The bespoke software, myDiscoveryResponses, is designed for the production and editing of discovery responses. Using the software, you can load discovery request pdf's of type: Requests for Admissions (RFA), Demands for Production (RFP), Special Interrogatories (SPROG), Form Interrogatories (FROG). These are loaded using natural language processing and OCR techniques, in order to extract the correct requests and file details from the pdf files. Once loaded, you can move between each request and check off objections; in addition to adding custom responses. When these responses have been created, the file can then be exported as a response word document (DOCX), or saved for future editing as a .discovery file.

Installation


To install myDiscoveryResponses:
1. Download the most recent installer.
2. Run the Installer.

Download myDiscoveryResponses installer for Windows x64

Download

To update myDiscoveryResponses:
1. Navigate to Options -> Settings -> Updates -> Check for Updates
2. If an update is available then it will prompt you to download it.
3. Once downloaded, the myDiscoveryResponses installer should open and the software will close.
4. Run the Installer.
*Note that this will keep the saved software configuration.

User Interface




The main window is comprised of the Requests panel, Response panel and the Objections panel. Each of these panels can be broken down further into their subcomponents.

Requests Panel

Clients
Each open client/editor is shown here, they can be swapped between by left clicking on them. You can drag a file from one client name onto another to move it between them.
Files
All of the files for the current client are shown here and can be swapped between by left clicking on them. When all of the requests in a file have been submitted then the file will go green, indicating that it is complete and ready for exporting.
Requests
All of the requests for the current file are shown here and can be swapped between by left clicking them. The colour of each one reflects their current state: WHITE - Unchanged, GREY - Edited, GREEN - Submitted and RED - Check with Clients.

Response Panel

Request
The currently selected request is shown here, it cannot be edited.
Objections
The selected objections will be formatted in this box, if the objection has text inputs then these will also be added. You can edit the text in this box if custom objections are required.
Response
The response area contains different entries depending on the particular type of discovery request. Text inserted into here my also add additional text to the objections box.

Objections Panel

The objection panel contains a list of the saved objections. You can left-click to toggle and objection for the current request or right-click to edit the additional text options within it.

Navigation Bar

The navigation bar contains the actions:

Discovery Requests


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RFPs Demands for Production

RFPs have four set responses and the option to type a custom response. If a document location is given for the request then the set responses will adjust accordingly.

Available - Responding Party will comply with this demand. Please see “location” produced concurrently herewith.

Exist - After a diligent search and reasonable inquiry, Responding Party finds no responsive documents in their possession, custody, or control, because no such documents are known to exist. Any responsive documents are believed to be in the possession, custody, or control of location.

Not Possessed - After a diligent search and reasonable inquiry, Responding Party finds no responsive documents in their possession, custody, or control, because no such documents have ever been in the possession, custody, or control of Responding Party. Any responsive documents are believed to be in the possession, custody, or control of location.

Lost - After a diligent search and reasonable inquiry, Responding Party finds no responsive documents in their possession, custody, or control, any such documents have been destroyed, lost, misplaced or stolen. Any responsive documents are believed to be in the possession, custody, or control of location.


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RFAs Requests for Admissions

RFAs have three set responses and the option to type a custom response. Each also has an additional entry called the '17.1 Response', when a request is submitted and the response is NOT Admit, this 17.1 response will automatically be inserted into the 17.1 request of any available FROGs.

Admit - Admit

Deny - Deny

Lack Info - A reasonable inquiry concerning the matter in this particular request has been made, and the information known or readily obtainable is insufficient to enable Responding Party to admit the matter.


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SPROGs Special Interrogatories and FROGs Form Interrogatories

SPROGs and FROGs do not have set options within the software. Rather enter your own custom response when required. Note that for the 17.1 FROGs, submitted RFAs will add their 17.1 response into the response of all file FROGs automatically.



Getting Started


Reading Files

To read a pdf file we use several natural language processing (NLP) and optical character recognition (OCR) techniques. Once we have created or opened a client, a file can be loaded into it. The standard file reading procedure searches through the pdf file and identifies possible request headings, once these are found correctly then the numbered requests will be returned. For FROGs, a more advanced method is used in which we scan the file and identify which FROGs have been checked off. You can also add a blank FROG which contains all of the available form interrogatories.

File details are also extracted from the discovery request files, namely: File Name, Document Name, County, Plaintiff(s), Defendant(s), Propounding Party, Responding Party, Case number and date. However, this is less developed than the requests reading methods so you should check over all file details and fill them in accordingly; as these will be inserted into the exported DOCX files.

A client can be saved for later editing as a custom .discovery file type. Selecting one of these files on windows will open it in myDiscoveryResponses as the software uses this as the default file type. Once you have created the responses for a file you can then move onto exporting them.

Exporting Files

We can export files as word documents (.DOCX) in a number of ways. We can export a single file, export a whole client and export client feedback. Exporting a file inserts all of the file details, requests, objections and responses into an appropriate DOCX file template which can then be edited further if needed. We can also export only the submitted requests by turning on the option Settings -> General -> Export only submitted responses.

Using Client Feedback

Client feedback can be loaded into the program as long as the original word doc was exported from myDiscoveryResponses (this is because it requires a specific word document format). If you load client feedback into a file then it will fill all of the corresponding request numbers with the clients filled out feedback. This system makes it easy to send only the needed requests to the client and import the responses straight back into the software.

Shortcuts


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Shortcuts allow for faster typing of repeated phrases. A trigger is a unique text code corresponding to an output value. When a trigger is typed and enter is pressed, the trigger will then be removed and the output will be inserted in its place. The shortcut editor (shown on the left) allows you to add more custom shortcuts as needed into the software. You can also delete these by clicking the adjacent trash cans.


Hotkeys


Within myDiscoveryResponses there is a number of set hotkeys designed to speed up the process of creating responses, these hotkeys are:

Previews


There are two provided preview options in myDiscoveryResponses. The Response Preview (left) is used to preview the output of a single discovery response. It shows the objections and response formatted identically to how they will be written in the exported file. The Preview DOCX (right) window shows a preview of the full exported DOCX file. This allows you to check the formatting and details of the exported file before actually exporting it. Note that this might not be identical to the final export in microsoft word.

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Objections


Objections are listed in the objection panel on the right side of the editor. When left-clicked, that objection will be toggled for the current request (turning green). This objections text will then be added to the requests objection box. When right-clicked, the objection will be selected, allowing you to add list items into the objection if [VAR] is present in the objections text body or additional text body. The final response output for each request will be follow the order Objections, NotWithtanding Text, Response, Additional Text. The Notwithstanding Text is only added if there are objections selected, by default it is:

"Notwithstanding the foregoing objections and subject thereto, Responding Party responds as follows: "

But if an objection is selected with the option Alter Notwithstanding Text, then it is:

"Notwithstanding the foregoing objections and subject thereto, and as Responding Party understands the proper scope and/or meaning of this request, Responding Party responds as follows: "

The software provides a default set of objections to choose from, however these can all be edited using the Objection Editor. The editor allows you to create new objections, edit them and delete them:



Objection Name - Displayed name of the objection.

Objection Body - Text inserted when the objection is selected. [VAR] is the variable placeholder value , when a list of phrases is typed into the objection option then [VAR] is replaced by these. A list will be formatted as follows: word1,word2,word3 -> as to 'word1', 'word2' and 'word3'.

Additional Text - Text that will appear after the response instead of before. The same rule applies with the [VAR] placeholder.

Auto Fills - A list of terms. When one of these is present in a request when loaded, then this objection will automatically be selected and have the found auto fills typed into the options entry.

Alter 'Notwithstanding' Text - If this is selected then the 'Notwithstanding' text will be changed from:

Use Auto Fills - If this is selected then auto fills will be used.

Settings


There is a wide range of settings within the software, most of them are inutitive so they are not explained further in this guide.

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Examples