Rule 26 Conference Checklist
Rule 26 Conference Checklist
General Items
- Ensure compliance with local rules regarding Rule 26 conferences
- Prepare for potential disagreements and how to address them
Pre-Conference Preparation
- Review relevant case documents
- Identify key issues to discuss
- Gather all necessary documents and evidence
- Prepare a list of potential witnesses
- Outline your discovery needs
- Determine your desired timeline for discovery
- Develop a list of questions for the opposing party
- Review opposing party’s initial disclosures
During the Conference
- Introduce all participants
- Discuss the scope of discovery
- Agree on a timeline for discovery
- Identify and narrow down key issues
- Discuss the format and timing of disclosures
- Explore potential areas for agreement
- Consider settlement discussions if appropriate
Post-Conference Actions
- Draft a written report summarizing the conference outcomes
- Follow up on any agreements made during the conference
- Update your discovery plan based on the conference outcomes
- File any necessary documentation with the court
- Communicate with your team about next steps
- Schedule follow-up meetings as needed
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