Prepare A Bullet Memorandum
Create a ONE or TWO page summary of your case under these categories: (1) Parties in the case, including names, addresses and phone numbers; (2) A list of all potential witnesses with same information, including a synopsis of their scope of knowledge and anticipated testimony; (3) Summary of the background of the controversy; (4) Summary of the Relevant Facts; (5) Summary of what you want to accomplish by the litigation.
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Assemble and Index An Exhibit Notebook
Collect any and all written evidence, perhaps a contract, letters, e mails, etc. Then, assemble them in chronological order. Complete a cover index and bind them in a loose leaf notebook. Do not include originals.
Important Practice Pointer: Most courts now have strong penalties for "spoliation," which means the destruction of evidence, including information in a hard drive. ALWAYS consult with your attorney before you delete ANYTHING.
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Make A List of the 12 Biggest Weaknesses
Don't force your attorney to figure out all the weakneses in the case. Save time by identifying, in your view, the 12 biggest areas of argument against your case, i.e., "the dirty dozen." Your attorney may have additional areas of concern, but you will save time and money by putting all the cards on the table up front. This exercise, which is sometimes painful, will force you to come face to face with the whole story, and it will better assist your attorney in assessing the probabilities of risk in the case.
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