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

Structure of This Page

  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:

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 Indication as to whether the request has been superseded, waived or complied with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

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