Also known as:FRCP 26 · Fed. R. Civ. P. 26 · Federal Rules of Civil Procedure 26 · Rule 26 · FRCP Rule 26
Written by attorneys · grounded in primary & secondary sources — see below
A federal procedural rule establishing the framework for pretrial discovery in civil actions. It sets required initial disclosures, defines the scope of permissible discovery, imposes limits on cumulative or burdensome requests, and provides protections for work product and expert communications.
Sources & Authorities· 8 primary sources
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How it applies
Common Examples
6
Overbroad Document Request Denied
Fidelity Trust served a request on Frontier Capital seeking every internal email from the past decade. Frontier moved for a protective order. The court denied the request because the proposed discovery fell outside the scope permitted by the rule.
Inadvertent Production Clawback Granted
Ferrum Metals produced a privileged memo during document review. Upon discovery of the error the next morning, its counsel immediately notified opposing counsel and filed a motion to enforce the clawback order. The court held that the prompt steps preserved the protection.
Excess Interrogatories Stricken
Felipe Figueroa served thirty interrogatories on Fisher Foods without stipulation or court order. Fisher moved to strike the excess five. The court limited the interrogatories to twenty-five under the numerical cap.
Contention Interrogatory Allowed
Flora Ford served an interrogatory asking Frontier Capital to state its legal theory for denying liability. Frontier objected that the question sought a legal conclusion. The court overruled the objection because the interrogatory related to a matter within the permitted scope.
Pretrial Order Limits Discovery
The court entered a scheduling order directing the parties to complete all Rule 26 disclosures by a set date and to limit subsequent discovery to specific categories. Fabian Flynn later sought broader document requests. The court enforced the order and denied the additional requests.
Corporate Employee Communications Protected
Freya Freeman, in-house counsel for Fidelity Trust, interviewed mid-level engineers about a product defect at the direction of superiors. The resulting memos were withheld from discovery. The court upheld the protection because the communications were made for the purpose of obtaining legal advice.
Upjohn Co. v. United States449 U.S. 383, 389 (1981)
Common questions
Frequently Asked
5
What must a party show to obtain discovery of work-product materials under Rule 26?+
The requesting party must demonstrate substantial need for the materials and an inability to obtain their substantial equivalent without undue hardship. Opinion work product revealing mental impressions receives heightened protection.
Supporting sources
How does Rule 26 interact with the inadvertent-disclosure provisions of Evidence Rule 502?+
Rule 26(b)(5)(B) supplies the procedure for notifying the receiving party and demanding return or sequestration after an inadvertent production. Compliance with that procedure satisfies the prompt-rectification requirement of Rule 502(b)(3).
When may a court limit the number of interrogatories under the rules?+
Absent stipulation or court order, a party may serve no more than twenty-five interrogatories. Additional interrogatories are permitted only when consistent with the proportionality and scope limits of Rule 26(b)(1) and (2).
Supporting sources
What information must be included in an expert disclosure when no written report is required?+
The disclosure must identify the subject matter on which the expert is expected to present evidence and provide a summary of the facts and opinions to which the witness is expected to testify.
Supporting sources
What role does Rule 26 play in pretrial scheduling orders?+
Rule 16(c)(2)(F) expressly authorizes the court to control and schedule discovery, including orders that affect disclosures and discovery conducted under Rule 26 and Rules 29 through 37.
Supporting sources
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(c)(1); and (3) contrary to the government defendants' apparent theory, plaintiff need not demonstrate injury as to each and every action that is part of the program." Memorandum of Points…
Civil ProcedurePretrial procedures · Discovery (including e-discovery), disclosure, and sanctionsUBEIntermediate