Rule 1.507.Discovery conference of the parties
Division V: Discovery and Inspection · Last amended January 1, 2019 · Last verified July 15, 2026
Full Text of Rule 1.507
Comment
Rule 1.507. The rule is substantially rewritten to provide that parties, including pro se litigants, have a duty to confer early in a case and cooperate in framing a discovery plan to submit to the court. The rule is patterned on the federal attorney conference rule, Federal Rule of Civil Procedure 26(f). Rule 1.507 envisions that the discovery conference will occur before the rule 1.906 trial-setting conference. The parties must submit the discovery plan within 7 days after the discovery conference, and initial disclosures are due within 14 days after the discovery conference.
[Court Order August 28 2014, October 30, 2014, effective January 1, 2015]
Plain-English Summary
Outside proceedings exempt from initial disclosure, domestic relations cases, and situations where the court orders otherwise, Rule 1.507(1) requires the parties to confer as soon as practicable, no later than 21 days after any defendant has answered or appeared. For a case transferred from small claims court, that same 21-day clock runs from the date the case is docketed in district court, and the plaintiff has to notify everyone of the conference deadline. Filing a pre-answer motion under Rule 1.421 doesn't excuse a party from conferring or from making the Rule 1.500(1) disclosures, unless the parties or the court say otherwise.
Rule 1.507(2) describes what the conference has to cover: the nature and basis of the claims and defenses, the possibility of settling or resolving the case, arranging the initial disclosures, discussing how discoverable information will be preserved, and building a proposed discovery plan. Attorneys of record and any self-represented parties who have appeared share joint responsibility for setting up the conference, negotiating the plan in good faith, and filing a written report of it within 7 days after the conference. The court can require the parties to attend in person, and the plan has to be filed before the trial-setting conference in every case.
Rule 1.507(3) lays out what the discovery plan itself must address, built into Iowa Court Rule 23.5's Form 2: proposed changes to disclosure timing or form, what subjects still need discovery and when it should be finished (or whether it should be phased or focused), issues around electronically stored information including the format for production, privilege and trial-preparation claims (including any agreement on asserting privilege after production under Iowa Rule of Evidence 5.502), proposed changes to discovery limits, and any other orders the parties want under Rule 1.504 or Rule 1.602 — including a request that the court hold a pretrial conference to resolve disputes the plan turns up. The official Comment explains the rule was substantially rewritten in 2014, patterned on the federal attorney-conference rule, specifically to make sure even self-represented litigants cooperate on a discovery plan early in the case, with the conference meant to occur before the Rule 1.906 trial-setting conference.
Frequently Asked Questions
How soon after the defendant answers must the parties hold their discovery conference?
As soon as practicable, and no later than 21 days after any defendant has answered or appeared, outside cases exempt from initial disclosure, domestic relations proceedings, or where the court orders otherwise.
What does the discovery conference have to cover?
The nature and basis of the claims and defenses, prospects for settling the case, arranging the initial disclosures required under Rule 1.500(1), preserving discoverable information, and developing a proposed discovery plan.
How soon after the conference must the parties submit their discovery plan?
Within 7 days after the conference, and in every case before the trial-setting conference.
Does filing a pre-answer motion excuse me from participating in the discovery conference?
No. Rule 1.507(1) states that filing a pre-answer motion under Rule 1.421 doesn't affect the obligation to confer or to make the required disclosures, unless the parties stipulate or the court orders otherwise.
Do self-represented parties have to participate in the discovery conference too?
Yes. The rule places the responsibility for arranging the conference and developing the discovery plan on the attorneys of record and any self-represented parties who have appeared in the case.