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ARTICLE · 17 FEBRUARY 2015

Rule 23 Study Agenda – Merits Inquiry

The Advisory Committee has signaled that the merits inquiry is a "back burner" issue for the next Rule 23 amendments.

United StatesLitigation, Mediation & Arbitration

The Advisory Committee has signaled that the merits inquiry is a "back burner" issue for the next Rule 23 amendments. Perhaps they should nudge it towards the front.

The role of the merits inquiry at certification is of vital interest to litigators, but less so to policymakers. The Rules 23 Subcommittee, in the report from its October meeting, pointed out that, as far as it was concerned, the role of the merits inquiry did not rate a place on the "front burner."

It's clear why it came up, however. Plaintiffs (and their advocates in academia) do not like the current state of the merits inquiry. For a long time, plaintiffs (and courts that favored certification) relied on a misreading of the Supreme Court's Eisen v. Carlisle & Jacqueline to blockade against either (1) inconvenient facts or (2) costly, time-consuming dives into certification-related issues. Since the Supreme Court clarified the standard for merits inquiries in Wal-Mart Stores, Inc. v. Dukes,

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