Playbook
Litigation Support + Trial Prep
A workflow for building a clean case file: issues, evidence map, witness prep, and trial outline.
ContractsReviewSensitivity: mediumBudget: Free or paidPlatform: any
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Recommended Stack
Start with 3–5 tools. Add more only if you can maintain the workflow.
Cocounsel
CoCounsel is Thomson Reuters' professional-grade legal AI assistant (built on Casetext), covering legal research, document review, drafting, and deposition preparation, grounded in Westlaw content. Sold to firms and legal departments; pricing is quote-based and enterprise, typically bundled with Westlaw. Retrieval-grounded, though outputs still require attorney verification.
Verifiedpaid
- Commonly used in the "Litigation Support + Trial Prep" workflow.
Harvey
Harvey is enterprise legal AI for large law firms and professional-services teams, with purpose-built agents, a secure document vault, cross-domain legal research (Knowledge), and contract intelligence. Aimed at AmLaw firms and in-house teams rather than solo or PI practices. Enterprise, quote-based.
Verifiedpaid
- Commonly used in the "Litigation Support + Trial Prep" workflow.
Legora
Legora (formerly Leya) is collaborative legal AI built around an agentic operating system for research, drafting, and document review, used by law firms and in-house teams. Quote-based, sales-led. Note: leya.law now redirects to legora.com following the 2026 rebrand.
Verifiedpaid
- Commonly used in the "Litigation Support + Trial Prep" workflow.
Vlex
vLex (now part of Clio) is an AI legal research platform whose Vincent assistant works across a database of 1B+ legal documents from 100+ countries, aimed at firms from AmLaw 100 to boutiques. Retrieval-grounded. Book a demo or start a free trial; pricing is quote-based.
Verifiedpaid
- Commonly used in the "Litigation Support + Trial Prep" workflow.
Checklist
- [ ] Create issue list and element-by-element proof chart
- [ ] Build an evidence map (doc IDs, witnesses, dates, citations)
- [ ] Prepare deposition and witness outlines
- [ ] Draft trial themes and opening/closing outline
Risk Notes
- Be conservative with confidentiality: sanitize exhibits before using third-party tools.
- Verify every quote and timeline fact against original evidence.
Prompts
Case Theory Outline
Turn facts into a structured case theory outline with issues, elements, and evidence buckets.
Litigation Chronology Builder
Turn an event/document summary into a dated chronology with evidence references.
Deposition Outline Builder
Generate a deposition outline with themes, exhibits, and sequencing.
Discovery Requests Draft (RFPs / Interrogatories)
Draft discovery requests tailored to a fact pattern and issues list (for counsel review).
Motion Outline Starter
Generate a motion/brief outline with headings tailored to issues and record facts.
Witness Prep Question Bank
Generate witness prep questions grouped by themes and key documents.
Skill templates
Source Check (Template)
A repeatable template for verifying legal citations and claims.
Advisory
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