How to Draft and Serve a Request for Inspection Form

To draft and serve a request for inspection, fill in the case caption at the top of the form, then list each document, tangible item, or piece of property you want to examine as a separately numbered paragraph that describes the item with reasonable particularity and states the time, place, and manner of the inspection. Once the request is complete, deliver it to the opposing party through the court’s electronic filing system, by hand, by mail, or by another electronic method the recipient has agreed to in writing, and file a certificate of service if you used anything other than the court’s e-filing system.1Legal Information Institute. Federal Rules of Civil Procedure Rule 34 – Producing Documents, Electronically Stored Information, and Tangible Things, or Entering onto Land, for Inspection and Other Purposes2Legal Information Institute. Federal Rules of Civil Procedure Rule 5 – Serving and Filing Pleadings and Other Papers Federal Rule of Civil Procedure 34 governs the process in federal court, and most state rules follow the same pattern.

When You Can Send the Request

You cannot fire off a Rule 34 request the day you file the complaint. Under Rule 26(d), discovery generally cannot begin until the parties have held their Rule 26(f) planning conference.3United States District Court for the Northern District of Illinois. Rule 26 of the Federal Rules of Civil Procedure There is one workaround. Rule 34(b)(2)(A) lets you deliver a request before that conference, but the responding party’s 30-day clock does not start until 30 days after the Rule 26(f) conference actually takes place.1Legal Information Institute. Federal Rules of Civil Procedure Rule 34 – Producing Documents, Electronically Stored Information, and Tangible Things, or Entering onto Land, for Inspection and Other Purposes Some attorneys use the early delivery option to signal what evidence they consider important and to compress the discovery timeline.

What Goes on the Form

The top carries the case caption: the court’s name, the full names of every plaintiff and defendant, and the case number assigned by the clerk.4Legal Information Institute. Caption Pull these from the complaint or the docket. A mismatched case number or misspelled party name can get the filing rejected or routed to the wrong case.

Below the caption, each request is numbered separately and identifies what you want to inspect. Rule 34 reaches three categories:

For each numbered request, state what you plan to do with the item — inspect, copy, test, or sample — and propose a reasonable time, place, and manner for the inspection. Skipping these details is where most problems start. Vague requests draw objections, and judges reviewing the dispute tend to side with the objector.

Rule 34 only reaches items in the responding party’s possession, custody, or control.1Legal Information Institute. Federal Rules of Civil Procedure Rule 34 – Producing Documents, Electronically Stored Information, and Tangible Things, or Entering onto Land, for Inspection and Other Purposes “Control” extends past physical possession: if the party has a legal right to obtain a document from a third party such as a subsidiary or agent, courts generally treat it as within the party’s control. A separate limit worth flagging: Rule 34 does not apply to people who are not parties to the case. To inspect evidence held by a non-party, you need a Rule 45 subpoena instead.5Legal Information Institute. Federal Rules of Civil Procedure Rule 45 – Subpoena

Describing Items With Reasonable Particularity

Rule 34 requires each item or category to be described with “reasonable particularity.”1Legal Information Institute. Federal Rules of Civil Procedure Rule 34 – Producing Documents, Electronically Stored Information, and Tangible Things, or Entering onto Land, for Inspection and Other Purposes The standard sits between two extremes. You do not have to name every document individually — the Advisory Committee Notes quote a Supreme Court case explaining that such a demand “presupposes an accurate knowledge of such papers, which the tribunal desiring the papers would probably rarely, if ever, have.” But writing “all documents related to this case” will not do either.

The workable middle is to define categories by subject matter, date range, and the people involved. Instead of “all communications about the project,” write “all emails between John Smith and Jane Doe between January 1, 2024 and December 31, 2025 concerning the Elm Street construction project.” That is specific enough for the other side to know what to look for, and broad enough that you are not accidentally excluding a relevant document you did not know existed.

Asking for Digital Files in a Usable Format

When you want electronically stored information, your request can specify the format — native files, PDFs, or database exports, for example. If you do not specify, the responding party chooses, and they only have to produce the files as they ordinarily keep them or in some other reasonably usable form.1Legal Information Institute. Federal Rules of Civil Procedure Rule 34 – Producing Documents, Electronically Stored Information, and Tangible Things, or Entering onto Land, for Inspection and Other Purposes A party also does not have to produce the same ESI in more than one format unless a court orders otherwise. If you need metadata, embedded formulas, or revision history, ask for native format; a flattened PDF strips all of that out.

How to Serve the Request

Once the request is finalized, deliver it to the opposing party using a method allowed by Federal Rule of Civil Procedure 5:

Any method other than the court’s electronic filing system requires you to file a certificate of service with the paper or within a reasonable time afterward. The certificate should state the date and manner of service and identify the address or electronic destination used.2Legal Information Institute. Federal Rules of Civil Procedure Rule 5 – Serving and Filing Pleadings and Other Papers Some local rules have additional requirements, such as certifying that you served every party rather than just the responding one, so check the rules for your particular court.

The 30-Day Response Clock

The responding party has 30 days after service to provide a written response. If you delivered the request early under Rule 26(d)(2), the 30-day clock starts after the parties’ first Rule 26(f) conference.1Legal Information Institute. Federal Rules of Civil Procedure Rule 34 – Producing Documents, Electronically Stored Information, and Tangible Things, or Entering onto Land, for Inspection and Other Purposes For each numbered request, the response must state whether the inspection will be permitted or whether the party objects. Missing the deadline is risky. Courts widely treat untimely objections as waived, meaning the responding party loses the right to challenge the request on grounds it failed to raise on time.

When either side needs more time, the parties can agree in writing to a different deadline under Rule 29.6Legal Information Institute. Federal Rules of Civil Procedure Rule 29 – Stipulations About Discovery Procedure If the extension would interfere with a court-imposed discovery cutoff, you need the judge’s approval. A party can also file a motion asking for more time. The Middle District of Florida’s discovery handbook captures the expectation: attorneys should try to resolve scheduling problems informally before involving the judge.7United States District Court Middle District of Florida. E. Timeliness and Sanctions

If the Other Side Ignores the Request

If the responding party does not respond or produces something inadequate, your first move is a meet-and-confer effort. Rule 37(a)(1) requires you to certify that you tried in good faith to resolve the dispute without court involvement before filing a motion to compel.8Legal Information Institute. Federal Rules of Civil Procedure Rule 37 – Failure to Make Disclosures or to Cooperate in Discovery; Sanctions A single email usually does not satisfy the requirement. Courts look for a genuine back-and-forth, not a box-checking exercise.

When conferring fails, file a motion to compel. If the court grants it, the judge will typically order the non-complying party or their attorney to pay the reasonable expenses of bringing the motion, including attorney’s fees. Continued defiance of a court order to produce ratchets up the penalties: the judge can deem contested facts established against the disobedient party, exclude evidence, strike pleadings, or enter a default judgment.8Legal Information Institute. Federal Rules of Civil Procedure Rule 37 – Failure to Make Disclosures or to Cooperate in Discovery; Sanctions

The practical takeaway on the drafting side of the equation is the same one that governs the responding side: be specific, be on time, and put your objections in writing. A precise Rule 34 request produces the evidence you need; a sloppy one produces objections and delay.