Discovery

LegalServer provides tools for agencies to keep track of Discovery for their clients.

Data is captured via the Discovery block, and displayed by the Matter Discovery Log list view.

A case can have multiple discovery records.

Documents or files associated with a discovery item are uploaded to a “Discovery Documents” folder on the matter record by default, but can be placed in any folders available on the matter record. Note that a user can create a discovery item record and connect it to a hyperlink that points to the actual location of the files, rather than upload them to LegalServer.

Site administrators typically enable this feature by either adding a “Discovery” tab to the main case profile or by creating an Auxiliary Process and displaying an Actions menu link called "Discovery" (the name of the process and the link are configurable). Adding the Matter Discovery Log listview on the case profile and/or the auxiliary form then allows the display all the Discovery records on a case.

Matter Discovery Log List View

The "+" button in the list view filter bar will initiate a static process to add a discovery record. Sites using a dynamic process to create discovery records should edit the list view configuration and select the dynamic process.

Fields relevant to the Add New Discovery item from the Matter Discovery List View:

• Discovery Type (Lookup)

• Date Served (Date)

• Title (Text)

• Date Due (Date)

• Description (Text Area)

Add or edit a discovery item by opening up an auxiliary process containing the Discovery block element. Any documents or files associated with the discovery can be uploaded to the discovery item at the time of creation or when editing the item.