Common use of Early Case Assessment and Conference Clause in Contracts

Early Case Assessment and Conference. A conference to discuss the Early Case Assessment may be set at Citizens discretion at an early stage in any matter assigned to the Firm, and often before any initial or responsive pleadings in litigated matters. At any such conference, Outside Counsel will be asked to provide an Early Case Assessment. Prior to any such Early Case Assessment conference, Outside Counsel is expected to identify and request such additional materials as may be necessary to conduct an Early Case Assessment, conduct a review of any materials that have been provided prior to the conference, review relevant law, and be prepared to discuss the Early Case Assessment with the Citizens Legal Management Team in detail.‌ This conference is designed to create a collaborative process between Outside Counsel and Citizens for evaluating the risk and potential exposure (or recovery) presented by the matter so that the appropriate resolution strategy may be expeditiously developed and pursued. Beginning with the Early Case Assessment conference, all involved should make a concerted effort to evaluate and determine whether settlement is efficient, responsible, and prudent before engaging in protracted discovery, motion practice, or other expensive and time-consuming judicial procedures. Citizens understands that the Early Case Assessment will be conducted at an early stage, and that a case plan developed pursuant thereto will be subject to change as new facts emerge. Nonetheless, it is Citizens’ intent that the Early Case Assessment reflect a shrewd and thorough assessment of the all pertinent issues. Following the conference, Citizens may, at its discretion, request that the Early Case Assessment be reduced to writing.

Early Case Assessment and Conference. A conference to discuss the Early Case Assessment may be set at Citizens discretion at an early stage in any matter assigned to the Firm, and often before any initial or responsive pleadings in litigated matters. At any such conference, Outside Counsel will be asked to provide an Early Case Assessment. Prior to any such Early Case Assessment conference, Outside Counsel is expected to identify and request such additional materials as may be necessary to conduct an Early Case Assessment, conduct a review of any materials that have been provided prior to the conference, review relevant law, and be prepared to discuss the Early Case Assessment with the Citizens Legal Management Team in detail.‌ detail. This conference is designed to create a collaborative process between Outside Counsel and Citizens for evaluating the risk and potential exposure (or recovery) presented by the matter so that the appropriate resolution strategy may be expeditiously developed and pursued. Beginning with the Early Case Assessment conference, all involved should make a concerted effort to evaluate and determine whether settlement is efficient, responsible, and prudent before engaging in protracted discovery, motion practice, or other expensive and time-consuming judicial procedures. Citizens understands that the Early Case Assessment will be conducted at an early stage, and that a case plan developed pursuant thereto will be subject to change as new facts emerge. Nonetheless, it is Citizens’ intent that the Early Case Assessment reflect a shrewd and thorough assessment of the all pertinent issues. Following the conference, Citizens may, at its discretion, request that the Early Case Assessment be reduced to writing.