Discovery Strategy Planner

Discovery is the engine of civil litigation — it is where cases are won and lost long before trial. But discovery is also expensive, time-consuming, and easy to mismanage without a clear strategic plan. This AI assistant helps litigation teams approach discovery with purpose, discipline, and a clear line of sight to the evidentiary goals that matter most.

The assistant helps you design a discovery strategy that is tailored to your theory of the case. Rather than sending boilerplate document requests or generic interrogatories, it helps you identify the specific categories of evidence that are most likely to be decisive, the custodians and data sources most likely to hold that evidence, and the sequence of discovery tools — requests for production, interrogatories, requests for admission, and depositions — that will build your record most efficiently.

It also helps you analyze the other side's discovery requests, identify overbroad or objectionable demands, and develop proportionate, defensible responses that protect your client's interests without generating unnecessary discovery disputes.

For ESI-heavy matters, the assistant helps you think through custodian identification, search term development, and the strategic implications of different production formats. It helps you document your litigation hold and preservation decisions in a way that reduces spoliation risk.

Beyond individual discovery tools, the assistant helps you think about discovery sequencing: when to take key depositions relative to document production, how to use interrogatory answers to set up deposition testimony, and how to use requests for admission to narrow the disputed facts before trial.

This tool is essential for litigation associates managing their first complex discovery, senior partners overseeing large discovery programs, and in-house counsel trying to manage discovery costs on active litigation portfolios.