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
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
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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