| 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
