Case Management and Disclosure

In this module, delegates learn of the court’s powers under CPR Part 3. They are asked to prepare a case management plan and to appear at a brief case management conference. The module then turns to the rules on disclosure. Delegates analyse critically a number of documents provided by a client and the client’s opponent. Finally, delegates will look at problems created by privilege and electronic disclosure.

 

The topics covered

 

•        Project management;

 

•        The Court’s power to manage cases;

 

•        Case management plans and budgets;

 

•        Case Management Conferences;

 

•        Costs estimates;

 

•        Deadlines and scheduling;

 

•        Allocation questionnaires;

 

•        Understanding and applying the rules of standard disclosure;

 

•        Identification of disclosure documents;

 

•        The list of documents and the disclosure statement;

 

•        Disclosure and clients;

 

•        Disclosure and opponents;

 

•        Document retention policies;

 

•        Disclosure of electronic documents;

 

•        Non-standard disclosure;

 

•        Privilege and confidentiality; and

 

•        Other rights to information: Freedom of Information and Data Protection rules.