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Write the meet-and-confer letter that sets up the motion
Builds the record a magistrate wants to see: the deficiency stated per request number, what you will actually accept, a date, and a tone that does not make the judge sympathise with the other side.
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Dear Counsel,
I write concerning Defendant's responses to Plaintiff's First Set of Requests for Production and Interrogatories, served March 24, 2026. Three responses appear deficient. I have set out below what each request asked, what the response provided, and what would resolve the issue.
1. RFP No. 4 (timekeeping records, January 2023 to present). The response objects that the request is "overbroad and unduly burdensome" and produces nothing. The objection does not identify what is overbroad or describe the burden. The records go directly to the commonality and predominance questions on the certification motion, and the period requested is the class period pleaded in the complaint. What would resolve it: production of timekeeping records for the named plaintiffs and a ten percent sample of the putative class for the class period, or a statement of the volume and the system involved so we can discuss a narrower sample.
2. RFP No. 7 (communications regarding rounding policy). Defendant produced twelve pages, all from a single custodian. The response does not identify the custodians searched or the terms used, and does not state whether documents are being withheld. What would resolve it: a list of the custodians searched and the search terms applied, and production of responsive documents from the payroll and operations custodians.
3. Interrogatory No. 3 (identification of the policy in effect during the class period). The answer identifies the current policy and does not address earlier versions. What would resolve it: a supplemental answer identifying each version in effect during the class period and the dates of each.
An extension was granted on March 3 and responses were served on March 24. I wrote on April 1 regarding these items and have not received a response.
Please let me know by April 24 whether Defendant will supplement. If we cannot resolve these items, Plaintiff intends to move to compel; fact discovery closes June 30 and the certification motion is due July 15, so the timing is not flexible. I am available to confer by telephone on April 21 at 10:00 a.m. Central or April 22 at 2:00 p.m. Central. [CONFIRM - local rule in this court on what the conferral must consist of and what the certification must describe.]
Sincerely,
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Assumptions I made. That the class period pleaded runs January 2023 to present [safe: you told me]. That the twelve pages produced for RFP 7 came from one custodian [verify: if the production letter does not say, the letter should ask rather than assert]. That no documents are being withheld under the RFP 7 objection [verify: the response is silent, which is itself the problem, but the letter should not assume the answer].
Where this is weakest. RFP No. 4 is the request where their objection is better than this letter treats it. A request for all timekeeping records for an uncertified class across three years is genuinely broad, and a magistrate may well agree with them on scope even while agreeing with you that the objection was inadequately stated. That is why the letter offers the sample: it is the concession that makes the motion winnable if they refuse. Interrogatory No. 3 is the strongest item and the least valuable one.
What only you can decide. Whether to include Interrogatory No. 3 at all. Listing it makes the record complete and means a supplemental answer arrives without a fight, and it also dilutes a letter that is really about RFP 4. Second call that is yours: how hard the closing is. As drafted it states an intention to move on a date, which is credible only if you will actually do it on April 24; softening it to "we will consider our options" costs you nothing with opposing counsel and costs you the paragraph a magistrate would have found persuasive.
What would make this materially better. Ranked by impact: (1) The production cover letter for RFP 7, which would tell us whether custodians were disclosed and would turn an assumption into a quotation. (2) The local rule text on conferral, which decides whether these proposed call times are sufficient or whether more is required. (3) Any statement from them about the volume of timekeeping data, which is the single fact that would let you propose a sample size they can live with.
Why this prompt is built the way it is
## Framework
1. **Organise by request number,** with what was asked, what came back, and why it does not answer. A letter organised by grievance cannot be attached to a motion.
2. **Say what you will accept.** A demand for full compliance on everything is not a conferral and a magistrate can see that.
3. **Give a date and a real consequence,** and propose an actual conference, because in many forums a letter alone is not one.
4. **Write it for the judge.** Specific, neutral, dated, and nothing you would not want read aloud.