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Class Action Notice

class-action-notice

Drafts Rule 23-compliant class action notices to absent class members for certification or settlement. Agent uses this skill when drafting class action notices, class member notifications, settlement notices, opt-out notices, or fairness hearing notices.

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Full skill instructions

Class Action Notice

Drafts a Rule 23-compliant notice informing absent class members of their rights, options, and deadlines in class certification or settlement proceedings.

Prerequisites

Gather before drafting:

  1. Complaint — factual allegations, legal claims, named parties
  2. Class certification order — exact class definition, court-specified notice requirements
  3. Settlement agreement (if applicable) — terms, amounts, allocation, release scope
  4. Court orders on notice — format, length, reading level, mandatory language, distribution method
  5. Key deadlines — claim submission, opt-out, objection, fairness hearing date/​time/​location
  6. Contacts — class counsel, defense counsel, claims administrator, settlement website

Quick Start

  1. Collect all prerequisites and court-ordered specifications
  2. Draft notice sections in order (heading → lawsuit → class definition → terms → options → procedures → hearing → resources → disclaimers)
  3. Verify Rule 23(c)(2)(B) mandatory elements are covered
  4. Apply due process test: would a non-lawyer understand their rights and options?
  5. Cross-reference every factual statement against source documents

Notice Sections

1. Heading & Introduction

ElementRequirement
Court IDFull district, division, department
Case captionAll named plaintiffs/​defendants, exactly as filed
Civil action numberAs assigned
Alert bannerBold attention statement (e.g., "LEGAL NOTICE: A class action lawsuit may affect your rights.")
Subject matterConcrete facts — specific conduct, dates, amounts
Why receivedCourt-authorized notice; not a solicitation or lawsuit against recipient
Neutrality disclaimerCourt has made no determination on the merits

2. Description of the Lawsuit

Draft in this order:

  1. Factual background — chronological, specific dates/​conduct from complaint; concrete details only
  2. Legal claims translated — convert statutory citations to plain English (e.g., "TCPA prohibits automated calls to cell phones without consent")
  3. Defendant's position — from answer/​defense filings, presented with equal clarity
  4. Procedural history — key milestones in lay terms

3. Class Definition & Membership

  • Quote exact class definition from certification order or settlement agreement
  • Break each element into separately explained criteria
  • Address: who qualifies as "person," qualifying conduct, geographic scope, temporal boundaries (inclusive dates, timezone)
  • Label and explain subclasses separately if they exist
  • List all exclusions (officers/​directors, judicial officers, prior releasors, etc.)
  • Provide practical membership guidance (e.g., "If your statement shows a $2.95 'processing fee' during the class period, you are likely a member")
  • Include contact for membership questions

4. Settlement Terms (If Settlement Notice)

ComponentInclude
Total valueExact dollar amount
AllocationFund → class payments, admin costs, fees, service awards
Distribution methodPro rata, tiered, or flat; concrete dollar examples per tier
Attorney feesExact amount/​percentage; note requires separate court approval
Service awardsAmount per representative; note requires court approval
Injunctive reliefSpecific conduct changes, not generalities
Release scopeExactly which claims released vs. preserved
Risk assessmentBalanced: case strengths vs. litigation risks; why settlement is reasonable

5. Legal Rights & Options

Present each as a discrete block:

Option A — Submit a Claim (Participate)

  • What to do, where to get form, required info/​docs
  • Deadline with time and timezone
  • Consequence: receive payment, release claims

Option B — Exclude Yourself (Opt Out)

  • Written, personally signed (not by attorney without POA)
  • Contents: full name, address, case name/​number, exclusion statement, signature
  • Mail to [ADDRESS], postmarked by [DATE]
  • No mass/​group exclusions
  • Consequence: no benefits, retain right to sue individually
  • Caveat: statute of limitations may have run

Option C — Object

  • Written objection filed with court + copies to class and defense counsel
  • Contents: case name/​number, name/​address/​phone, specific reasons, supporting docs, intent to appear, signature
  • Deadline: [DATE]
  • Consequence: still bound if approved; may still submit claim

Option D — Do Nothing

  • PROMINENT WARNING: Bound by court's decision; forfeits right to sue separately; receives nothing unless claim submitted

6. Claims Process

  1. Obtain form — website URL, phone with hours/​timezone, mailing address
  2. Complete form — required fields; sworn statement accepted if no documentation
  3. Submit — online, mail, or email; deadline with time/​timezone per method
  4. Retain copy for records

7. Exclusion Procedure

  • Exact mailing address
  • Required elements (per Option B above)
  • Postmark deadline
  • Individual requests only

8. Fairness Hearing

  • Date, time, courtroom, full court address
  • Purpose: court decides if settlement is fair, reasonable, adequate; rules on fees/​awards
  • Attendance not required; right to attend if intent stated in written objection
  • Hearing may be continued without further notice; how to confirm (website, phone, PACER)
  • Binding effect: final judgment = res judicata on released claims for all non-excluded members

9. Resources & Contacts

  • Class counsel: name, firm, address, phone, email, website
  • Claims administrator: name, company, toll-free phone with hours, email, website
  • Settlement website: complaint, agreement, orders, claim form, FAQs, deadline calendar
  • Scam warning: Never pay to participate; legitimate contact only from administrator or class counsel
  • Court records: PACER URL, Clerk's Office address/​hours
  • Primacy clause: settlement agreement and court orders control over this summary

10. Disclaimers

  • Not legal advice
  • Class counsel represents the class, not individual members
  • Suggest consulting personal attorney for individual advice
  • Include state bar lawyer referral service if appropriate

Drafting Rules

  • Reading level: 8th–10th grade for general consumer classes; adjust for class composition
  • Tone: Scrupulously neutral — do not encourage or discourage any option
  • Style: Average 15–20 words per sentence; active voice; one concept per paragraph
  • Jargon: Avoid; if unavoidable, add parenthetical plain-language definition immediately
  • Placeholders: Bracket format — [DATE], [ADDRESS], [URL], [PHONE NUMBER]
  • Court orders override any default format guidance in this skill

Mandatory Compliance Checks

  • Rule 23(c)(2)(B) elements: nature of action, class definition, class claims/​issues/​defenses, right to enter appearance through counsel, right to request exclusion, binding effect, time/​manner for exclusion
  • Due process test: reasonable non-lawyer understands all rights and options
  • FRE readiness: notice may become an exhibit; maintain precision and verifiability throughout
  • All factual statements cross-referenced against source documents
  • Court-ordered specifications followed exactly

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