# Discovery index

**Ask for this when:** you need a dated list of the correspondence on a
matter - for a discovery log, a production index, or a privilege review
- and you want it built rather than typed.

> "Give me an index of the correspondence on 00041-Alvarez."
> "List everything we've exchanged with opposing counsel on Delgado."
> "Which emails on this matter had attachments?"

## What it does

It asks for the date range and whether you want everything or the
exchange with one party, then reads two places: the communications Clio
has logged on the matter, and your mailbox for the emails themselves.
It builds one table, oldest first, numbered: date, from, to and cc,
subject, the attachment names, and whether the email is filed to Clio,
unfiled, or needs a look.

On your yes it can file the unfiled ones so the index and the file
match, and put a task on the matter for the production deadline.

The table is plain text you can paste into whatever your log lives in.

## What it can't do

- It reads your mailbox's review window and any folder you name, and
  what Clio logs. Clio's Documents, the firm's document system, paper,
  and anything older than the window are not in it. It tells you what
  the index covers.
- It does not decide what is responsive, privileged, or producible.
  That judgment is yours; the index is the list.
- It describes each item by its subject and attachment names, not by
  quoting the body.
