How to Write a Case Management Conference Statement

A case management conference is essential to the litigation process for all parties involved. Important issues in the case are identified in these meetings between the judge, plaintiff and defendant along with their lawyers. Before the initial conference, parties to the case are required to write a statement that serves as a guiding document for discussing the outstanding issues. Different jurisdictions have their own procedures for writing the case management conference statement.

Instructions

    • 1

      Describe present or anticipated discovery issues. Discovery facilitates exchange of information between both sides. Describe the information that has been exchanged, such as financial information and whether any documents have been produced to support this. Indicate whether there are pending discoveries.

    • 2

      Discuss in the statement the possibility of settlement of the contested issues. Briefly describe what a suitable settlement would be and the steps that you propose to arrive at this solution. Note that your settlement proposal is not guaranteed to be accepted and will be discussed at the mandatory settlement conference.

    • 3

      Propose a time line in which the next conference should be held. Consult with the other party to the case to reach an amicable day for holding the next conference. The conference judge will issue a date in the case management order, but you may propose a suitable day.

    • 4

      Indicate the name of the attorney and the party being represented, at the top of the statement. Have both signatures at the end of the statement. Send your statement within the stipulated deadline (usually between seven and 15 days) to the judge presiding over the case management conference. Distribute the statement to the other party and their attorney.

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