TTAB Discovery Conference Checklist
TTAB Discovery Conference Checklist
General Items
- Confirm the date and time of the conference
- Ensure all participants have necessary materials
- Check technology setup if conference is virtual
- Plan for potential follow-up meetings
Pre-Conference Preparation
- Review case file thoroughly
- Identify key issues to discuss
- Prepare a list of discovery requests
- Draft a preliminary witness list
- Gather relevant documents and evidence
- Outline potential settlement options
- Coordinate with co-counsel or team members
- Prepare an agenda for the conference
During the Conference
- Introduce all parties present
- Review the agenda and objectives
- Discuss and clarify discovery requests
- Address any objections to discovery
- Establish deadlines for responses
- Identify any potential discovery disputes
- Encourage open communication for future discussions
- Document all agreements and action items
Post-Conference Actions
- Distribute meeting minutes to all parties
- Follow up on action items and deadlines
- Update discovery requests based on discussions
- Continue communication regarding discovery issues
- Evaluate the need for further conferences or motions
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