Discovery Block

The Discovery block allows creating discovery request and response records on a case/matter. Add the block to an auxiliary and/or intake form.

The Matter Discovery Log list view displays a list of these records on a profile page. It is also recommended for the auxiliary form that contains the Discovery block for ease of editing.

The user can enter data related to a discovery item, including but not limited to:

• Title
• Discovery Type
• Discovery Sub Type
• Number of Items Received
• Discovery First Page (can be text to capture Bates numbers)
• Discovery Last Page (can be text to capture Bates numbers)
• Destroy on close?

Configuration Options

• Default Discovery Type: Dropdown list of values from Admin > Lookups > Discovery Type.
• Override existing discovery type with default: Unchecked by default. NB: Using this option will change the type to the default on existing records when they are edited.
• Show Discovery Date
• Show Received Date
• Show Date Due
• Show Add Discovery Note
• Allow Send Discovery Note As Message
• Show Discovery Note List
• Show Media Type
• Allow Multiple Media
• Allow Multiple Details
• Show Document Upload option