Discovery Plan

CaseMark's Discovery Plan skill transforms pleadings, court requirements, and meet-and-confer details into comprehensive Joint Discovery Plans and Proposed Scheduling Orders. It automates the labor-intensive process of mapping claims to discovery needs, drafting ESI protocols, establishing privilege procedures, and building milestone-driven scheduling orders that comply with FRCP 26(f) or state equivalents.

Drafting Joint Discovery Plans and Proposed Scheduling Orders is one of the most time-consuming tasks in early litigation. Attorneys must manually cross-reference pleadings, local rules, standing orders, and meet-and-confer agreements while ensuring every claim maps to appropriate discovery, ESI protocols are comprehensive, and deadlines are realistic—all under tight court-imposed timelines.

CaseMark automates the entire discovery planning workflow by analyzing your pleadings, court requirements, and meet-and-confer details to produce a complete, court-ready Joint Discovery Plan. The AI maps each claim and defense to specific discovery needs, generates tailored ESI protocols and privilege procedures, and builds a milestone scheduling order—giving attorneys a polished draft in minutes instead of hours.

How to hand this to Para

1. 1. Send Para the files

   Email them, drop them in a Teams or Slack message, or upload them.

2. 2. Para runs the Discovery Plan skill

   It works from your files and checks its citations against the record.

3. 3. The finished document comes back

   Para returns it where you asked, usually as a DOCX, and offers the next step.