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Drafting and Responding to Contention Interrogatories: Strategies and Best Practices

Discovering Weaknesses; Protecting Work Product; Coordinating With Expert Discovery

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Thursday, May 15, 2025

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

(Alert: Event date has changed from 4/29/2025!)

or call 1-800-926-7926

This CLE will discuss how to effectively use contention interrogatories to understand the factual basis and theories of opposing parties' claims and defenses. The panel will cover the difference between permissible and impermissible contention interrogatories, strategy, and best practices both when propounding them and responding or objecting to them, and then offer useful authority when seeking to compel responses or when raising objections. The panel will also address unique problems that arise when contention interrogatories ask about expert issues or opinions.

Description

Federal Rule of Civil Procedure 33(a)(2) provides that a interrogatory is "not objectionable merely because it asks for an opinion or contention that relates to fact or the application of law to fact." Contention interrogatories may: ask a party to identify or clarify its contentions; ask a party to state all the facts or documents on which a specific contention in a pleading is based; assert a position and ask about how the law applies to facts; or seek the legal basis for a particular contention. Depending on how and when these requests are made, they may or may not be objectionable.

There are both strategic and practical aspects of drafting contention interrogatories. Proponents should anticipate objections and tailor requests to improve the likelihood of obtaining the desired information. A party is not obligated to perform legal research for its opponents. Contention interrogatories can be effective in ferreting out evidence (or the lack of) about essential elements of claims or defenses.

Respondents often argue that contention interrogatories are attempts to discover opposing counsel's mental impressions, legal theories, and conclusions. Courts are required to balance the parties' discovery obligations with the recognition and protection of work product. While counsel is often wary of revealing weaknesses in the case, a precisely worded, narrowly focused contention interrogatory may obtain important concessions.

Listen as this panel of experienced litigators discusses contention interrogatories and how the responses to them can reveal and help inform case strategy, how best to use contention interrogatories, and when and how to object to them.

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Outline

  1. Federal Rule 33(a)(2)
  2. Pros and cons: comparison with requests for admissions and depositions
  3. Timing and sequencing with depositions and other discovery
  4. Special considerations in cases involving experts
  5. Best drafting conventions or practices
  6. Responses and objections
    1. Contention interrogatories and work product
    2. Contention interrogatories and Rule 11
    3. Reasonable particularity
    4. Proportionality
  7. Useful authorities
    1. Examples of impermissible contention interrogatories
    2. Examples of permissible contention interrogatories

Benefits

The panel will discuss these and other key issues:

  • What are good and effective topics for contention interrogatories?
  • Should contention interrogatories be served before or after deposing the opposing parties?
  • Must parties respond to contention interrogatories at the time they are propounded or may they defer their response until a later stage of the litigation?
  • What are effective forms of objections to contention interrogatories?

Faculty

Fox, Stephen
Stephen E. Fox

Partner
Sheppard Mullin

Mr. Fox has spent more than 25 years in boardrooms and courtrooms acting as a trusted advisor and litigation advocate...  |  Read More

Baicker-McKee, Steven
Professor Steven Baicker-McKee

Joseph A. Katarincic Chair of Legal Process and Civil Procedure and Associate Professor of Law
Thomas R. Kline School of Law of Duquesne University

Prof. Baicker-McKee joined the law faculty after practicing for 23 years at Babst Calland. He is co-author of...  |  Read More

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