Goal & what you need

Goal

Prevent staff from making legal decisions or coaching testimony while preserving exact notice history, approved sources, logistics, recordings, exhibits, and aftercare proof.

What you need

Verified matter, current docket, responsible lawyer, witness identity and role, and protected workspace
Written lawyer direction identifying deposition type, purpose, scope, production, recording, privilege, exhibits, and closure
Current notice and amendments, subpoena and return if any, case orders, and applicable Florida rules

Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.

Step-by-step preview

Members can open all 20 steps.

1Verify the case, parties, witness, noticing party, responsible lawyer, docket, assigned judge, orders, and protected workspace.
2Obtain written lawyer direction on deposition purpose, scope, type, witness role, attendance, privilege, objections, production, exhibits, recording, confidentiality, transcript review, and closure.

Continue the full course

Open the complete SOP and every learning asset

Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.

Sources & references (5)

Preview two sources. Members can open the complete source list.

OfficialThe Florida BarPrimary source

The Florida Bar, Florida Rules of Civil Procedure, updated April 1, 2026, including Rules 1.050, 1.070, 1.100 and Form 1.997

Source reference