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Notes taken during the pre-trial conference outlining the case details, issues, stipulations, unusual questions of evidence and law, expected witnesses, anticipated trial length, and settlement likelihood.
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How to fill out pre-trial conference notes template

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How to fill out pre-trial conference notes

01
Start by gathering all relevant case documents, including pleadings and discovery materials.
02
Review the court's local rules for any specific requirements regarding pre-trial conference notes.
03
Create a heading with the case name, number, and the date of the pre-trial conference.
04
List the parties involved in the case, including their attorneys' names and contact information.
05
Outline the issues to be discussed during the conference, categorizing them as necessary.
06
Prepare a summary of each party's position on the issues, including any legal arguments to be presented.
07
Include a timeline of case events leading up to the conference, if applicable.
08
Note any settlement discussions or offers made prior to the conference.
09
Leave space for notes during the conference, including decisions made and action items.
10
Review and finalize the notes after the conference, ensuring all critical points and agreements are captured.

Who needs pre-trial conference notes?

01
Attorneys representing parties in a legal case.
02
Judges who require an overview of the case prior to trial.
03
Legal assistants and paralegals who prepare documentation for trials.
04
Clients involved in litigation, who may want to understand the case progression.

What is Pre-trial Conference Notes Form?

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Pre-trial conference notes are written records summarizing the discussions, agreements, and decisions made during a pre-trial conference, which is a meeting between the parties involved in a legal case to prepare for trial.
Typically, both parties involved in the legal proceedings, including their attorneys, are required to file pre-trial conference notes to ensure a clear understanding of the issues to be addressed at trial.
Pre-trial conference notes should be filled out by summarizing key points discussed during the conference, including case details, agreed-upon facts, issues in dispute, and any other pertinent information as outlined by the court's requirements.
The purpose of pre-trial conference notes is to clarify the issues in the case, streamline the trial process, and provide a reference for the court and parties regarding what was discussed and agreed upon during the pre-trial conference.
Pre-trial conference notes must report information such as the identities of the parties involved, a summary of the issues, any stipulations agreed upon, witness and exhibit lists, and the estimated length of the trial.
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