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Organizing Discovery Documents and Information guest author: Casey S. Erick |
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Keep it simple and apply the same structure to every case. Complex cases can be a discovery nightmare, especially if you don't have a handle on what information will be most important to your case. Figuring this out involves thinking ahead to trial - towards the plaintiff's proof and the defendant's defenses - well before you normally would. Two tools to help you get your mind around complex cases are pattern jury instructions and trial notebooks. Both will get you thinking about the trial evidence that you'll need to pin down in discovery. One method is to imagine you are going to a file a motion for summary judgment. It doesn't matter whether you're on plaintiff's side or the defendant's. Using pattern jury instructions or case law, ask what proof will be required at trial. Think not only about the claims and defenses but proving them up with real-life evidence. This exercise will allow you to answer some follow-up questions:
For many, imitating a summary judgment motion is their exclusive method for organizing evidence. Discovery Checklist For employees:
For employers:
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Casey S. Erick joined the firm of Kessler & Collins, P.C., as a shareholder in May of 2017. Prior to joining the firm, Mr. Erick was a partner with the law firm of Bennett, Weston, LaJone & Turner, P.C. He specializes in business and employment lawsuits, including breach of contract, trade secret law, tortious interference, wrongful termination, discrimination, and harassment. In 2014, 2015 and 2016, Mr. Erick was awarded the honor of becoming a Rising Star among the Super Lawyers of Texas, a Thompson Reuters company. In 2013, he was inducted into the Million Dollar Advocates Forum. Mr. Erick also has extensive appellate experience, including two victories in the Supreme Court of Texas (City of Corsicana v. Stewart, 249 S.W.3d 412 (Tex. 2008) (per curiam) and Denton County v. Beynon, 283 S.W.3d 329 (Tex. 2009). He attended the University of Mississippi and graduated cum laude. Mr. Casey then went on to receive his law degree from Baylor Law School. While at Baylor, he was one of only a few students to become a moot court finalist and earn his membership in the Order of Barristers. Institute for Paralegal Education • 1218 McCann Drive • Altoona, WI 54720 • © 2018, Institute for Paralegal Education, a division of NBI, Inc. All Rights Reserved. |