Litigation Strategy and Case Evaluation
Strategy and Planning
The plan states the defense theory, identifies key issues and required work, projects costs by phase, and establishes decision points. Many clients require one within a defined period after assignment.
It is revised as the case develops.
Alternative Names:
Case Plan|Defense Plan
Why it Matters?
Plans treated as intake formalities produce no value, while those establishing genuine decision points create the discipline for reassessing rather than proceeding by momentum. Identifying in advance what information would change the strategy is what makes the plan operational. Budget alignment with the plan also permits variance analysis that reveals when a case is developing differently than anticipated.
Frequently Confused with
Related terms
Frequently asked questions
What makes a plan operational?
What does budget alignment enable?


