H O W TO G U I D E : C O N D U C T D I S C OV E R Y I N A

LIMITED CIVIL CASE

HOW TO Conduct Discovery in a Limited Civil

Case
When to Use
This CEB How-To Guide provides guidance in conducting discovery in a limited civil case. It can be
used by either plaintiffs or defendants attorneys. We've also included links to the applicable
Judicial Council forms.

Using these materials is not a substitute for the attorneys independent judgment, drafting, and
research.

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Step 1 Create your discovery plan

Step 2 File (or respond to) a case questionnaire, if applicable

Step 3 Serve interrogatories, requests for admission, and demands for

production

Step 4 Request disclosure of witnesses and evidence to be used at trial

S t e p 5 S e r v e d e p o s i t i o n s u b p o e n a /s d u c e s t e c u m

S t e p 6 I f t h e c a s e i n v o l v e s e x p e r t t e s t i m o n y, d i s c o v e r t h e i d e n t i t y o f
expert witnesses

Step 7 If applicable, request a physical or mental exam

 S t e p 8 N o t i c e a n d t a k e d e p o s i t i o n /s o n e p e r a d v e r s e p a r t y

S t e p 9 I f n e c e s s a r y, r e q u e s t a d d i t i o n a l d i s c o v e r y

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