Discovery Process: Getting Evidence in Litigation

Discovery is the legal process of gathering evidence and information from the other side before trial. It's one of the most powerful aspects of litigation - you can compel the other party to hand over documents and answer questions under oath. The U.S. Courts website provides official information about civil case procedures.

Small Claims Note: Small claims courts typically don't have formal discovery. You just show up with your evidence. This guide covers regular civil court discovery.

Discovery Purpose

Why Discovery Exists

  • Prevent trial by ambush
  • Let each side know opponent's evidence
  • Narrow issues for trial
  • Encourage settlement with full information
  • Preserve testimony

What You Can Discover

  • Any relevant, non-privileged information
  • Documents in other party's possession
  • Witness information
  • Expert opinions and reports
  • Information that could lead to evidence

Discovery Methods

Interrogatories

Written questions requiring written answers:

  • Sent to other party
  • Answered under oath
  • Usually limited (25-30 questions typical)
  • Response deadline (30 days typical)
  • Good for basic facts

Requests for Production

Demand documents and things:

  • Contracts and agreements
  • Emails and communications
  • Financial records
  • Photographs and videos
  • Electronic data

Requests for Admission

Ask other party to admit facts:

  • Admitted facts don't need proof at trial
  • Streamlines issues
  • Can eliminate need for certain evidence
  • Failure to respond = admission

Depositions

Oral questioning under oath:

  • Live testimony recorded by court reporter
  • Can question parties and witnesses
  • Very powerful but expensive
  • Can be used at trial

Deposition Costs: Depositions can cost $500-$2,000+ for court reporter, transcript, and video. Consider whether the expense is justified for your case.

Interrogatories in Detail

What to Ask

  • Identity of witnesses
  • Basis for claims/defenses
  • Damages calculation
  • Insurance information
  • Expert witnesses
  • Relevant documents

Answering Interrogatories

  • Answer truthfully under oath
  • Investigate before answering
  • Object to improper questions
  • Don't volunteer extra information
  • Meet deadline or request extension

Document Requests

Typical Documents Requested

  • All contracts between parties
  • All communications about dispute
  • Financial statements
  • Policies and procedures
  • Photos and diagrams
  • Electronic records

Responding to Requests

  • Search thoroughly for documents
  • Produce what's requested
  • Object to overbroad requests
  • Assert privilege if applicable
  • Don't destroy anything

Spoliation Warning: Once litigation is anticipated, you must preserve all potentially relevant documents. Destroying evidence - even accidentally - can result in severe sanctions.

Depositions

Preparing for Deposition

If being deposed:

  • Review all relevant documents
  • Understand the facts of your case
  • Practice answering questions
  • Tell truth - you're under oath
  • Listen carefully to each question
  • Answer only what's asked

Taking a Deposition

If questioning someone:

  • Prepare detailed outline
  • Start with background questions
  • Build to key issues
  • Use documents strategically
  • Pin down testimony

Deposition Tips

  • Don't guess - say "I don't know"
  • Pause before answering
  • Ask for clarification if unclear
  • Don't argue with questioner
  • Keep answers short

Discovery Objections

Valid Objections

  • Relevance: Not related to claims
  • Privilege: Attorney-client, etc.
  • Overbroad: Too sweeping
  • Burdensome: Unreasonably expensive
  • Vague: Unclear what's requested

How to Object

  • State specific objection
  • Explain basis briefly
  • Still answer if possible despite objection
  • Meet and confer about disputes

Privilege

Protected Information

  • Attorney-client: Communications with lawyer
  • Work product: Attorney's mental impressions
  • Spousal: Marital communications
  • Doctor-patient: Medical (limited)

Privilege Log

  • List documents withheld on privilege
  • Describe without revealing content
  • State basis for privilege claim

Waiver Warning: Privilege can be waived by disclosure. If you accidentally produce privileged documents, immediately notify the other side and demand return. Courts may protect inadvertent disclosure.

Discovery Disputes

Resolving Disagreements

  1. Meet and confer (required usually)
  2. Try to resolve informally
  3. File motion to compel if needed
  4. Court orders compliance or rules on objections

Sanctions

Consequences for discovery abuse:

  • Order to respond
  • Attorney fees
  • Facts deemed admitted
  • Evidence exclusion
  • Dismissal or default (extreme)

Discovery Timeline

Typical Schedule

  • Begins after initial pleadings
  • Lasts 3-6 months typically
  • Cut-off date set by court
  • Extensions possible but not automatic

Key Deadlines

  • Response to written discovery: 30 days
  • Expert disclosure deadline
  • Discovery cut-off
  • Motion filing deadline

Discovery Strategy

Effective Discovery

  • Focus on what you actually need
  • Start with documents before depositions
  • Use interrogatories to identify witnesses
  • Save depositions for key testimony
  • Consider cost vs. benefit

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