Litigation Team Management: Initial Client Intake through Discovery (On-Demand)


Successful litigation teams work their cases using proven strategies of organization, checklists, and deadline control, flexibly applying broad litigation plans adapted to each case’s unique facts and circumstances.  Discovery is the phase of litigation where costs can rise most significantly, and cases can often take a detour from the preliminary schedule set out in a case management plan. Learn tips from a winning trial team to help keep small to complex cases on track, deal with detours, and manage discovery and trial preparation. Better develop those skills that help you reach the best result for your client, looking toward trial beginning at your first client meeting while optimizing the timing and opportunities for settlement.

Want a discount? Become a member by purchasing LP365 Unlimited!

Event Details

Course Type

Course Instructor

Stephanie B. Elliott, NCCP, William E. Moore, Jr., Esq.

Original Date Of Course

General Credits


Course Description

Successful litigation teams work their cases with proven strategies, including preparation, organization, checklists and deadline control. Learn to consciously screen and plan the case, become an effective fact gatherer, and organize your legal team from the initial meeting through the completion of discovery.  Refining these key skills is critical for improving efficiency, minimizing litigation costs and maintaining client satisfaction and engagement through the arduous litigation process. We will share what we have learned from decades of experience on how to best gather information, process it, organize it and prepare it for effective use at trial (including ploys that have worked and those to be avoided, having tried numerous cases in state and federal courts and survived the school of hard knocks).  Litigation is messy, and often traumatic and confusing for clients. The use of case management technics that involve a system of checks and balances can help make the journey more predictable (or, at least tolerable when the unexpected is encountered), and best of all creates a productive and satisfying working relationship for attorneys and their staff, which translates into effective legal services and appreciative clients.


  • Initial Client Intake
  • Pleadings
  • Written Discovery
  • Depositions


  1. Initial Client Intake:  What to ask your client, how to organize them to vet/start litigation, and how to obtain documents from all sides of the case.
  2. Pleadings:  Strategies for Plaintiffs and Defendants.  Hone the best practice skills for drafting initial pleadings.
  3. Written Discovery:  When to start for each side, how to manage and how to effectively plan your case in coordination with Case Management and/or Discovery Scheduling Orders.
  4. Depositions:  The “Who, When, Where What and How” of planning and taking depositions. 


Stephanie Elliott, NCCP

William E. Moore, Jr., Esq.