Time
[ ] Deposition/Hearing Venue
[ ] Type of Proceeding (Deposition, Evidentiary Hearing, Motion Hearing, Trial)
[ ] Required Attendees (Opposing Counsel, Court Reporter, Videographer, Expert Witness, Client)
[ ] Deposition Outline/Notice
[ ] Key Issues to Address

--- MOTION PRACTICE & FILING DEADLINES ---
[ ] Motion Name/Description
[ ] Filing Deadline
[ ] Motion Type (Motion to Dismiss, Motion for Summary Judgment, Motion to Compel, Motion in Limine, Other)
[ ] Draft Motion/Supporting Documents
[ ] Opposition/Reply Summary
[ ] Required Service Methods (Email Service, Certified Mail, Personal Service, Electronic Filing System (EFS))

--- TRIAL PREPARATION & COURTROOM READINESS ---
[ ] Trial Start Date
[ ] Trial Exhibit Checklist (Witness List Finalized, Exhibits Indexed, Deposition Summaries Ready, Jury Instructions Prepared, Trial Notebook Completed)
[ ] Trial Brief Upload
[ ] Courtroom Assignment
[ ] Trial Strategy Notes
[ ] Lead Counsel Approval

--- SETTLEMENT NEGOTIATION & MEDIATION TRACKING ---
[ ] Mediation Date
[ ] Mediation Status (Scheduled, In Progress, Settled, Unsuccessful, Postponed)
[ ] Settlement Offer Amount
[ ] Negotiation Notes & Summary
[ ] Settlement Agreement Draft
[ ] Parties Involved in Negotiation (Plaintiff Counsel, Defense Counsel, Mediator, Insurance Adjuster)
[ ] Final Approval Signature

--- POST-LITIGATION CASE CLOSURE ---
[ ] Date of Final Disposition
[ ] Case Outcome Status (Settled, Dismissed, Judgment Rendered, Appealed)
[ ] Post-Matter Review Summary
[ ] Archived Assets (Physical Files, Digital Evidence, Correspondence, Financial Records)
[ ] Final Order/Settlement Agreement
[ ] Closing Attorney Approval

--- END OF TEMPLATE ---
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