Capture case facts in a structured sequence — events, evidence links and parties — so the attorney reviews a complete picture before advising.
Quick answer
Records who, what and when in a fixed order — events, parties and evidence pointers — so the lawyer reads one complete account instead of piecing the story together.
Disclaimer: this page is for process reference only. It does not constitute legal advice. Consult a qualified attorney when needed.
Methodology: structured fact-capture pattern adapted from litigation support best practices; fields are editable per matter.
Legal cases turn on facts — and facts get lost when they live only in oral accounts. This form walks the client (or paralegal) through a chronological sequence: what happened, when, who was involved, and what evidence exists. The output gives the attorney a complete, structured picture to review before advising on strategy.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Each event: date, description, participants.
Link documents and photos to specific events.
Tag each person by role (client, witness, opposing).
Verify no gaps before handing off to the attorney.
From copy to deliverable in four steps.
Copy it into your workspace and name the matter.
Walk the client through events chronologically, capture evidence references.
Check that every event has a date, actors and an evidence link.
Share the structured fact sheet for pre-consultation review.
Pick your role — see how it fits your workflow.
Walk into the first client meeting with a complete fact picture already captured.
Interview and document the story in one structured pass — nothing lost between sessions.
Standardize how student teams gather facts across cases.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
