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Court Rules
Senior Judge

Judge Lee H. Rosenthal

Individual Rules, Standing Orders & Policies

Rules last changed:
Southern District of Texas

Limits & Logistics

Document Limits

Brief
25 pgs

Courtesy Copies

Exhibits

  • 2 copies • Before or During Trial

Filings > 50 pages

  • 1 copy

Urgent Motion

Adjournments

  • Joint motions for continuances are not binding and are granted at the court's discretion.
  • Vacation requests for court settings are respected if presented well in advance.
  • Extension motions for discovery deadlines must be filed early enough for opposing counsel to respond before the original deadline.
  • +6 more

Request must include

Reason for Request

Communication

Email

Chambers

glenda_hassan@txs.uscourts.gov
Scheduling
Phone

Clerk

(713) 250-5516
Phone

Chambers

(713) 250-5980
Phone

Clerk

(713) 250-5500
Status Inquiries
Fax

Clerk, Chambers

(713) 250-5213
Filters:

Page & Word Limits1 rule

Page LimitsMandatory

Any brief or memorandum is limited to 25 pages unless counsel obtains leave of court for longer submissions.

Brief for attorneys
Up to 25 pages

Exception

More pages with leave of court

Document Format Requirements12 rules

FormattingMandatory

The forms to be used for the Plan and Order are Attachments 1 and 2 to this document.

lhr procedures · Mar 2021 · p. 4
|SectionThe Court’s Requirements for Initial Pretrial Work
FormattingMandatory

must be numbered and presented on a separate page.

Formatting

  • Numbered
  • Presented on separate page
lhr procedures · Mar 2021 · p. 11
|SectionJury Instructions
FormattingMandatory

Each disputed instruction, definition, or question is to be set out in bold type, or italics, or underlined, and identified as disputed.

Applies to
  • Jury instructions

Formatting

  • Disputed items identified as disputed
lhr procedures · Mar 2021 · p. 11
|SectionJury Instructions
FormattingMandatory

All exhibits must be marked and exchanged among counsel before trial.

Applies to
  • Exhibits

Formatting

  • Marked
  • Exchanged among counsel before trial
FormattingMandatory

The charge must also be submitted on a CD compatible with Word.

Formatting

  • Submitted on CD compatible with Word
lhr procedures · Mar 2021 · p. 11
|SectionJury Instructions
FormattingMandatory

The offering party will mark his own exhibits with the party’s name, case number, and exhibit number on each exhibit to be offered.

FormattingMandatory

exhibits in a notebook.

Applies to
  • Exhibits

Formatting

  • Organized in a notebook
FormattingMandatory

The offering party will mark his own exhibits before trial to include the party’s name, case number, and exhibit number on each exhibit.

FormattingMandatory

Disputed language in proposed jury charges must be bold, italicized, or underlined, and labeled with the requesting party.

Formatting

  • Disputed language must be set out in bold type, italics, or underlined

Court's wording

If there are instructions, definitions, or questions as to which the parties cannot agree, the disputed language is to be set out in bold type, italics, or underlined to identify it as disputed and labeled to indicate which party is requesting the disputed language.

lhr procedures · Mar 2021 · p. 29
|SectionAdditional Required Attachments
FormattingMandatory

The proposed charge must also be submitted on a CD compatible with Corel WordPerfect 11 word processing.

File type
WordPerfect
Applies to
  • Proposed jury charge
lhr procedures · Mar 2021 · p. 29
|SectionAdditional Required Attachments
FormattingImportantCivil cases

Documents containing Designated Material must be marked with the specified confidentiality designation, and nondocumentary material must be designated in a reasonably equivalent way.

Court's wording

Documents shall be designated by stamping or otherwise marking the documents with the words “CONFIDENTIAL” or “CONFIDENTIAL-FOR ATTORNEYS’ EYES ONLY” thus clearly identifying the category of Designated Material for which protection is sought under the terms of this Order. Designated Material not reduced to documentary form shall be designated by the producing party in a reasonably equivalent way.

FormattingMandatoryCivil cases

The proposed charge must also be submitted on a CD compatible with Corel WordPerfect 11 word processing or Microsoft Word 2003 or later.

THE JOINT PRETRIAL ORDER · p. 3
|SectionAdditional Required Attachments

Document Filing Requirements73 rules

Filing RequirementsMandatoryCivil cases

A memorandum of authorities addressing only these issues must accompany the Order.

THE JOINT PRETRIAL ORDER · p. 2
|SectionContested Issues of Law
Filing RequirementsMandatoryCivil cases

The Witnesses section must include the stated language requiring prompt disclosure of other trial witnesses, with an exception for certain rebuttal or impeachment witnesses.

Court's wording

Include in this section the following statement: “If any other witnesses will be called at the trial, their names, addresses and the subject matter of their testimony will be reported to opposing counsel as soon as they are known. This restriction will not apply to rebuttal or impeachment witnesses, the necessity of whose testimony cannot reasonably be anticipated before trial.”

Filing RequirementsMandatoryCivil cases

A single, joint proposed jury charge, including all instructions, definitions, and questions, separately numbered and presented on a separate page, with authority. If there are instructions, definitions, or questions as to which the parties cannot agree, the disputed language is to be set out in bold type, italics, or underlined to identify it as disputed and labeled to indicate which party is requesting the disputed language.

THE JOINT PRETRIAL ORDER · p. 3
|SectionAdditional Required Attachments
Filing RequirementsMandatory

The parties must discuss at the Rule 26(f) meeting, and include in the Plan filed with the court, the matters listed in Rule 26(f) that apply to the case.

lhr procedures · Mar 2021 · p. 4
|SectionThe Parties’ Rule 26(f) Meeting
Filing RequirementsMandatory

The parties are to file with the court only one Plan and proposed Order. Both must be signed by counsel for all parties and by any unrepresented parties.

lhr procedures · Mar 2021 · p. 6
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

If the parties cannot agree on matters that must or should be addressed in the Plan or proposed Order, the disagreements must be set out clearly in the joint filing.

lhr procedures · Mar 2021 · p. 6
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Joint Discovery/Case-Management Plan must include pertinent matters from Rule 26(f) discussion as listed on attached forms.

Court's wording

The parties must discuss in their Rule 26(f) meeting, and the Plan and proposed Order must include, the pertinent matters listed on the attached forms, including the following: i. dates for joining additional parties or amending pleadings; ii. any agreements on disclosures or discovery of electronically stored information;

lhr procedures · Mar 2021 · p. 6
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order > b. Contents
Filing RequirementsMandatory

Joint Discovery/Case-Management Plan must address listed pretrial and discovery matters.

Court's wording

of trial-preparation protection after production; iv. whether discovery can be initially focused on information relevant to the most important issues, available from readily accessible sources; v. whether discovery should be conducted in phases, or initially limited to certain issues; vi. the date or dates when the parties will disclose information and exchange documents under Rule 26(a)(1); vii. whether expert witnesses are needed on issues other than attorney’s fees and, if so, the dates by which each party can disclose its expert witnesses’ identities and reports, dates by which each party’s experts can be deposed, and whether serial or simultaneous disclosure is appropriate; viii. whether the parties agree to submit attorney’s fees issues to the court by affidavit after liability and damages are resolved; ix. whether the Rule 30(a)(2)(A) presumptive limit of 10 depositions per side and the Rule 33(a) limit of 25 interrogatories per party should apply and, if not, the reasons why; x. the depositions that need to be taken, and in what sequence; xi. the dates by which initial focused or targeted discovery will be completed, and by which fact discovery and expert discovery will be completed; xii. whether the case is likely to generate a motion to dismiss, a motion for summary judgment, or other dispositive motion; the best dates for filing and responding to those motions; and how those motions should affect the pretrial schedule and discovery plan; xiii. the most promising approach and timing for settlement efforts; xiv. any other matters pertinent to completing discovery; xv. when the case will be ready for trial; xvi. how long the trial is likely to take; and xvii. any other matters appropriately addressed in the Joint Discovery/Case-Management Plan and proposed Scheduling and Docket Control Order.

lhr procedures · Mar 2021 · p. 7
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Discovery requests must meet Rule 26(b)(1) relevance/proportionality; objections must be specific, with no boilerplate or general objections permitted.

Court's wording

All parties are expected to frame their interrogatories, document requests, deposition notices, and requests for admission to meet the relevance and proportionality requirements of Rule 26(b)(1). Parties may not ask for more than what is needed for the case, or object and refuse to produce what is needed for the case, for strategic or tactical reasons. Boilerplate objections in response to discovery requests are prohibited. Parties may not simply raise or list rote or general objections. Parties may not include a “Preamble” or a “General Objections” section stating that the party objects to the discovery request “to the extent that” it is vague, ambiguous, overly broad, or unduly burdensome. Instead, as the 2015 Civil Rule amendments make clear, objections to discovery requests must be specific

lhr procedures · Mar 2021 · p. 8
|SectionDiscovery Requests and Objections
Filing RequirementsMandatory

Briefs must include a table of contents, table of citations, proceeding stage statement, issues and standard of review, argument summary, informative headings, and conclusion with relief sought.

Document
Brief

Must include

  • Table of contents

Court's wording

All briefs and memoranda must contain items (3), (4), pages of argument must contain all of the following: 1. a table of contents setting forth the page number of each section, including all headings designated in the body of the brief or memorandum; 2. a table of citations of cases, statutes, rules, textbooks, and other authorities, alphabetically arranged; 3. a short statement of the nature and stage of the proceeding; 4. a statement of the issues to be ruled on by the court and a short statement, supported by authority, of the standard of review for each issue; 5. a short summary of the argument; 6. informative headings identifying separate sections of the argument; and 7. a short conclusion stating the precise relief sought.

Filing RequirementsMandatory

A party requesting oral argument or a hearing on a motion must do so in writing and explain why it would be helpful.

Filing RequirementsMandatory

This ban on boilerplate or general objections is so useful for proportional discovery, it applies to all forms of discovery requests, not only Rule 34 requests for production.

lhr procedures · Mar 2021 · p. 9
|SectionDiscovery Requests and Objections
Filing RequirementsMandatory

Discovery responses must identify any information withheld based on objections and provide details about such withheld information.

Court's wording

A party may not object and state, “Subject to these objections and without waiving them, the response is as follows . . . .” Instead, the response must also specifically identify whether any information is withheld based on the objections and, if so, provide enough information about what is not produced to enable further inquiry if appropriate.

lhr procedures · Mar 2021 · p. 9
|SectionDiscovery Requests and Objections
Filing RequirementsMandatory

Discovery responses must state whether additional information will be produced later and provide the production date.

Court's wording

Similarly, a party may not merely state that some of the information is produced and more will be provided later. Instead, the party must state whether more information will be produced later, and when—either by the requested date or by another specified reasonable date.

lhr procedures · Mar 2021 · p. 9
|SectionDiscovery Requests and Objections
Filing RequirementsMandatory

Parties objecting to discovery requests and responding 'subject to objections' must indicate if the response is complete.

Court's wording

A party who objects to a discovery request and also responds “subject to the objections” must also indicate whether the response is complete, that is, whether additional information or documents would have been provided but for the objections.

lhr procedures · Mar 2021 · p. 9
|SectionDiscovery Requests and Objections
Filing RequirementsMandatory

Copies of any affidavits, deposition testimony, or other discovery referred to must be contained in the appendix.

Filing RequirementsMandatory

For Jury Trials a. The parties must file a single proposed jury charge, including all instructions, definitions, and questions, with disputed items indicated and authority provided.

lhr procedures · Mar 2021 · p. 10
|SectionThe Joint Pretrial Order
Filing RequirementsMandatory

Joint Pretrial Orders must be signed by all counsel and unrepresented parties.

lhr procedures · Mar 2021 · p. 10
|SectionThe Joint Pretrial Order
Filing RequirementsMandatory

For All Trials and Evidentiary Hearings: a. exhibit list; b. objections to exhibits; and c. witness list.

Include

  • Exhibit list
lhr procedures · Mar 2021 · p. 10
|SectionThe Joint Pretrial Order
Filing RequirementsMandatory

For Nonjury Trials a. Proposed findings of fact and conclusions of law.

Filing RequirementsMandatory

Even if the parties, in good faith, cannot agree on all instructions, definitions, or questions, the parties will nonetheless submit a single proposed charge.

lhr procedures · Mar 2021 · p. 11
|SectionJury Instructions
Filing RequirementsMandatory

Each disputed item is to be labeled to show which party is requesting the disputed language and authority relating to the disputed language should be provided.

lhr procedures · Mar 2021 · p. 11
|SectionJury Instructions
Filing RequirementsMandatory

The court will not consider ex parte applications for restraining orders unless the requirements of Rule 65(b) of the Federal Rules of Civil Procedures have been satisfied.

Filing RequirementsMandatory

Joint discovery plan must certify all parties filed Disclosure of Interested Persons with filing dates.

Court's wording

Certify that all parties have filed the Disclosure of Interested Persons as directed in the Order for Conference and Disclosure of Interested Persons, listing the date of filing for original and any amendments.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

If medical experts are needed, whether they are only treating physicians or also designated on other issues.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Any experts needed on issues other than attorneys’ fees.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

When and to whom the defendant anticipates it may send interrogatories and requests for production.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Joint discovery plan must state expert designation and report deadlines for all parties.

Court's wording

When the plaintiff (or the party with the burden of proof on an issue) will be able to designate experts and provide the reports required by Rule 26(a)(2)(B), and when the opposing party will be able to designate responsive experts and to provide their reports.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Any threshold issues—such as limitations, jurisdiction, or immunity—that should be scheduled for early resolution, what discovery targeted to those issues may need to occur early, and how long this targeted discovery will take.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Joint discovery plans involving unincorporated entities must state every member's citizenship.

Include

  • State the citizenship of every member

Court's wording

In a case involving parties that are unincorporated entities, such as an LLC or LLP, state the citizenship of every member and file an affidavit or declaration setting out the citizenship of every member.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Of whom and by when the defendant anticipates taking oral depositions, and whether they can be done by remote means, such as by zoom.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Joint discovery plan must list plaintiff's anticipated expert depositions, completion dates, and remote feasibility.

Court's wording

List expert depositions the plaintiff (or the party with the burden of proof on an issue) anticipates taking and their anticipated completion date, and whether they can be done by remote means, such as by zoom. See Rule 26(a)(2)(B) (expert report).

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

State the date the planned discovery can reasonably be completed.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Describe the possibilities for a prompt settlement or resolution of the case that were discussed in your Rule 26(f) meeting or have emerged since then.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Of whom and by when the plaintiff anticipates taking oral depositions, and whether they can be done by remote means, such as by zoom.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

If the parties are not agreed on a part of the discovery plan, describe the separate views and proposals of each party.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

List expert depositions the opposing party anticipates taking and their anticipated completion date, and whether they can be done by remote means, such as by zoom. See Rule 26(a)(2)(B) (expert report).

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Specify the discovery beyond initial disclosures that has been undertaken to date.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

When and to whom the defendant anticipates sending interrogatories and requests for production.

lhr procedures · Mar 2021 · p. 19
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

List issues or matters, including discovery, that should be addressed at the conference.

lhr procedures · Mar 2021 · p. 20
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Specify the number of hours it will likely take to present the evidence.

lhr procedures · Mar 2021 · p. 20
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

State whether a jury demand has been made and if it was made on time.

lhr procedures · Mar 2021 · p. 20
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

List the names, bar numbers, addresses, telephone numbers, and emails of all counsel and unrepresented parties.

lhr procedures · Mar 2021 · p. 20
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Indicate the parties’ joint position on a trial before Judge Sam Sheldon.

lhr procedures · Mar 2021 · p. 20
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

List pending motions that may be ruled on at the initial pretrial and scheduling conference.

lhr procedures · Mar 2021 · p. 20
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

List other pending motions.

Include

  • List other pending motions
lhr procedures · Mar 2021 · p. 20
|SectionThe Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order
Filing RequirementsMandatory

Joint Pretrial Orders must include Rule 26(a)(3) pretrial disclosures, plaintiff must file timely, and late filing may result in dismissal or sanctions.

Court's wording

The Joint Pretrial Order will contain the pretrial disclosures required by Rule 26(a)(3) of the Federal Rules of Civil Procedure. Plaintiff is responsible for timely filing the complete Joint Pretrial Order. Failure to file a Joint Pretrial Order timely may lead to dismissal or other sanction in accordance with the applicable rules.

lhr procedures · Mar 2021 · p. 23
|SectionJOINT PRETRIAL ORDER AND MOTION IN LIMINE DEADLINE
Filing RequirementsMandatory

Joint Pretrial Order must concisely list essential parties' contentions in separate paragraphs.

Court's wording

State concisely in separate paragraphs the contentions that are necessary to the relief sought in the case. A lengthy list of every “contention” is not helpful; include only those that are an essential basis for resolving the case.

lhr procedures · Mar 2021 · p. 27
|SectionThe Parties’ Contentions
Filing RequirementsMandatory

Briefly set out why the court has jurisdiction of the subject matter and the parties. If there is an unresolved jurisdictional question, state the problem.

Filing RequirementsMandatory

List only those admitted facts necessary to the disposition and relief sought in the case, which require no proof.

lhr procedures · Mar 2021 · p. 27
|SectionAdmissions of Fact
Filing RequirementsMandatory

List only those disputed facts necessary to the disposition and relief sought in the case.

Filing RequirementsMandatory

List the parties, their respective counsel, and the addresses and telephone numbers of counsel (including e-mail addresses) in separate paragraphs.

lhr procedures · Mar 2021 · p. 27
|SectionAppearance of Counsel
Filing RequirementsMandatory

List any pending motions.

Filing RequirementsMandatory

Joint Pretrial Order must include a brief case statement with names, dates, places, parties' contentions, and issues to be resolved.

Court's wording

Give a brief statement of the case. The court may read this statement to the jury panel during the voir dire examination. Include names, dates, and places, and a brief statement of the parties’ contentions and the issues to be resolved at trial.

lhr procedures · Mar 2021 · p. 27
|SectionStatement of the Case
Filing RequirementsMandatory

Include a statement as to the status of any settlement negotiations.

Filing RequirementsMandatory

If a witness is to appear by deposition, cite the inclusive pages and lines to be read.

Filing RequirementsMandatoryCivil cases

For jury trials include: Proposed questions for the voir dire examination.

THE JOINT PRETRIAL ORDER · p. 3
|SectionAdditional Required Attachments

Filing & Service rules

Electronic Filing Rules

Electronic filing is required in most cases, and counsel must register for the CM/ECF system.

Electronic filing is required in most cases. Counsel must register to use the court CM/ECF system.

Page 12 | Contact with Court Personnel

Exhibits must be filed on the court CM/ECF electronic filing system.

Two copies of exhibits must be provided to the case manager before or during trial, as well as filed on the court CM/ECF system.

Page 14 | 18. Courtroom Procedures

Filing Timing and Cure Windows

Objections to deposition testimony portions must cite the pages and lines and include supporting authority, and must be filed at least 7 days before trial.

Objections to those portions (citing pages and lines) with supporting authority must be filed at least 7 days before trial.

Civil cases

Page 2 | Witnesses

Exhibits listed in the final Joint Pretrial Order will be admitted unless opposing parties file written objections with authorities at least 7 days before trial.

The court will admit all exhibits listed in the final Joint Pretrial Order into evidence unless the opposing parties file written objections with authorities at least 7 days before trial.

Civil cases

Page 2 | Exhibits

Joint Discovery/Case-Management Plan must be filed 14 days before the Rule 16 Initial Pretrial Conference.

Before the date for filing the Joint Discovery/Case-Management Plan with the court, which is 14 days before the Rule 16 Initial Pretrial Conference is set, counsel and any unrepresented parties must meet to discuss the case and prepare the Joint Discovery/Case- Management Plan and Proposed Scheduling and Docket Control Order.

Page 4 | The Parties’ Rule 26(f) Meeting

Parties must file the Joint Discovery/Case-Management Plan and proposed Docket Control and Scheduling Order no later than 14 days before the scheduled Rule 16 Conference.

No later than 14 days before the Rule 16 Conference is scheduled, the parties must file the Joint Discovery/Case-Management Plan and the proposed Docket Control and Scheduling Order.

Page 6 | The Joint Discovery/Case-Management Plan and Proposed Scheduling and Docket Control Order > a. Timing

Docket call serves as the final pretrial conference unless counsel are notified otherwise.

Unless counsel are notified otherwise, the court will use docket call as a final pretrial conference.

Page 11 | Trial Settings

Exhibits in Joint Pretrial Order are admitted into evidence unless written objections are filed 7 days before trial.

The court will admit all exhibits listed in the Joint Pretrial Order into evidence unless opposing counsel files written objections supported by authority at least 7 days before trial.

Page 11 | Exhibits

Cases on the two-week trailing docket are subject to trial call on 48 hours notice.

The court maintains a two-week trailing docket during which a case is subject to call to trial on 48-hours notice.

Page 11 | Trial Settings

Objections to deposition portions must be filed at least 7 days before trial.

Objections to those portions (citing pages and lines) with supporting authority must be filed at least 7 days before trial.

Page 15 | 20. Depositions C

Closing papers must be filed within 30 days after settlement announcement.

Announcement of settlement must be followed by the closing papers within 30 days.

Page 16 | A. Settlements 2

Documents submitted within 7 calendar days of Docket Call will not be considered by the court.

No documents filed within 7 days of the Docket Call will be considered.

Page 23 | DOCKET CALL

Exhibits in final Joint Pretrial Order are admitted unless written objections with authorities are filed at least 7 days before trial.

The court will admit all exhibits listed in the final Joint Pretrial Order into evidence unless the opposing parties file written objections with authorities at least 7 days before trial.

Page 28 | Exhibits

The court holds docket call on the last Friday of each month.

The court generally holds docket call the last Friday of each month.

Page 11 | Trial Settings

Pending motions may be ruled on before or during docket call.

All pending motions may be ruled on before or at docket call.

Page 11 | Trial Settings

Service and Proof of Service Rules

A party requiring exhibit authentication must notify offering counsel in writing within 7 days after the exhibit is listed and made available, or authenticity may be deemed admitted.

All parties requiring authentication of an exhibit must notify the offering counsel in writing within 7 days after the exhibit is listed and made available to opposing parties. Failure to do so may be deemed an admission of authenticity.

Civil cases

Page 2 | Exhibits

Plaintiffs must serve these Procedures and the Rule 16 scheduling order on all defendants and parties with the summons and complaint.

The plaintiff must serve these Procedures and the Order Scheduling Rule 16 Conference on all defendants and other parties, along with the summons and complaint.

Page 1 | These Procedures Must Be Served With The Summons And Complaint Or Removal Papers

Parties removing a case to this court must comply with the same service requirements as plaintiffs.

A party removing a case to this court has the same obligation as a plaintiff filing an original complaint.

Page 1 | These Procedures Must Be Served With The Summons And Complaint Or Removal Papers

Proof of service for these Procedures and Rule 16 order must be filed with the court.

Proof of service of these materials must be filed.

Page 1 | These Procedures Must Be Served With The Summons And Complaint Or Removal Papers

These Procedures must be served alongside the summons and complaint or removal papers.

These Procedures Must Be Served With The Summons And Complaint Or Removal Papers

Page 1 | These Procedures Must Be Served With The Summons And Complaint Or Removal Papers

Counsel must notify offering counsel in writing within 7 days of exhibit identification to require authentication, or risk admission of authenticity.

Any counsel requiring authentication of an exhibit must notify offering counsel in writing within 7 days after the exhibit is identified as a trial exhibit and made available for examination. Failure to do so may be deemed an admission of authenticity.

Page 11 | Exhibits

Emergency motions for immediate relief must be filed and emailed to the case manager, who must be informed of opposing party contact and availability.

Applications for restraining orders or for other immediate relief are to be filed and a copy emailed to the case manager. Counsel must inform the case manager if the opposing party has been contacted and whether and when all parties can be available for a conference before the court.

Page 12 | Emergencies

Any defendant who has not been served within 120 days after the complaint is filed may be dismissed, in accordance with Fed. R. Civ. P. 4.

Any defendant who has not been served within 120 days after the complaint is filed may be dismissed, in accordance with Fed. R. Civ. P. 4.

Page 16 | B. Orders of Dismissal

Parties must make all expected exhibits available for examination by opposing parties.

Each party will make the exhibits available for examination by the opposing parties.

Page 28 | Exhibits

Parties must notify offering counsel in writing within 7 days of exhibit listing if authentication is required, or risk admission of authenticity.

All parties requiring authentication of an exhibit must notify the offering counsel in writing within 7 days after the exhibit is listed and made available to opposing parties. Failure to do so may be deemed an admission of authenticity.

Page 28 | Exhibits

Deposition transcripts or portions thereof may be designated either (a) when the testimony is recorded, or (b) by written notice to all counsel of record, given within ten business days after the Designating Person’s receipt of the transcript in which case all counsel receiving such notice shall be responsible for marking the copies of the designated transcript or portion thereof in their possession or control as directed by the Designating Person.

Deposition transcripts or portions thereof may be designated either (a) when the testimony is recorded, or (b) by written notice to all counsel of record, given within ten business days after the Designating Person’s receipt of the transcript in which case all counsel receiving such notice shall be responsible for marking the copies of the designated transcript or portion thereof in their possession or control as directed by the Designating Person.

Civil cases

Page 9

Courtesy Copy Requirements

A courtesy copy of a filing longer than 50 pages should be sent to chambers.

A courtesy copy of a filing longer than 50 pages should be sent to chambers.

Page 9 | Courtesy Copies

Copies of urgent motions or matters that require prompt court attention may be sent to chambers, as well as filed with CM/ECF, with a transmittal letter stating why the court’s prompt attention is required.

Copies of urgent motions or matters that require prompt court attention may be sent to chambers, as well as filed with CM/ECF, with a transmittal letter stating why the court’s prompt attention is required.

Page 12 | Contact with Court Personnel

Two copies of exhibits must be provided to the case manager before or during trial, as well as filed on the court CM/ECF system.

Two copies of exhibits must be provided to the case manager before or during trial, as well as filed on the court CM/ECF system.

Page 14 | 18. Courtroom Procedures

Sealing & Redaction Procedures

Designated Material filed with the Court or made part of an official judicial proceeding is public and is not automatically sealed; a party must move to file it under seal, consistent with applicable law.

Any Designated Material which becomes part of an official judicial proceeding or which is filed with the Court is public. Such Designated Material will be sealed by the Court only upon motion and in accordance with applicable law. This Protective Order does not provide for the automatic sealing of such Designated Material. If it becomes necessary to file Designated Material with the Court, a party must move to file the Designated Material under seal.

Civil cases

Page 10

Confidential information filed with the Court must be filed and kept under seal to the extent permitted by law; the producing party must satisfy any additional court-required preconditions, and only confidential portions should be sealed when possible.

All information subject to confidential treatment in accordance with the terms of this Stipulation and Order that is filed with the Court, and any pleadings, motions or other papers filed with the Court disclosing any Confidential Information, must be filed under seal to the extent permitted by law (including without limitation any applicable rules of ===== PAGE 12 ===== court) and kept under seal until further order of the Court. To the extent the Court requires any further act by the parties as a precondition to the filing of documents underseal (beyond the submission of this Stipulation and Order Regarding Confidential Information), it is the obligation of the producing party of the documents to be filed with the Court to satisfy any such precondition. When possible, only confidential portions of filings with the Court are to be filed under seal

Civil cases

Page 12 | Paragraph 8

Documents subject to confidential treatment or disclosing Confidential Information must be filed under seal, kept sealed until court order, with only confidential parts sealed if possible.

Documents or information filed with the court that is subject to confidential treatment under this Order, and any pleadings, motions, or other papers filed with the court disclosing any Confidential Information, must be filed under seal to the extent permitted by the law, rules, or court orders, and must be kept under seal until the court orders otherwise. To the extent the court requires any further act by the parties as a precondition to filing the documents or information under seal, the party filing the document or information is responsible for satisfying the requirements. If possible, only the confidential parts of documents of information filed with the court will be filed under seal.

Civil cases

Page 14

Filing Bundling Requirements

Proposed voir dire questions must be bundled with the Joint Pretrial Order.

Proposed voir dire questions must be submitted as part of the Joint Pretrial Order.

Page 15 | 19. Voir Dire

Pre-Motion Conference Requirements

Parties challenging Confidential Information designations must attempt good-faith dispute resolution before seeking court intervention.

If a party challenges another party’s Confidential Information designation, counsel must make a good-faith effort to resolve the dispute. If that is unsuccessful, the challenging party may seek resolution by the court.

Civil cases

Page 13

Pre-motion conference with court required before filing motions for disputed discovery or other pretrial matters, with 1-2 page agenda letter required.

Any party wishing to raise disputed discovery or other pretrial matters must arrange for a conference with the court before filing any motion, briefs, or accompanying materials. The party must email or fax the case manager, Glenda Hassan, and opposing counsel to arrange for a pre-motion conference. The email address is Glenda_Hassan@txs.uscourts.gov; the fax number is (713) 250-5213; and the telephone number is (713) 250-5516. The court will promptly schedule the pre-motion conference, generally within a few days after the request is made. The court may order counsel, and counsel may ask, to participate by Zoom or by other virtual link or telephone. The party seeking the conference must submit a one-to-two page letter to the court with copies to all counsel and unrepresented parties, identifying the disputes and setting out the issues to be addressed. This is not a brief and may not set out case law or argument. Instead, the letter is an agenda for the pre-motion conference. Opposing parties must respond in similar fashion before the Conference, with the same limits. The letters must include a written statement that counsel have conferred in a good-faith effort to resolve the issues but are unable to reach an agreement, or state the reason that the parties could not confer. To the extent possible, the disputed issues will be resolved at the pre-motion conference, without the need for a formal motion or response. If the court cannot resolve all or part of the issues raised without a written submission and response, the issues to be addressed and a filing schedule will be set in the conference.

Page 8 | Pre-Motion Conferences Required for Discovery and Other Pretrial Disputes

Any party wishing to make any discovery motions should arrange for a pre-motion conference with the court before the preparation and submission of any motion papers. That includes a motion to compel, to quash, or for protection.

Any party wishing to make any discovery motions should arrange for a pre-motion conference with the court before the preparation and submission of any motion papers. That includes a motion to compel, to quash, or for protection.

Page 23 | Additional orders relating to disclosures, discovery, or pretrial motions

Adjournment & Extension Requirements

Extension motions for discovery deadlines must be filed early enough for opposing counsel to respond before the original deadline.

Motions for extension of a discovery deadline must be filed far enough in advance of the deadline to enable opposing counsel to respond before the deadline.

Page 8 | Pre-Motion Conferences Required for Discovery and Other Pretrial Disputes

If a motion is pending and requires decision on an expedited basis or by a certain date, please advise the court in writing, setting out the reasons the motion requires prompt attention, such as an approaching docket call.

If a motion is pending and requires decision on an expedited basis or by a certain date, please advise the court in writing, setting out the reasons the motion requires prompt attention, such as an approaching docket call.

Page 9 | Agreements to Extend Submission Dates for Motions

Parties may agree to extend a motion-submission date without the court’s leave except when the extension violates a deadline imposed by a court order in the case (as opposed to the submission-date deadline set by applying the Local Rules). Counsel should immediately notify the case manager, in writing, of an agreement.

Parties may agree to extend a motion-submission date without the court’s leave except when the extension violates a deadline imposed by a court order in the case (as opposed to the submission-date deadline set by applying the Local Rules). Counsel should immediately notify the case manager, in writing, of an agreement.

Page 9 | Agreements to Extend Submission Dates for Motions

Continuances are not granted after trial is set unless the attorney has begun trial in another court.

Unless an attorney has actually begun trial in another court, prior trial settings will not cause a case to be continued or passed after the court has set it for trial.

Page 11 | Trial Settings

A trial will generally not be continued because a witness is unavailable. Counsel are expected to anticipate such possibilities and should be prepared to present testimony by written deposition, videotaped deposition, or by stipulation.

A trial will generally not be continued because a witness is unavailable. Counsel are expected to anticipate such possibilities and should be prepared to present testimony by written deposition, videotaped deposition, or by stipulation.

Page 13 | Continuances

Joint motions for continuances are not binding and are granted at the court's discretion.

Joint motions for continuances are not binding and will be granted at the court’s discretion.

Page 13 | Continuances

Cases not reached on their trial date will be reset as soon as practicable.

If a case is not reached for trial when set, it will be reset as soon as practicable.

Page 11 | Trial Settings

Motions to extend deadlines are not typically considered emergencies.

Motions to extend deadlines are generally not emergencies.

Page 12 | Emergencies

Vacation requests for court settings are respected if presented well in advance.

Vacation requests will be respected if presented well in advance of a court setting.

Page 13 | Continuances

Chambers Communication Rules

Counsel must email Judge Rosenthal’s case manager at least two business days before Rule 16 Conference to arrange virtual attendance; in-person may be required for substantive issues.

If counsel wants to attend the Rule 16 Conference by telephone, Zoom, or other virtual link, they must notify Judge Rosenthal’s case manager by email at Glenda_Hassan@txs.uscourts.gov. at least two business days before the Conference date to arrange. An in-person Rule 16 Conference may be required if substantive issues will be addressed.

Page 4 | The Court’s Requirements for Initial Pretrial Work

Counsel may not pass exhibits to the jury during trial without prior court permission.

Counsel will not pass exhibits to the jury during trial without obtaining permission in advance from the court.

Page 11 | Exhibits

Case-management correspondence must be addressed to case manager Glenda Hassan at the provided address or email.

Case-management correspondence or inquiries should be addressed to: Glenda Hassan Case Manager to Judge Lee H. Rosenthal United States District Clerk Post Office Box 61010 Houston, Texas 77208 E-mail: Glenda_Hassan@txs.uscourts.gov.

Page 12 | Contact with Court Personnel

Case-related telephone or e-mail inquiries should be made to the case manager, Glenda_Hassan. The telephone number is 713-250-5516; the e-mail address is Glenda_Hassan@txs.uscourts.gov. Inquiries should not be made to Judge Rosenthal’s secretary or law clerks.

Case-related telephone or e-mail inquiries should be made to the case manager, Glenda_Hassan. The telephone number is 713-250-5516; the e-mail address is Glenda_Hassan@txs.uscourts.gov. Inquiries should not be made to Judge Rosenthal’s secretary or law clerks.

Page 12 | Contact with Court Personnel

Inquiries about motions and the case status should be in writing unless time does not permit.

Inquiries about motions and the case status should be in writing unless time does not permit.

Page 12 | Contact with Court Personnel

Substantive issues may not be argued in letters to the court; such letters may be docketed.

Do not argue substantive issues in letters sent to the court. However, letters may be docketed and included in the record.

Page 12 | Contact with Court Personnel

If out-of-town counsel want to participate in a conference by telephone, a written request should be made to the case manager well in advance of the hearing or conference date, with notice to other counsel of record and any unrepresented parties. The court will attempt to accommodate these requests. Telephone conferences are generally fine for scheduling conferences but often inadequate if substantive or complex issues must be addressed.

If out-of-town counsel want to participate in a conference by telephone, a written request should be made to the case manager well in advance of the hearing or conference date, with notice to other counsel of record and any unrepresented parties. The court will attempt to accommodate these requests. Telephone conferences are generally fine for scheduling conferences but often inadequate if substantive or complex issues must be addressed.

Page 13 | 16. Appearances

Judge's staff will not take telephone messages; cell phones must be silenced in court.

Telephone messages will not be taken by the judge’s staff. Cell phones must be silenced in the courtroom.

Page 14 | 18. Courtroom Procedures

Attorney conference rooms are available via request to case manager; counsel must return keys and clear materials post-trial.

Attorney conference rooms are available on request to the judge’s case manager. A key will be given to counsel by the court’s case manager for use throughout the trial, and counsel will be responsible for clearing the room of all materials and returning the key at the end of the trial.

Page 14 | 18. Courtroom Procedures

Counsel must arrange with case manager and security in advance to bring additional equipment.

Counsel must make advance arrangements with the case manager and the courthouse security to bring in additional equipment.

Page 14 | 17. Equipment

fax her at 713-250-5213 to arrange for a pre-motion conference.

fax her at 713-250-5213 to arrange for a pre-motion conference.

Page 23 | Additional orders relating to disclosures, discovery, or pretrial motions

Glenda Hassan, Case Manager to Judge Rosenthal, can be contacted at (713) 250-5516 (phone) or (713) 250-5213 (fax).

Glenda Hassan Case Manager United States District Clerk Post Office Box 61010 Houston, Texas 77208 (713) 250-5516 (Telephone) (713) 250-5213 (Fax)

Page 2 | COURT PROCEDURES

Judge Lee H. Rosenthal can be contacted at (713) 250-5980 (phone) or (713) 250-5213 (fax) at the Houston courthouse.

United States District Judge United States Courthouse 515 Rusk Street, Room 11535 Houston, Texas 77002 (713) 250-5980 (Telephone) (713) 250-5213 (Fax)

Page 2 | COURT PROCEDURES

Email case manager Glenda Hassan to schedule pre-motion conference.

The party must email or fax the case manager, Glenda Hassan, and opposing counsel to arrange for a pre-motion conference. The email address is Glenda_Hassan@txs.uscourts.gov; the fax number is (713) 250-5213; and the telephone number is (713) 250-5516.

Page 8 | Pre-Motion Conferences Required for Discovery and Other Pretrial Disputes

All admitted exhibits are provided to the jury during deliberations.

All admitted exhibits will go to the jury during its deliberations.

Page 11 | Exhibits

Filed documents and docket entries can be obtained via PACER or the District Clerk's Office at (713) 250-5500.

Information about filed documents, orders, or docket entries should be obtained online through PACER or from the United States District Clerk's Office at telephone number (713) 250-5500.

Page 12 | Contact with Court Personnel

Email Mrs. Hassan at the provided address to schedule pre-motion conferences.

Email Mrs. Hassan at Glenda_Hassan@txs.uscourts.gov. to arrange for a pre-motion conference.

Page 23 | Additional orders relating to disclosures, discovery, or pretrial motions

Junior Lawyer Participation Incentives

Today there are fewer opportunities for lawyers to speak in court. This is particularly true for lawyers with less than five to seven years of experience. The court strongly encourages every more experienced senior or supervisory lawyer and their clients to allow less experienced lawyers to have the primary or only speaking roles in pretrial conferences, arguments on motions or in pre-motion conferences, and in trials and other proceedings when evidence and arguments are presented. This opportunity is particularly important and appropriate when the less experienced lawyer has drafted or contributed significantly to the underlying motion or response or to the trial or hearing preparation. The court understands that in some circumstances, it is not appropriate to allow a less experienced lawyer such a prominent role. If the only lawyer who drafted or substantially prepared the motion, brief, or evidentiary presentation is the senior lawyer, or if the motion is dispositive in a “bet-the-company” case, litigants may justifiably want the senior lawyer to do all or most of the in-court talking. But in all but these cases, it is crucial to provide substantive speaking opportunities to less experienced lawyers. The court strongly encourages all lawyers and their clients to do so. The court will take this into consideration in deciding whether to grant requests for oral argument on motions or issues that the court would usually or otherwise decide on the papers.

Today there are fewer opportunities for lawyers to speak in court. This is particularly true for lawyers with less than five to seven years of experience. The court strongly encourages every more experienced senior or supervisory lawyer and their clients to allow less experienced lawyers to have the primary or only speaking roles in pretrial conferences, arguments on motions or in pre-motion conferences, and in trials and other proceedings when evidence and arguments are presented. This opportunity is particularly important and appropriate when the less experienced lawyer has drafted or contributed significantly to the underlying motion or response or to the trial or hearing preparation. The court understands that in some circumstances, it is not appropriate to allow a less experienced lawyer such a prominent role. If the only lawyer who drafted or substantially prepared the motion, brief, or evidentiary presentation is the senior lawyer, or if the motion is dispositive in a “bet-the-company” case, litigants may justifiably want the senior lawyer to do all or most of the in-court talking. But in all but these cases, it is crucial to provide substantive speaking opportunities to less experienced lawyers. The court strongly encourages all lawyers and their clients to do so. The court will take this into consideration in deciding whether to grant requests for oral argument on motions or issues that the court would usually or otherwise decide on the papers.

Page 13 | 16. Appearances

About Senior United States District Judge Lee H. Rosenthal

Senior United States District Judge Lee H. Rosenthal was appointed to the Southern District of Texas by President George H.W. Bush in 1992, assuming senior status on December 1, 2024.

Judge Rosenthal received her Bachelor of Arts from the University of Chicago in 1974 and her J.D. from the University of Chicago Law School in 1977, where she was an editor of the Law Review. After graduating, she completed a one-year clerkship with Chief Judge John Robert Brown of the U.S. Court of Appeals for the Fifth Circuit. She then practiced with the Houston law firm Baker Botts from 1978 to 1992, becoming a partner in 1985. She became chief judge of the Southern District of Texas on November 13, 2016, and served until November 29, 2022. She has received the Houston Bar Association's highest bar-poll evaluation for judges three times and was selected as Trial Judge of the Year by the Texas Association of Civil Trial and Appellate Specialists in 2000 and again in 2006.

Education

  • University of Chicago Law School, J.D., 1977
  • University of Chicago, B.A., 1974

Career

  • Senior United States District Judge, Southern District of Texas, Houston Division (1992–present; senior status 2024)
  • Chief Judge, Southern District of Texas (2016–2022)
  • Partner, Baker Botts, Houston (1985–1992)
  • Associate, Baker Botts, Houston (1978–1985)
  • Law Clerk, Chief Judge John Robert Brown, U.S. Court of Appeals for the Fifth Circuit

Division: Houston Courthouse: Bob Casey United States Courthouse, 515 Rusk Street, Houston, Texas 77002 Phone: (713) 250-5980

Chambers Staff

  • Case Manager: Glenda Hassan, (713) 250-5517, glenda_hassan@txs.uscourts.gov
  • Judicial Assistant: Carolyn McFadden, (713) 250-5980, carolyn_mcfadden@txs.uscourts.gov
  • Deputy Clerk-in-Charge: Darlene Hansen, (713) 250-5500
Common questions about Judge Lee H. Rosenthal's rules

Are courtesy copies required for Judge Lee H. Rosenthal?

Courtesy-copy rule applies when a filing is > 50 pages. Details: 1 copy. A courtesy copy of a filing longer than 50 pages should be sent to chambers.

View ruleSource: page 9, section Courtesy Copies

Does Judge Lee H. Rosenthal require a pre-motion conference or letter before filing a motion?

Parties challenging Confidential Information designations must attempt good-faith dispute resolution before seeking court intervention.

View ruleSource: page 13

What page or word limits apply to brief before Judge Lee H. Rosenthal?

Judge Lee H. Rosenthal's rule states these limits: attorney: 25 pages. Briefs and memoranda are limited to 25 pages unless the court grants leave for longer submissions.

View ruleSource: page 9, section Briefs

What formatting rules apply to filings before Judge Lee H. Rosenthal?

Judge Lee H. Rosenthal's formatting rule includes submit the proposed charge on a cd compatible with corel wordperfect 11 word processing or microsoft word 2003 or later.. The proposed jury charge must also be submitted on a CD compatible with Corel WordPerfect 11 or Microsoft Word 2003 or later.

View ruleSource: page 3, section Additional Required Attachments

What must be included with jury trial submission filings before Judge Lee H. Rosenthal?

Jury-trial submissions must include proposed voir dire questions.

View ruleSource: page 3, section Additional Required Attachments

What must be included with joint pretrial order filings before Judge Lee H. Rosenthal?

The rule requires legal argument. The Joint Pretrial Order must be accompanied by a memorandum of authorities addressing only the contested issues of law.

View ruleSource: page 2, section Contested Issues of Law

How may parties contact Judge Lee H. Rosenthal's chambers?

The rule lists email Glenda_Hassan@txs.uscourts.gov. Counsel must email Judge Rosenthal’s case manager at least two business days before Rule 16 Conference to arrange virtual attendance; in-person may be required for substantive issues.

View ruleSource: page 4, section The Court’s Requirements for Initial Pretrial Work

How does Judge Lee H. Rosenthal handle sealed or redacted filings?

A motion to seal is required for covered sealed filings before Judge Lee H. Rosenthal. Designated Material filed with the Court or made part of an official judicial proceeding is public and is not automatically sealed; a party must move to file it under seal, consistent with applicable law.

View ruleSource: page 10

How do I request an adjournment or extension before Judge Lee H. Rosenthal?

Joint motions for continuances are not binding and are granted at the court's discretion.

View ruleSource: page 13, section Continuances

Does Judge Lee H. Rosenthal require motion papers to be bundled?

Proposed voir dire questions must be bundled with the Joint Pretrial Order.

View ruleSource: page 15, section 19. Voir Dire

Is electronic filing required before Judge Lee H. Rosenthal?

Yes. Electronic filing is required for the covered filings. Exhibits must be filed on the court CM/ECF electronic filing system.

View ruleSource: page 14, section 18. Courtroom Procedures

What filing deadlines does Judge Lee H. Rosenthal set?

Objections to deposition testimony portions must cite the pages and lines and include supporting authority, and must be filed at least 7 days before trial.

View ruleSource: page 2, section Witnesses

What rule applies to serving the opposing party before Judge Lee H. Rosenthal?

Details: recipient: the opposing party. A party requiring exhibit authentication must notify offering counsel in writing within 7 days after the exhibit is listed and made available, or authenticity may be deemed admitted.

View ruleSource: page 2, section Exhibits

Does Judge Lee H. Rosenthal encourage junior lawyer participation?

Yes. Judge Lee H. Rosenthal's rules include a junior lawyer participation incentive. Today there are fewer opportunities for lawyers to speak in court. This is particularly true for lawyers with less than five to seven years of experience.

View ruleSource: page 13, section 16. Appearances
Complete rules summary for Judge Lee H. Rosenthal

Documents containing Designated Material must be marked with the specified confidentiality designation, and nondocumentary material must be designated in a reasonably equivalent way.

Designated Material filed with the Court or made part of an official judicial proceeding is public and is not automatically sealed; a party must move to file it under seal, consistent with applicable law.

Deposition transcripts or portions thereof may be designated either (a) when the testimony is recorded, or (b) by written notice to all counsel of record, given within ten business days after the Designating Person’s receipt of the transcript in which case all counsel receiving such notice shall be responsible for marking the copies of the designated transcript or portion thereof in their possession or control as directed by the Designating Person.

Confidential information filed with the Court must be filed and kept under seal to the extent permitted by law; the producing party must satisfy any additional court-required preconditions, and only confidential portions should be sealed when possible.

Objections to deposition testimony portions must cite the pages and lines and include supporting authority, and must be filed at least 7 days before trial.

A party requiring exhibit authentication must notify offering counsel in writing within 7 days after the exhibit is listed and made available, or authenticity may be deemed admitted.

Exhibits listed in the final Joint Pretrial Order will be admitted unless opposing parties file written objections with authorities at least 7 days before trial.

Jury-trial submissions must include proposed voir dire questions.

The Joint Pretrial Order must be accompanied by a memorandum of authorities addressing only the contested issues of law.

The Witnesses section must include the stated language requiring prompt disclosure of other trial witnesses, with an exception for certain rebuttal or impeachment witnesses.

Jury-trial submissions must include a memorandum of law.

Nonjury-trial submissions must include proposed findings of fact and conclusions of law and a memorandum of law.

Jury-trial submissions must include a single joint proposed jury charge with separately numbered instructions, definitions, and questions on separate pages, supported by authority; disputed language must be visually identified and attributed to the requesting party.

The proposed jury charge must also be submitted on a CD compatible with Corel WordPerfect 11 or Microsoft Word 2003 or later.

Parties challenging Confidential Information designations must attempt good-faith dispute resolution before seeking court intervention.

Documents subject to confidential treatment or disclosing Confidential Information must be filed under seal, kept sealed until court order, with only confidential parts sealed if possible.

Briefs must include a table of contents, table of citations, proceeding stage statement, issues and standard of review, argument summary, informative headings, and conclusion with relief sought.

Only one Joint Discovery/Case-Management Plan may be filed, which must be signed by all party counsel and unrepresented parties.

Jury instructions must be numbered and presented on a separate page.

Counsel must email Judge Rosenthal’s case manager at least two business days before Rule 16 Conference to arrange virtual attendance; in-person may be required for substantive issues.

List issues or matters, including discovery, that should be addressed at the conference.

Jury trials require a single joint proposed jury charge with all instructions, definitions, questions, separately numbered, on a separate page, with authority.

Proposed voir dire questions must be bundled with the Joint Pretrial Order.

Counsel must notify offering counsel in writing within 7 days of exhibit identification to require authentication, or risk admission of authenticity.

Jury trials require inclusion of proposed voir dire examination questions.

Trial exhibits must be organized in a notebook.

Exhibits must be filed on the court CM/ECF electronic filing system.

Requests for oral argument or hearing on a motion must be made in writing with an explanation of why it is helpful.

Affidavits, deposition testimony, and discovery referred to in briefs must be included in the appendix.

Exhibits in Joint Pretrial Order are admitted into evidence unless written objections are filed 7 days before trial.

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