California

Civil Procedure

Civil Procedure

Rule 3.724 – Duty to meet and confer

Unless the court orders another time period, no later than 30 calendar days before the date set for the case management conference, the parties must meet and confer, in person or by telephone, to consider each of the issues identified in rule 3.727 and, in addition, to consider the following:

(1) Resolving any discovery disputes and setting a discovery schedule;
(2) Identifying and, if possible, informally resolving any anticipated motions;
(3) Identifying the facts and issues in the case that are uncontested and may be the subject of stipulation;
(4) Identifying the facts and issues in the case that are in dispute;
(5) Determining whether the issues in the case can be narrowed by eliminating any claims or defenses by means of a motion or otherwise;
(6) Determining whether settlement is possible;
(7) Identifying the dates on which all parties and their attorneys are available or not available for trial, including the reasons for unavailability;
(8) Any issues relating to the discovery of electronically stored information, including:

(A) Issues relating to the preservation of discoverable electronically stored information;
(B) The form or forms in which information will be produced;
(C) The time within which the information will be produced;
(D) The scope of discovery of the information;
(E) The method for asserting or preserving claims of privilege or attorney work product, including whether such claims may be asserted after production;
(F) The method for asserting or preserving the confidentiality, privacy, trade secrets, or proprietary status of information relating to a party or person not a party to the civil proceedings;
(G) How the cost of production of electronically stored information is to be allocated among the parties;
(H) Any other issues relating to the discovery of electronically stored information, including developing a proposed plan relating to the discovery of the information; and
(9) Other relevant matters.

Cal. R. Ct. 3.724

Rule 3.724 amended effective August 14, 2009; adopted effective January 1, 2007.