Can I use discovery evidence in motions to dismiss or summary judgment?
This question has been addressed in 2 Texas court opinions:
In re Mattr US Inc.
COA11 — February 20, 2026
The Eleventh Court of Appeals denied mandamus relief, affirming a trial court's refusal to enforce a forum-selection clause and its denial of jurisdictional discovery. The case involved a Canadian entity attempting to move a dispute to Alberta based on unsigned 'Order Acknowledgments.' The court reasoned that because the documents specifically required a signature as the method of acceptance, the lack of a signature meant no agreement was formed. Furthermore, the court held that internal financial authorizations (AFEs) were not discoverable because contract formation depends on objective manifestations of intent shared between parties, not private internal budgeting documents.
Litigation Takeaway
“An unsigned contract cannot typically enforce a forum-selection clause if the document itself specifies a signature is required for acceptance. Additionally, internal financial documents and 'budgeting' data are generally shielded from discovery in contract disputes because they do not constitute objective evidence of what the parties communicated to one another.”
David and Rebecca Bowen v. Texas Fair Plan Association
COA01 — February 19, 2026
In *Bowen v. Texas Fair Plan Association*, homeowners sued their insurance provider following a claim denial. The insurer filed a no-evidence motion for summary judgment, and the homeowners responded with affidavits from two experts. However, the homeowners had previously filed an amended expert designation that omitted these specific experts. The court analyzed Texas Rule of Civil Procedure 193.6, determining that an amended designation supersedes previous lists; by omitting the experts, the homeowners effectively de-designated them. The court held that the trial court did not abuse its discretion by striking the expert affidavits and affirming a take-nothing summary judgment, as the remaining evidence was unauthenticated and insufficient to create a fact issue.
Litigation Takeaway
“Always cross-reference your summary judgment evidence with your most recent Rule 194.2 expert designations; amending your witness list to "clean up" for trial can accidentally de-designate the experts you need to survive a no-evidence motion, resulting in the exclusion of their testimony.”