10+ Discovery Plan Examples and Templates [Download Now]


Through a court trial, the judge comes up with a decision if the defendant is either guilty or not of the charge filed by a plaintiff following the law. In this stage, both parties can provide evidence and witness statements to prove or disprove an allegation or committed crime. Part of the evidence that each party needs is the information possessed by the other party. With a discovery plan, as a lawyer, you can gather information from the other party to support your client’s claim.

10+ Discovery Plan Examples and Templates

A discovery plan is a pretrial procedure where both parties can make an agreement that will allow them to access relevant information each side hold that will support the case. Through a discovery plan, you can also get an overview of how you will use the evidence that you gathered to maximize the chance of winning a case. Creating this type of plan is like developing a floor plan where you can design the structure of the house to attain a favorable outcome. If you are aiming to create an effective discovery design, you are on the right page. In this article, we created a list of templates and examples that you can use to create an effective discovery plan. Check the following cases and models to learn more about discovery plan creation.

1. Discovery Plan For a Case Against an Employer

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The authorities have proven that maintaining a healthy relationship with the employees is a way to retain the best workers from leaving the company. Yet, the courts are still receiving complaints about abused employees. As per the statistic posted in statista, 25.5% of U.S. workers experienced verbal abuse or threats at work in 2015. In this example, the lawyer attempted to gather evidence that would support the plaintiff’s claims against an employer. You can use this example as a guide on creating a discovery plan for your client who has a similar complaint.

2. Blank Discovery Plan Template

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As a law office leader, although you are handling cases in your specialized department, you will still encounter different types of claims under that section. Thus, it can be essential if you will use a universal discovery plan template for every case that you will be managing. Use this blank template to develop a detailed discovery plan for the claims that you will be handling.

3. Joint Discovery Plan

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In this example, both parties’ (the plaintiff and the defendant) discovery plans are joined together in one document. They have agreed to use the right procedure that will apply in their current case. If you are trying to create a discovery plan where both parties are agreeing to the same rules, this 6-page template is the right tool for you.

4. Joint Discovery Plan

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This downloadable document is another example of a joint discovery plan. As a lawyer, you should know that in creating a discovery plan, it is essential to determine your goal first since each purpose has different methods used. In this way, you can find out the best discovery device that will fit your intentions. For example, you are going to trial. Thus, you need to provide acceptable evidence, testimonies of the witnesses, and verification of the presented proof.

5. Joint Discovery Plan

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In our current era, where technology advancement prevails, we often use electronic tools and documents to get things done. We can also use these tools as part of the discovery for legal proceedings. We call this process as electronic discovery. With this in mind, use this joint discovery plan example as a guide if you plan to include electronic documents, message history, e-mails, etc. as part of your strategy.

6. Joint Discovery Plan

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Once you have determined the goal of your discovery plan, the next thing that you will do is to find out the crucial elements of the cause of action. Along with that, you need to know the evidence that you can obtain to prove or beat this cause of action. Make a strategic discovery plan that will help you win the case by studying this discovery plan example.

7. Joint Discovery Plan

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Aside from the plaintiff, the defendants are also allowed to come up with a discovery plan to defend themselves. As a law firm, you can also support a client who is facing a criminal case. If you have a client who wants to protect himself against a lawsuit filed by the plaintiff, help him by creating a well-detailed discovery plan. You can start by reading this sample discovery plan.

8. Joint Discovery Plan

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After understanding the cause of action for your discovery plan, you will, then, decide which discovery device will fit your project. The most common discovery device that you can use are depositions, interrogatories, requests for production of documents, and electronic discovery. Come up with an adequate discovery plan for your case by learning the style of the lawyer who created this proposed joint discovery plan.

9. Joint Discovery Plan

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Undeniably, political issues are intriguing. The media are usually broadcasting these cases to th public, which makes these cases critical to handle. If you want to gain more knowledge in writing a discovery plan concerning political issues, you can use this example as your guide. The plaintiff requested this discovery plan claiming that the defendant is acting against the law by failing to resolve an investigation of an administrative complaint.

10. Long Term Discovery plan

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With this Long Form Discovery Plan model, you can create a discovery plan in which steps are agreed upon by the plaintiff and the defendant. Unlike the Short Form Discovery plan, you can use this type of discovery plan format if the design that both parties agreed are very detailed and intricate. This template consists of blank fields that you can quickly fill out to match your client’s needs.

11. Joint Discovery Plan

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One of the sections that a discovery plan should have is a pretrial disclosure. Through a pretrial disclosure, both the plaintiff and the defendant parties can agree to have access to the relevant information that both parties possess. Create a detailed and smart pretrial disclosure by reading this document. This file contains an excellent example of a pretrial disclosure for a discovery plan.

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