Affidavit of Documents Service

Modified on Thu, 21 Aug at 4:45 PM

Please note that this process is oriented around the Ontario affidavit of documents process, but regardless of your province or jurisdiction, this or a similar approach can be used, and we are happy to support whatever requirements you may have.

Preparing Your Affidavit of Documents

As part of discovery in Ontario, you are required to prepare and serve an Affidavit of Documents. This includes a Schedule A listing all relevant documents you will be producing. The official court template is available here:

What You Receive From Us

When you provide your records, we prepare a complete, organized package for you:

ZIP file of your records – all documents are organized, cleaned, and labeled.
Excel Schedule A– this file contains:
- All of the required metadata (date, title, type, parties, etc.)
- A unique Document ID for each record
- A working link to open each document directly

This Excel can be copied directly into the Word template (Ontario Form 30A) to form your Schedule A. You will then have a complete Affidavit of Documents that is ready to serve and file.

How To Insert Into the Schedule

In the court template (Form 30A), Schedule A is a table. Simply copy the rows from the Excel we provide and paste them into the Word version of Schedule A. The columns will line up with the court’s requirements. If needed, you may adjust formatting (fonts, column widths) but the content is already in the correct structure.

Why We Ask the Questions We Do

At the start, we ask you a short set of questions. These aren’t meant to be difficult — they help us prepare your Affidavit correctly without back-and-forth later. Specifically, we ask:

Fields to include – Courts require certain details about each document. We confirm with you which fields are important for your case.
Privilege – If any documents are legally privileged (e.g., communications with your lawyer), they must be identified but not produced.
Redaction – If private or sensitive details should be blacked out before production, we need to know up front.
Production/discovery schedule – If the court or opposing counsel has set deadlines or formatting requirements, we adapt your list accordingly.
Client-populated details – If you have already numbered or titled documents, or organized them into folders, we confirm whether to preserve this information.

Each of these questions connects directly to how the court expects your Affidavit of Documents to look and ensures that the other side receives a complete but properly limited production.

Fields in Your Schedule A

Below are the main fields included in the Excel and, ultimately, your Schedule A. These are standardized to match Ontario practice:

Field	Description
Document ID	A unique identifier for each document. This ensures each record can be tracked clearly.
Parent Document ID	If the document is part of a family (e.g., an email with attachments), this shows the ID of the parent item.
Document Date	The date the document was created or sent. If not available, we leave it blank or approximate (e.g., first of the month).
Document Title	The title or subject of the document. For emails, the subject line is used. Otherwise, we use a descriptive title.
People – From	The sender or source of the document (e.g., email sender, issuing company on a letter).
People – To / CC / BCC	The recipients of the document. For emails, this is drawn from the header. For other documents, we include named recipients if applicable.
Document Type	The category of the document, such as: Document, Correspondence, Spreadsheet, Presentation, Calendar, Chat, Image, Multimedia, Other.
Privilege Type	If a record is withheld, we identify the privilege claimed (e.g., solicitor–client, litigation privilege, settlement privilege).
Document Link	A clickable link that opens the file directly from the ZIP package. This makes review and cross-checking easy.

Next Steps

Once you provide your records and confirm the questions above, we prepare the Excel and ZIP package. You then simply insert the Excel rows into the Schedule A portion of your Affidavit of Documents (Form 30A), review for accuracy, and swear/affirm the Affidavit.

End result: You receive a ready-to-file Affidavit of Documents that meets Ontario court requirements, with a Schedule A that is organized, complete, and professionally formatted.