Discovery Document Request

Discovery Document Request — Form Fields

This legal template includes 6 fields. Allows legal teams to formally request and track discovery documents from internal custodians in connection with litigation or regulatory investigations. Free to customize and use on ZenBuild.

• Custodian Name (text, required)
• Matter Name / Case Number (text, required)
• Type of Responsive Documents (dropdown selection, required) — options: Emails and communications, Contracts and agreements, Financial records, Meeting minutes and notes, Other business records
• Description of Documents Identified (long text, required)
• Upload Responsive Documents (file upload, optional)
• Do You Have Privilege Claims? (multiple choice, required) — options: Yes — documents withheld for privilege review, No — no privilege claims