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Practical Resource | Checklist

Questions you are entitled to ask your current lawyer — before you accept any settlement offer.

A real trial lawyer will answer every one of these directly and specifically.

If you have a sexual harassment or employment discrimination case, use this checklist to evaluate whether your current lawyer is a trial lawyer or a settlement processor. Print it out. Bring it to your next call or meeting. You are entitled to direct answers.


The Most Important Question


☐  What has been done on my case so far — and what still needs to be done before trial?

This is the single most important question. A trial lawyer has a specific, detailed answer. A settlement mill does not, because they have never planned to try it.


The Trial Lawyer Question


☐  Who is the actual trial lawyer on my case — and when do I meet them?

If your attorney is vague or says this is premature, you have your answer.

☐  What is your recent trial history in sexual harassment cases, in this couthouse?

These records are public. The defense already knows the answer. You should too.

☐  Can I get a written trial evaluation — witnesses, strengths, weaknesses, damages, and strategy?

A real trial lawyer thinks about closing argument from day one. They can put that thinking on paper. A settlement processor cannot.


Case Value


☐  What is my case worth if it settles — and what is it worth if it goes to trial?

If your lawyer can only give you one number, they haven’t done the analysis.

☐  What is the defendant’s EPLI policy limit, and what is the self-insured retention?

Your lawyer should know this and have a strategy built around it.

☐  Have you made a settlement demand timed to the self-insured retention? Why or why not?

A strategically timed early demand creates leverage the defense cannot ignore and sets up post-trial attorney fees.


The Work


☐  What depositions have been taken — by us, and by the defense?

If the defense has taken depositions and your side hasn’t, ask why.

☐  What discovery do we still need, and when will it be done?

Vague answers here mean the case is not being worked up.

☐  Is trial scheduled? If not, when can I expect it to be scheduled? –

Cases without trial dates don’t have urgency. Urgency is what produces real settlement offers.


Your Protection


☐  What protections do I have against retaliation for filing this lawsuit?

California law prohibits retaliation. Your lawyer should explain your rights specifically.

☐  Is my lawsuit a matter of public record, and what can my employer tell coworkers?

Your lawyer should explain what is public, what is protected, and what to do if retaliation occurs.

☐  How long is this likely to take, and what drives that timeline?

You deserve a realistic answer — not false reassurance and not manufactured urgency.


If your lawyer cannot answer these questions directly and specifically, you may have a settlement firm — not a trial lawyer. You have the right to a second opinion.

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