Litigation Checklist Template
Filling Date
-
Month
-
Day
Year
Date
Filing Compliant
Elements of each cause of action checked
The statute of limitations checked
Summons attached
Local forms required
Complaint filed
Received a file-stamped copy from the court
Complaint sent to the client
Service of Compliant
Complaint sent out for service
Complaint served
Proof of Service filed with the court
Answer
Answer filed/received
Answer served on the plaintiff
Received a file-stamped copy of answer from court
The answer sent to the client
Cross Compliant
Elements of each cause of action checked
Statute of Limitations Checked
Cross-complaint filed
Received a file-stamped copy from court
Cross-complaint sent to the client
Answer to Cross Compliant
Answer to cross-complaint filed/received
Answer served on cross-complainant
Received a file-stamped copy of the answer from the court
The answer sent to the client
Default
Statutory time to answer expired
Notice of default completed
Notice of default filed with the court
Notice of default served on the defendant
Notice of default sent to the client
Check local rules for default prove-up requirements
Default Judgment
Default judgment prepared
Default judgment signed by a judge
Default judgment filed with the court
Default Judgment recorded
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Demurrer
Demurrer researched each cause of action
Demurrer filed with the court
Demurrer hearing date set
Demurrer hearing date calendared
Demurrer served on plaintiff
Order on demurrer prepared
Order on a demurrer filed
Order on demurrer served on the plaintiff
Opposition to Demurrer
Demurrer researched each cause of action
Demurrer filed with the court
Demurrer hearing date set
Demurrer hearing date calendared
Demurrer served on plaintiff
Order on demurrer prepared
Order on a demurrer filed
Order on demurrer served on the plaintiff
Reply to Opposition to Demurrer
Reply filed with the court
Reply served on the plaintiff
Discovery
Discovery plan developed
Interrogatories sent
Form Interrogatories sent
Request for production of documents
Request for examination of the plaintiff
Request to examine land or items
Requests for Admissions
Depositions Set
Plaintiff
Defendant
Other
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Response to Opposition Discovery
Interrogatories Answered and Verified
Form Interrogatories Answered and Verified
Request for Production of Documents Answered and Verified
Request for Admissions Answered and Verified
Other
Deposition Dates Calendared
Plaintiff
Defendant
Other
Trial Preparation
Trial brief prepared
Written settlement offers sent
Status Conference Statements prepared
Stipulations signed
Trial notebook prepared
Motions in Limine prepared
Jury Instructions prepared
Witness List Prepared
Exhibit List prepared
Subpoenas prepared
Court reporter fees posted
Voir Dire questions prepared
Short statement of case prepared
Notice to produce witnesses and evidence at trialserved on opposition
Witnesses prepared for trial
Copies of all documents or document books prepared
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