Prepare a readiness list for the first case-management hearing
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the items the scheduling order or the lawyer's checklist names, and mark each as present or missing in the file. Write no note for the court.
- What the lawyer must review
- You write anything that is filed. Rule 23(c)(1)(B) requires a certification order to define the class and the class claims, issues or defenses, and to appoint class counsel under Rule 23(g). You decide whether the file is ready and what to tell the court. Federal Rule of Civil Procedure 11: by presenting a paper you certify, after a reasonable inquiry, that it is not for an improper purpose, that the legal contentions are warranted, and that the factual contentions have evidentiary support or are specifically identified as likely to have it after investigation. Formal Opinion 512: the list does not make that inquiry for you.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review and 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Rule 26(f) report for a putative class action | Court document | AI use Yellow | Rule 26(f) discovery plan for a putative class action, including whether certification discovery and merits discovery should be phased, and how class-member data will be handled. |
Signed-in accounts can read the full text of each one. All precedents.