Skill templates

A simple docketing template for internal use: deadlines, owners, and proof of compliance.

Turns messy facts into a clean timeline with missing-fact flags and exhibit hooks.

A step-by-step checklist to draft a PI complaint without missing parties, venue facts, or damages allegations.

A repeatable structure for summarizing economic and non-economic damages with assumptions.

An outline for challenging an expert: qualifications, reliability, methodology, fit, and bias.

A checklist to assemble a demand package that is easy for an adjuster to say yes to.

Build a deposition outline that maps questions to claims/defenses and exhibits.

A litigation discovery plan: what to request, why, and what it proves.

A repeatable vetting template to assess an expert’s reliability, bias signals, and cross themes.

A matrix for tracking carriers, policies, limits, and coverage issues (UM/UIM, med-pay, exclusions).

A set of interrogatory themes and starter questions mapped to liability, damages, and defenses.

A settlement-close checklist for tracking and resolving medical liens and subrogation claims.

A mediation brief structure that emphasizes liability clarity, damages proof, and negotiation posture.

Summarize treatment records into diagnoses, causation notes, and damages-relevant highlights.

A structured package: meet-and-confer summary, deficiencies table, and relief requested.

A structured way to screen a new personal injury intake and produce next steps, risks, and evidence requests.

A reusable kit: what records to request, from whom, and what each record proves.

RFA starters to lock in uncontested facts and narrow the case for motion practice and trial.

RFP categories and starter requests that tie to liability proof, notice, and damages.

A demand-letter structure that reads like a plaintiff-side brief: liability, damages, and ask.

A negotiation plan: anchors, concessions, narrative, and what to do if talks stall.

A closing-statement template with fees, costs, liens, and client disbursement checks.

A conservative checklist for spotting surveillance/social risks and protecting the client case narrative.

A repeatable template for verifying legal citations and claims.

A preservation letter template to prevent loss of video, ESI, and incident documentation.

A fast, conservative SOL/notice screening template with a clear assumptions list.

A structure for organizing an opposition: facts, disputes, law, and what evidence creates a triable issue.

A clean exhibit list with purpose, foundation, and objections to anticipate.

A simple template for calculating wage loss with assumptions and supporting documents to request.

A structured witness interview format that captures credibility, timelines, and follow-up evidence.