Three-Part Civil Legal Skills Series - Part 1: Investigating & Preserving a Case


On May 26, 2022, the San Diego FBA presented the first part of a three-part Civil Legal Skills Series: Investigating & Preserving a Case.


The panelists were Deborah Dixon, Partner, Dixon Diab & Chambers LLP; Megan Donohue, Partner, Cooley LLP; Francis DiGiacco, Partner, Hillier DiGiacco LLP; and Wendy Tucker, Partner, Procopio LLP. Each provided essential tips regarding interviewing clients, ethical duties to reasonably investigate cases, pre-filing negotiations, data retention policies, and red flags to look out for early on in cases. The discussion was moderated by Jack Burns, Associate, Sheppard Mullin LLP.

(From left to right: Mark Myers, Evangeline Detch, Jack Burns,

Dylan Aste, Deborah Dixon, Wendy Tucker, Francis DiGiacco, and Megan Donohue)


The written materials are available here and include Federal Rule of Civil Procedure 11; a Pre-Litigation Checklist Exemplar; a Sample Litigation Hold Letter; Lucas v. Jos. A. Bank Clothiers, Inc., 217 F. Supp. 3d 1200 (S.D. Cal. 2016); and ABA Rule 3.1.

The San Diego FBA thanks the panelists for volunteering their time and sharing their expertise with the community. The San Diego FBA also thanks Chapter President Dylan Aste, Vice President of Legal Education Kim Gregg, and legal education committee members—Evangeline Dech and Mark Myers—for organizing this event.