Division 7. Civil Case Management · Chapter 3. Case Management · Last amended 2009 · Last verified July 29, 2026
In one sentenceRule 3.724 requires the parties to meet and confer, in person or by phone, no later than 30 days before the initial case management conference to work through discovery, motions, disputed and undisputed issues, settlement, trial availability, and electronic-discovery questions before they reach the court.
Unless the court orders another time period, no later than 30 calendar days before the date set for the initial case management conference, the parties must meet and confer, in person or by telephone, to consider each of the issues identified in rule 3.727 and, in addition, to consider the following:
(1)Resolving any discovery disputes and setting a discovery schedule;
(2)Identifying and, if possible, informally resolving any anticipated motions;
(3)Identifying the facts and issues in the case that are uncontested and may be the subject of stipulation;
(4)Identifying the facts and issues in the case that are in dispute;
(5)Determining whether the issues in the case can be narrowed by eliminating any claims or defenses by means of a motion or otherwise;
(7)Identifying the dates on which all parties and their attorneys are available or not available for trial, including the reasons for unavailability;
(8)Any issues relating to the discovery of electronically stored information, including:
(A)Issues relating to the preservation of discoverable electronically stored information;
(B)The form or forms in which information will be produced;
(C)The time within which the information will be produced;
(D)The scope of discovery of the information;
(E)The method for asserting or preserving claims of privilege or attorney work product, including whether such claims may be asserted after production;
(F)The method for asserting or preserving the confidentiality, privacy, trade secrets, or proprietary status of information relating to a party or person not a party to the civil proceedings;
(G)How the cost of production of electronically stored information is to be allocated among the parties;
(H)Any other issues relating to the discovery of electronically stored information, including developing a proposed plan relating to the discovery of the information; and
Rule 3.724 sets a deadline and a purpose. Unless the court sets a different schedule, the parties must sit down together — in person or by telephone — no later than 30 calendar days before the initial case management conference. The point is to have the parties do some of the groundwork themselves, so the conference isn’t the first moment anyone talks about the case’s real issues.
The rule spells out what belongs on that conversation’s agenda: resolving discovery disputes and setting a discovery schedule, flagging anticipated motions and trying to resolve them informally, sorting out which facts and issues are contested and which aren’t, seeing whether claims or defenses can be narrowed, gauging whether settlement is realistic, and comparing trial availability. It also folds in every topic listed separately in rule 3.727, so the meet-and-confer session doubles as preparation for the conference itself.
A large chunk of the rule is devoted to electronically stored information specifically — preservation, the form and timing of production, scope, how privilege and work-product claims will be handled, confidentiality and trade-secret protection, and how production costs get divided. Given how much litigation now runs through email, databases, and other electronic records, the rule treats an ESI plan as its own required subject rather than an afterthought.
Frequently Asked Questions
When must parties meet and confer before a California case management conference?
No later than 30 calendar days before the initial case management conference, unless the court sets another time period.
Can the rule 3.724 meet-and-confer happen by phone?
Yes. The rule allows the conference to happen in person or by telephone.
What electronic-discovery topics must parties discuss under rule 3.724?
Preservation of electronically stored information, the form and timing of production, its scope, how privilege and confidentiality claims will be handled, and how production costs will be divided, among other issues.
Is the meet-and-confer requirement optional in California civil cases?
No. Rule 3.724 makes it mandatory — the parties “must” meet and confer before the initial case management conference.
Amendment History
Rule 3.724 amended effective August 14, 2009; adopted effective January 1, 2007.
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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