About this template
Managing a lawsuit requires tracking dozens of moving parts, from initial complaint filing to discovery and trial preparation. This Litigation Checklist Google Form template is designed for legal professionals, paralegals, and law firms seeking a systematic way to monitor case progress and ensure all statutory steps are completed on time.
The form walks users through critical procedural milestones, including the filing of complaints, service of process, answers, cross-complaints, demurrers, discovery requests, deposition scheduling, and final trial preparation. By standardizing this checklist, legal teams can eliminate oversights, maintain clear case histories, and coordinate more effectively across departments.
With Doc2Form, you can instantly turn this structured checklist into a live Google Form, making it simple to update case files, share progress reports with colleagues, and keep every stakeholder aligned throughout the litigation lifecycle.
Key features
- Track every phase of litigation from filing to trial preparation.
- Standardize procedural workflows across your entire legal team.
- Easily log deposition dates and discovery deadlines.
- Maintain clear audit trails for court document requirements.
Use cases
- Tracking civil litigation milestones for active client cases.
- Internal case audits conducted by senior partners or managing attorneys.
- Onboarding new paralegals to firm-standard case management protocols.
- Preparing structured status updates for firmwide review meetings.
What this form collects
- Case Name and Number (Short answer)Enter the official name of the lawsuit and the court docket number.
- Person Completing Checklist (Short answer)Enter your full name and role (e.g., Lead Attorney, Paralegal).
- Filling Date (Date)Select the date this checklist review is being conducted.
- Filing Complaint Checklist (Multiple choice)Confirm whether the initial complaint has been drafted, reviewed, and filed with the court.
- Service of Complaint Checklist (Multiple choice)Confirm that all defendants have been properly served and proofs of service are filed.
- Answer Checklist (Multiple choice)Verify whether the defendant's answer has been received and reviewed.
- Cross-Complaint Checklist (Multiple choice)Indicate the status of any cross-complaints filed in the matter.
- Answer to Cross-Complaint (Multiple choice)Verify filing and service of the answer to the cross-complaint.
- Demurrer Checklist (Multiple choice)Indicate status if a demurrer or motion to dismiss has been filed.
- Opposition to Demurrer Checklist (Multiple choice)Verify preparation and filing of opposition papers if applicable.
- Default Checklist (Multiple choice)Confirm application for entry of default has been submitted if the opposing party failed to respond.
- Default Judgment Checklist (Multiple choice)Confirm default judgment packet has been prepared and submitted.
- Discovery Checklist (Multiple choice)Track interrogatories, document requests, and requests for admission.
- Depositions Set (Multiple choice)Confirm whether depositions have been scheduled and noticed.
- Deposition Dates Calendared (Multiple choice)Confirm all deposition dates and deadlines are entered into the master calendar.
- Trial Preparation Checklist (Multiple choice)Verify exhibit lists, witness lists, trial briefs, and pre-trial conference readiness.
- Additional Case Notes (Paragraph)Provide any additional context, pending motions, or special instructions for this matter.
FAQ
How do I customize this litigation checklist for my firm?
Once you convert the template into Google Forms via Doc2Form, you can freely add, remove, or modify sections to match your specific practice areas and court jurisdictions.
Can I use this form to track multiple cases at once?
Yes. Each submission can be tied to a specific case name or docket number, allowing you to filter and review responses individually in Google Sheets.
Is this template suitable for both plaintiffs and defendants?
Yes. The checklist includes sections covering both initial filing obligations and defense responses such as answers, counterclaims, and demurrers.
How does Doc2Form help me deploy this form?
Doc2Form instantly converts this structured template into a fully editable Google Form with a single click, saving you hours of manual questionnaire building.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.