Legal Trial CIS Form

LEGAL TRIAL CIS FORM

This Trial Case Information Sheet (CIS) is submitted by the undersigned parties for the matter captioned below. Plaintiff Name:    Defendant Name:

Case Number:    Court:    Presiding Judge:

Filing Date:

RECITALS

WHEREAS, Plaintiff commenced the above-captioned action seeking the relief referenced in the operative pleadings and the parties are required to furnish the court with a concise statement of issues, witnesses, exhibits, and pretrial scheduling information;

WHEREAS, the parties recognize the court's need for an accurate case information sheet to allocate calendar resources and set trial logistics, and agree to make the disclosures described herein in good faith and under penalty of perjury;

WHEREAS, the parties intend that the information provided shall govern pretrial procedures to the extent ordered by the court and shall not waive any substantive rights except as expressly stated in this document.

NOW, THEREFORE

The parties certify the following information, acknowledge obligations for pretrial disclosure, and agree to comply with the court's orders with respect to scheduling, evidence exchange, and trial procedures.

1. DEFINITIONS

For purposes of this CIS, "party" means any named plaintiff or defendant or their counsel; "exhibit" means any documentary or physical item offered into evidence; "expert" means any witness retained or specially employed to provide expert opinion testimony as defined by applicable rules of evidence.

2. TRIAL DATE AND PREFERENCE

Proposed Trial Month/Year:    Estimated Trial Length (days):

Jury Trial Requested: Yes    Trial to the Court (Non-Jury): Yes

3. JURY DEMAND / WAIVER

Each party confirms its current position regarding jury trial demand. A party's failure to check the box shall not constitute an express waiver where statutory or constitutional rights require specific procedural steps to waive. By checking the jury demand box above, the electing party represents that it has timely preserved its jury right and will not later claim lack of adequate notice solely as to this CIS.

4. PARTIES' COUNSEL AND NOTICES

5. STIPULATIONS AND ADMISSIONS

The parties state below any material facts or legal issues to which they stipulate and any admissions as to authenticity of documents, genuineness of signatures, or other matters that will reduce trial time. Stipulations, if any, shall be binding as to trial scheduling but shall not waive objections to admissibility unless expressly stated.

6. WITNESS LIST

Provide a complete list of witnesses each party intends to call at trial, grouped by lay and expert witnesses. For experts, include subject matter and whether a written report has been produced.

Number of Expert Witnesses Expected:    Expert Reports Served: Yes

7. EXHIBIT LIST

Summarize key exhibits to be offered at trial and identify exhibits expected to be subject to authentication or foundational objections.

8. PENDING MOTIONS AND BRIEFING SCHEDULE

List pending dispositive or other meritorious motions that may affect trial readiness and provide scheduled hearing or ruling dates.

Deadline for filing dispositive motions:

9. DISCOVERY STATUS

Discovery Completed: Yes    Remaining Discovery Items (if any):

10. CONFIDENTIALITY / PROTECTIVE ORDERS

Parties indicate whether a protective order governing confidential material applies or is requested. Any protective order shall specify procedures for designation, challenge, and uses of confidential material at trial and shall not be interpreted to limit admissibility determinations by the court.

Protective Order in effect or requested: Yes    State brief description if requested:

11. SETTLEMENT AND ADR

The parties shall identify whether the case is appropriate for mediation, arbitration, or other alternative dispute resolution and whether such procedures have been attempted.

ADR Attempted: Yes    ADR Recommended: Yes

12. PRETRIAL FILINGS AND EXCHANGES

The parties will exchange marked exhibits, witness lists, and trial briefs in accordance with the court's schedule. Failure to produce items timely may result in exclusion under applicable procedural rules.

13. CERTIFICATION

Each signatory below certifies under penalty of perjury under the laws of the applicable jurisdiction that the information contained in this CIS is true and correct to the best of the signatory's knowledge, that the disclosures are made after a reasonable inquiry, and that the signatory is authorized to bind the party for whom they sign.

14. NOTICES

15. MISCELLANEOUS PROVISIONS

Governing Law: This CIS and any disputes arising under it shall be governed by the substantive and procedural law of the jurisdiction in which the court sits, without regard to conflicts of law principles.

Entire Agreement: This CIS constitutes the complete statement of the parties' pretrial disclosures and supersedes all prior written or oral statements regarding the matters addressed herein, except as otherwise ordered by the court.

Severability: If any provision of this CIS is held invalid or unenforceable, the remainder shall continue in full force and effect and the invalid provision shall be reformed to reflect the parties' intent to the maximum extent permitted by law.

Amendments and Waiver: Any amendment or waiver of a provision of this CIS must be in writing and executed by both parties or their counsel. No failure or delay in enforcing any provision shall operate as a waiver.

Counterparts: This CIS may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument. Facsimile or electronic signatures shall be treated as originals to the extent permitted by law.

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