An affidavit is a written statement sworn before a notary or other officer authorized to administer oaths.

A case budget document is the formal cost projection submitted to a client, typically broken down by litigation phase.

A case evaluation report is counsel's written assessment of liability, damages, defenses, and settlement value, used to set reserves and authority.

A certificate of service is the signed statement confirming a document was served on the other parties and how.

A closing report summarizes a resolved matter's outcome, costs, and lessons, completing the file for the client or carrier.

A consent order is an order entered on the parties' agreement, resolving an issue or the entire case without adjudication.

A coverage opinion letter is coverage counsel's written analysis of whether a claim falls within a policy and what defenses may apply.

A declaration is a written statement signed under penalty of perjury, serving the same function as an affidavit without notarization.

A declination letter documents that a professional is not undertaking representation, protecting against implied engagement claims.

A demand package is the compiled submission supporting a settlement demand, containing liability evidence, medical records, and damages documentation.

A deposition digest is a condensed topical summary of testimony organized by subject rather than by transcript sequence.

A discovery response draft is the working version of interrogatory answers or production responses before verification and service.

An engagement letter documents the scope, terms, and fee arrangement of a professional representation.

An expert retention letter engages an expert witness, defining the assignment, compensation, and the scope of communications.

A litigation guidelines compliance report documents a firm's adherence to a client's handling and billing requirements.

A litigation hold letter is the written notice instructing custodians to preserve material relevant to anticipated or pending litigation.

A mediation brief is the written submission to a mediator setting out a party's position on liability, damages, and resolution.

A medical chronology is a dated summary of a claimant's treatment linked to source records, and it is the foundation of injury case analysis.

A minute order is a brief court order entered on the docket, often summarizing rulings made at a hearing.

A notice of appearance is the filing by which counsel formally enters a case on behalf of a party.

A preservation letter demands that a party or non-party retain specified evidence, creating the notice record for later spoliation arguments.

Proposed findings of fact are a party's submitted draft of the factual determinations it asks the court to adopt after a bench trial.

A scheduling order sets the deadlines governing a case, including amendments, discovery, expert disclosures, and dispositive motions.

A settlement brochure is a persuasive presentation of a claim's liability and damages accompanying a settlement demand.

A status report updates the client or carrier on case developments, evaluation, budget, and recommended next steps.

A stipulation and order is an agreement between parties submitted to the court and entered as an enforceable order.

A table of authorities lists the cases, statutes, and other sources cited in a brief with the pages where each appears.

A trial plan is the internal document organizing witness order, exhibits, themes, and responsibilities for trial.

A witness statement is a written account of a person's observations, taken during investigation and signed or recorded.