Insights for litigation teams

Paralegal Playbooks

Checklists and workflows for trial prep, chronologies, message logs, summaries and deadlines.

Paralegal PlaybooksBuilding the Attorney’s Trial Notebook: Tabs, Templates and What Goes WhereHow to build a trial notebook the attorney will actually use: core tabs, witness and exhibit sections, an objections sheet, and keeping it current mid-trial.8 min read

Paralegal PlaybooksCalendaring Court Deadlines Without Misses: A Docketing System That HoldsLegal calendaring deadlines done right: trigger events, Rule 6 time computation, two-person verification, reminder chains and a docket audit routine.10 min read

Paralegal PlaybooksAn Evidence Review Workflow for Paralegals: From Raw Files to Attorney-ReadyA staged evidence review workflow for paralegals: preserve originals, inventory, triage, verify extracted text, code by issue, flag privilege, then QC.8 min read

Paralegal PlaybooksHow to Build a Case Chronology Where Every Entry Traces to a SourceHow to build a case chronology: columns to use, sourcing rules, uncertain dates and time zones, issue tags, QC checks, and how it feeds hearings and trial.8 min read

Paralegal PlaybooksHow to Write a Deposition Summary Attorneys Actually UseHow to write a deposition summary: page-line, topical and narrative formats, what to capture, neutral wording, a working template and a QC checklist.8 min read

Paralegal PlaybooksOrganizing Medical Records for Litigation: Request Log to Medical ChronologyHow to organize medical records for litigation: a request log, provider index, Bates numbering, deduplication, a medical chronology, gap checks and privacy.8 min read

Paralegal PlaybooksFamily Court Hearing Prep for Paralegals: The Two-Week CountdownParalegal family court hearing prep, step by step: a two-week countdown for exhibits, financial forms, witnesses, client prep and day-of logistics.8 min read

Paralegal PlaybooksA Paralegal’s Guide to Text Message Logs Courts Can Actually UseHow to build a text message log for court: getting a complete export, normalizing threads, Bates numbering, indexing, hashing, redaction and final QC.8 min read

Paralegal PlaybooksParalegal Productivity: The Tools and Habits That Actually Save HoursParalegal productivity comes from fewer re-dos, not faster typing. The habits, templates and tools that cut hours from intake, exhibits and hearing prep.8 min read

Paralegal PlaybooksThe Paralegal Trial Prep Checklist: Every Task From 60 Days Out to VerdictA paralegal trial prep checklist by countdown: pretrial disclosures, subpoenas, exhibits, binders, courtroom tech, in-trial tracking and post-trial deadlines.8 min read

Paralegal PlaybooksUsing AI as a Paralegal: Supervision, Verification and the Ethics That ApplyHow to use paralegal AI tools ethically: what ABA Formal Opinion 512 and Rule 5.3 expect, which tasks fit, how to verify output and protect client data.7 min read

Paralegal PlaybooksWitness Preparation Binders: What Goes In, What Stays Out, and WhyWhat belongs in a witness preparation binder for lay, party and expert witnesses, what to keep out because of Rule 612, and a template your team can reuse.8 min read