Legal Disclosure Information Request

Legal Disclosure Information Request

This Legal Disclosure Information Request (the "Request") is made as of Date: by and between Requesting Party Name: a with principal place of business at (hereinafter the "Requesting Party"), and Responding Party Name: a with principal place of business at (hereinafter the "Responding Party").

Recitals

WHEREAS, the Requesting Party requires access to documents, records, and information pertinent to the matter described as Matter Description: for the purpose of evaluation, investigation, and potential litigation or settlement; and

WHEREAS, the Responding Party may have possession, custody, or control of the information, documents, and electronic records identified herein and is capable of producing such materials in accordance with the terms of this Request; and

WHEREAS, the parties desire to establish the form, timing, and legal conditions under which disclosure shall be made and used.

NOW THEREFORE, in consideration of the mutual covenants and agreements set forth below, the parties agree as follows:

1. Definitions

1.1 "Disclosure Materials" means all documents, communications, data, metadata, recordings, and tangible items responsive to the Request as described in Section 2 below, together with any copies, summaries, or extracts thereof. "Confidential Information" means Disclosure Materials designated as confidential under Section 5.

2. Scope of Requested Disclosure

2.1 The Responding Party shall produce all documents and information reasonably responsive to the following description: Requested Documents and Information:

2.2 The description in Section 2.1 includes, without limitation, correspondence, contracts, invoices, financial records, electronic communications, logs, databases, and system-generated data from the time period Start Date: through End Date: .

3. Form and Timing of Production

3.1 Production Date. The Responding Party shall commence production and complete all reasonably available, non-privileged Disclosure Materials by Response Deadline: , unless extended by written agreement of the parties.

3.2 Form of Production. Electronically stored information shall be produced in native or reasonably usable electronic format with associated metadata preserved. Production method (select all applicable): Electronic Paper Other:

4. Privilege, Redactions, and Privilege Log

4.1 Privileged Materials. The Responding Party may withhold materials protected by attorney-client privilege, work product doctrine, or other applicable privilege. Any such withholding must be accompanied by a privilege log specifying the document identifier, date, author, recipients, and a specific, nonconclusory description of the privilege asserted.

4.2 Redactions. Redactions are permitted when required to protect privileged material or to comply with statutory privacy obligations. Any redaction shall be narrowly tailored and accompanied by a specific explanation of the reason and legal basis for redaction.

5. Confidentiality and Use

5.1 Confidential Treatment. Disclosure Materials designated as Confidential Information shall be used solely for the purposes set forth in this Request, including investigation, settlement discussions, or litigation of the referenced matter, and shall not be used for commercial advantage, public disclosure, or any purpose not authorized in writing by the producing party.

5.2 Custodians of Confidential Information. Access to Confidential Information shall be limited to counsel of record, in-house counsel on a need-to-know basis, retained experts under confidentiality obligations, and the court, subject to any protective order or agreement entered by the parties.

6. Certification of Completeness and Accuracy

6.1 The Responding Party, by executing this Request, certifies that, to the best of its knowledge after reasonable inquiry, the Disclosure Materials produced are true, complete, and accurate as of the date of production, except to the extent that such materials are privileged, not reasonably accessible, or otherwise withheld in accordance with this Request.

7. Costs, Fees, and Related Expenses

7.1 Unless otherwise agreed, the Requesting Party shall bear reasonable costs associated with the copying and transfer of Disclosure Materials. The parties shall cooperate to minimize duplication and to employ cost-saving measures such as electronic transfer where appropriate. Any dispute over cost allocation shall be resolved in accordance with Section 10 (Remedies).

8. Remedies; Injunctive Relief; Indemnity

8.1 The parties acknowledge that a breach of the confidentiality obligations or misuse of Disclosure Materials may cause irreparable harm for which monetary damages may be inadequate; accordingly, the non-breaching party shall be entitled to seek injunctive relief and any other equitable remedies in addition to damages and costs, including attorneys' fees, where permitted by law.

8.2 Each party shall indemnify and hold harmless the other party from any claims, liabilities, losses, or expenses arising from a material breach of the representations, confidentiality obligations, or misrepresentation in the certification required by Section 6.

9. Preservation, Return, and Destruction

9.1 Preservation. The Responding Party shall preserve original documents and electronically stored information that are potentially responsive to this Request pending completion of production or further agreement.

9.2 Return or Destruction. Unless otherwise agreed or ordered, within thirty (30) days after final resolution of the matter, either party may request the return or certified destruction of non-archival Disclosure Materials; archival or work product copies need not be returned but remain subject to confidentiality obligations.

10. Notices

10.1 All notices, requests, and communications required or permitted under this Request shall be in writing and delivered to the addresses and contacts below by hand delivery, nationally recognized overnight courier, or certified mail (return receipt requested). Notice is effective upon receipt.

11. Amendments; Waiver; Counterparts

11.1 Amendments. This Request may be amended only by a written instrument signed by authorized representatives of both parties.

11.2 Waiver. No waiver of any provision of this Request shall be effective unless in writing and signed by the party granting the waiver. No failure or delay in exercising any right shall constitute a waiver.

11.3 Counterparts. This Request may be executed in counterparts, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument. Signatures transmitted by facsimile or electronic image shall be sufficient to bind the signatory.

12. Governing Law; Entire Agreement; Severability

12.1 Governing Law. This Request shall be governed by and construed in accordance with the laws of the State of , without regard to its conflicts of law principles.

12.2 Entire Agreement. This Request constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral.

12.3 Severability. If any provision of this Request is held to be invalid or unenforceable under applicable law, such provision shall be modified to the extent necessary to make it enforceable, or if modification is not possible, such provision shall be severed, and the remainder of the Request shall remain in full force and effect.

13. Miscellaneous Provisions

13.1 Cooperation. The parties agree to cooperate in good faith to facilitate the timely production of Disclosure Materials, including reasonable rolling productions as materials become available.

13.2 No Admission. Production of materials pursuant to this Request shall not constitute an admission of the relevance, authenticity, or admissibility of such materials in any proceeding.

IN WITNESS WHEREOF, the parties have executed this Legal Disclosure Information Request as of the date first written above.

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