Honolulu First Circuit Court Document Filing Requirements

Applies to

Document

Must include

caption, case number

Each document’s first page must use the specified form, except as provided in (d).

The first page of each document, except as provided hereinbelow in (d), shall be in the following form:

Deadline

3 calendar days

Applies to

Reply brief

Must include

reply brief

A movant’s reply must be filed and served at least three days before the hearing and may respond only to arguments raised in the opposition.

The movant may file and serve a reply not less than 3 days before the date set for the hearing. A reply must respond only to arguments raised in the opposition.

Applies to

Ex parte motion

Must include

proposed order

An ex parte motion must satisfy the stated procedural and filing requirements, including authority, supporting declaration, proposed order, and service on filing.

A motion entitled to be heard ex parte shall:

Applies to

Document requiring signature

An attorney or self-represented party must electronically sign each document requiring a signature by typing the name preceded by “/s/” in the signature space.

An attorney or self-represented party JEFS User shall affix his or her signature to each document requiring a signature by typing his or her name in the space usually reserved for a handwritten signature preceded by "/s/" (e.g., /s/ Jane Lawyer).

Applies to

Proposed order findings conclusions judgment

Proposed orders, findings of fact, conclusions of law, and judgments must be clearly marked “proposed” and filed electronically through JEFS or JIMS.

Proposed orders, findings of fact, conclusions of law, and judgments shall be clearly marked "proposed" and filed through JEFS or JIMS like any other document.

Applies to

Notice of electronic filing

The Notice of Electronic Filing must contain the court’s specified case, filing, document, email-notice, and conventional-service fields.

The notice of electronic filing shall be in the following form: An electronic filing was submitted in Case Number <case number>. You may review the filing through the Judiciary Electronic Filing System. Please monitor your email for future notifications. Case ID: Title: Filing Date/Time: Case Type: Lead Document: Supporting Document: This notification has been electronically mailed to: The following parties need to be conventionally served:

Applies to

Civil information sheet

An initial civil complaint must be accompanied and filed with a fully completed civil information sheet substantially complying with Form 2-A.

Any initial civil complaint filed pursuant to Rule 3 of the Hawaiʻi Rules of Civil Procedure shall be accompanied by a civil information sheet that substantially complies with Form 2-A of the Appendix of Forms and shall be completed in full. The civil information sheet shall be filed upon the filing of the complaint.

Applies to

Additional claims information sheet

Every affirmative pleading filed after the initial complaint must include a fully completed additional claims information sheet substantially complying with Form 2-B.

Any affirmative pleading filed after the initial complaint is filed shall be accompanied by an additional claims information sheet that substantially complies with Form 2-B of the Appendix of Forms and shall be completed in full. The additional claims information sheet shall be filed upon the filing of any affirmative pleading.

Applies to

Motion

Unless made during a hearing or trial, an application for court relief must be a written motion stating its grounds with particularity and the relief sought; a written hearing notice may satisfy the writing requirement.

An application to the court for an order shall be by motion which, unless made during a hearing or trial, shall be made in writing, shall state with particularity the grounds therefor, and shall set forth the relief or order sought. The requirement of writing is fulfilled if the motion is stated in a written notice of the hearing of the motion.

Applies to

Motion

Must include

local rule certificate

Every motion must be signed in compliance with Rule 11.

All motions shall be signed in accordance with Rule 11.

Applies to

Pleading

Must include

caption, case number

Every pleading must include a caption stating the court name, action title, file number, and proper pleading designation.

Every pleading shall contain a caption setting forth the name of the court, the title of the action, the file number, and a designation as in Rule 7(a) of these Rules.

Applies to

Pleading motion or other paper

An unrepresented party must conspicuously place on the document’s first page the statement, “This document was prepared with the assistance of an attorney.”

However, the first page of the document must conspicuously contain the following statement, “This document was prepared with the assistance of an attorney.” The unrepresented party must comply with this required disclosure.

Applies to

Notice or stipulation of dismissal

A dismissal notice or stipulation must state below its title the judge’s name or “none” and the trial date or “none,” and in its text cite the applicable Rule 41 subsection and address service of an answer or summary-judgment motion when required.

(1) The notices of and stipulations for dismissal shall include the following information: (A) Below the title of the document (i) the name of the judge or "none" if the case is not assigned to a judge and (ii) the trial date or "none" if the trial date has not been set. (B) In the text of the document (i) cite the specific subsections of Rule 41of the Hawaiʻi Rules of Civil Procedure applicable to the dismissal and (ii) if Rule 41(a)(1)(A) is cited, state whether or not the party being dismissed has served an answer or motion for summary judgment.

Applies to

Scheduling conference notice

Each appeared party or its lead counsel must attend the scheduling conference, and the plaintiff may seek rescheduling when diligent efforts are unlikely to serve all defendants before it.

The Scheduling Conference shall be attended by each party who has appeared in the case or that party’s lead counsel. In a case with multiple defendants, where despite plaintiff’s diligent efforts it appears likely that not all defendants will be served with the complaint prior to the first Scheduling Conference, the plaintiff may request that the Scheduling Conference be rescheduled to allow additional time for service.

Applies to

Withdrawal and substitution

A withdrawal-and-substitution request must include the words “APPROVED AND SO ORDERED” and a line beneath them for the judge’s signature.

Include the words "APPROVED AND SO ORDERED" and a line below such words for the signature of the judge;

Applies to

Motion to withdraw as counsel

A motion to withdraw as counsel must state the represented party’s last known address and telephone number.

Indicate the represented party’s last known address and telephone number.

Applies to

Notice or stipulation of dismissal

A dismissal document for the entire action must use the prescribed title and state that all other claims and parties are dismissed.

If the document disposes of the entire action, the document shall be entitled “STIPULATION FOR [OR NOTICE OF] DISMISSAL WITH [OR WITHOUT] PREJUDICE OF ALL CLAIMS AND PARTIES,” and shall state in the text of the document “all other claims and parties are dismissed.”

Applies to

Judgment

Must include

proposed order

Unless the court directs otherwise and subject to the cited rules, the prevailing party must prepare and submit a proposed judgment.

Unless the court otherwise directs and subject to the provisions of Rule 54 of these rules and Rule 23 of the Rules of the Circuit Courts, the prevailing party shall prepare and submit a proposed judgment.

Applies to

Judgment

Each judgment must be set forth in a separate document.

Every judgment shall be set forth on a separate document.

Applies to

Appeal brief

Opening, answering, and reply briefs must satisfy the appellate rules’ page limits and include the listed minimum sections.

The opening, answering, and reply briefs shall be subject to the page limitations set forth in Rule 28(a) of the Hawaiʻi Rules of Appellate Procedure and shall include, at a minimum:

Applies to

Summary judgment order

A partial summary-judgment order must identify each disposed claim and the parties in whose favor and against whom disposition was made.

Whenever the court on a motion for summary judgment, disposes of one or more but fewer than all claims, involving one or more parties, the order entered must specifically set forth the claim or claims disposed of, and with respect to each such claim, the party or parties in whose favor the disposition is made and the party or parties against whom the disposition is made.

Applies to

Temporary restraining order

An ex parte temporary restraining order must state its issuance date and hour, be filed immediately, define the injury, and explain why the injury is irreparable and why notice was excused.

Every temporary restraining order granted without notice shall be indorsed with the date and hour of issuance; shall be filed forthwith in the clerk's office and entered of record; shall define the injury and state why it is irreparable and why the order was granted without notice;

Applies to

Injunction or restraining order

Every injunction and restraining order must state its reasons, be specific, and describe in reasonable detail the acts restrained without merely incorporating the complaint or another document.

Every order granting an injunction and every restraining order shall set forth the reasons for its issuance; shall be specific in terms; shall describe in reasonable detail, and not by reference to the complaint or other document, the act or acts sought to be restrained;

Applies to

Certificate of service

Must include

certificate of service

A scheduling-conference certificate of service must certify service of a true and correct file-marked order through JEFS or by U.S. mail at the last known address on all complaint-served parties.

The undersigned certifies that a true and correct file marked copy of the ORDER SETTING SCHEDULING CONFERENCE was served on all parties who have been served with the complaint either electronically through the Hawaiʻi Judiciary Electronic Filing System (“JEFS”) or conventionally via U.S. Mail at their last known address(es) on the date indicated below.

Applies to

Confidential information form

Must include

local rule certificate

Required personal information must be submitted using a substantially conforming HCRR Form 2, subject to stated exceptions, and the form must be designated as inaccessible or sealed.

Required personal information shall be submitted by means of a Confidential Information Form that substantially conforms to HCRR Form 2 of these rules; provided the name and birth date of a minor charged with a traffic infraction may be displayed on the citation and the name of a minor may be displayed in submissions in proceedings under HRS chapter 586 and section 604-10.5. The Confidential Information Form shall be designated confidential, protected, restricted, sealed, or not accessible.

Applies to

Fly sheet

Must include

caption, case number

A substantially conforming HCRR Form 1 fly sheet must accompany the Confidential Information Form, be filed in the accessible record, and contain specified identifying and confidentiality information.

A fly sheet that substantially complies with HCRR Form 1 shall be submitted with the completed Confidential Information Form. The flysheet shall be filed in the accessible record, whether the record is maintained on paper or electronically. The fly sheet shall be captioned in accordance with the rules governing the proceeding, titled “CONFIDENTIAL INFORMATION,” and shall include the following: (a) the case name and number; (b) the title of the form; (c) a brief description of the submitted information; (d) the name, address, and telephone number of the individual submitting the personal information; and (e) the statement “confidential information submitted pursuant to Rule 9 of the Hawaiʻi Court Record Rules” and any other statute(s), rule(s), or order(s) that make the information confidential.

Applies to

Non hearing motion to utilize private court reporter

Must include

proposed order

A Rule 15 transcript motion must substantially comply with Form 4 and contain the specified proceeding and transcript information.

The motion shall be submitted on a form that substantially complies with Form 4 in the Appendix of Forms of these Rules and shall contain the following information:

Applies to

Non hearing motion to utilize private court reporter

Must include

proposed order

The Rule 15 non-hearing motion must be accompanied by a proposed order substantially conforming to Form 4.

The motion shall be accompanied by a proposed order that substantially conforms to Form 4 in the Appendix of Forms of these Rules.

Applies to

Motion for private court reporter at live proceeding

A motion for a private court reporter to attend a live proceeding must include a declaration establishing the reporter’s qualification to prepare a live verbatim transcript.

The motion shall be accompanied by a declaration from the private court reporter that establishes the private court reporter is qualified to prepare the live, verbatim transcript.

Applies to

Motion for private court reporter at live proceeding

For a confidential live proceeding, the motion must address agreement to the reporter’s presence and a confidentiality protective order, and must attach a copy of the proposed protective order.

If the proceeding is confidential, the motion shall state whether the parties have agreed to the presence of the private court reporter, and whether the private court reporter has agreed to be bound by a protective order assuring the confidentiality of the proceeding in question. The protective order shall include that the private court reporter is prohibited and restricted from revealing or discussing any information involving the confidential proceeding with any person. A copy of the proposed protective order shall be attached to the motion.

Applies to

Joint report

Attorneys and self-represented parties must jointly arrange the parties’ meeting, attempt in good faith to agree on a proposed discovery plan, and file a joint report after the meeting.

Attorneys and self-represented parties are jointly responsible for arranging the meeting, attempting in good faith to agree on a proposed discovery plan during the meeting, and filing a joint report with the court after the meeting.

Applies to

Joint report

After the parties’ discovery planning conference, all parties must jointly submit a written report to the court within 14 days.

All parties are required to confer in good faith and are jointly responsible for arranging the conference and submitting a written report to the court after their meeting within 14 days of the parties’ discovery planning conference.

Applies to

Scheduling conference statement

Each appearing party must file a scheduling conference statement at least 7 days before the scheduling conference.

At least 7 days before the scheduling conference, each party appearing in the case must file a scheduling conference statement.

Applies to

Notice of request for scheduling conference

A plaintiff requesting a scheduling conference must file a Notice of Request for Scheduling Conference and a proposed order setting the conference.

To request the scheduling conference, the plaintiff must file a Notice of Request for Scheduling Conference and a [Proposed] Order Setting Scheduling Conference (See Appendix 1 and Appendix 2).

Applies to

Joint report of the parties

The parties must jointly file a written report to the judge outlining their discovery plan.

Joint Report of the Parties. HRCP 26(f)(2) and RCCH 12(a)(6)(B) require the parties to jointly file a written report to the judge outlining the parties’ discovery plan.

Applies to

Scheduling conference statement

A Scheduling Conference Statement must certify that the parties met and conferred as required by RCCH 12(a)(6).

The rules require the parties to provide certain information in their Scheduling Conference Statement, including a certification that the parties met and conferred as required by RCCH 12(a)(6).

Applies to

Scheduling order

The scheduling order must include a trial date.

The scheduling order must include a trial date for your case.

Applies to

Letter brief

Streamlined discovery-dispute letters must state the submission deadline, discovery cutoff and trial dates, the dispute and requested relief, and a good-faith conferral certification.

the parties’ agreed deadline for the submission of letters to the court;  the discovery cut off deadline and the trial date;  a discussion of the discovery dispute and relief sought; and  a certification that that the parties conferred in good faith and attempted to resolve or minimize the dispute.

Applies to

Discovery assistance submission

Must include

proposed order

The prevailing party must prepare the proposed order for the judge’s signature and append the letter briefs.

The prevailing party of this streamlined procedure must prepare the order for the judge’s signature and must append the letter briefs to the proposed order.

Applies to

Letter brief

Parties must conduct a good-faith discovery conference in person, by telephone, or by video; back-and-forth email does not satisfy conferral.

Parties must confer with each other in good faith about the dispute. The conference may be held in person, by telephone, or by video. Back and forth email communication does not meet the conferral requirement.

Applies to

Letter brief

Parties must make a good-faith effort to resolve or narrow the dispute and address whether discovery’s likely benefit outweighs its burden or expense.

Parties must attempt to resolve or minimize the scope of the dispute in a good faith effort to eliminate the need for discovery assistance and must address whether the burden or expense of the discovery outweighs its likely benefit under HRCP 26(b)(2)(iii).

Applies to

Letter brief

Discovery-dispute letter briefs must be signed and include certification of compliance with the conferral requirement.

Letter briefs must be signed and include a certification that the parties complied with the conferral requirement.

Applies to

Letter brief

The conferral certification must state the meeting date, time, length, and names of all participants.

The certification must include the date, time, and length of the meeting or conference, and the names of all participants.

Applies to

Pretrial statement

Civil pretrial statements must include the specific and detailed information required by RCCH 12.1.

The new rule for pretrial statements, RCCH 12.1, requires the parties to include specific and detailed information in their pretrial statements.

Applies to

Notice of request for scheduling conference

A filer using a self-drafted notice must calculate the applicable 60- or 90-day deadline and enter the requested conference date.

If you are not using the fillable form and you drafted your own notice of request for scheduling conference, then you must calculate the applicable 60 or 90 day deadline and enter the date.

Applies to

Notice of request for scheduling conference

Must include

proposed order

A proposed order setting the scheduling conference must be prepared after the notice is completed.

Once you finish your Notice of Request for Scheduling Conference, then prepare a Proposed Order Setting Scheduling Conference. Please refer to the Instructions for the Proposed Order Setting Scheduling Conference.

Applies to

Notice of request for scheduling conference

Must include

proposed order

The scheduling-conference notice must not be filed without the proposed order, and omission of the proposed order will delay setting the conference.

Do NOT file the Notice of Request for Scheduling Conference without also completing a form Proposed Order Setting Scheduling Conference. If you do not prepare and file a Proposed Order Setting Scheduling Conference, the setting of your Scheduling Conference will be delayed.

Applies to

Scheduling conference documents

The completed form and Notice of Request for Scheduling Conference must both be filed.

Once you have completed this form and the Notice of Request for Scheduling Conference, then file both documents.

Applies to

Joint report of the parties

The parties must file a joint report outlining their discovery plan within 14 calendar days after their meeting.

A joint report of the parties outlining the parties’ discovery plan must be filed within 14 calendar days after the meeting of the parties.

Applies to

Scheduling conference statement

Each party must file a scheduling conference statement no later than 7 calendar days before the scheduling conference.

Each party shall file a scheduling conference statement in accordance with RCCH 12(a)(7) no later than 7 calendar days before the scheduling conference.

Applies to

Order setting scheduling conference

Must include

caption

The caption must include the names of all parties identified in the complaint.

You must fill in the names of all the parties in the complaint.

Applies to

Order setting scheduling conference

Must include

case number

The document must state the civil case number assigned by the clerk when the complaint was filed.

The space to the right of the center of the page must have the civil number. Print or type the civil number that was assigned to the case by the clerk when the complaint was filed.

Applies to

Certificate of service

The document must bear the title “Certificate of Service (Re: Order Setting Scheduling Conference)” beneath the civil number.

The title of the document, “Certificate of Service (Re: Order Setting Scheduling Conference),” must be typed or written under the Civil No.

Applies to

Certificate of service

Must include

certificate of service

The certificate must provide fields for each party's name, manner of service, and service date.

Name of Party: Manner of Service: Date:

Applies to

Joint report of the parties

Must include

caption

The party preparing the Joint Report of the Parties should file it after all parties have signed.

Once the parties have signed the Joint Report of the Parties, the party preparing the document should file it:

Applies to

Joint report of the parties

Must include

caption

Attorneys and self-represented parties who participated in the parties’ meeting must sign the Joint Report of the Parties.

Attorneys and self-represented parties who participated in the meeting of the parties must sign the document.

Applies to

Scheduling conference statement

A filer must review RCCH Rule 12.2(a)(7) and comply with the timing requirements for filing the Scheduling Conference Statement.

You must read Rule 12.2(a)(7) of the Rules of the Circuit Courts of the State of Hawaiʻi (RCCH) and be aware of the timing requirements to file your Scheduling Conference Statement.

Applies to

Scheduling conference statement

The parties must certify that they met and discussed the required Rule 12(a)(6) matters and provide the meeting date.

J. Certification: 1. Check the box indicating the parties met and discussed the items required by Rule 12(a)(6) of the Rules of the Circuit Courts of the State of Hawaiʻi. Fill in the date the parties met.

Applies to

Scheduling conference statement

If the required meeting did not occur, the statement must say so and explain the reason.

2. If the parties did not meet as required by the rule, then check the second box and explain why there was no meeting of the parties.

Applies to

Scheduling conference statement

The document must be printed, signed, and dated, and it must identify the city and state of signature before filing.

Filing Instructions: 1. Print, sign and date, and file the document. Be sure to include the city and state where you signed the document.

Applies to

Joint report of the parties

Must include

certificate of conference

The Joint Report of the Parties must include a certification that the parties conferred at least 21 days before the scheduling conference about the listed case-management matters.

J. THE UNDERSIGNED CERTIFIES (CHECK ONE): THE PARTIES CONFERRED ON _____________ (AT THE LEAST 21 DAYS BEFORE THE SCHEDULING CONFERENCE) ON THE FOLLOWING MATTERS:

Applies to

Document

Must include

caption

The first page must identify the filing attorney or self-represented party and provide the stated contact information.

The space at the top left of the center of the page shall contain the name, attorney number, office address, telephone number, facsimile number (if any), and electronic mail address of the attorney for the party in whose behalf the document is filed, or of the party if the party is self-represented;

Applies to

Brief

Memoranda longer than 15 pages must include both a table of contents and a table of authorities.

Memoranda exceeding 15 pages shall have a table of contents and a table of authorities.

Applies to

Pleading motion or other paper

The attorney-assistance disclosure may be omitted when the limited-representation assistance is provided through a nonprofit, court, or government-sponsored program.

If, however, a pleading, motion, or other paper is prepared by an attorney providing limited representation under the auspices of a program sponsored by a nonprofit organization, court, or government, the pleading, motion or other paper need not contain this statement.

Applies to

Scheduling conference statement

The scheduling statement must identify whether the case belongs on the expedited or non-expedited trial track.

D. Track Assignment: 1. Check a box to indicate if the case should be assigned to an expedited or non-expedited track for trial.

Applies to

Scheduling conference statement

The scheduling statement must report whether special procedures or other matters should be imposed.

G. Special Procedures or Other Matters: 1. Review Rule 16(c) of the Hawaiʻi Rules of Civil Procedure and report on whether any special procedures should be imposed for those matters or any other matters not already described in the Joint Report of the Parties.

Applies to

Scheduling conference statement

The scheduling statement must list all related state or federal cases with their titles, numbers, statuses, and applicable trial, motion, and hearing dates.

H. Related Cases: 1. List all related cases in state or federal court and provide the case title, case number and status of the case (pending, adjudicated, or otherwise terminated). Include trial dates, pending motions and hearing dates, if applicable.

Applies to

Scheduling conference statement

The scheduling statement must provide helpful additional information, including any discovery-planning or alternative-dispute-resolution disagreements.

I. Additional Matters: 1. State any additional matters that you believe would be helpful for the judge to know about your case. Include any disagreements you may have with any party on discovery planning, Alternative Dispute Resolution, including mediation.

Applies to

Scheduling conference statement

A party that did not meet with the other parties must explain the reason in its Scheduling Conference Statement.

If the parties did not meet, you must explain why in your statement.

Applies to

Notice of request for scheduling conference

Must include

caption

The case title must include the names of every party identified in the complaint.

Title of the case: The space to the left of the center of the page is the title of the case. You must fill in the names of all the parties in the complaint.

Applies to

Notice of request for scheduling conference

Must include

case number

The civil number assigned when the complaint was filed must be printed or typed on the document.

Civil No.: Print or type the civil number assigned to the case by the clerk when the complaint was filed.

Applies to

Notice of request for scheduling conference

Must include

judge name

The assigned judge's name must be printed or typed on the document.

Type or print the name of the judge assigned to your case.

Applies to

Notice of request for scheduling conference

The document must state the complaint-service date, including the first defendant's service date when applicable, and any applicable first-appearance date.

Service of the complaint upon the defendant: You must put the date when the defendant was served with the complaint. If there is more than one defendant, then you must put the date when the first defendant was served with the complaint. If a defendant has appeared in the case, you must also put the date when the defendant first appeared in the case. If the defendant has been served with the complaint and the same or a different defendant has also appeared in the case, then check both boxes and fill in the dates, as applicable.

Applies to

Joint report of the parties

The Joint Report must state the parties’ positions on whether the court should issue other orders under HRCP 16(b), 16(c), or 26(c).

Report on any parties’ position on whether the court should issue any other orders for matters set forth in HRCP 16(b) and (c) and HRCP 26(c).

Applies to

Notice of request for scheduling conference

The document must be signed, dated, and identify the city where it was signed.

Sign and date the document, and type or print the city in which you signed the document.

Applies to

Proposed order setting scheduling conference

The document must contain the title “[Proposed] Order Setting Scheduling Conference” beneath the civil number.

The title of the document, “[Proposed] Order Setting Scheduling Conference,” must be typed or written under the Civil No.

Applies to

Certificate of service

Must include

caption

The filer must provide name, mailing address, telephone number, and email address in the upper-left corner, and an unrepresented plaintiff must identify as “Plaintiff” below that information.

Print or type your name, mailing address, telephone number, and email address in the top left corner. If you are not represented by an attorney, identify yourself as the Plaintiff under your address information.

Applies to

Certificate of service

Must include

case number

The filer must enter the court’s name and the circuit number where the case is filed in the center of the page.

Fill in the name of the court and the number of the circuit in which your case is filed in the center of the page.

Applies to

Joint report of the parties

The Joint Report must state whether any party believes the court-rule discovery limits should be changed.

Report on whether any parties believe there should be changes on discovery limits set forth in court rules.

Applies to

Joint report of the parties

The Joint Report must describe any ESI issues, including disclosure, discovery, production, and related matters for the judge’s attention.

Describe whether there are any issues pertaining to ESI, including, but not limited to, disclosure or discovery of ESI, how, when and in what form production of ESI will be made, and any other issues related to ESI the parties wish to bring to the judge’s attention.

Applies to

Joint report of the parties

The Joint Report must describe privilege or confidentiality claims concerning trial-preparation materials, the parties’ procedures for asserting them, and whether a Rule 502 order should issue.

Describe whether there will be any claims of privilege or confidentiality in any trial preparation materials, the procedures agreed upon by the parties to assert such claims after the material has been produced, and whether the court should include the parties’ agreement in an order under Rule 502 of the Hawaiʻi Rules of Evidence.

Applies to

Joint report of the parties

The Joint Report must state whether the parties are amenable to alternative dispute resolution and include any other information helpful to the judge before the scheduling conference.

State whether the parties are amenable to any form of Alternative Dispute Resolution (for example, mediation) and also include any other information the parties believe would be helpful for the judge to know before the Scheduling Conference.

Applies to

Joint report of the parties

The filing party should state in this section if a party or attorney did not cooperate in the parties’ meeting or report preparation.

If a party or attorney has not cooperated in the parties’ meeting or preparation of the report, the filing party should say so in this section.

Applies to

Scheduling conference statement

The filer must put their name, mailing address, telephone number, email address, and plaintiff or defendant status in the top left corner.

Print or type your name, mailing address, telephone number, and email address in the top left corner. Indicate whether you are a plaintiff or a defendant.

Applies to

Scheduling conference statement

The Scheduling Conference Statement must identify the court and circuit in which the case is filed.

Fill in the name of the court and the number of the circuit in which your case is filed in the center of the page: “IN THE CIRCUIT COURT OF THE ______ CIRCUIT”

Applies to

Scheduling conference statement

The Scheduling Conference Statement must list all parties identified in the complaint.

You must fill in the names of all the parties identified in the complaint.

Applies to

Scheduling conference statement

Must include

case number

The Scheduling Conference Statement must include the civil case number assigned when the complaint was filed.

The space to the right of the center of the page must have the civil number assigned to the case when the complaint was filed. Print or type the civil number in the space provided.

Applies to

Scheduling conference statement

The document title and party status must appear beneath the civil number and case title.

The title of the document, “Scheduling Conference Statement,” should be typed or printed underneath the civil number and also under the title of the case in the center of the page.

Applies to

Scheduling conference statement

The Scheduling Conference Statement must include the conference date, time, and assigned judge.

Type or print the date and time of the Scheduling Conference and the assigned judge.

Applies to

Scheduling conference statement

The statement must include a short case summary and, when no monetary award is sought, specify the requested relief or order.

Provide a short summary of your case. If you are not asking for an award of money, please specify the type of relief or order you want the judge to issue.

Applies to

Scheduling conference statement

The statement must explain the facts supporting circuit-court jurisdiction and the reason for filing in the selected judicial circuit.

Describe the facts or information that support your case being filed in circuit court and why you filed your case in the particular judicial circuit (First, Second, Third, or Fifth).

Applies to

Scheduling conference statement

For a jury trial, the statement must identify it as a jury trial and state the jury-demand filing date.

Check the box if your case is a jury trial and specify the date when a jury demand was filed; or

Applies to

Scheduling conference statement

For a non-jury trial, the statement must identify the case as a trial before a judge only.

Check the box if your case is a trial before a judge only (non-jury trial).

Applies to

Scheduling conference statement

The scheduling statement must identify the timing of initial and expert disclosures.

E. Disclosures: 1. Check the appropriate box on the timing of initial and expert disclosures.

Applies to

Scheduling conference statement

The scheduling statement must state when discovery is expected to be completed.

F. Discovery: 1. Specify when you anticipate discovery to be completed

Applies to

Scheduling conference statement

The scheduling statement must describe discovery already underway.

2. Describe any discovery already in progress.

Applies to

Scheduling conference statement

The scheduling statement must identify pending discovery-related motions and their hearing dates.

3. Indicate if there are any pending discovery related motions and the date(s) of hearing(s).

Applies to

Order setting scheduling conference

After filing, the court will set the scheduling conference date, time, and location, and court staff will file the scheduling conference order.

After your documents are filed, the date, time and location (in person or by video conference) for your Scheduling Conference will be set by the court and the Order Setting Scheduling Conference will be filed by court staff.

Applies to

Scheduling conference statement

The Scheduling Conference Statement form and other Judiciary forms are available online and may be completed and printed using Adobe Acrobat.

Please note that this and other forms are available on the Judiciary’s website. The forms can be filled out and printed through Adobe Acrobat.