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How-To: Complete 'Initial Disclosures'


Background: You have a new lawsuit in Federal Court
Problem: You are unsure of how to satisfy the 'Initial Disclosures' requirement
Solution: You follow this guide for completing 'Initial Disclosures'

I. Legal Citations

Rule 26(a)(1) Fed. R. Civ. P. | Initial Disclosures
"(A) In General. Except as exempted by Rule 26(a)(1)(B) or as otherwise stipulated or ordered by the court, a party must, without awaiting a discovery request, provide to the other parties:
(i) the name [of witnesses]...
(ii) a copy [of evidence you currently have]...
(iii) a computation of [damages]...
(iv) ...any insurance agreement [to cover relevant losses]..."

II. Samples

# PDF Comments
1TBD case. Plaintiff's Filing (pro se). Long list of witnesses. Hearty amount of computations.
2Defendant's Filing (attorney). Employer had insurance to cover discrimination suits.
3Plaintiff's Filing (pro se). Clean list of 'evidence'.
4Plaintiff's Filing (attorney). Clean list of 'evidence'. Detailed computation section.
5Defendant's Filing (attorney). Good legal disclaimer. Detailed rationale for witnesses/evidence.
6Defendant's Filing (attorney). Very brief. Easter egg: written by Andrew M. Cuomo, Esquire.

III. Templates

# Word Comments
1Replace all of the placeholder tags with real information (eg "[plfName]" becomes "John Doe").

IV. Quick Commentary

  • Crucial Note:You must exchange this document before the deadline; according to:
  • Feel free to use the template (see Part III - above) to help draft your 'Initial Disclosures'
  • Please download as many sample documents as you'd like
  • Proofread your document as much as possible.
  • Save the final version as a PDF file.
  • Email the PDF to the other party (read about Serving Court Documents here).
  • You might not need to immediately file it with the court
    • See Local Rule 3.03 from USFLMD
      • Make sure to check the local rules of the federal court that has territorial jurisdiction over your case

V. Additional Notes

  • The 'Initial Disclosures' is a relatively simple file (no need for legal citations, etc.)
  • Total Time needed ≈ 0-5 hours

VI. Conclusion

The 'Initial Disclosures' document is required in Federal Court cases of discrimination. There is a deadline. Luckily, the document itself is rather simple.

Congratulations! You're now booked up on how to satisfy the 'Initial Disclosures' requirement of your federal case!

Please get the justice you deserve.

Sincerely,



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