Free tool for Canadian litigators

Canadian Discovery Protocol Generator

Start from a best-practice template, pick the jurisdiction, tell us a little about the matter, and download a Word discovery plan / eDiscovery protocol that speaks the local rules - affidavit of documents in Ontario, list of documents in BC, affidavit of records in Alberta, case protocol in Quebec, Rule 223 in the Federal Court - with a modern section on technology-assisted and AI-assisted review.

Ontario - Rule 29.1 discovery plan British Columbia - Rules 7-1 / 5-3 case plan Alberta - litigation plan schedule (NPP#2025-02) Quebec - case protocol schedule (art. 148 CCP) Federal Court - Rules 222-248 Sedona Canada Principles, 3rd ed. AI-assisted review clauses .docx download

How it works. Everything runs in your browser - nothing you type here is sent anywhere unless you choose to download (we ask for a name and email so we can send updates to the template). The document is a template grounded in the rules of court and the Sedona Canada Principles as of August 2026, with drafting notes you delete before serving. It is not legal advice.

Jurisdiction and proceeding

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Where is the action?

The picker swaps the caption, terminology, rule references, deadlines and examination limits throughout the document.

Court file no.

Registry

Plaintiff / applicant

Role label

Defendant / respondent

Role label

Counsel for plaintiff (firm)

Counsel for defendant (firm)

Type of matter

Amount in issue

This is a class proceeding

About the matter

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Describe the dispute in a few sentences (optional - used to personalize the template)

Runs locally in your browser (a light rules-based reader); nothing is sent unless the site connects an AI endpoint.

Principal issues in dispute (short list; optional)

Relevant period - from

Relevant period - to

Approximate number of custodians

Custodians (one per line: Party | Name, role | sources | phase) Where the documents live

Categories of documents to be searched for and produced (one per line; preset from matter type)

Tie each category to the pleadings. Keep them specific enough to bound the search.

Review and production approach

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Review platform

Production format

De-duplication

Email threading

Include technology-assisted / AI-assisted review sectionPermits TAR and generative-AI review (tools like Claira) under Sedona Canada Principle 7, with the standard, human responsibility, validation, transparency and data-protection terms spelled out.

Tools permitted

Transparency to the other side

Data residency for AI tools

Require validation by sampling before certifying production

Privilege and confidentiality Post-commencement counsel communications logged by category (not individually) Confidentiality agreement / order with designation field Personal-information clause and redaction of irrelevant PI

Clawback notice period (days)

Answers to examinations undertakings (days)

Timetable and examinations

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Close of pleadings (drives the default dates)

Plan dated as of

The affidavit of documents and other dates are computed from the close of pleadings using the jurisdiction's rule where one exists, otherwise sensible defaults. Adjust in Word.

Examination length (override)

Mode

Persons to be examined (one per line: Party | Name | Role | Length) Document options Include drafting notes (grey italic guidance to delete before serving) Append a summary of the Sedona Canada Principles

Your protocol at a glance

Rule checks

Live preview - updates as you type