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Ediscovery Review Summary

Summarize E-Discovery Status in Minutes, Not Hours

12 minutes with CaseMark

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Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

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Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

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Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

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Ediscovery Review Summary

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Workflow

Ediscovery Review Summary

Overview

CaseMark's E-Discovery Review Summary skill transforms raw collection logs, processing reports, and review platform exports into a polished internal status report. It covers every stage of the e-discovery lifecycle — from ESI collection and processing through search-term analysis, attorney review throughput, privilege coding, and completion forecasting — delivering actionable intelligence in minutes instead of hours.

Building an e-discovery status report manually requires pulling data from multiple vendor platforms, normalizing custodian names, cross-checking pipeline totals, computing dozens of metrics in spreadsheets, and synthesizing everything into a coherent narrative. This process can take hours of paralegal and attorney time for each reporting cycle, and manual errors in metric calculation can lead to missed deadlines or flawed production decisions.

CaseMark automates the entire e-discovery reporting workflow by ingesting your collection logs, processing reports, and review platform exports, then normalizing the data, validating pipeline integrity, and computing all core metrics automatically. The result is a comprehensive, presentation-ready status report with an executive summary, risk assessments, and actionable recommendations — generated in minutes and ready for internal stakeholders or case team review.

How it works

  1. 1. Upload your collection logs, processing reports, review platform exports, and search-term results

  2. 2. AI normalizes custodian data, validates pipeline integrity, and computes core metrics across all stages

  3. 3. Review the generated status summary with throughput analytics, privilege patterns, and completion forecasts

  4. 4. Export the polished e-discovery status report in your preferred format (DOCX, PDF)

What you get

  • Collection & Processing Summary by Custodian

  • Search-Term Effectiveness Analysis

  • Matter-Level Review Status

  • Reviewer Productivity Metrics

  • Privilege Pattern Analysis

  • Completion Forecast & ETA

  • Executive Summary with Risks & Recommendations

What it handles

  • Collection & processing metrics by custodian with integrity checks

  • Search-term effectiveness analysis with precision and overlap rates

  • Matter-level review status with completion date forecasting

  • Reviewer productivity tracking with QC rate benchmarking

  • Privilege pattern analysis with red flag identification

  • Executive summary with risk assessments and recommendations

Required documents

  • Collection & Processing Reports

    Vendor-provided collection logs and processing reports showing custodian-level ESI volumes, item counts, and processing results

    .pdf, .docx, .xlsx, .csv

  • Review Platform Exports

    Coding summaries, reviewer activity logs, and review status data exported from your document review platform

    .pdf, .docx, .xlsx, .csv

  • Search-Term Hit Results

    Search-term or Boolean query results showing hit counts, hit rates, and any sample precision data

    .pdf, .docx, .xlsx, .csv

Supporting documents

  • Custodian Master List

    Master custodian mapping table with names, collection scope, systems, and date ranges

    .pdf, .docx, .xlsx

  • Review Protocol

    Documented review protocol including relevance criteria, privilege guidelines, issue tags, and QC standards

    .pdf, .docx

  • Protective Order

    Applicable protective order or confidentiality agreement governing reporting requirements

    .pdf, .docx

Why teams use it

Eliminate hours of manual spreadsheet compilation by automatically computing collection, processing, and review metrics across all custodians

Identify underperforming search terms and optimize your review protocol with precision and overlap analytics

Forecast review completion dates accurately to manage staffing, budgets, and court-imposed deadlines

Surface privilege patterns and red flags early to reduce clawback risk and strengthen work-product protections

Questions

What data do I need to generate an e-discovery status summary?

CaseMark works with collection logs, processing reports from your vendor, review platform exports (coding data, reviewer activity), and search-term hit results. The more complete your source data, the more comprehensive the summary.

Does CaseMark validate data integrity across the e-discovery pipeline?

Yes. CaseMark automatically runs integrity checks to ensure pipeline totals are consistent — verifying that Collected ≥ Processed ≥ Loaded ≥ Reviewed. Any discrepancies are flagged in the report for your attention.

Can CaseMark forecast when our document review will be completed?

Absolutely. CaseMark calculates review velocity based on current throughput data and projects an estimated completion date by dividing remaining documents by the current review rate. This helps you plan staffing and meet court deadlines.

How does CaseMark handle privilege analysis?

CaseMark analyzes privilege coding data by custodian, identifies dominant document types flagged as privileged, and surfaces red flags that may require additional attorney attention or clawback consideration.

Is the generated report protected as attorney work product?

CaseMark applies a work-product legend to the generated summary. However, you should consult with your legal team regarding specific protective order or confidentiality requirements applicable to your matter.

Can I use this for multiple matters or just one at a time?

CaseMark generates summaries on a per-matter basis to ensure accuracy and specificity. You can run separate summaries for each matter and maintain distinct reporting across your entire litigation portfolio.

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