Division 4. Parties and Actions · Chapter 7. Coordination of Complex Actions · Article 4. Pretrial and Trial Rules for Complex Coordinated Actions · Last amended 2007 · Last verified July 29, 2026
In one sentenceRule 3.541 requires the coordination trial judge to hold an initial case management conference within 45 days of assignment covering scheduling and procedural matters, and directs the judge to actively manage every pretrial, discovery, and trial step — including transfers, hearing sites, and separate trials of specific issues — to move the coordinated actions toward a just result without delay.
(a)Initial case management conference The coordination trial judge must hold a case management conference within 45 days after issuance of the assignment order. Counsel and all self-represented persons must attend the conference and be prepared to discuss all matters specified in the order setting the conference. At any time following the assignment of the coordination trial judge, a party may serve and submit a proposed agenda for the conference and a proposed form of order covering such matters of procedure and discovery as may be appropriate. At the conference, the judge may:
(2)Establish a timetable for filing motions other than discovery motions;
(3)Establish a schedule for discovery;
(4)Provide a method and schedule for the submission of preliminary legal questions that might serve to expedite the disposition of the coordinated actions;
(5)In class actions, establish a schedule, if practicable, for the prompt determination of matters pertinent to the class action issue;
(6)Establish a central depository or depositories to receive and maintain for inspection by the parties evidentiary material and specified documents that are not required by the rules in this chapter to be served on all parties; and
(7)Schedule further conferences if appropriate. (Subd (a) amended effective January 1, 2007; previously amended effective January 1, 2005.)
(b)Management of proceedings by coordination trial judge The coordination trial judge must assume an active role in managing all steps of the pretrial, discovery, and trial proceedings to expedite the just determination of the coordinated actions without delay. The judge may, for the purpose of coordination and to serve the ends of justice:
(1)Order any coordinated action transferred to another court under rule 3.543;
(2)Schedule and conduct hearings, conferences, and a trial or trials at any site within this state that the judge deems appropriate with due consideration to the convenience of parties, witnesses, and counsel; to the relative development of the actions and the work product of counsel; to the efficient use of judicial facilities and resources; and to the calendar of the courts; and
(3)Order any issue or defense to be tried separately and before trial of the remaining issues when it appears that the disposition of any of the coordinated actions might thereby be expedited. (Subd (b) amended effective January 1, 2007; previously amended effective January 1, 2005.)
Plain-English Summary
Coordinating related lawsuits only pays off if someone actively steers them. Rule 3.541 makes that the coordination trial judge’s job, starting with an initial case management conference the judge must hold within 45 days of the assignment order. Counsel and any self-represented parties have to show up ready to discuss whatever the order setting the conference calls for, and any party can get ahead of that by submitting a proposed agenda and a draft order on procedure and discovery beforehand.
At that conference, the judge has a broad menu of options: appointing liaison counsel, setting deadlines for motions other than discovery motions, building a discovery schedule, creating a process for raising legal questions early that might streamline the rest of the case, setting a timetable for class-action issues where a class is involved, establishing a central depository for evidence and documents that do not have to be served on everyone, and scheduling whatever further conferences the case needs.
Beyond that first conference, Rule 3.541(b) puts the judge in an ongoing management role over pretrial work, discovery, and trial, with the goal of reaching a just result without delay. To get there, the judge can transfer any coordinated action to another court, hold hearings, conferences, or trials anywhere in the state that makes sense given the parties, the courts’ calendars, and how far each case has progressed, and order any single issue or defense tried separately when doing so might speed up the rest of the case.
Frequently Asked Questions
How soon must the coordination trial judge hold an initial case management conference?
Within 45 days after the order assigning the coordination trial judge issues.
Who has to attend the initial case management conference?
Counsel and all self-represented persons, prepared to discuss the matters specified in the order setting the conference.
Can the coordination trial judge appoint liaison counsel?
Yes. At the initial conference, the judge may appoint liaison counsel under Rule 3.506.
What ongoing authority does the trial judge have over the coordinated actions?
The judge must actively manage pretrial, discovery, and trial proceedings, and may transfer actions to another court, schedule hearings or trial anywhere in the state, and order separate trials of particular issues or defenses.
Can a party influence what gets discussed at the case management conference?
Yes. Any party may serve and submit a proposed agenda and a proposed order on procedure and discovery matters at any time after the trial judge is assigned.
Amendment History
Rule 3.541 amended and renumbered effective January 1, 2007; adopted as rule 1541 effective January 1, 1974; previously amended effective January 1, 2005.
Source & verification. Rule text is reproduced verbatim from
the Judicial Council of California. Adopted by the Judicial Council of California.
Last verified July 29, 2026.
· Official source
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