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Discovery Plan

Draft Discovery Plans & Scheduling Orders in Minutes

12 minutes with CaseMark

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2. Upload the files you want analyzed.

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Discovery Plan

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Workflow

Discovery Plan

Overview

CaseMark's Discovery Plan skill transforms your pleadings, court requirements, and meet-and-confer notes into a comprehensive Joint Discovery Plan and Proposed Scheduling Order. It analyzes each claim and defense to map discovery needs, generates detailed ESI protocols, and produces court-ready scheduling timelines—all in a fraction of the time manual drafting requires.

Drafting Joint Discovery Plans and Proposed Scheduling Orders is one of the most time-consuming tasks in early litigation. Attorneys must cross-reference every claim and defense against discovery needs, research local rules and standing orders, negotiate ESI protocols, and produce a document that satisfies both the court and opposing counsel—often under tight deadlines after the Rule 26(f) conference.

CaseMark automates the heavy lifting of discovery plan drafting by analyzing your pleadings, court requirements, and meet-and-confer details to produce a comprehensive, court-ready document. The AI maps discovery scope to specific legal elements, generates tailored ESI protocols, and builds milestone timelines—letting attorneys focus on strategy rather than formatting and cross-referencing.

How it works

  1. 1. Upload your pleadings, court information, and meet-and-confer notes

  2. 2. AI analyzes claims, defenses, and case complexity to determine discovery scope

  3. 3. Review the generated Joint Discovery Plan with ESI protocols, timelines, and privilege procedures

  4. 4. Export the court-ready document in your preferred format (DOCX, PDF)

What you get

  • Caption & Introduction

  • Discovery Subjects & Scope

  • ESI Protocol

  • Privilege Procedures

  • Discovery Limitations

  • Phased Discovery Plan

  • Proposed Scheduling Order with Milestone Deadlines

  • Signature Blocks & Certificate of Service

What it handles

  • Claim-by-claim discovery scope analysis tied to legal elements

  • Comprehensive ESI protocol with format, metadata, and TAR provisions

  • Automated milestone scheduling in tabular format

  • FRE 502(d) clawback and privilege log procedures

  • Phased discovery recommendations based on case complexity

  • Court-ready formatting with caption, signature blocks, and certificate of service

Required documents

  • Complaint, Answer & Amended Pleadings

    All filed pleadings including the complaint, answer, counterclaims, and any amended pleadings

    .pdf, .docx

  • Court Information & Standing Orders

    Local rules, standing orders, judge preferences, model templates, and any existing CMC minutes

    .pdf, .docx

  • Meet-and-Confer Notes

    Notes from the Rule 26(f) meet-and-confer conference including date, participants, and agreements reached

    .pdf, .docx, .txt

Supporting documents

  • Initial Disclosures

    Initial disclosures if already exchanged between parties

    .pdf, .docx

  • Existing Court Orders

    Any prior court orders, case management conference minutes, or scheduling preferences from the judge

    .pdf, .docx

Why teams use it

Reduce discovery plan drafting time from hours to minutes while ensuring comprehensive coverage of all claims and defenses

Generate court-compliant ESI protocols with production formats, metadata requirements, and TAR provisions built in

Ensure proportionality compliance under Rule 26(b)(1) with automated analysis of case complexity, stakes, and party resources

Minimize privilege waiver risk with automatically drafted FRE 502(d) clawback provisions and privilege log procedures

Questions

Does this tool comply with FRCP 26(f) requirements?

Yes. CaseMark's Discovery Plan skill is specifically designed around FRCP 26(f) requirements, producing all sections courts expect in a Joint Discovery Plan and Proposed Scheduling Order. It also adapts to state equivalents when applicable.

Can it handle complex multi-party litigation?

Absolutely. CaseMark analyzes all parties, claims, counterclaims, and cross-claims to produce discovery plans that address multi-defendant sequencing, phased discovery, and proportionality considerations under Rule 26(b)(1).

Does the ESI protocol cover modern e-discovery requirements?

Yes. CaseMark generates comprehensive ESI protocols covering production formats (native, TIFF, searchable PDF), metadata fields, search term methodology, TAR/predictive coding provisions, and preservation obligations.

Will the output match my court's local rules and standing orders?

CaseMark incorporates the court information, local rules, and standing orders you provide to tailor the discovery plan and scheduling order to your specific judge and jurisdiction's requirements.

Can I customize the proposed deadlines and discovery phases?

Yes. CaseMark generates an initial proposed schedule based on case complexity and court preferences, but you can fully review and adjust all milestone deadlines before finalizing the document.

Does it include privilege protection provisions?

CaseMark automatically drafts FRE 502(d) clawback provisions, privilege log requirements, and timing protocols to protect against inadvertent disclosure of privileged materials.

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