Follow the steps to fill out the Lat Case Conference Summary Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the tribunal file number in the designated field at the top of the form.
3. Fill in the date of the scheduled case conference, ensuring accuracy.
4. Specify your role in the proceeding by selecting either 'Claimant' or 'Insurer' as applicable.
5. Provide your name and complete contact information, including street address, city, province/state, postal/zip code, phone number, fax number, country, and email.
6. If you have representation, fill in the representative’s name and contact information in the designated section.
7. In Part I, describe any jurisdictional issues you want to raise at the case conference in detail.
8. List any motions you wish to be decided at the conference and attach any motion material needed.
9. Summarize the contents of each key document you intend to use at the hearing, and indicate if these documents were provided to the other party.
10. List key documents still required from the other party and non-parties.
11. Indicate who you plan to summon as witnesses, including providing a summary of what each will discuss.
12. List any expert witnesses you will call and indicate the specific issues they will address.
13. If applicable, attach the most recent settlement offer that is open for acceptance.
14. In Part II, certify the accuracy and completeness of the information by signing and dating the form.
15. Submit the completed Case Conference Summary to the Tribunal and ensure to keep a copy for yourself.
16. You may mail or fax your completed form to the appropriate Tribunal address or number as noted in the document.

Complete your Lat Case Conference Summary Form online to ensure your case is processed efficiently.