Rule 26(f) Report and Discovery Plan review
Joint Rule 26(f) report checked for the six subjects Rule 26(f)(3) enumerates plus the Rule 16(b)(3) deadlines.
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What it checks
Proposed discovery plan with the required subjects
Critical · DISC-030
ESI preservation and production form
Critical · DISC-031
FRE 502(d) order requested
Critical · DISC-032
Initial disclosure timing
Warning · DISC-033
Proposed limits and case-management deadlines
Warning · DISC-034
Settlement and ADR posture
Warning · DISC-035
Every run also applies 62 general checks that belong to any agreement: structure, parties and signatures, defined terms, cross-references, dates, amounts, and one-sided terms.
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