Control discovery before it controls your case
Our 11-question checklist helps legal teams pause, evaluate, and make informed discovery decisions before commitments are locked in.
These should all be 11 check marks. If answers to any of these questions is “no” or “not sure,” that’s the sign to slow down and talk it through with an expert.
Control discovery before it controls your case
Our 11-question checklist helps legal teams pause, evaluate, and make informed discovery decisions before commitments are locked in.
These should all be 11 check marks. If answers to any of these questions is “no” or “not sure,” that’s the sign to slow down and talk it through with an expert.
What this checklist does
- Pressure-test discovery decisions quickly
- Separate a treasure hunt from a fishing expedition
- Spot risk before it turns into clean-up
- Create a clear, defensible reason to pause
- Support internal conversations when timelines are tight
IF THIS SOUNDS FAMILIAR,
THIS CHECKLIST IS FOR YOU
Discovery tends to fall apart in pieces, usually when questionable decisions are made when the team is trying to do everything all at once.
This checklist is meant for moments when:
- You’re about to agree to a production format or timeline
- Opposing counsel is pushing for a quick answer
- A client is asking what they should collect
- Scope or volume isn’t fully clear yet
- You’re deciding whether to pause or proceed
Need to tell your clients to ‘push pause’ on data collection?
If you’re weighing whether you need to move forward or press pause in discovery:
Download the checklist or talk it through with someone who handles these situations every day.
NEED A SECOND SET OF EYES?
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