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Discovery request & response tracker

Use a reviewed discovery request entering the matter to create an owned response plan with source-linked tasks. The design keeps source references, uncertain matches, and approval decisions visible to the responsible legal professional. It coordinates an administrative handoff with version checks and an exception queue. Deadlines, objections, scope, and response adequacy are professional decisions.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

Start with a reviewed discovery request entering the matter. A successful handoff produces an owned response plan with source-linked tasks. Define the accountable owner before connecting systems. Deadlines, objections, scope, and response adequacy are professional decisions. A source event is a request to evaluate the current state; it is not permission to make an irreversible change.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Register the request set

Preserve source document, service evidence, matter ID, and a lawyer-verified request identifier.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Create the task structure

Break requests into stable item IDs without rewriting their meaning.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Assign collection owners

Map responsive-data categories to authorized custodians and secure collection routes.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Review status and exceptions

A lawyer checks scope questions, missing evidence, objections, and reviewed due dates.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Control response release

Link the approved response version and delivery evidence to the request set.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
request_set_id	request_set_id	Resolve the stable source reference in the correct client, entity, and engagement.
request_item_id	request_item_id	Resolve the stable source reference in the correct client, entity, and engagement.
reviewed_due_date	reviewed_due_date	Validate the date, timezone, and approved reporting or review period.
response_version	response_version	Bind approval to this exact source version; changes require review.

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

A changed request set preserves item history.An unreviewed draft cannot be marked served.A repeated source event creates only one current review task.A changed source version invalidates an earlier approval.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.