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Requests for Production Response Template

Five documents and three sheets that answer each request, say what the objection withholds, and map every Bates range back to the request it satisfied.

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Request Register

[Matter]  ·  responses to [party]'s first requests for production

One row per request. The objection and what it withholds are separate cells, because the rule asks two things and a form bank answers one.

#Objection groundWithheld on that basis?ResponseBates
[n]None assertedn/aProducing[range]
[n][the ground, stated with specificity]Yes. [what is being withheld]Producing the rest[range]
[n][the ground]NoProducing in full[range]
[n]None assertedn/aNo responsive documents existnone

The two rows that look identical and are not

Row three objects and withholds nothing. Row four has nothing to withhold. One is a preserved ground, the other is a factual representation about the client's records, and collapsing them into produced subject to objections loses both.

Every bracket fills from your own served requests. Nothing here ships with an objection already in it.

An objection is two statements and every form bank ships one. Rule 34(b)(2)(C) requires an objection to state whether any responsive materials are being withheld on the basis of it, and an objection to part of a request to specify the part and permit inspection of the rest. So each row carries the ground and the withholding statement in separate cells, because a response that answers the first and skips the second is deficient on the face of the rule however well the objection reads.

The production is part of the response too. The same rule gives two options and only two: produce documents as they are kept in the usual course of business, or organize and label them to correspond to the categories in the request. Electing to produce copies instead of permitting inspection also puts a completion date inside the response, so rolling basis with no date stated is an omission rather than an election. The register records which option you took, against which Bates ranges.

Then somebody has to swear to it. Interrogatory answers are made under oath by the party, and for a corporation by an officer or agent who must furnish the information available to it, while the attorney signs the objections. Two signatures from two people, and one of them is routinely unidentified until the week it is due. Entries withheld for privilege go to the log written to the elements of each claim, and what actually goes out gets checked by the load file and image validation.

Eight requests, six interrogatories, and the four columns a form bank does not have

The Request Register, the two statements every objection owes, and the production map the completeness challenge reads.

Vandermeer Grain Co. v. Sable Ridge Rail  ·  defendant responding

Request Register

Illustrative rows for a fictional freight dispute. Twenty-six requests served, eight shown, each failing or passing for a different reason.

#What was askedObjection groundWithheld on that basis?Bates
4Carriage contracts with Vandermeer, 2019 to 2024None assertedn/aSRR.000001-004192
7All documents relating to your businessNot described with reasonable particularity; disproportionateYes. Everything outside the grain division and outside 2019 to 2024SRR.004193-011806
9Text messages of the Cedar Hollow yard supervisorNot in the responding party's possession, custody or controlYes. Personal handset, no company enrolmentnone
11Internal safety audits of the Cedar Hollow terminalAttorney-client privilege and work productYes. 41 documents, loggedSRR.011807-011807
14ESI from three custodians, requested as native filesObjection to the requested formNoSRR.011808-029440
18Documents Vandermeer has already producedEqually available to the requesting partyNonone
22Repair and maintenance records for the Cedar Hollow scaleNone assertedn/aRolling. Due 12 May
25Policies of insurance covering the lossNone assertedn/aNo responsive documents exist

Column four is the column every form bank leaves out

An objection has to say whether anything is being withheld because of it. Rows 14 and 18 object and withhold nothing, which preserves a ground without narrowing the production. Rows 7, 9 and 11 withhold, and each says what. Produced subject to and without waiving the foregoing objections answers neither question and is what a motion to compel is built out of.

Two rows that read alike and are opposite facts

Row 18 withholds nothing. Row 25 has nothing. The first is a preserved objection over a set that is going out anyway. The second is a representation about the client's records, made by a person who will sign it, and it is the row most likely to be contradicted later by a document nobody looked for.

Row 14 objects to the requested form rather than to the request. Objecting to a form obliges the response to state the form it will use instead, which is a sentence rather than a fight.

What each objection owes

Request 7, worked from the boilerplate everybody sends to the two statements the rule asks for.

What usually goes outWhat is missing
Defendant objects to this request as overbroad, unduly burdensome, vague, ambiguous and not proportional to the needs of the case. Subject to and without waiving the foregoing, Defendant will produce responsive non-privileged documents.Five grounds, none stated with specificity, no statement of what is withheld, and no way for anybody to tell whether the production is narrow or complete.
What goes out instead
Objection. The request is not described with reasonable particularity: all documents relating to your business reaches every line of business Sable Ridge operates, including intermodal and passenger charter, neither of which appears in the complaint. The request is also disproportionate, since the grain division is the only division named in any pleading.

Withholding. Documents outside the grain division, and documents outside 1 January 2019 to 31 December 2024, are being withheld on the basis of this objection.

Response. Subject to that objection, Sable Ridge will produce grain division documents for that period, at SRR.004193 through SRR.011806, complete as of 28 April.

The interrogatory side has a different trap

ROG 6State annual tonnage shipped from Cedar Hollow, 2019 to 2024
The usual answerSee documents produced herewith.
What the option requiresThe business-records option applies only where the burden of deriving the answer is substantially the same for either party, and it requires the records to be specified in sufficient detail to enable the interrogating party to locate and identify them as readily as the responding party could.
What goes outAnnual tonnage is derivable from the terminal scale logs at SRR.014200 through SRR.019887, one row per weighing, sorted by date, with the terminal code in column D and Cedar Hollow appearing as CDH. No summary of these records exists.

As readily as the responding party could is a comparative test, so the question is not whether the records were produced but whether the other side can now do what you would do. Naming the Bates range, the sort order and the column answers it. See documents produced does not, and the last sentence is the one that matters: where a summary exists, the option is not available for it.

How the production was made, stated once

The election is a rule requirement rather than a preference, and it is made for the production rather than request by request.

The two optionsTaken?Evidence
As kept in the usual course of businessYesCustodian and source path retained on every record, folder structure preserved
Organized and labelled to correspond to the categories in the requestNoNot required, given the election above. The map below is provided anyway

Request to Bates, with the count

#Bates rangeDocsComplete?Volume
4SRR.000001-004192611Yes, 28 AprPROD001
7SRR.004193-0118061,204Yes, 28 AprPROD001
14SRR.011808-0294403,388Yes, 28 AprPROD002
22SRR.029441-partialStated: 12 MayPROD003
11SRR.0118071 of 4241 loggedPrivilege log

Row 22 is the only rolling item and it carries a date. A response electing to produce copies has to complete the production no later than the time in the request or another reasonable time stated in the response, so on a rolling basis is a phrase with no rule behind it until a date is written next to it.

Dates, computed from the service date

WhatDateWhere it comes from
Requests served14 MarCertificate of service
Responses and objections due14 Apr30 days after service
Verification signed by the client14 AprSame day, and it is a different signature from the attorney's
Production complete, requests 4, 7, 1428 AprStated in the response
Production complete, request 2212 MayStated in the response
Privilege log served28 AprAgreed in the discovery plan

The verification is the row that slips. Answers are given under oath, and for a corporation by an officer or agent who must furnish the information available to the party. That person has to be identified, briefed on six answers and available to sign on the day, and none of those three things happens by drafting the response well.

What's in the pack

01

Request Register

One row per request, with the ground and the withholding statement in separate cells, the responsive set, the Bates range and whether the item is complete.

02

Responses and Objections

The response document in pleading format, each item carrying its ground stated with specificity, what is withheld on that basis, and the production it points at.

03

Production Map

Request to Bates range to document count, with the usual-course or labelled-to-the-categories election stated once and the evidence for it on the row.

04

Verification

The client's signature block for the answers, separate from the attorney's for the objections, with the declaration wording and the named officer who furnishes the information.

05

Deadline Tracker

Every date computed from the service date: responses, each stated completion date, the verification, the log, and the supplementation trigger.

06

Meet and Confer Letter

Built from the register's open rows, so the letter argues about specific requests with the withholding statements quoted rather than about tone.

07

What Was Not Produced

Requests with no responsive documents, sets outside a party's possession, custody or control, and every item still open, each distinguished from the others.

08

Two Signatures and a Production

The method doc: what a complete response consists of, and why the privilege log is a separate artifact with its own standard.

How to use it

  1. 1

    Open in River, or take it blank

    Open the pack in River and hand it the served requests, or download the Word documents and CSV sheets from the template library and fill them in yourself.

  2. 2

    Send what was served

    The requests and interrogatories as served, the certificate of service, any ESI protocol or discovery plan already agreed, and the scheduling order if one exists.

  3. 3

    Each request gets two answers

    The ground, stated with specificity against that request, and whether anything is being withheld because of it. Neither is inherited from a general objections block.

  4. 4

    A person signs, then it goes

    The attorney signs the objections and a named officer signs the answers. The register shows every request still missing one of the two.

Frequently asked questions

Is this template free?

Yes. The zip is Word documents and CSV sheets, no account and no card. Edit with AI is the other half: the agent reads the served requests, builds the register, and drafts each objection with the ground and the withholding statement as separate fields. Other packs sit in the template library.

What format are the downloaded files?

Word (.docx) for the five documents and CSV (.csv) for the three sheets, zipped together. Excel, Numbers and Google Sheets open the registers straight off the download, and the response, verification and letter open in Word or Pages. Nothing to convert.

Does it write the objections for me?

It drafts them against the request in front of it, with the ground stated to that request rather than pulled from a block. Every draft is for the signing attorney to check and own, because the signature certifies a reasonable inquiry and the sanction for a certification that violates the rule without substantial justification is mandatory rather than discretionary.

Does the verification need a notary?

Not in federal court. Section 1746 of Title 28 lets an unsworn declaration subscribed as true under penalty of perjury and dated stand in for a sworn one. The prescribed form differs depending on whether it is executed inside or outside the United States. It expressly does not reach depositions.

What about the documents we are withholding for privilege?

They leave this pack. The register records the count and the request each withheld set answers, then the log written to the elements of each privilege claimed takes over, because a log entry has to establish a claim rather than describe a document. The two artifacts are served together and built separately.

How is this different from checking the production itself?

This is the written response and what it points at. Whether the files you send survive the other side's ingest is a separate problem. Validating the load file, the images and the natives against each other catches the defects that cause a rejected load. No amount of care in the response document prevents one of those.

What does 'Edit with AI' actually do?

It signs you up, installs this exact pack as a private workspace, and puts the agent in front of an empty Request Register. Then you send the requests as served, and the first thing back is the deadline set computed from the certificate of service rather than from memory.

Answer every request twice, and map what went out

Take the Word documents and CSV sheets blank, or open this exact pack in River and hand it the requests as served.

Edit with AI