Prepping for a Meet and Confer

Before a meet and confer, you need to know: where does each side stand, and what is still unresolved? The answer is spread across letters and emails, and positions often move between the first letter and the call.

This lesson answers the questions that organize the correspondence for you. Each prompt asks for findings. You make the call.

Below are five prompts: three steps in order, then two optional ones.

Before you start

Selection controls the answer. The Assistant reads only what you select, so include every letter and follow-up email.
Ask for the document and provision. Ask the Assistant to name the letter or email and the sentence behind each point.
Fill in the [brackets]. Replace each one with the specifics from your matter, such as document names and which side you represent, before you run the prompt.

Prompts

Summarize the discovery positions in [the meet-and-confer letter] and [the response letter]. State what each side wants, why, and where they disagree. Return findings only.

Compare the positions in [the original letters] to [the follow-up emails or correspondence]. List which issues are resolved and which are still open. For each one, cite the sentence and the sender or letter it comes from.

Based on the open issues in [the correspondence], draft three talking points for each open issue: [our client]'s position, their likely counter, and a fallback we could offer.

Summarize the discovery positions in [the meet-and-confer letter] and [the response letter]. State what each side wants, why, and where they disagree. Return findings only.

Trust but verify

Every answer has blue numbers at the end, those are the citations. Click those numbers to see an excerpt of the document your answer came from. If needed, click the excerpt to see the answer highlighted in your document.