Case Management Information Sheet

Case Management Information Sheet

The Case Management Information Sheet and Other Documents in relation to the Technology and Construction Court

[rtbs name=”technology-and-construction-court”]It should be noted that for proceedings in the Technology and Construction Court, being a specialist court, the standard directions that can be found on line are not always appropriate. All parties are expected to complete a detailed response to the case management information sheet sent out by the Registry when the case is commenced/transferred. A copy of a blank case management information sheet is attached as this legal Encyclopedia. It is important that all parts of the form are completed, particularly those sections (eg. concerned with estimated costs) that enable the judge to give directions in accordance with the overriding objective. The Registry will also send out a blank standard directions form to each party. A copy is attached at this legal Encyclopedia. This provides an example of the usual directions made on the first case management conference. The parties may either fill it in, indicating the directions and timetable sought, or, preferably, provide draft directions in a similar format. The parties should return both the questionnaire and the proposed directions to the court, so that the areas (if any) of potential debate at the case management conference can be identified. The parties are encouraged to exchange proposals for directions and the timetable sought, with a view to agreeing the same before the case management conference for consideration by the court. The parties should note that Civil Procedure Rules 31.5 requires the parties no less than 14 days before the first case management conference to file and serve a disclosure report and no less than 7 days before to discuss and seek to agree proposals for disclosure and file costs budgets. Failure to do the last may result in a party’s recoverable costs being limited to the Technology and Construction Court fee. If the case is large or complex, it is helpful for the advocates to prepare a Note to be provided to the judge the day before the case management conference which can address the issues in the case, the suggested directions, and the principal areas of dispute between the parties. If such a Note is provided, it is unnecessary for the claimant also to prepare a Case Summary as well. In smaller cases, a Case Summary for the case management conference, explaining briefly the likely issues, can be helpful. Such Case Summaries should be non-contentious and should (if this is possible without incurring disproportionate cost) be agreed /between the parties in advance of the hearing.


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