From
August 2001 Update
CHAPTER 1 PLANNING
DISCOVERY
Task 1 Determine Discovery Goals
Task 2 Review Applicable Rules
Task 3 Calendar Deadlines
Task 4 Prepare Annotated Proof of Fact
Task 5 Prepare Discovery Plan
Task 6 Prepare Deposition Schedule
Task 6A Discover Computer-Stored Information
Task 6B Request Initial Conference in Complex Litigation
Task 6C Draft and Submit Proposed Pretrial Order in Complex Litigation
Task 6D Discovery After Removal
CHAPTER 2 PRELIMINARY
INVESTIGATION
Task 7 Interview Client
Task 8 Review Client’s Documents
Task 9 Interview Nonparties
Task 10 Pursue Public Sources of Information
Task 11 Conduct Formal Pre-Complaint Discovery
Task 11A Seek Ex Parte Order for Seizure of Evidence
CHAPTER 3 PRIVILEGE AND
WORK PRODUCT
Task 12 Assert Attorney-Client Privilege
Task 13 Assert Work Product Immunity
Task 14 Assert Other Privileges
Task 15 Demand a Privilege Log
Task 16 Compile a Privilege Log
Task 17 Challenge a Privilege Log
Task 18 Oppose a Challenge to a Privilege Log
CHAPTER 4 DISCLOSURES
Task 19 Determine Applicability of Disclosure Requirements
Task 20 Set Up Initial Meeting
Task 21 Prepare for Initial Meeting
Task 22 Prepare FRCP 26 Discovery Plan
Task 23 Make Initial Disclosures
Task 24 Limit Initial Disclosures
Task 25 Attend FRCP 16 Scheduling Conference
Task 26 Make Pretrial Disclosures
Task 27 Object to Pretrial Disclosures
Task 28 Supplement Disclosures
Task 29 Determine Whether to Compel Disclosures
CHAPTER 5 INTERROGATORIES
Task 30 Propound Interrogatories
Task 31 Respond to Interrogatories
Task 32 Propound Contention Interrogatories
Task 33 Respond to Contention Interrogatories
Task 34 Determine Whether to Compel Interrogatory
Responses
CHAPTER 6 REQUESTS FOR
PRODUCTION
Task 35 Depose Custodian of Records
Task 36 Propound Requests to Produce
Task 37 Respond to Requests to Produce
Task 38 Produce and Inspect Documents and Things
Task 39 Determine Whether to Compel Production
CHAPTER 7 NONPARTY
DISCOVERY
Task 40 Prepare Subpoenas
Task 41 Challenge Subpoenas
Task 42 Enforce Subpoenas
Task 43 Produce and Inspect Nonparty Documents
CHAPTER 8 REQUESTS FOR
ENTRY AND INSPECTION
Task 44 Request Entry and Inspection
Task 45 Respond to Entry and Inspection Requests
Task 46 Determine Whether to Compel Entry and Inspection
CHAPTER 9 REQUESTS FOR
PHYSICAL AND MENTAL EXAMINATION
Task 47 Request Examination
Task 48 Oppose Examination Request
Task 49 Prepare Client for Examination
Task 50 Request Examination Reports
Task 51 Produce Examination Reports
CHAPTER 10 REQUESTS FOR
ADMISSION
Task 52 Propound Requests for Admission
Task 53 Respond to Requests for Admission
Task 54 Determine Whether Responses Are Sufficient
Task 55 Withdraw or Amend Admissions
Task 56 Cure Deemed Admissions After Default
CHAPTER 11 DEPOSITIONS
Task 57 Notice Depositions
Task 58 Notice Entity Depositions
Task 59 Determine Deposition Recording Method
Task 60 Videotape Depositions
Task 61 Take Telephonic Depositions
Task 62 Object to Deposition Notice
Task 63 Prepare to Take Depositions
Task 64 Prepare Witnesses
Task 65 Take Depositions
Task 66 Defend Depositions
Task 67 Terminate or Limit Scope of Depositions
Task 68 Limit Deposition Length
Task 69 Request Transcript Correction and Signature
CHAPTER 12 EXPERTS
Task 70 Determine Whether to Retain Experts
Task 71 Find and Retain Experts
Task 72 Maximize Use of Experts
Task 73 Make Expert Disclosures
Task 74 Propound Expert Discovery
Task 75 Respond to Expert Discovery
Task 76 Notice Expert Depositions
Task 77 Prepare Experts for Deposition
Task 78 Depose Experts
Task 79 Supplement Expert Discovery
CHAPTER 13 COMPEL, RESIST
AND AMEND DISCOVERY
Task 80 Meet and Confer
Task 81 Move to Compel
Task 82 Move to Compel Depositions
Task 83 Oppose Motion to Compel
Task 84 Move for Protective Order
Task 85 Oppose Motion for Protective Order
Task 86 Prepare Stipulated Protective Order
Task 87 Seek Sanctions
Task 88 Oppose Motion for Sanctions
Task 89 Request Appointment of Magistrate Judge or Special Master
Task 90 Request Discovery Conference
Task 91 Attend Discovery Conference
Task 92 Move to Extend Discovery Time
Task 93 Oppose Motion to Extend Discovery Time
Task 94 Move to Shorten Discovery Time
Task 95 Oppose Motion to Shorten Discovery Time
Task 96 Amend Discovery Responses
Task 96A Request Additional Discovery in Response to Motion for Summary
Judgment
Task 96B Oppose Request for Additional Discovery in Response to Motion
for Summary Judgment
Task 97 Appeal Discovery Rulings
CHAPTER 14 FOREIGN
DISCOVERY
Task 98 Choose Foreign Discovery Method
Task 99 Apply to Obtain Foreign Discovery
Task 100 Oppose Application for Letter of Request
Task 101 File Petition for Domestic Discovery in Aid of Foreign
Proceeding
INDEX |
