Goal & what you need
Goal
Prevent skipped requests, mismatched versions, unsupported deficiency labels, lost objections or amendments, broken production references, and unreviewed AI conclusions.
What you need
- Verified matter, parties, discovery type, set number, responsible lawyer, purpose, audience, destination, and protected workspace
- Authoritative requests, responses, objections, verifications, amendments, productions, logs, correspondence, orders, and repository
- Approved AI environment and written lawyer direction defining scope, cutoff, reviewers, permitted use, and lawyer-only decisions
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the matter, parties, discovery type, set number, serving and responding party, responsible lawyer, purpose, audience, destination, and protected workspace.
- 2Obtain written lawyer direction defining included sets, cutoff, requested fields, reviewers, permitted uses, and excluded legal decisions.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.