Legal Case Conference Summary

LEGAL CASE CONFERENCE SUMMARY

Case Title:    Case No.:

Court:    Presiding Judge:

This Legal Case Conference Summary (the "Summary") is prepared by and between Plaintiff Name: and Defendant Name: . The parties and counsel met for the case conference on at .

RECITALS

WHEREAS, the parties and counsel attended a case conference convened to discuss case management, discovery, settlement potential, and scheduling matters; and

WHEREAS, the parties wish to memorialize the agreements reached and the outstanding matters requiring court direction or further action by counsel; and

WHEREAS, this Summary is intended to serve as a record of the conference for the parties and the court and may be submitted to the court upon stipulation or where required by order.

NOW THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties hereby state and agree as follows:

1. CONFERENCE SUMMARY

Counsel and unrepresented parties present (identify by name, firm, and role):

Summary of procedural posture, claims and defenses discussed:

2. AGREEMENTS AND DEADLINES

The parties agree that failure to meet the deadlines set forth above may result in sanctions, exclusion of testimony or evidence, or other relief by the court.

3. DISCOVERY AND OUTSTANDING MATTERS

Discovery completed to date and outstanding discovery obligations:

Outstanding motions and procedural requests identified for the court:

4. SETTLEMENT DISCUSSIONS

Were settlement discussions held at the conference?    If yes, summary of offers or positions (if parties wish to record):

The parties acknowledge that certain settlement communications may be protected under applicable rules of evidence or court orders and that this Summary does not waive any privilege unless expressly stated in writing.

5. ACTION ITEMS & RESPONSIBILITIES

Action items agreed by the parties, responsible person(s), and target dates:

6. NEXT CONFERENCE / FURTHER PROCEEDINGS

Next scheduled conference date (if set):    Location/format:

7. NOTICES

Formal notices concerning matters addressed in this Summary shall be sent to the following representatives:

8. AMENDMENTS, WAIVER, SEVERABILITY

This Summary may be amended only by a written instrument signed by the parties or their authorized counsel. No waiver of any breach or default shall constitute a waiver of any subsequent breach or default. If any provision of this Summary is held invalid or unenforceable by a court of competent jurisdiction, such provision shall be severed and the remaining provisions shall remain in full force and effect.

9. COUNTERPARTS

This Summary may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. Facsimile or electronic signatures shall be deemed binding for all purposes.

10. GOVERNING LAW

This Summary shall be governed by and construed in accordance with the substantive law of the jurisdiction in which the Court is located, without regard to conflict of law principles.

11. ENTIRE AGREEMENT

This Summary contains the entire understanding of the parties with respect to the matters addressed herein and supersedes any prior oral or written understandings relating to those matters, except to the extent a court order provides otherwise.

12. CERTIFICATION

The undersigned counsel and/or parties certify that they have reviewed this Summary and that, to the best of their knowledge and belief, it accurately reflects the matters discussed and any agreements reached at the conference, except as otherwise noted in writing below.

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