Build the information list for a mediation in a class action

Key facts

Human involvement
YellowClose supervision
How AI is used
From the pleadings and the documents marked for this purpose, list the liability documents the applicant does not have, what is known and unknown about the number of class members and the quantum of their claims, and any method already proposed for gathering and exchanging that information. Note whether pleadings have closed and whether a case management hearing to investigate settlement has been fixed. Do not propose what another party should be ordered to give.
What the lawyer must review
The lawyer decides what information can be exchanged without compromising the class action procedure, and what directions to seek. The lawyer conducts any settlement discussions.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the pleadings and the documents marked for this purpose, list the liability documents the applicant does not have, what is known and unknown about the number of class members and the quantum of their claims, and any method already proposed for gathering and exchanging that information. Note whether pleadings have closed and whether a case management hearing to investigate settlement has been fixed. Do not propose what another party should be ordered to give.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Check the list of missing liability documents against the pleadings, not against a summary.
  2. Confirm class size and quantum are each marked known or unknown.
  3. Confirm any proposed exchange is described as a method, and that the list does not itself propose orders.
  4. If pleadings have closed, confirm a settlement case management hearing is on the timetable or marked as not yet fixed.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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