Discovery

The Discovery screen allows for the viewing and recording of discovery requests and compliance within a case.

Structure of This Page

Open

1. Date the discovery request was entered

2. Type of discovery

3. Respondent

4. Party who requested the discovery

5. Description of the discovery

6. The date of the discovery demand or order

7. Compliance date type

8. Date to comply with discovery request

9. Link to documents attached to the discovery request

10. Indication as to compliance with discovery request

Adding Discovery Requests

Clicking the Add Discovery button allows for the entry of the following information:

Open

1. Indication as the the discovery request is by demand of a party to the case or by order from a judge

2. Date the discovery request was entered

3. Type of discovery

4. Method of service

5. How the discovery request is to be calendared in the case: On a specific date, on or before a specific date, or within a number of days from a specific date

6. Last date to comply with the discovery request

7. Indication as to whether the date to comply should be added as a critical deadline in the case

8. Date discovery request is scheduled. the request can be added directly to the case calendar from this screen by clicking on the Appointment button.

9. Description of the discovery requested

10. Which party requested the discovery

11. Indication as to whether the respondent to the discovery request is a party or non-party

12. The respondent

13. Attach a document to the discovery entry and the case or selection of a document already attached to the case.

After a discovery request has been entered, expanding the row reveals a sub-table which allows the recording of the following information:

1. The respondent

2. Date discovery request was sent to the client

3. Date of the client conference related to this discovery request

4. Date discovery responses are received from the client

5. Indication as to whether the request has been superseded, waived or complied with

6. Add date to comply with discovery request to the case calendar

7. Comments

Respondents Table

The Respondents table is where the details of respondents to a discovery request are stored. The Respondents table is a subtable of the Discovery Table, which means that each row of the Discovery table has an individual Respondents table associated with it, which is specific to the discovery request in that row; open a row of the Discovery table using the open/close icon to reveal the associated Respondents table. Each row of the table represents an individual respondent.

Columns in the Table

The Respondents table contains the following columns:

1. Respondent: The name of the respondent.

2. Comments: Any comments about the respondent.

3. Superceded/Waived: The date the request was superseded or waived

4. Complied/Held Date: The date the request was complied with.

5. Actions: Edit icon, Delete icon.

Editing a Respondent

To edit a respondent:

1. Click the Edit icon in the Action column of the row representing the respondent you wish to edit. This will bring up an Add/Edit panel for respondents, with the existing information filled in.

2. Fill the fields in with your desired information.

3. Click Save to save the changes and close the panel.

   • If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting a Respondent

To delete a respondent:

1. Click the Delete icon in the Action column of the row representing the respondent you wish to delete. This will bring up a confirmation message (to avoid accidental deletions).

2. Click the OK button in the message to confirm the deletion.

   • If you decide you do not wish to delete the respondent, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

   • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a Respondent

To add a new respondent:

1. Click the Add Respondent icon. This will bring up an Add/Edit panel for respondents, blank except for defaults.

2. Fill the fields in with your desired information.

3. Click Save to save the respondent and close the panel.

   • If you decide you do not wish to save the respondent, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.