Step 1: Initial review and strategy

Most matters begin with reviewing documents, facts, and goals. A strategy is developed based on risks, costs, and likely outcomes.

Step 2: Pleadings and early motions

A complaint and answer frame the dispute. Early motions may narrow issues, clarify legal claims, or resolve certain disputes.

Step 3: Discovery

Discovery is the evidence phase—documents, written questions, and depositions. Organization and record-keeping are critical.

Step 4: Settlement options

Many matters resolve through negotiation or mediation. Preparation improves leverage and decision-making.

Step 5: Trial preparation and trial

If trial is required, preparation focuses on exhibits, witnesses, and clear presentation aligned with your goals.

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