vs. Consent to Magistrate Judge Initial Disclosures Jurisdiction and Venue American LegalNet, Inc. www.FormsWorkFlow.com b. Describe the discovery, if any, that will be necessary to the resolution of issues relating to jurisdiction and venue: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ c. Recommended date for filing motions addressing jurisdiction and/or venue: ______________________________________________________________________________ 5. Amendments to Pleading and/or Joinder of Parties a. Recommended date for filing motion/stipulation to amend the pleadings or to add additional parties: ________________ b. If class action, recommended date for filing motion to certify the class: ____________ 6. Recommended Discovery Plan a. Describe the subjects on which discovery is to be sought and the nature and extent of discovery that each party will need: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ b. What changes should be made, if any, in the limitations on discovery imposed by the Federal Rules of Civil Procedure or the local rules of this Court? ______________________________________________________________________________ ______________________________________________________________________________ c. The case presents the following issues relating to disclosure or discovery of electronically stored information, including the form or forms in which it should be produced: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 2 American LegalNet, Inc. www.FormsWorkFlow.com d. The case presents the following issues relating to claims of privilege or of protection as trial preparation materials: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ i. Have the parties agreed on a procedure to assert such claims AFTER production? ___ No ___ Yes ___ Yes, and the parties ask that the Court include their agreement in an Order. e. Indentify the discovery, if any, that can be deferred pending settlement discussion and/or resolution of potentially dispositive motions: ______________________________________________________________________________ ______________________________________________________________________________ f. The parties recommend that discovery should proceed in phases, as follows: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ g. Describe the areas in which expert testimony is excepted and indicate whether each expert will be specially retained within the meaning of F.R.Civ.P.26(a)(2): ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ i. Recommended date for making primary expert designations: ________________________________________________________________________ ii. Recommended date for making rebuttal expert designations: ________________________________________________________________________ h. Recommended discovery completion date: ____________________________________ 3 American LegalNet, Inc. www.FormsWorkFlow.com 7. Dispositive Motion(s) a. Recommended date for filing dispositive motions: ______________________________ 8. Settlement Discussions a. Has a settlement demand been made? ______________ A response? _______________ b. Date by which a settlement demand can be made: _______________________________ c. Date by which a response can be made: _______________________________________ 9. Settlement Week Referral The earliest Settlement Week referral reasonably likely to be productive is the ___ March 20___ Settlement Week ___ June 20___ Settlement Week ___ September 20___ Settlement Week ___ December 20___ Settlement Week 10. Other matters for the attention of the Court: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Signatures: Attorney(s) for Plaintiff(s): Attorney(s) for Defendant(s): ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ ____________________________________ Ohio Bar# ___________________________ Trial attorney for ______________________ 4 American LegalNet, Inc. www.FormsWorkFlow.com