State Court Discovery - Interrogatories

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ALABAMA INTERROGATORY DRAFTING WORKSHEET

DO NOT SERVE THIS WORKSHEET AS-IS. The current rules, local practice, case-management orders, discovery plan, protective orders, and service record control the final document.

1. Case and Discovery Control Sheet

Required item Verified information Current official source / order Checked on
Exact court, county, and division [________________________________] [________________________________] [__/__/____]
Case caption and number [________________________________] Pleadings / docket [__/__/____]
Propounding party and responding party [________________________________] Pleadings / docket [__/__/____]
Governing interrogatory rule [________________________________] [________________________________] [__/__/____]
Scope standard and mandatory limits [________________________________] [________________________________] [__/__/____]
Number or subpart limit [________________________________] [________________________________] [__/__/____]
Leave, stipulation, or conference required? [________________________________] [________________________________] [__/__/____]
Response and objection deadline [________________________________] [________________________________] [__/__/____]
Expert-disclosure treatment [________________________________] [________________________________] [__/__/____]
Privilege / work-product procedure [________________________________] [________________________________] [__/__/____]
Supplementation duty, if any [________________________________] [________________________________] [__/__/____]
Signature / verification form [________________________________] [________________________________] [__/__/____]
Filing and service method [________________________________] [________________________________] [__/__/____]
Confidentiality or protective order [________________________________] [________________________________] [__/__/____]
  • ☐ Counsel confirmed the final count, including how subparts are treated.
  • ☐ The summons, pleadings, docket, schedule, and every discovery order were checked for a different deadline or limit.
  • ☐ The official rules source and its currency date were recorded before drafting the service copy.

2. Caption

Caption field Entry
Court [EXACT COURT NAME]
County / division [________________________________]
Plaintiff [FULL LEGAL NAME]
Defendant [FULL LEGAL NAME]
Case number [________________________________]
Propounding party [________________________________]
Responding party [________________________________]
Final document title [________________________________]

3. Definitions and Instructions Drafting

Use only definitions and instructions that are necessary, accurate, and consistent with the controlling rules and orders.

Proposed term or instruction Draft text Why needed Authority / order
Action / case [________________________________] [________________________________] [________________________________]
Responding party [________________________________] [________________________________] [________________________________]
Document / ESI [________________________________] [________________________________] [________________________________]
Communication [________________________________] [________________________________] [________________________________]
Identify a person [________________________________] [________________________________] [________________________________]
Identify a record [________________________________] [________________________________] [________________________________]
Answer and objection format [________________________________] [________________________________] [________________________________]
Privilege procedure [________________________________] [________________________________] [________________________________]
Supplementation [________________________________] [________________________________] [________________________________]

Do not define "you" to include counsel, every affiliate, or every present and former agent unless the controlling scope and the facts support that definition.

4. Interrogatory Selection Bank

These prompts are drafting leads, not preapproved discovery. Counsel must narrow each prompt to the pleaded issues, controlling scope, burden, confidentiality, and question limit.

No. Proposed subject Tailored interrogatory Issue / pleading tied to request Include?
[____] Persons with relevant knowledge [________________________________] [________________________________]
[____] Factual basis for a pleaded claim [________________________________] [________________________________]
[____] Factual basis for a pleaded defense [________________________________] [________________________________]
[____] Communications about a defined event [________________________________] [________________________________]
[____] Damages categories and calculation [________________________________] [________________________________]
[____] Supporting records [________________________________] [________________________________]
[____] Third-party responsibility contention [________________________________] [________________________________]
[____] Insurance or indemnity issue, if discoverable [________________________________] [________________________________]
[____] Expert information, if properly requested here [________________________________] [________________________________]
[____] Preservation or loss of identified information [________________________________] [________________________________]
[____] Medical condition or treatment, if placed at issue [________________________________] [________________________________]
[____] Employment or income loss, if placed at issue [________________________________] [________________________________]
[____] Social-media content tied to a defined claim [________________________________] [________________________________]
[____] Other case-specific issue [________________________________] [________________________________]

5. Sensitive and High-Burden Request Screen

Proposed subject Relevance and need Narrowing applied Protection or order
Medical or mental-health information [________________________________] [________________________________] [________________________________]
Financial, tax, or employment records [________________________________] [________________________________] [________________________________]
Social-media or device information [________________________________] [________________________________] [________________________________]
Prior claims or proceedings [________________________________] [________________________________] [________________________________]
Alcohol, medication, or substance information [________________________________] [________________________________] [________________________________]
Trade secrets or confidential business data [________________________________] [________________________________] [________________________________]
Litigation funding or insurer information [________________________________] [________________________________] [________________________________]
Third-party personal information [________________________________] [________________________________] [________________________________]

6. Count and Burden Review

Review item Result
Total numbered interrogatories [____]
Subpart treatment under controlling authority [________________________________]
Duplicates another discovery request? [________________________________]
Time period is tailored [________________________________]
Custodians, systems, products, locations, or events are defined [________________________________]
Confidential or sensitive data is addressed [________________________________]
Burden and likely value were considered [________________________________]
Leave, agreement, or protective-order issue [________________________________]

7. Response-Document Design

Select the format required or permitted by current authority:

  • ☐ separate propounding paper only;
  • ☐ answer spaces after each interrogatory;
  • ☐ restated interrogatory followed by answer or objection;
  • ☐ court form;
  • ☐ electronic discovery platform format; or
  • ☐ other: [DESCRIPTION].

Required verification text and signer: [________________________________]

Objection specificity and partial-answer treatment: [________________________________]

Privilege or protection information and due date: [________________________________]

8. Execution, Filing, and Service Module

Insert only the signature, verification, filing, and service language required by current authority and the case orders.

Attorney / party name: [________________________________]

Capacity: [________________________________]

Signature: ____________________________________

Date: [__/__/____]

Required verification text and signer: [________________________________]

Authorized officer / notary, if required: [________________________________]

Service date and time: [________________________________]

Permitted service method: [________________________________]

Recipients and addresses: [________________________________]

Filing required, prohibited, or deferred: [________________________________]

Receipt or proof retained: [________________________________]

9. Final Do-Not-Serve Checklist

  • ☐ Every interrogatory is tied to a pleaded issue and narrowed to the controlling discovery scope.
  • ☐ The final count, subparts, deadline, objections, privilege, supplementation, expert, verification, filing, and service rules were checked against current official authority and orders.
  • ☐ No federal discovery default or another state's rule was imported.
  • ☐ The final document uses the response format required by the controlling procedure.
  • ☐ Confidential, medical, financial, trade-secret, personal, and identity information is protected under the case-specific process.
  • ☐ The served copy contains no drafting alternatives, blank authority fields, or unused question-bank rows.
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About This Template

These are the filings that drive a lawsuit through the system: complaints, answers, motions, briefs, discovery requests and responses, and post-judgment papers. Each has its own format requirements under federal and state procedural rules, and each has a deadline that cannot be missed without consequences. Clean, procedurally correct filings move a case forward; sloppy ones invite motions to strike, amended responses, and avoidable delays.

Important Notice

This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on 2026-08-29.

Last updated: 2026-08-29

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