Who it’s for
For lawyers organising the record before a witness meeting and colleagues helping identify relevant source material.
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Templates & Checklists
Prepare a source record for a witness-focused review. The Word worksheet and prompt keep the witness's first account, documentary references, documents-shown history and unresolved checks distinct.
Want an easier way to manage complex matters?
What’s inside
Witness preparation worksheet
Word source map, first-account fields, documents-shown history and worked example.
docx
Reusable review prompt
Task-specific prompt with exact sources and human review boundaries.
txt
Synthetic source packet
Eight fictional equipment records with stable line references and known gaps.
zip
Included in the complete kit
Using this kit
When to use it
Use it when you need to understand which events a witness can address and which documents may need discussion, while preserving how the account was obtained.
How to use it
Record the first account in its own terms and identify the basis of knowledge. Map relevant documents separately, note what was shown and when, and preserve corrections and open questions for the responsible lawyer.
Scope and review
The example is fictional. The worksheet is not a script for testimony or a substitute for applicable witness-preparation rules. Do not turn a document-based inference into the witness's personal recollection.
Follow the workflow
Use the full guide alongside the downloaded files.