Trial Preparation Task System
Auto-generates a customized trial preparation task list 60 days before trial — assigning tasks to attorneys and paralegals, tracking completion, and escalating overdue items.
What This Automation Does
How It Works
Trial Date Set
Trial date entered — system calculates 60-day countdown and activates prep sequence
Generate Task List
Custom checklist created: exhibit list, witness prep, jury instructions, motions in limine, voir dire
Assign & Deadline Tasks
Tasks assigned to lead attorney, associates, and paralegals with individual deadlines
Weekly Progress Report
Lead attorney receives weekly summary: completed, pending, and overdue items
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All trial preparation tasks are supervised by lead counsel. Automation provides tracking and escalation only — legal strategy requires attorney review.
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