Product Liability Case Management Checklist Template
Streamline your product liability defense! This checklist template guides you through every crucial step, from initial investigation to final resolution. Minimize risk, maximize efficiency, and confidently manage your product liability cases. Download now and take control!
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Initial Case Assessment
Tasks related to the initial review and evaluation of the product liability case.
Date of Incident
Plaintiff's Age at Time of Incident
Type of Product Involved
Brief Description of Incident
Severity of Injury
Initial Police Report (if applicable)
Investigation & Evidence Gathering
Activities focused on collecting and preserving relevant evidence.
Product Photos/Videos
Detailed Description of Incident
Incident Location Coordinates
Date of Incident
Quantity of Product Involved
Product Defect Type (Select all that apply)
Witness Statements (if any)
Expert Witness Management
Tasks concerning the identification, retention, and coordination of expert witnesses.
Expert Witness Name
Expert Witness Contact Information
Area of Expertise
Hourly Rate
Retainer Agreement Date
Retainer Agreement Document
Summary of Expert's Opinion/Report
Legal Research & Strategy
Activities focused on researching legal precedents and developing a case strategy.
Summary of Relevant Statutes & Case Law
Primary Legal Theories
Number of Similar Cases Reviewed
Analysis of Precedent Setting Cases
Potential Defenses
Document Management & Organization
Tasks related to organizing, managing, and securing all case documents.
Total Documents Uploaded
Document Storage Method
Last Document Review Date
Document Review Notes
Key Document Scan (e.g., Product Manual)
Document Security Level
Number of Digital Scans Completed
Plaintiff Communications & Expectations
Activities focused on maintaining communication with the plaintiff and managing their expectations.
Date of Initial Communication
Summary of Initial Communication (Plaintiff's Concerns)
Communication Method
Frequency of Updates (e.g., weekly, bi-weekly)
Summary of Recent Communication (Plaintiff)
Plaintiff Understanding of Process
Notes on Plaintiff Expectations
Regulatory Compliance & Reporting
Tasks related to ensuring compliance with relevant regulations and reporting requirements.
Initial Regulatory Review Date
Applicable Regulations (Select all that apply)
Summary of Regulatory Requirements Analyzed
Quantity of Products Affected (Estimate)
Supporting Documentation for Regulatory Analysis (e.g., internal memos, legal opinions)
Reporting Obligations Met?
Date of Last Regulatory Report Submission
Settlement Negotiations & Mediation
Activities focused on settlement negotiations and potential mediation efforts.
Initial Settlement Demand Received Date
Initial Settlement Demand Amount
Negotiation Strategy (Initial)
Summary of Initial Negotiation Meeting
Counteroffer Amount (Plaintiff)
Counteroffer Amount (Defendant)
Mediation Scheduled?
Notes from Mediation Session
Trial Preparation & Strategy
Tasks related to preparing for trial and developing a trial strategy.
Key Witness Preparation Notes
Exhibit List (Latest Version)
Potential Exhibits to Use at Trial
Mock Trial Date (if applicable)
Anticipated Defenses and Rebuttals
Jury Instructions – Key Areas of Focus
Estimated Trial Length (Days)
Post-Trial Procedures & Appeals
Activities focused on post-trial procedures and potential appeals.
Appeal Filing Deadline
Summary of Post-Trial Motions Filed
Appeal Filed? (Yes/No)
Appeal Hearing Date (if applicable)
Summary of Appeal Arguments Presented
Appeal Costs Incurred
Uploaded Supporting Documents (e.g., appellate briefs)
Outcome of Appeal?
Case Management Screen Recording
See ChecklistGuro's Case Management in action! This screen recording demonstrates how our BPM platform simplifies case tracking, task assignment, and overall process control. Learn how to improve efficiency and reduce errors with ChecklistGuro. #CaseManagement #BPM #ChecklistGuro #ProcessAutomation #Workflow
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