Jurisdiction(s):
United Kingdom

Key definition

Case management definition

What does Case management mean? In practice, case management is the court’s active control of civil proceedings so a case progresses efficiently, fairly and at proportionate cost. Through case management conferences and pre-trial reviews, the court sets timetables, gives directions on statements of case/pleadings, disclosure and expert evidence, narrows the issues, encourages ADR, and enforces compliance with sanctions; in some jurisdictions it also manages costs budgets. In England and Wales, the Civil Procedure Rules govern case management: the overriding objective (Part 1) and case management powers (Part 3) drive directions, track allocation and costs management. In Scotland, active judicial case management is embedded in the Court...

Archived overview: Jackson reforms 2013—CPR case management changes on proportionality, compliance, sanctions, allocation, tracks and evidence (England and Wales)

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Practice notes

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ARCHIVED: This archived Practice Note is no longer maintained and is supplied solely for background reading. In addition, certain links may not point to the provisions as they stood when this guidance was published. Note: this Practice Note deals solely with the provisions that took effect in April 2013. It does not address any later procedural amendments (to the CPR or any other procedural rules), nor does it cover the implementation or interpretation of the April 2013 updates (or any later changes). For commentary on the Jackson Reforms one year later and on subsequent CPR updates, see Practice Note: Jackson Reforms—one year on [Archived] and CPR updates—overview. On 1 April 2013 the Jackson Reforms, among other changes, introduced new case management provisions; the principal measures are considered below. For general information on case management, see Case management—overview.

Need for and purpose of the reforms

The terms of reference for Lord Justice Jackson’s costs review required an assessment of how case management procedures impact costs, and a consideration of whether alterations to process and/or procedure could deliver more proportionate costs...

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Web page updated on 21/05/2026

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