← All workflows

Pretrial Statement

Draft Pre-Trial Statements in Minutes, Not Hours

12 minutes with CaseMark

Run this workflow

Run it in CaseMark

Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

  • Case Pleadings and Rulings
  • Witness Disclosures and Expert Reports
  • Local Rules or Judge's Pretrial Order

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Pre-Trial Statement skill automates the drafting of court-compliant pre-trial statements and joint pretrial reports for U.S. commercial litigation. It organizes stipulated facts, frames contested issues, compiles witness and exhibit lists, and addresses trial management matters—all structured to match your local rules and judge's requirements.

Drafting pre-trial statements is one of the most tedious yet critical tasks in trial preparation. Attorneys must manually compile stipulated facts, frame contested issues, organize lengthy witness and exhibit lists, and ensure every section complies with local rules—often under tight deadlines and with input from multiple parties.

CaseMark automates the heavy lifting of pre-trial statement drafting by analyzing your case documents, disclosures, and local rules to produce a structured, court-compliant document. The AI organizes stipulated facts, frames contested issues precisely, and compiles witness and exhibit lists so attorneys can focus on trial strategy rather than document assembly.

How it works

  1. 1. Upload your case documents, witness disclosures, exhibit inventory, and applicable local rules or judge's pretrial order

  2. 2. AI analyzes the case posture, identifies stipulated facts, and frames contested issues of law and fact

  3. 3. Review and customize the generated pre-trial statement, witness lists, and exhibit compilations

  4. 4. Export the finalized pre-trial statement in your preferred format (DOCX, PDF)

What you get

  • Caption and Introductory Paragraph

  • Stipulated Facts

  • Contested Issues of Law

  • Contested Issues of Fact

  • Witness List

  • Exhibit List

  • Procedural and Trial Management Matters

  • Signature Block(s)

What it handles

  • Generates court-compliant pre-trial statements with proper caption and structure

  • Organizes stipulated facts with verbatim agreed wording and record citations

  • Frames contested issues of law and fact as discrete, neutral questions

  • Compiles witness lists with testimony subjects, types, and disclosure references

  • Builds exhibit lists following local numbering conventions and joint numbering rules

  • Includes procedural and trial management sections for motions in limine, trial length, and jury/bench designations

Required documents

  • Case Pleadings and Rulings

    Complaints, answers, counterclaims, key court orders, and dispositive rulings that establish the case posture

    .pdf, .docx

  • Witness Disclosures and Expert Reports

    Witness disclosure lists, expert reports, and deposition designations identifying all trial witnesses

    .pdf, .docx

  • Local Rules or Judge's Pretrial Order

    Applicable local rules, standing orders, or judge-specific pretrial order specifying required sections and format

    .pdf, .docx

Supporting documents

  • Exhibit Inventory

    Exhibit list with Bates numbers, exhibit IDs, descriptions, and any joint numbering agreements

    .pdf, .docx, .xlsx

  • Stipulation Correspondence

    Correspondence or draft stipulations exchanged with opposing counsel regarding agreed facts

    .pdf, .docx

  • Motions in Limine

    Filed or pending motions in limine and related rulings for the trial management section

    .pdf, .docx

Why teams use it

Eliminates hours of manual formatting and organization by auto-generating structured pre-trial statements

Ensures contested issues are framed as neutral, discrete questions aligned to trial themes

Produces comprehensive witness and exhibit lists with proper citations and numbering conventions

Adapts document structure to local rules and judge-specific pretrial order requirements

Questions

What types of pre-trial filings can this skill generate?

CaseMark can draft unilateral pre-trial statements, joint pretrial reports, and trial readiness filings for U.S. commercial litigation. The output adapts to the specific sections and format required by your local rules or judge's standing order.

How does CaseMark handle local rule variations?

When you upload the applicable local rules or judge's pretrial order, CaseMark structures the document to match the required sections, formatting, and numbering conventions. You can review and adjust the output to ensure full compliance with your jurisdiction's requirements.

Can it distinguish between stipulated and contested facts?

Yes. CaseMark separates stipulated facts from contested issues, presenting agreed facts in verbatim wording and framing contested issues as neutral, discrete questions the court must decide. This ensures the document accurately reflects the parties' positions.

How are witness and exhibit lists organized?

CaseMark compiles witness lists with name, type (fact or expert), location, subject of testimony, and disclosure references. Exhibit lists include exhibit IDs, Bates numbers, and descriptions following your local numbering conventions.

Is the output ready to file with the court?

CaseMark generates a comprehensive draft that follows standard pre-trial statement structure and your local rules. However, attorneys should review the output for accuracy, verify all stipulations with opposing counsel, and ensure compliance before filing.

Can this handle joint pretrial reports with multiple parties?

Yes. CaseMark supports joint pretrial report formats where both sides contribute stipulated facts and contested issues. The output includes multiple signature blocks and clearly delineates each party's positions as required by the governing order.

Related