JESSICA WALTERS v. STEPHEN L. MURRAY

Court of Appeals of Georgia·Decided May 13, 2026·No. A26A0775·Published

Opinion

FIRST DIVISION

BARNES, P. J.,

MARKLE and HODGES, JJ.

NOTICE: Motions for reconsideration must be physically received in our clerk’s office within ten days of the date of decision to be deemed timely filed.

https://www.gaappeals.gov/rules

May 13, 2026

In the Court of Appeals of Georgia A26A0774. FALCON MARKETING, LLC v. MURRAY et al. A26A0775. WALTERS v. MURRAY et al.

BARNES, Presiding Judge.

These companion appeals arise out of a discovery dispute between the defendants and certain non-parties in a personal injury action. As part of that dispute, the trial court entered an order granting in part and denying in part non-party Falcon Marketing, LLC’s (“Falcon”) motion to quash a subpoena for the deposition of its company representative and the production of documents, denying the motion to quash a subpoena for the deposition of non-party Jessica Walters (Falcon’s National Sales Director), and granting Falcon a protective order but with restrictions to its scope requested by the defendants. In Case No. A26A0774, Falcon challenges the trial

court’s denial in part of its motion to quash, and in Case No. A26A0775, Walters challenges the court’s denial of her motion to quash.1 Both appellants also challenge certain terms of the protective order. For the reasons discussed below, we affirm in part, vacate in part, and remand for further proceedings consistent with this opinion in Case No. A26A0774. We affirm in Case No. A26A0775.

The record reflects that Sebrina Michael sued Stephen Murray, New Leaf Landscape Services, Inc., and John and Jane Doe defendants for damages arising from an automobile accident.2 As part of her damages, Michael sought to recover the full value of her past and future medical expenses, including expenses for treatment provided by Ortho Sport & Spine Physicians, LLC (“Ortho Sport”). Ortho Sport is an orthopedic medical practice with locations in several states. See Medernix v. Snowden, 372 Ga. App. 48, 48 (903 SE2d 728) (2024).

1 Falcon and Walters were entitled to directly appeal the trial court’s order. See WellStar Kennestone Hosp. v. Roman, 344 Ga. App. 375, 377 n.6 (810 SE2d 600) (2018) (“[An] order denying a disinterested non-party’s motion to quash or modify a subpoena is directly appealable under the collateral order doctrine.”).

2 In reciting the factual and procedural history of these companion appeals, we have taken into account the appellate records from both cases. See Sentinel Offender Svcs. v. Glover, 296 Ga. 315, 321 n.13 (766 SE2d 456) (2014) (reviewing courts may take judicial notice of the records in companion appeals).

During the ensuing litigation, the defendants served Falcon, a marketing agency that performed marketing services for Ortho Sport, with a subpoena and notice to take the deposition of a company representative under OCGA § 9-11-30(b)(6) (“Rule 30(b)(6)”) accompanied with a list of deposition topics and requests for the production of documents. The defendants sought information about referrals to Ortho Sport by Michael’s attorneys and other law firms, the efforts of Ortho Sport to market and solicit referrals from law firms, and the corporate structure of Falcon and its business relationship with Ortho Sport and its subsidiaries. Additionally, the defendants served Walters, Falcon’s National Sales Director, with a subpoena and notice to take her deposition.3

3 The defendants also served Ortho Sport and its claims manager, Medernix, LLC, with requests for production of documents and database materials. After a dispute arose over those discovery requests, the trial court entered an order granting the defendants’ motion to compel production of the database report and other requested materials, as well as a protective order requiring redactions of patients’ personal health information. Ortho Sport and Medernix appealed the trial court’s orders to this Court. Relying on Medernix, 372 Ga. App. 48, we vacated those orders to the extent that they required Ortho Sport and Medernix to create and produce the database report and remanded for further proceedings consistent with our opinion. See Ortho Sport & Spine Physicians v. Murray, A24A1310, A24A1311, slip. op. at 5-6 (Ga. App. Sept. 13, 2024) (unpublished). While the defendants originally requested that Falcon produce the same database report, they later withdrew that request.

Falcon and Walters filed a joint motion to quash the subpoenas and for entry of a protective order, contending that the deposition topics and document requests sought irrelevant information for a car accident case and were overly broad and unduly burdensome in light of the scope and number of topics and requests. They further contended that to the extent that the discovery sought by the defendants was relevant, the proper source of the information was Ortho Sport, “not a nonparty marketing company and its employee.”

In response to the motion to quash, the defendants, relying on LinkedIn profiles of Falcon and Ortho Sport employees, social media posts, deposition testimony, and other documents, alleged that Falcon was “an entity created and operated by Ortho Sport for the purposes of marketing to attorneys, soliciting attorney referrals of personal injury patients, and tracking those same referrals” so that Ortho Sport could “conceal its marketing and referral seeking efforts” and “evade discovery obligations.” According to the defendants, Falcon possessed database information showing “how many referrals Ortho Sport has gotten from [Michael’s] attorneys in this case, personal injury attorneys in general, and the amount of money Ortho Sport is making from those referral streams.” Relying on our decision in Medernix, 372 Ga.

App. 48, the defendants asserted that the attorney referral information was discoverable because it was relevant to the bias, intent, and motive of the Ortho Sport physicians who treated Michael and would be testifying in the case.

Following a hearing, the trial court entered its order granting in part and denying in part the motion to quash. The trial court agreed with the defendants that attorney “referral information can be relevant to show the bias of a treating physician and is discoverable” and that the deposition topics and document requests were “reasonably calculated to lead to the discovery of evidence relevant to Ortho Sport and its physicians’ bias, intent, and motive as well as the reasonableness and necessity of Ortho Sport’s medical bills issued to [Michael].” The trial court, however, limited the scope and time frame covered by some of the Rule 30(b)(6) deposition topics and document requests. As to Walters, the trial court denied her motion to quash her deposition, finding that “she is likely to have knowledge regarding attorney referrals to Ortho Sport as well as discoverable information regarding Ortho Sport’s efforts to market and solicit referrals from personal injury attorneys.” Additionally, the trial court granted a protective order prohibiting the publication or distribution of Falcon’s marketing materials outside of the case, “except that Defendants and/or their counsel

will be permitted to provide any part of Falcon[’s] ... production to any other Court or judge on an in-camera basis as reasonably necessary.” The trial court further specified that “[m]aterials as defined in this protective order are limited to documents produced by Falcon.”

These companion appeals by Falcon and Walters followed.

Case No. A26A0774

1. Falcon contends that the trial court abused its discretion to the extent that the court denied its motion to quash the defendants’ subpoena seeking the Rule 30(b)(6) deposition of its company representative and the production of documents.

“The scope of discovery under the Civil Practice Act is broad.” Gen. Motors v.

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