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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 [Repealed] Local Rule 3.05(c)(2) USFLMD | Case Management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]"
Local Rule 16.1 USFLND | Case Management
"In a civil case in which the attorneys must confer under Federal Rule of Civil Procedure 26(f), the conference must occur as soon as practicable. The Court may — and ordinarily will — enter an order modifying the deadline for the conference. If an order has not been entered, the deadline is determined by the Federal Rules and is ordinarily the earlier of 69 days after any defendant has appeared or 99 days after the first service of process on any defendant. A party may seek discovery before the conference only when authorized by the Federal Rules, by stipulation, or by an order in the case." Local Rule 16.1(b) USFLSD | Pretrial Procedure in Civil Actions
"2) Conference Report. The attorneys of record and all unrepresented parties that have appeared in the case are jointly responsible for submitting to the Court, within fourteen (14) days of the conference, a written report outlining the discovery plan and discussing:

(A) the likelihood of settlement;
(B) the likelihood of appearance in the action of additional parties;
(C) proposed limits on the time:..."

II. Samples

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

III. Templates

# Word Comments
1USFLMD Version | Replace placeholder tags with real information (eg "[plfName]" becomes "John Doe").
2USFLND Version | Replace placeholder tags with real information (eg "[plfName]" becomes "John Doe").
3Official 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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