How to Create a Trial Notebook
Building a trial notebook can feel overwhelming the first time you prepare for trial. But once you have a structure and a clean template, it becomes one of the most powerful organization tools in litigation.
What Is a Trial Notebook?
A trial notebook is the binder or digital folder you carry into trial. It holds every document you’ll need in court: pleadings, motions, orders, exhibits, witness lists and outlines, jury instructions, and your day-by-day notes. For litigators, a well-organized trial notebook can mean the difference between being prepared and scrambling.
Why Every Litigator Needs One
- Stay organized. Easily access key documents during trial without flipping through stacks.
- Manage exhibits. Know your Bates numbers, admissibility, and how to present each one.
- Guide your strategy. With witness outlines and motion logs in one place, you stay ahead of opposing counsel.
Trial Notebook Sections (What to Include)
| Section | Purpose |
|---|---|
| Case Information Sheet | Caption, court, cause number, parties, contacts. |
| Pleadings | Complaint, answer, motions, pre-trial orders. |
| Discovery | Key responses, deposition summaries, RFP logs. |
| Exhibits List | Bates numbers, description, admissibility status. |
| Witness List & Outlines | Contact info, direct and cross examination outlines. |
| Motions in Limine | Filed versions and rulings. |
| Jury Instructions / Verdict Form | Drafts and final versions. |
| Notes & Observations | Trial day summaries, judge’s remarks, opponent’s strategy. |
Digital Trial Notebooks
Whether you prefer a physical binder or a digital system, you can build a trial notebook in tools like Microsoft OneNote, Evernote, or SharePoint. The advantage? Searchable content, easier updates, and quick sharing with co-counsel.
Folder structure example:
- 01_CaseInfo
- 02_Pleadings
- 03_Discovery
- 04_Exhibits
- 05_Witnesses
- 06_MotionsInLimine
- 07_JuryInstr_Verdict
- 08_TrialNotes
Inside each folder, use a consistent naming format like “Date-DocumentName-Version” to avoid confusion during trial.
Related Resources
- Texas Answer Deadline Chart 2025
- How to Make Pleading Paper in Word
- Federal Answer Deadlines (FRCP 12(a))
FAQ
What is a trial notebook used for?
A trial notebook brings together all key documents you’ll need in court so you don’t waste time digging through files.
What should be included in a trial notebook?
See the “Trial Notebook Sections” table above for a full breakdown of recommended components.
How do you organize a digital trial notebook?
Create a clear folder structure (as shown above) and use consistent naming for documents so everything remains searchable.
Is there a required format for trial notebooks in court?
No. Most courts don’t mandate a set format. The value lies in your preparedness and how you use the notebook in real time.
How early should I start preparing my trial notebook?
Begin assembling it at the start of litigation events (pleadings, motions, discovery). Update it as you receive new documents. Don’t wait until trial week.
Disclaimer: This guide is provided for informational purposes only and does not constitute legal advice. Always verify your trial-prep processes, filing practices, and court-specific requirements.
