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Pre-Trial Statement/Report

Generate Court-Ready Pre-Trial Statements in Minutes

25 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Workflow

Pre-Trial Statement/Report

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Workflow

Pre-Trial Statement/Report

Overview

Preparing pre-trial statements manually is tedious and time-consuming, requiring hours to format witness lists, compile exhibit tables, and ensure compliance with local court rules. Attorneys often struggle with inconsistent formatting, missed deadlines, and the risk of errors when coordinating stipulated facts with opposing counsel.

Preparing comprehensive pre-trial statements requires hours of document review, meticulous fact compilation, and strategic issue framing. Attorneys must extract stipulated facts from multiple sources, identify contested legal and factual issues, compile witness and exhibit lists, and ensure strict compliance with local court rules—all while maintaining strategic alignment with case theory.

CaseMark automatically analyzes your case materials to generate complete pre-trial statements with properly formatted stipulated facts, contested issues, witness lists, and exhibit catalogs. Our AI extracts information from strategy plans, discovery documents, and court rules to produce court-ready filings that advance your litigation position while meeting all procedural requirements.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Stipulated Facts

  • Contested Issues of Law

  • Contested Issues of Fact

  • Witness List (formatted table)

  • Exhibit List (formatted table)

  • Signature Block

  • Court-compliant headers and footers

What it handles

  • Stipulated Facts

  • Contested Issues of Law

  • Contested Issues of Fact

  • Witness List (formatted table)

  • Exhibit List (formatted table)

  • Signature Block

  • Court-compliant headers and footers

Required documents

  • Case Strategy Plan

    Foundational strategic document outlining case theory, legal arguments, and litigation approach

    PDF, DOCX

  • List of Stipulated Facts

    Agreed-upon facts reached during discovery and pre-trial conferences with opposing counsel

    PDF, DOCX

  • Witness List

    Complete list of fact and expert witnesses with contact information and testimony subjects

    PDF, DOCX, XLSX

  • Exhibit List

    Comprehensive catalog of all documentary and physical evidence with identification numbers

    PDF, DOCX, XLSX

Supporting documents

  • Local Court Rules

    Jurisdiction-specific formatting requirements, page limits, and filing deadlines

    PDF

  • Discovery Materials

    Depositions, interrogatory responses, and other discovery documents identifying factual disputes

    PDF, DOCX

  • Expert Reports

    Expert witness disclosures and reports detailing anticipated opinion testimony

    PDF, DOCX

  • Settlement Conference Minutes

    Notes from settlement discussions documenting additional stipulated facts

    PDF, DOCX

Why teams use it

Reduce pre-trial statement preparation time from 4+ hours to under 15 minutes

Automatically format witness and exhibit lists to match local court requirements

Ensure legal consistency between stipulated facts and case strategy with AI validation

Generate both Word and PDF versions ready for electronic filing

Eliminate formatting errors with automated court rule compliance checks

Questions

What is a pre-trial statement and why is it important?

A pre-trial statement is a formal court filing that outlines stipulated facts, contested legal and factual issues, witness lists, and exhibit lists before trial. It serves as the judge's primary roadmap for understanding the scope of the case, managing trial proceedings efficiently, and allocating courtroom time. A well-prepared pre-trial statement demonstrates professionalism and can favorably influence the court's perception of counsel.

How does CaseMark ensure my pre-trial statement aligns with my case strategy?

CaseMark analyzes your Case Strategy Plan to ensure all positions articulated in the pre-trial statement advance your litigation theory. The AI cross-references contested issues against your strategic objectives, verifies that stipulated facts don't inadvertently concede important ground, and frames legal questions to guide the court toward your preferred analysis while maintaining the objectivity expected in court filings.

Can CaseMark handle joint pre-trial statements filed with opposing counsel?

Yes, CaseMark generates pre-trial statements suitable for joint filing by clearly delineating agreed-upon stipulated facts while maintaining strategic framing of contested issues. The output includes properly formatted signature blocks for multiple parties and flags areas where negotiation with opposing counsel may be needed regarding issue characterization or witness designations.

How does CaseMark ensure compliance with local court rules?

CaseMark applies jurisdiction-specific formatting requirements including margins, fonts, spacing, page numbering, and signature blocks based on your local court rules. The AI validates compliance with page limitations, identifies required sections, and ensures proper structure for witness and exhibit lists according to local practice conventions.

What happens if some required documents are missing or incomplete?

CaseMark identifies any missing or incomplete source materials and flags these deficiencies in the output so they can be addressed before finalizing the pre-trial statement. The AI works with available documents to generate a comprehensive draft while clearly noting areas requiring additional information or attorney review for strategic decisions.

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