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Resource: Meet and Confer


The LTPI Meet and Confer Instructional Guide has been developed to assist legal practitioners in navigating the “Meet and Confer” process. The document covers the technical issues involved in a meet and confer, with an emphasis on being prepared with a solid information governance framework and numerous considerations around proportionality.

The guide is broken into 4 stages: pre-conference, activities at the conference, post conference, and “common pitfalls”. It provides practical guidance, along with checklist items and related strategic considerations to streamline the process and avoid any missed steps. It is a valuable resource to both the novice and the expert.

Key Contributors

  • Kevin Clark
  • Seth Eichenholtz
  • Quin Gregor
  • Noah Lauricella
  • Sunil Ohri
  • Chris Paskach
  • Peter Pepiton
  • Bob Rohlf
  • Martin Tully

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