discovery-plan

Drafts Joint Discovery Plans and Proposed Scheduling Orders under FRCP 26(f) or state equivalents. Analyzes pleadings, court requirements, and case complexity to produce discovery timelines, ESI protocols, privilege procedures, and scheduling deadlines. Use when preparing Rule 26(f) reports, proposed scheduling orders, case management plans, or discovery frameworks after meet-and-confer.

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Repository: ThomasMoreAI/legal-skills-open
Letzte Quellaktivität: 27. Mai 2026 um 14:27
Erkannte Sprache von SKILL.md: Englisch
Sterne: 40
Forks: 4

Installationsoptionen

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npx skills add https://github.com/ThomasMoreAI/legal-skills-open --skill discovery-plan

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SKILL.md

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Alle aus diesem Repository ansehen

name	discovery-plan
title	Joint Discovery Plan & Proposed Scheduling Order
description	Drafts Joint Discovery Plans and Proposed Scheduling Orders under FRCP 26(f) or state equivalents. Analyzes pleadings, court requirements, and case complexity to produce discovery timelines, ESI protocols, privilege procedures, and scheduling deadlines. Use when preparing Rule 26(f) reports, proposed scheduling orders, case management plans, or discovery frameworks after meet-and-confer.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/discovery-plan
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	litigation
language	en
tags	["drafting","pleading"]

Joint Discovery Plan & Proposed Scheduling Order

Produces a court-ready Joint Discovery Plan and Proposed Scheduling Order reflecting FRCP 26(f) meet-and-confer results while protecting client interests.

Required Inputs

Complaint, answer, amended pleadings — all claims, defenses, counterclaims
Meet-and-confer details — date, participating attorneys
Court information — court/division, case number, judge, local rules, standing orders
Initial disclosures — if exchanged
Existing court orders — CMC minutes, scheduling preferences, model templates

Workflow

1. Analyze Discovery Scope

For each claim/defense, identify:

Elements requiring proof and key disputed facts
Document types, custodians, and witness categories
Proportionality under Rule 26(b)(1): importance of issues, amount in controversy, relative access, party resources

2. Draft Document Sections

Section	Contents
Caption & Introduction	Court/division, case number, parties, cite to FRCP 26(f) or state equivalent, meet-and-confer date and counsel
Discovery Subjects & Scope	Claim-by-claim discovery needs tied to legal elements and factual disputes
ESI Protocol	Production formats, metadata, search terms, TAR/predictive coding, preservation
Privilege Procedures	FRE 502(d) clawback, privilege log requirements, timing
Discovery Limitations	Depositions, interrogatories, RFAs, time/geographic/custodian limits
Phased Discovery	If warranted: threshold issues, liability/damages bifurcation, multi-defendant sequencing
Proposed Schedule	All milestone deadlines in tabular format
Signature Blocks & Certificate of Service	All counsel of record with bar numbers, firm, address, phone, email

3. Set ESI Protocol

Format: Native for spreadsheets/databases; searchable PDF or TIFF+load files for static documents
Metadata: Author, recipient, dates created/modified, custodian, plus case-specific fields
Email: Preserve threading and family relationships

Element	Provision
Clawback order	FRE 502(d) — inadvertent production does not waive privilege
Clawback procedure	Written notice with specificity + privilege basis → return/destroy within 5–10 business days
Receiving party duty	Assert within 30 days or before use in deposition/filing
Privilege log fields	Date, author, recipients, document type, subject description
Log timing	30 days after each production (or rolling)
Categorical exclusions	Consider post-litigation counsel-client and pure legal advice communications
Common interest/JDA	Address if applicable

Type	Presumptive Limit	Rule
Depositions per side	10 (adjust for complexity)	Rule 30(a)(2)(A)(i)
Deposition duration	7 hours/deponent	Rule 30(d)(1)
Interrogatories	25 including subparts	Rule 33(a)(1)
RFAs	25–50 (stipulate)	Rule 36
Contention interrogatories	Deferred until close of fact discovery	—

Milestone	Guideline
Join parties	+90–120 days from order
Amend pleadings	+120–180 days
Fact discovery closes	+9–12 months (moderate complexity)
Plaintiff expert reports	+30–60 days after fact discovery
Defendant expert reports	+60–90 days after plaintiff reports
Rebuttal expert reports	+30–45 days after defendant reports
Expert depositions complete	+30–45 days after final reports
Dispositive motions	+30–45 days after expert discovery
Responses	+21–30 days
Replies	+14–21 days
Motions in limine / jury instructions	–30–45 days before trial
Final pretrial conference	–14–30 days before trial
Trial	~18–24 months from order (moderate)

discovery-plan

Installationsoptionen

Quelldateien prüfen

Joint Discovery Plan & Proposed Scheduling Order

Required Inputs

Workflow

1. Analyze Discovery Scope

2. Draft Document Sections

3. Set ESI Protocol

Joint Discovery Plan & Proposed Scheduling Order

Required Inputs

Workflow

1. Analyze Discovery Scope

2. Draft Document Sections

3. Set ESI Protocol

4. Define Privilege Framework

5. Set Discovery Limitations

6. Build Proposed Schedule

7. Add Modification Provisions

8. Assess Phased Discovery

Pitfalls & Checks

discovery-plan

Quellinformationen

Installationsoptionen

Quelldateien prüfen

Mehr aus diesem Repository

Mehr aus diesem Repository

Joint Discovery Plan & Proposed Scheduling Order

Required Inputs

Workflow

1. Analyze Discovery Scope

2. Draft Document Sections

3. Set ESI Protocol

Joint Discovery Plan & Proposed Scheduling Order

Required Inputs

Workflow

1. Analyze Discovery Scope

2. Draft Document Sections

3. Set ESI Protocol

4. Define Privilege Framework

5. Set Discovery Limitations

6. Build Proposed Schedule

7. Add Modification Provisions

8. Assess Phased Discovery

Pitfalls & Checks