TBD | How-To Complete the Case Management Report
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How-To: Complete the Case Management Report

Background: You are litigating a federal case
Problem: You are unsure how to complete the Case Management Report
Solution: You follow this guide for completing the Federal Case Management Report

I. Legal Citations

Rule 26(f) Fed. R. Civ. P. | Conference of the Parties; Planning for Discovery
"(2) Conference Content; Parties' Responsibilities. In conferring, the parties must consider the nature and basis of their claims and defenses and the possibilities for promptly settling or resolving the case; make or arrange for the disclosures required by Rule 26(a)(1); discuss any issues about preserving discoverable information; and develop a proposed discovery plan. The attorneys of record and all unrepresented parties that have appeared in the case are jointly responsible for arranging the conference, for attempting in good faith to agree on the proposed discovery plan..." [Repealed] Local Rule 3.05(c)(2) USFLMD | Case Management
"(C)The case management report shall include:"
(i) the [dates, times, and attendees of the meeting]...
(ii) a date for the [initial disclosures]...
(iii) a discovery plan which shall include a detailed description...
(iv) a final date for the filing of all motions for leave to..."
(v) a statement concerning... alternative dispute resolution..."
(vi) a date [for] a final pretrial conference and trial..."
(vii) the signature of all counsel and all unrepresented parties..."
(viii) a statement assessing the need for a [pretrial conference]"

II. Samples

# PDF Comments
1 TBD case. Joint Filing (attorney + pro se litigant).
2 TBD case. Unilateral Filing.

III. Templates

# Word Comments
1Replace all of the placeholder tags with real information (eg "[plfName]" becomes "John Doe").
2Official Form (≈ 2021; USFLMD).

IV. Quick Commentary

V. Quick Analysis

For deeper analysis, please see TBD's analysis on the federal case management report

VI. Additional Notes

VII. Conclusion

With the use of the template (as well as the samples above), you can more easily complete the case management report.

Congratulations! You're now booked up on how to complete the case management report!

Please get the justice you deserve.


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