Trial date set, defending myself. What's the best next step?

I am completely unfamiliar with legal process and just need a little help understanding the proper format/process to go through.

You need more than "a little help."

If you are serious about doing this, plan to clear your calendar between now and the trial date. You will be spending 15-20 hours a week at least to this. Maybe more.

Go to your local library. Look for a multivolume set called "Civil Procedure Before Trial," by the publisher The Rutter Group. Go through it and take notes on every chapter that might be applicable. When you are done with that, you can move onto "Civil Trials and Evidence" by the same publisher so you have some idea of what to do during trial.

Learn the proper formats for propounding and answering discovery. Learn the deadlines. Gather all relevant documents, as you will probably be asked to produce them and you will need them to both propound and answer discovery. Learn what you can do with the discovery you obtain.

Would like to file as many summary motions as possibly to get case dismissed... Or file any motions really.

No, you wouldn't. You file a motion ONLY when you need an order of the court you can't get through stipulation with the other side. If you file pointless, disallowed, or frivolous motions, you will waste time preparing them, waste money filing them, and possibly get sanctioned by the court if you refuse to withdraw them. This goes for both discovery and other motions.

At the very most, you should only file ONE motion for summary judgment. For one, it's expensive (over $500 just to file it). For two, it's very hard to get it granted and will only be seriously considered if all the relevant facts are undisputed and you are entitled to judgment as a matter of law. Third, you must strictly comply with formatting, supporting document, and timing requirements. With the trial in August you won't have time to do any discovery and file more than one such motion anyway.

You should be aware that you will get cut no slack as a self-represented litigant. You are expected to know and follow the relevant portions of the Code of Civil Procedure, the California Rules of Court, and the local rules of your trial court. Everything from how many lines you can put on a page to citation formats to how to introduce evidence. Judges and juries don't think representing yourself is cute or plucky. They mostly see how much of their time is being wasted by someone who doesn't know what they're doing.

IMO? Reconsider your decision to represent yourself. When one side has a lawyer and the other doesn't, it rarely goes well for the self-represented side. You may well end up spending hundreds on filing fees, get yourself sanctioned, and lose the case.

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