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E-Discovery Collection & Review Summary

E-Discovery Status Reports Generated in Minutes, Not Days

8 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

8 minutes with CaseMark

What you'll need

  • Collection Logs and Processing Reports
  • Review Platform Exports

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

Consolidating data from multiple e-discovery vendors, review platforms, and attorney coding decisions is a tedious, error-prone process that can take days. Manually cross-referencing custodian data, calculating review metrics, and creating visual dashboards diverts valuable attorney time from substantive legal work. Inconsistent formatting and data integrity issues often require multiple rounds of quality checks and corrections.

Tracking ESI collection, processing, and review across multiple custodians requires manually consolidating data from vendor logs, review platforms, and coding reports—a process that takes hours and risks calculation errors. Litigation teams struggle to maintain current visibility into collection volumes, search term effectiveness, reviewer productivity, and privilege patterns, making it difficult to allocate resources effectively or project accurate completion timelines.

CaseMark automatically analyzes collection logs, review platform exports, and coding data to generate comprehensive e-discovery status reports in minutes. The system validates data integrity across sources, calculates custodian-level metrics, evaluates search term performance, tracks attorney review progress, and projects completion timelines—delivering actionable insights that enable informed case strategy and resource allocation decisions.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Executive Summary with Key Metrics

  • Custodian Collection Status Table

  • Data Volume and Processing Statistics

  • Search Term Application Results

  • Review Progress by Attorney

  • Relevance and Privilege Coding Breakdown

  • Visual Dashboard with Charts and Heat Maps

  • Turnaround Time Analysis

  • Quality Control Findings

  • Interactive HTML Dashboard

  • Detailed Excel Workbook with Multiple Tabs

What it handles

  • Executive Summary with Key Metrics

  • Custodian Collection Status Table

  • Data Volume and Processing Statistics

  • Search Term Application Results

  • Review Progress by Attorney

  • Relevance and Privilege Coding Breakdown

  • Visual Dashboard with Charts and Heat Maps

  • Turnaround Time Analysis

  • Quality Control Findings

  • Interactive HTML Dashboard

  • Detailed Excel Workbook with Multiple Tabs

Required documents

  • Collection Logs and Processing Reports

    Vendor deliverables showing ESI collection volumes, custodian data, metadata files, and processing status from e-discovery platforms

    CSV, JSON, TXT, XLSX, PDF

  • Review Platform Exports

    Reports from review platforms containing coding decisions, search term hit counts, reviewer activity metrics, and document statistics

    CSV, XLSX, PDF

Supporting documents

  • Attorney Review Decisions

    Finalized relevance determinations, privilege logs, coding summaries, and quality control validation reports

    XLSX, CSV, PDF, DOCX

  • Search Term Validation Data

    Sample validation results showing precision rates and relevance percentages for specific search terms or queries

    XLSX, CSV, PDF

Why teams use it

Reduce report preparation time from 6+ hours to under 15 minutes

Automatically consolidate data from multiple vendors and review platforms with built-in validation

Generate interactive HTML dashboards, detailed Excel workbooks, and PDF summaries simultaneously

Ensure data accuracy with automated quality checks including totals verification and privilege tag sampling

Track review progress across custodians, search terms, and individual attorneys in real-time

Questions

How does CaseMark handle inconsistent custodian naming across different data sources?

CaseMark automatically identifies custodian name variations across vendor logs, review platforms, and coding reports, then creates a master mapping table to standardize all references. The system flags potential duplicates or inconsistencies for your review, ensuring accurate aggregation of metrics across all data sources without manual reconciliation.

Can the system detect data loss or processing errors in the collection-to-review pipeline?

Yes, CaseMark validates that document counts align logically from collection through processing to review, flagging any discrepancies that suggest data loss, duplication, or processing failures. The system calculates verification metrics and highlights anomalies with specific custodians or file types, enabling you to investigate and resolve issues before they impact case strategy.

What metrics does CaseMark provide for evaluating search term effectiveness?

CaseMark analyzes hit counts, hit rates as percentages of the reviewable population, and precision rates based on validation sampling for each search term. The system identifies high-performing terms, flags underperforming queries generating excessive false positives, calculates overlap between terms, and provides recommendations for refining your search strategy to maximize review efficiency.

How does the system help monitor privilege designation consistency across reviewers?

CaseMark calculates privilege rates by reviewer, custodian, and document type, then compares these patterns against matter-specific norms to identify significant deviations. The system flags reviewers with unusually high or low privilege assertion rates and highlights custodians with unexpected privilege patterns, enabling targeted quality control and additional training where needed to ensure consistent application of privilege protocols.

Can CaseMark project realistic completion dates for ongoing review projects?

Yes, CaseMark analyzes review velocity trends over time, calculates current daily or weekly review rates, and projects completion dates based on remaining document volumes and current productivity levels. The system identifies whether review is accelerating or decelerating, quantifies gaps between current progress and target milestones, and calculates the additional resources needed to meet deadlines.

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