Legal Case Conference Brief

LEGAL CASE CONFERENCE BRIEF

Court:    Case No.:    Judge:

Plaintiff: represented by Counsel:

Defendant: represented by Counsel:

RECITALS

WHEREAS, the parties are engaged in litigation concerning the matters pleaded in the operative complaint and answer in the above-captioned case; and

WHEREAS, the Court has scheduled a case management / settlement conference to address outstanding discovery, forthcoming dispositive motions, and to set a trial schedule; and

WHEREAS, the parties submit this Case Conference Brief to assist the Court in focusing the conference on material issues and to provide a concise statement of the contested matters and proposed resolution paths.

NOW, THEREFORE, the parties submit the following statements, requests, and certifications for the Court's consideration at the scheduled conference.

1. NATURE OF ACTION AND JURISDICTION

1.1 Nature of Action: The action arises out of the following legal claims and statutory bases:

1.2 Jurisdiction and Venue: The basis for subject matter jurisdiction and the appropriateness of venue are:

2. ISSUES TO BE ADDRESSED

2.1 Legal Issues: The principal legal issues expected to be addressed at the conference are summarized below. Each party shall identify discrete legal disputes requiring the Court's attention and any controlling legal authority intended to be relied upon.

3. PROCEDURAL BACKGROUND

Provide a concise procedural history including dates of filing, service, dispositive motions, discovery cutoffs, and any previous conferences:

4. STATEMENT OF FACTS

4.1 Plaintiff's Summary of Material Facts:

4.2 Defendant's Summary of Material Facts:

5. PENDING MOTIONS, RELIEF SOUGHT, AND TIMELINE

Proposed next steps and schedule if the Court grants requested relief:

6. CONFERENCE AGENDA AND TIME ESTIMATE

Proposed agenda items (order and time allocation). Parties propose the conference will require approximately for discussion.

7. WITNESSES AND EXHIBITS

8. FACTS OR ISSUES THAT MAY BENEFIT FROM IN-PERSON DISCUSSION

9. SETTLEMENT DISCUSSIONS

9.1 Summary of settlement efforts to date and whether further settlement negotiations are likely to be productive:

10. CERTIFICATION OF CONFERENCE BETWEEN COUNSEL

Counsel for the parties certify that they have met and conferred in good faith concerning the matters set forth herein. Date of last meet-and-confer:

11. NOTICES

Notices required or permitted under this brief shall be given in writing to the counsel listed below:

12. MISCELLANEOUS PROVISIONS

Governing Law: This Brief and any disputes regarding its content shall be governed by the substantive and procedural law of the jurisdiction in which the Court presides.

Entire Agreement: This Brief, together with any agreed scheduling orders and the Court's docket entries, contains the parties' complete representations concerning matters submitted for the conference and supersedes any prior written or oral statements on those matters.

Severability: If any provision of this Brief is held invalid or unenforceable, the remaining provisions will remain in full force and effect to the fullest extent permitted by law.

Amendments: Any modification or amendment to matters asserted in this Brief must be made in writing and signed by counsel for the party making the disclosure, and filed or lodged with the Court if required by the Court's rules.

Waiver: A waiver of any provision or right under this Brief is effective only if made in writing by the waiving party; a single waiver does not constitute a waiver of any subsequent breach or default.

Counterparts: This Brief may be executed in counterparts, each of which constitutes an original, and all of which together constitute one instrument.

SIGNATURES

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