FEDERAL INITIAL DISCLOSURES

(Rule 26(a)(1) Production and Certificate of Service)

UNITED STATES DISTRICT COURT
FOR THE [DISTRICT] DISTRICT OF [STATE]

[PLAINTIFF],
Plaintiff,
v. Case No. [NUMBER]
[DEFENDANT],
Defendant.

Plaintiff/Defendant [Party Name] serves its initial disclosures under Fed. R. Civ. P. 26(a)(1).

A. Individuals Likely to Have Discoverable Information

B. Documents, ESI, and Tangible Things

• Responsive categories: [describe].
• Production format: [native/TIFF+load/PDF]; delivery method: [secure link/FTP/encrypted media].
• Bates range (if produced with disclosure): [prefix-000001 to prefix-0000xx].
• Items to be inspected in lieu of production: [list or state none].

C. Computation of Damages

• Category: [e.g., lost profits, statutory damages, fees].
• Computation method: [brief narrative].
• Supporting documents: [list spreadsheets, ledgers, invoices, expert analyses].

D. Insurance

• Policies that may satisfy all or part of a judgment: [carrier, policy number, limits, reservation status]; copies produced [yes/no].

E. Privilege/Protection

• Privilege protocol and clawback: seeking Rule 502(d) order; clawback notice to [email/portal]; privilege log timing: [e.g., 21 days after production].

F. Certification

I certify these disclosures are complete and correct as of the date below to the best of my knowledge, information, and belief formed after a reasonable inquiry.

Date: [DATE]

______________________________
[Attorney Name], Counsel for [Party]

Certificate of Service

I certify that on [DATE], I served these disclosures via [ECF/email/hand delivery] on all counsel of record.

______________________________
[Name]