lev-os Hearing Preparation Summary
Single document that orients counsel, frames issues, and serves as a fast in-hearing reference. Covers every hearing type—motion, evidentiary, trial, administrative, arbitration.
Prerequisites
Gather before starting:
- Hearing notice/order (date, time, forum, scope)
- Operative pleadings and amendments
- Key motions, briefs, and oppositions
- Docket sheet and relevant prior orders
- Evidence: exhibits, declarations, discovery excerpts, transcripts
- Witness list with contact info and prior statements
- Applicable rules and authorities (or a request to research them)
Output Sections
Fill every section that applies. Omit sections that are irrelevant to the hearing scope.
1. Hearing Snapshot
| Field | Value |
|---|---|
| Hearing type | |
| Date / time | |
| Location / courtroom / link | |
| Judge / officer / panel | |
| Matter(s) set | |
| Time limits | |
| Burdens of proof | |
| Applicable rules |
2. Case Background
5–10 chronological, fact-only bullets with source citations.
3. Procedural Posture
| Item | Date | Source | Impact |
|---|---|---|---|
| Complaint / petition | |||
| Answer / response | |||
| Key motions / rulings | |||
| Pending issues |
4. Issues Matrix
Core section. One row per disputed issue.
| Issue | Standard | Moving party position | Opposing position | Key facts | Key authorities | Evidence tie-ins |
|---|
5. Legal Standards & Authorities
Include pin cites when available. Flag uncertain citations with [VERIFY].
| Issue | Statute / Rule | Leading cases | Notes |
|---|
6. Evidence & Exhibits
| Exhibit ID | Description | Authenticity status | Relevance to issue | Sponsor witness |
|---|
7. Witnesses
| Witness | Role | Expected testimony | Prior statements | Cross targets | Impeachment |
|---|
8. Evidentiary / Procedural Flags
Include only what is relevant:
- Foundation / authentication gaps to cure
- Hearsay risks and available exceptions
- Motions in limine status and rulings
- Likely objections from each side
- Expert admissibility issues (methodology, qualifications, relevance)
9. Strategy & Risk
| Strengths | Weaknesses | Opponent likely themes | Recommended responses | Settlement / stipulation leverage |
|---|
10. Hearing Logistics & Deadlines
- Briefing or exhibit exchange deadlines
- Required filings (trial brief, witness list, exhibit list, proposed order)
- Tech needs (presentation, video, remote witness)
- Courtroom procedures (local rules, standing orders)
- Interpreter or accessibility needs
11. Examination Outlines
Include only if testimony is expected.
Witness: [Name]
Purpose: [Theme + issue]
Direct:
- Topic 1: [Q objectives]
- Topic 2: [Q objectives]
Cross:
- Topic 1: [Impeachment / concession]
- Topic 2: [Contradiction / bias]
12. Open Items
Actionable items with owner and due date if known.
Guardrails
- Cite sources for every factual assertion and quote.
- Separate facts from arguments; label advocacy explicitly.
- Never assume law or local rules—verify and mark uncertainties with
[VERIFY]. - Prefer tables and checklists over narrative.
- Stay within hearing scope; omit unrelated case history.
- Note jurisdiction and forum in the Hearing Snapshot; adjust standards accordingly.