Chapter § 1.15 Form: Early Case Assessment*

• Jurisdiction: United States
• Publication year: 2020

§ 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.