Build the information list for a class-action settlement conference
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 plaintiff does not have, what is known and unknown about the number of class members and the size of their claims, and any method already proposed for exchanging that information. Note whether the scheduling order sets a conference to consider settlement. Do not propose what another party should be ordered to give.
- What the lawyer must review
- You decide what information can be exchanged and what directions to seek, and you conduct any settlement discussions. At a pretrial conference the court may consider settling the case and using special procedures to assist in resolving the dispute when authorized by statute or local rule. The scheduling order may include other appropriate matters. Rule 23(e) requires the parties, before notice of a settlement proposal goes to the class, to provide the court with information sufficient to enable it to determine whether to give that notice. Formal Opinion 512 requires you to check a generated list against the pleadings, and client information must stay out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes assembling provisional schedules. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.