Legal Negotiation Support


Legal Negotiation Support template was specially designed to help lawyers manage their client’s requests and try to solve them through negotiation, gathering information, scheduling meetings and doing research to better prepare to face the case.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Plaintiff’s name
  2. Plaintiff’s email
  3. Defendant’s name
  4. Defendant’s email
  5. Are you the plaintiff or the defendant?
    • Plaintiff
    • Defendant
  6. Your phone number
  7. Case category
    • Civil
    • Criminal
  8. Case description
  9. Expected conclusion date
  10. Documents

New clients

Information gathering

  1. Specify the subcategory of the case
  2. What are the expectations each party has?
  3. Related cases

Legal analysis

  1. What law applies to this case?
  2. Attach the law documentation

Scheduling meetings

  1. Meeting information
    Main topics


  1. Outcome
  2. How was the negotiation concluded?

  3. Yes. Proceed to “Solved”.
    No. Proceed to “File lawsuit”.


File lawsuit

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