Chapter § 1.15 Form: Early Case Assessment*

JurisdictionUnited States
Publication year2020

§ 1.15 Form: Early Case Assessment*

Schedule

Initial Pleading Deadlines

If plaintiff, file by:

If defendant, served on:

Answer due on:

Preliminary Case Assessment

Limitations

Venue

Jurisdiction

Choice of law

Defenses/dispositive motions/counterclaims

Deadlines

Discovery

Hearings (e.g., injunction)

Other

Team Contacts

[CLIENT] Attorneys

List

Firm Attorneys

List

[CLIENT] Scheduler

Name

Firm Scheduler:

Name

Early Case Assessment

Discovery Status and Strategy

Key Legal and Factual Issues

Strategic Resolution Options

Opposing Counsel

Other Parties/Counsel

Company Fact Witnesses

Principal Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Secondary Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Ancillary Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Documents

Opposing Witnesses

Principal Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Secondary Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Ancillary Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Documents

Third-Party Witnesses

Principal Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Secondary Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Ancillary Witnesses

Interview

Depose

(Name, Title, Expected Testimony)

Yes/No

Yes/No

Documents

Expert Witnesses

Jurisdiction and Court

Next Steps

* This form can be used at the outset of an engagement to establish goals, set expectations, and communicate strategies.

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