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Draft
Answer discovery without the boilerplate
Reads what each request actually asks before objecting to it, replaces reflexive objections with ones tied to the request's real defect, states what is being withheld, and writes the narrowing you would accept.
Your prompt
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RESPONSE TO REQUEST NO. 4
*What it asks:* All documents concerning any employee who left to join a competitor, with no time limitation, and with "competitor" left undefined.
*Objections.* Northline objects that this request is overbroad as to time, because it has no limitation and the conduct at issue in this case runs from January 2025 to August 2025. Overbroad as to subject matter, because it reaches employees with no connection to the trade secret claim or to Reyes. And undefined, because "competitor" appears nowhere in the definitions and Northline cannot determine which departures are covered. Northline further objects that the request is burdensome as to system: pre-2023 personnel records sit on a legacy file server with no search capability, and responsive material there could only be located by manual review of individual folders.
*What is withheld.* Subject to and without waiving these objections, Northline is withholding documents concerning departures outside January 2025 to August 2025 and departures of employees outside the Engineering organisation.
*Response.* Northline will produce non-privileged documents concerning the departure of any Engineering employee between January 1, 2025 and August 31, 2025 who joined a company identified in Plaintiff's Interrogatory No. 2, located through the custodians and search terms set by the ESI protocol.
RESPONSE TO REQUEST NO. 11
*What it asks:* All documents supporting Northline's contention that Reyes did not misappropriate the customer list.
*Objections.* Northline objects that this request calls for the application of law to fact and effectively asks Northline to marshal its defense, which is the subject of contention interrogatories rather than a document request. Northline further objects that it calls for attorney work product to the extent it asks which documents counsel has selected as supporting a contention.
*What is withheld.* Northline is withholding no documents on the basis of these objections other than counsel's selection and compilation of documents, which will not be logged individually.
*Response.* Northline will produce the non-privileged documents responsive to Requests 5 through 9, which encompass the factual material bearing on this issue.
Summary
| Req | Sort | Objection basis | Withholding | Meet-and-confer position |
|---|---|---|---|---|
| 1 to 3 | Answer in full | None | None | Not in dispute |
| 4 | Answer as narrowed | Time, subject matter, undefined term, system burden | Departures outside the window and outside Engineering | Will extend to Sales if they define "competitor" and accept the same date range |
| 5 to 9 | Answer in full | None | None | Not in dispute |
| 10 | Cannot answer yet | Not applicable | Unknown | Need to know whether Slack data within retention exists for these custodians |
| 11 | Object, produce via others | Application of law to fact; work product | Counsel's selection only | Will answer a properly framed contention interrogatory |
| 14 | Answer as narrowed | Built on a contested characterization | Nothing | Will produce, with a statement that production does not adopt the term "the Stolen List" |
Privilege and log. Requests 5 through 9 and 14 will generate log entries covering communications with in-house and outside counsel after the February hold notice. Request 11 generates no individual entries beyond the work product objection above. [CONFIRM - whether this court requires post-complaint communications with counsel to be logged at all.]
Traps in this set. Request 4 has no time limit and an undefined term, which is the cleanest objection on the list. Request 11 is an interrogatory wearing a document request's clothes. Request 14 uses the defined term "the Stolen List," and answering it without saying otherwise adopts the characterization. Requests 16 and 17 rely on a definition of "Confidential Information" in the instructions that is broader than the definition in the parties' own agreement, which is a scope problem hiding in the definitions rather than in the requests.
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Assumptions I made. That the legacy file server genuinely has no search capability [verify: this carries the burden objection to Request 4, and an unquantified burden objection is the one that fails]. That the ESI protocol sets custodians and terms that cover Engineering [verify against the protocol text]. That Slack retention is 90 days and that the relevant period is outside it [verify: if any of it is inside retention, Request 10 changes from unanswerable to answerable].
Where this is weakest. The subject-matter objection to Request 4 will be the first thing challenged, because a trade secret plaintiff will argue that departures outside Engineering are exactly where a pattern would show. Expect to lose the Engineering limitation and keep the date range. Second, the work product objection to Request 11 is correct and is stated in a way that sounds like a refusal to produce documents rather than a refusal to categorise them; a magistrate skimming will read it the second way.
What only you can decide. Which fights to take. Objecting to Requests 16 and 17 on the definitions problem is a good objection and it costs a meet and confer on a set where you are already narrowing four requests; producing on them concentrates the dispute on Request 4, where you are strongest. Second call that is yours: whether to state the Request 4 narrowing in the response itself. Stating it is efficient, is well received, and tells the other side exactly where your line is before they have argued for anything.
What would make this materially better. Ranked by impact: (1) Volume and hit counts from the legacy server, which turn the Request 4 burden objection from an assertion into a fact. (2) The ESI protocol text. (3) A custodian list with what each of them actually uses, which decides Request 10. (4) The parties' agreement's definition of Confidential Information, so the Requests 16 and 17 objection can quote the mismatch.
Why this prompt is built the way it is
## Framework
1. **Restate the request in one line before objecting to anything.** Drafting from the objection outward answers a request nobody made.
2. **Four sorts:** answer in full; answer as narrowed with the narrowing stated; object and withhold with the basis; cannot answer without more from the client.
3. **Every objection names the defect:** broad as to time, custodians, or subject matter, and burdensome in volume, systems, or cost. Otherwise do not make it.
4. **State what is being withheld** under each objection.
5. **Handle privilege and work product separately,** and say what goes on the log.
6. **Work the traps:** no time limit, a definition that expands the request, an interrogatory in disguise, a request for a legal conclusion, a request built on a contested term.
7. **Give the narrowing you would accept,** so the meet-and-confer letter writes itself.