Legal Support · Indexing and tracking
Discovery Document Management
DFS indexes, organizes and tracks discovery productions and exhibits for law firms, following the attorney's structure and instructions.
Knowing what you have
By the time depositions start, a case may hold several productions from several parties plus a growing exhibit list. If the index lags, the team loses time and risks missing what was produced.
DFS keeps those records current so attorneys and paralegals can locate materials quickly.
How we work with your team
- Adopt your structureDFS follows the firm's naming, numbering and indexing format.
- Build the baseline indexExisting materials are logged into the agreed format.
- Maintain as the case movesUpdates continue through depositions and trial preparation as directed.
Document management tasks
Indexing and tracking of productions and exhibits under counsel's direction, so the team can find what it needs.
- Production indexingLogging each production by party, date, volume and the Bates ranges the firm provides.
- Exhibit trackingMaintaining an exhibit list with numbers, descriptions and where each was used.
- Physical organizationSorting and labeling binders, boxes and media received in paper or physical form.
- Index updatesAdding new productions and supplements as they arrive.
- Retrieval requestsLocating and pulling specific items when the team asks.
Attorney direction required
Organization decisions follow counsel's instructions. Legal judgments are not part of the work.
- No privilege, relevance or confidentiality designations by DFS.
- No document review for substance or summaries of testimony.
- Bates numbering applied by the vendor or firm is recorded, not created, unless counsel instructs otherwise.
One index, one source of truth
DFS maintains the index in the firm's own files, so attorneys, paralegals and co-counsel work from the same record. When engagement ends, the complete index and any physical materials go back to the firm.
Questions about discovery document management
Will you use our existing index template?
Yes. DFS works in the firm's format so the index stays consistent with the rest of the file.
Can DFS prepare trial exhibit binders?
DFS can assemble binders from materials counsel selects and in the order counsel sets. Selection of exhibits is the attorney's decision.
Do you work on paper or electronic indexes?
Either, using the firm's own spreadsheets or documents rather than proprietary software.
Guides on this topic
Longer answers from the DFS Guides & FAQ.
Related services
Next steps and alternatives that often go with this work.
Reviewed October 2026 by Delator Field Services. General information, not legal advice.
Tell DFS what the matter needs
Call, text or email with the task, the county and any deadline. You will get a plain answer on scope and cost before work begins.
Questions first? Call or text (629) 310-8667 or email contact@delatorgroup.com.