Hearing Prep Summary

---
name: hearing-prep-summary
description: Produces a quick-reference hearing preparation summary synthesizing pleadings, evidence, witnesses, and governing law into issue matrices, exhibit cross-references, and procedural checklists. Use when preparing for motion hearings, evidentiary hearings, trials, administrative or arbitration hearings, or when asked for "hearing prep," "trial prep summary," "hearing brief," or "prep memo."
---

# Hearing Preparation Summary

Single document that orients counsel, frames issues, and serves as a fast in-hearing reference. Covers every hearing type—motion, evidentiary, trial, administrative, arbitration.

## Prerequisites

Gather before starting:

1. Hearing notice/order (date, time, forum, scope)
2. Operative pleadings and amendments
3. Key motions, briefs, and oppositions
4. Docket sheet and relevant prior orders
5. Evidence: exhibits, declarations, discovery excerpts, transcripts
6. Witness list with contact info and prior statements
7. Applicable rules and authorities (or a request to research them)

## Output Sections

Fill every section that applies. Omit sections that are irrelevant to the hearing scope.

### 1. Hearing Snapshot

| Field | Value |
|---|---|
| Hearing type | |
| Date / time | |
| Location / courtroom / link | |
| Judge / officer / panel | |
| Matter(s) set | |
| Time limits | |
| Burdens of proof | |
| Applicable rules | |

### 2. Case Background

5–10 chronological, fact-only bullets with source citations.

### 3. Procedural Posture

| Item | Date | Source | Impact |
|---|---|---|---|
| Complaint / petition | | | |
| Answer / response | | | |
| Key motions / rulings | | | |
| Pending issues | | | |

### 4. Issues Matrix

Core section. One row per disputed issue.

| Issue | Standard | Moving party position | Opposing position | Key facts | Key authorities | Evidence tie-ins |
|---|---|---|---|---|---|---|

### 5. Legal Standards & Authorities

Include pin cites when available. Flag uncertain citations with `[VERIFY]`.

| Issue | Statute / Rule | Leading cases | Notes |
|---|---|---|---|

### 6. Evidence & Exhibits

| Exhibit ID | Description | Authenticity status | Relevance to issue | Sponsor witness |
|---|---|---|---|---|

### 7. Witnesses

| Witness | Role | Expected testimony | Prior statements | Cross targets | Impeachment |
|---|---|---|---|---|---|

### 8. Evidentiary / Procedural Flags

Include only what is relevant:

- Foundation / authentication gaps to cure
- Hearsay risks and available exceptions
- Motions in limine status and rulings
- Likely objections from each side
- Expert admissibility issues (methodology, qualifications, relevance)

### 9. Strategy & Risk

| Strengths | Weaknesses | Opponent likely themes | Recommended responses | Settlement / stipulation leverage |
|---|---|---|---|---|

### 10. Hearing Logistics & Deadlines

- Briefing or exhibit exchange deadlines
- Required filings (trial brief, witness list, exhibit list, proposed order)
- Tech needs (presentation, video, remote witness)
- Courtroom procedures (local rules, standing orders)
- Interpreter or accessibility needs

### 11. Examination Outlines

Include only if testimony is expected.

```
Witness: [Name]
Purpose: [Theme + issue]
Direct:
  - Topic 1: [Q objectives]
  - Topic 2: [Q objectives]
Cross:
  - Topic 1: [Impeachment / concession]
  - Topic 2: [Contradiction / bias]
```

### 12. Open Items

Actionable items with owner and due date if known.

## Guardrails

- Cite sources for every factual assertion and quote.
- Separate facts from arguments; label advocacy explicitly.
- Never assume law or local rules—verify and mark uncertainties with `[VERIFY]`.
- Prefer tables and checklists over narrative.
- Stay within hearing scope; omit unrelated case history.
- Note jurisdiction and forum in the Hearing Snapshot; adjust standards accordingly.