Litigation support document template for forensic accounting firms to collect exhibits, expert reports & correspondence with automated tracking.
The Litigation Support Document Collection template gives forensic accounting firms and litigation support specialists a purpose-built litigation support document template for forensic accounting firms that replaces scattered email attachments with one structured, trackable intake. Instead of chasing 50+ separate files per case and losing roughly four hours per matter to manual organization, your team sends a single request that spells out exactly what opposing counsel, instructing firms, or expert witnesses need to submit — Bates-numbered exhibit bundles, expert witness reports, legal correspondence, and pleadings.
Because exhibits go missing in nearly a quarter of submissions, the template builds completeness directly into the workflow: a required exhibit register, a completeness attestation, and an authorising counsel signature ensure nothing reaches your team incomplete. Every field — from the court docket number to the discovery cut-off date — is mapped to the way litigation support specialists actually organize a case file, so documents arrive pre-sorted by matter, category, and damages period rather than as an unlabeled folder dump.
Behind the scenes, automated reminders follow up with submitting parties on your behalf, eliminating the manual status-check calls that eat into billable hours, while automatic receipt confirmations give instructing firms proof their submission was received. Every request status — sent, in progress, or complete — stays visible in one tracked pipeline, so litigation support teams always know exactly where each case stands. Built on GatherMonk's document collection templates, this workflow is designed specifically for the accuracy and chain-of-custody demands of litigation support, not repurposed from a generic intake form.
14-day free trial · No credit card required
This template structures litigation intake into firm particulars, an exhibit inventory, Bates-numbered document bundles, matter identification, and a signed completeness attestation, ensuring every exhibit is accounted for before a case file is considered received.
Captures the instructing law firm, lead counsel of record, and correspondence email so every submission is tied to the right case contact from the start.
Records how many exhibits are being submitted, which document categories are included, the expert report format, and the damages period the materials cover.
The core upload area where the Bates-numbered exhibit bundle, expert witness reports, and legal correspondence or pleadings are collected in one place.
Ties the submission to the underlying matter with the court docket number, the nature of the litigation, and the discovery cut-off date.
Requires written confirmation that every exhibit listed in the register is included, backed by an authorising counsel signature, before the file is marked complete.
How it's better: unlike spreadsheets, email and systems where you waste time managing the chaos, GatherMonk keeps your information organized & better presentation for your needs.
Follow these simple steps to get started with our process.
Use this template today. Your first event lead collection is ready in under 2 minutes — 14-day free trial, no credit card required.
Use This Template Free →