Case checklist guidelines template 2026

1. Click ‘Get Form’ to open the case checklist guidelines template in the editor.
2. Begin with the 'Pretrial' section. Fill in the 'Appearance Log' by documenting each court appearance, including dates and brief descriptions. Ensure you distinguish between Penal Code section 987.9 appearances and others.
3. Proceed to 'Motions and Orders'. Within 15 days of assignment, list all motions ruled on and those pending resolution, noting the court's rulings.
4. In the 'Exhibits' subsection, provide a comprehensive list of all exhibits introduced at pretrial hearings within 30 days of your first appearance.
5. For 'Juror Questionnaires', collaborate with opposing counsel at least 30 days before trial to prepare a consolidated questionnaire for submission.
6. Complete the 'Post-Sentence' section by ensuring all necessary records are certified within specified timelines after sentencing.
7. Finally, sign and date the receipt for guidelines section to confirm acknowledgment of these guidelines.

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