Case management conference meaning

This timetable sets out the key procedural steps for disclosure under the Disclosure Scheme operating in the Business and Property Courts It outlines the required process, spanning document preservation duties, Initial Disclosure, completion of the Disclosure Review Document (DRD), Extended Disclosure, and the actions to be taken at and following the case management conference (CMC). Document preservation obligations Initial Disclosure Disclosure Review Document (DRD) Extended Disclosure Steps at and after the CMC For these purposes, it is assumed the parties are legally represented. Note: this timetable does not cover disclosure under CPR 31. For additional guidance on CPR 31 disclosure, see: Disclosure-overview. The Disclosure Scheme is mandatory for most claims in the Business and Property Courts under CPR PD 57AD (in force from 1 October 2022). To assess whether the Scheme applies to a particular claim, see: Which disclosure rules apply to my claim-flowchart? and the Practice Notes: Disclosure Scheme-definitions, principles and duties; Disclosure Scheme-when and where it...

Before commencing the arbitration Check limits; confirm SIAC clause; interim relief; tribunal size; proper nominations. Emergency measures Seek Emergency Arbitrator pre-constitution; urgent, Registrar-approved, binding relief. Expedited Procedure Apply pre-constitution; expect sole arbitrator, streamlined process, six‑month award. Commencing the arbitration Serve Notice on Registrar/respondent with required particulars, funding statement, fee. Responding to the arbitration Respond within 14 days; address claims, jurisdiction and counterclaims. Jurisdiction Arbitration proceeds unless screened; tribunal rules; object under Rule 31. Preliminary meeting and directions Attend administrative calls; hold early case management conference. Written statements File Claim, Defence, Counterclaim as directed; state facts, grounds, relief. Evidence Tribunal controls evidence; written testimony allowed; oral examination on request. The hearing Any party may...

This Checklist This checklist reviews the procedural and related issues the tribunal is expected to address at a preliminary meeting in arbitration, whether the process is ad hoc or under an arbitral institution. Matters typically cover jurisdictional objections, applications for interim measures or the trial of preliminary points, setting schedules for the progress of elements of the reference, and organising how all the evidence will be exchanged and presented. Whatever the forum—ad hoc or institutional—and whichever institutional rules govern, the tribunal will usually convene a preliminary meeting soon after it is formed. The parties themselves (rather than their advisers) are generally not obliged to attend this session, although it is advantageous if they do, as they will meet the tribunal and confront the opposing team at an early juncture. In international cases, it may also be one of the few chances for everyone involved to be physically together before the main hearing, and it may provide a window for separate settlement discussions. Whether that is suitable can depend on...

In this issue: Key DR developments Cross-border disputes Pre-action and limitation Litigation Case management Evidence and disclosure ADR Scottish Dispute Resolution Dates for your diary Useful information Daily and weekly news alerts Key DR developments Guidance and reports Courts and Tribunals Judiciary publishes February 2026 updated edition of the Equal Treatment Bench Book: The Courts and Tribunals Judiciary has issued an interim February 2026 update to the Equal Treatment Bench Book. For more information, see: Courts and Tribunals Judiciary publishes February 2026 updated edition Equal Treatment Bench Book—LNB News 26/02/2026 28. HCCH publishes 2025 annual report highlighting private international law developments The Hague Conference on Private International Law (HCCH) has released its 2025 annual report, noting the creation of two new Experts’ Groups to examine private international law topics linked to Digital Tokens and Carbon Markets. For more information, see: HCCH publishes 2025 annual report highlighting private international law...

In this issue Key DR developments Claims and remedies Costs and funding Litigation Applications—general Evidence and disclosure Appeals New content Dates for your diary Useful information Daily and weekly news alerts Key DR developments CPR Committee minutes Minutes of the CPR Committee meeting—6 June 2025: The Civil Procedure Rule Committee met on 6 June 2025 in a hybrid session at The Rolls Building (Royal Courts of Justice) and via video conference. The minutes confirm a forthcoming CPR 51 pilot enabling non-parties to obtain court documents, arising from the Supreme Court ruling in Cape Intermediate Holdings Ltd v Dring [2019] UKSC 38. They also record approved amendments to the e‑working pilot, progressing towards a permanent electronic filing system as part of ongoing court modernisation. Further topics included summary assessment of costs, arbitration updates, disclosure, civil restraint orders, closed material procedures, judicial review reforms for infrastructure projects, whiplash reforms, digital services and other procedural...

Modernatx, Inc v Pfizer Ltd and other companies; Pfizer Inc and another company v Modernatx, Inc [2024] EWHC 1695 (Pat) Note that the issues concerning Moderna’s undertaking not to enforce its patents were separated into their own proceedings at a case management conference. That question was determined in a distinct High Court judgment by Judge Jonathan Richards, also delivered on 2 July 2024, which found that Pfizer and BioNTech cannot rely on Moderna’s pandemic-era non-enforcement pledge to avoid the consequences of any infringement. For additional detail on both matters and the background, see Practice Note: Life sciences cases tracker—UK. See also Law360 News Analysis: Pfizer, BioNTech infringed Moderna’s mRNA vaccine patent. The connected case citation is Pfizer Inc v Modernatx, Inc; Modernatx, Inc v Pfizer Ltd [2024] EWHC 1648 (Pat). What are the practical implications of this case? This ruling is notable as it represents the first patent dispute relating to coronavirus vaccines to reach the courts. The litigation was complex, both in terms of case management...

This Practice Note This Practice Note examines how case management is conducted in the Technology and Construction Court (TCC), by reference to the provisions of CPR 60, CPR PD 60, and the Technology and Construction Court Guide. As these materials supplement the general provisions found elsewhere in the CPR, it should be read together with wider guidance on case management, in particular: the court’s array of case management powers under CPR 3, and case management more generally—see Practice Note: Case management of civil claims under the CPR, and Case management—checklist multi-track case management—see Practice Notes: Multi-track—case management, and Multi-track—case management conference (CMC) the significance and importance of complying with rules, practice directions and court orders, together with practical pointers to assist—see Practice Note: Case management—compliance As the TCC forms part of the Business and Property Courts, also consult Practice Note: Business and Property Courts, which provides guidance on the procedure to be followed when issuing and managing claims in the Business...

Note: The Hong Kong judgments mentioned below are not reported by LexisNexis®. Introduction The Convention on the Recognition and Enforcement of Foreign Arbitral Awards 1958 (the New York Convention) was adopted by the United Nations Conference on International Commercial Arbitration held in New York on 10 June 1958. In the Arbitration Ordinance (Cap 609) (AO), the New York Convention is described as the Convention. Section 87 of the AO and Order 73, rule 10 of the Rules of the High Court (Cap 4A) (RHC) govern the enforcement of a Convention Award: Evidence required for enforcing Convention awards (AO, s 88) Refusal of enforcement of Convention awards (AO, s 89) Convention awards A Convention award means an arbitral award made in a state, or in the territory of a state, other than China or any part of China, which is a party to the Convention (AO, s 2(1)). The United Nations maintains a list of the Convention’s parties and their status....

The powers of the Court of Protection The Court of Protection is empowered to make one or more decisions about the personal welfare of a person who lacks capacity (P) to make those decisions themselves. It can also appoint a deputy to take such decisions (see Practice Note: Choosing the deputy for further details), though health and welfare deputies are relatively seldom appointed, for the reasons articulated by Hayden J, then Vice-President of the Court of Protection, in Re Lawson, Mottram and Hopton (appointment of personal welfare deputies). For commentary on that ruling, see Case Analysis: Principles governing the appointment of personal welfare deputies (Re Lawson; Re Mottram; Re Hopton). A recent application of the Lawson principles led to the appointment of a personal welfare deputy—see Case Analysis: Court of Protection—when is the criteria for appointing a Personal Welfare Deputy met (Parr v Cheshire East Council & another). In another recent application by parents seeking a personal welfare deputyship for their adult child, the court reached a different view...

Dear [ Insert name ] Re: [ Insert name of client/claimant ] The court has now set a timetable for the case in which you are involved as [ insert details eg liability expert ]. Please find enclosed a copy of the court directions...

Dear [ client name ] [ insert reference ]—case management conference As you know, a case management conference (CMC) has been listed for [ date ] in this matter. This correspondence provides further details about the purpose of the CMC and the preparation that will be expected from you. [ There is no legal duty for you to attend the CMC in person; however, it would be preferable if you are able to do so, as this will allow you to see first-hand the court’s approach to the case and enable us to take instructions from you if required. ] [ Where, as in this case, the proceedings are subject to costs budgeting, the court will often hear the CMC alongside the costs management conference and, together, these are described as a case and costs management conference or CCMC. The CCMC allows the court to consider the parties’ costs budgets at the same time as directions, and those directions may be tailored to assist with managing the...

Discussion Agenda Inter Partes Case Management Conference Serious Injury Guide Conference dated [ insert date ] Claimant name: [ Insert name ]Defendant name: [ Insert name ] Attending: [ Insert name ] (For Claimant) [ Insert name ] (For Defendant) Agenda (initial meeting) Discussion: facts known as at the date of discussion Claimant Summary of injuries to date Current clinical position Care pathway: discharge plan; anticipated surgery, therapy or treatment Finances: employment and sick pay Family priorities: immediate and longer-term concerns Impact on household: support needs (childcare, relatives, dependants) Any other relevant details Defendant Indemnity issues (if any) Known policy limits or exclusions Insurer’s accident investigation status Police/HSE investigation status Indemnity position: policy constraints; anticipated co-operation from insured Timescale for formal comments/admissions Likelihood of admissions on a without prejudice basis How...