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...

Client letter template: CMC/CCMC purpose, preparation, directions, disclosure, witness and expert evidence, ADR and costs budgeting (England and Wales)

Published by a LexisNexis Dispute Resolution expert

Precedents

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 costs of the case. ]

The CMC enables the judge to examine the steps the parties have taken to prepare the case to date and provides an opportunity for...

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Web page updated on 22/05/2026

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