---
title: "Build the information list for a class-action settlement conference"
url: "https://ailawframework.com/practice/class-actions-representative-proceedings/build-the-information-list-for-a-mediation-in-a-class-action/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A7-LA20261022-8-US"
practice_area: "Class Actions / Representative Proceedings"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Build the information list for a class-action settlement conference

> 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…

Canonical page: https://ailawframework.com/practice/class-actions-representative-proceedings/build-the-information-list-for-a-mediation-in-a-class-action/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Class Actions / Representative Proceedings](https://ailawframework.com/practice/class-actions-representative-proceedings.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 | United States |
| Applies to | [Build the information list for a mediation in a class action](https://ailawframework.com/practice/class-actions-representative-proceedings/build-the-information-list-for-a-mediation-in-a-class-action.md) |

## Checking plan

- What the AI does: 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.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Special settlement procedures are available when a statute or local rule authorizes them. The federal rules do not themselves order a class mediation.
- The list records what is missing. You decide what another party may be asked to give.
- A state court's settlement-conference practice is not Rule 16.

## Sources

- [Federal Rule of Civil Procedure 16, Pretrial Conferences; Scheduling; Management](https://www.law.cornell.edu/rules/frcp/rule_16) (checked 2026-10-22)
- [Federal Rule of Civil Procedure 23, Class Actions](https://www.law.cornell.edu/rules/frcp/rule_23) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*