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
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