CDDA · YOUR WORKING TOOLKIT

Good questions. Strong records.

Blank templates to learn, prepare and document your work. Explore freely, without an account or paid membership.

01Read the lesson
02Use the worksheet
03Practise safely
04Discuss & review

How to use these templates

Choose a kit or search by task. Open the fields and checks, then download an editable Word document (.docx) or copy the template. Use fictional information for practice. Downloading submits nothing to the site. Keep completed records in the approved channel; mandates, reviews and permissions remain separate.

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The template library

3 templates shown ·Selected for this workflow.
R-07
Research & evidence

Chronology

Create a sourced sequence of material events.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Date and time
  2. Event or decision
  3. Actor
  4. Source and exact location
  5. Confidence
  6. Disputed account
  7. Legal or policy significance

Completion checks

  • Use primary sources where available
  • Give exact page, paragraph, section or timestamp
  • Separate facts, allegations, opinions, law, inferences and open questions
  • Record material contrary evidence and unresolved gaps

Typical roles: researcher

R-17
Research & evidence

Counsel handoff inventory

Transfer only an approved, bounded package to counsel.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Matter and package version
  2. Recipient entity
  3. Authorized scope
  4. File inventory
  5. Access classes
  6. Completed review gates
  7. Known gaps
  8. Correction history
  9. Delivery method
  10. Acknowledgement

Completion checks

  • Research staff do not create privilege by labelling a file privileged
  • Counsel controls legal strategy
  • Use an authorized secure channel

Typical roles: legal liaison · coordinator

R-20
Research & evidence

Original evidence preservation and custody log

Keep originals traceable and distinguish them from working copies.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Record ID, collector, collection date/time and time zone
  2. Original source, lawful access method and precise location
  3. Original filename, format, size and optional verified digest
  4. Controlled storage reference and access class; no passwords
  5. Transfer history: from/to, date, purpose and receipt
  6. Working copies, annotations, redactions and version links
  7. Retention instruction, owner and review date
  8. Missing provenance, integrity concerns and escalation

Completion checks

  • Do not overwrite or annotate the preserved original
  • Do not claim this worksheet proves court admissibility
  • Use approved storage and collect only necessary personal data

Typical roles: researcher · coordinator · legal liaison