Prepare the respondent’s readiness note for the first case management hearing
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the originating application, the statement of claim, the applicant’s disclosure and the client’s instructions, build the readiness note against the practice note’s list of matters: the class description and any issues with it, a proposed defence timetable, pleading issues, a discovery approach, the funding basis and any orders sought that would bind class members, and any competing class action filed or foreshadowed.
- What the lawyer must review
- The lawyer decides the respondent’s position on each matter, including whether to object to the class description or to funding orders, how to deal with competing proceedings, and what to put to the court, and settles any document filed for the hearing.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the originating application, the statement of claim, the applicant’s disclosure and the client’s instructions, build the readiness note against the practice note’s list of matters: the class description and any issues with it, a proposed defence timetable, pleading issues, a discovery approach, the funding basis and any orders sought that would bind class members, and any competing class action filed or foreshadowed. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Check the class description issues against the pleading’s actual definition.
- Confirm any competing class action in a state court has been searched for and notified to the court as Part 8 requires.
- Confirm the lawyer has decided the position on any funding order that would impose an obligation on class members.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| First case management hearing: costs disclosure and readiness note (Federal Court class action) | Memo | AI use Yellow | Note for the first case management hearing under the Class Actions Practice Note: confidential costs disclosure, the funding notice, and the issues the Court expects the parties to address. |
Signed-in accounts can read the full text of each one. All precedents.
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.