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Litigation Checklist : Phase I
We suggest you check-off that information you have available as well as add your narrative comments on the additional page provided:
- All correspondence submitted by you to adverse or relevant third parties (preferably in chronological order unless separation by category is more appropriate, in your discretion).
- All documents received from adverse parties or relevant third parties relative to the litigation (again, chronological or by category).
- Statements, notations or other memos prepared (unless otherwise provided above) by you and others, both favorable as well as unfavorable to your position, preferably in chronological order.
- A narrative, chronological diary of what you deem to be the history of the dispute with cross-reference to documents presented, as applicable.
- The names, addresses, phone numbers, positions and a short narrative as to other parties (beneficial or adverse to your position) whom you reasonably expect would testify and/or support your position or that of the adverse party.
- Copies of any reports (both from experts and non-experts) who are aware of the circumstances in dispute. Identification of those individuals or entities who may be able to serve as experts or whose opinions are relevant, including their name, addresses, etc. and biographical information.
Photographs, videotape, models and other demonstrative items and things (appropriately dated) which would assist us in more fully understanding your case and which may be used as evidence.
Copies of sketches, drawings, plans and other pertinent materials which as well could be particularly helpful.
By providing the information noted above, you will save us considerable time as well as likely reduce your own time expenditures and costs associated with this litigation.
*** Please do not make notations on original documents or photocopies which might be used in your case. It is particularly helpful, however, to obtain from you photocopies of such documents, with highlighting and a description of what you deem to be pertinent and significant points relating to each document.
Joseph B. Jerome and Associates
55 Public Square
Suite 2020
Cleveland, Ohio 44113-1901
