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

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

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

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 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.