Ediscovery Review Summary

Summarize E-Discovery Status in Minutes, Not Hours

12 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.

12 minutes with CaseMark

What you'll need

Collection & Processing Reports
Review Platform Exports
Search-Term Hit Reports

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

Workflow

Overview

CaseMark's E-Discovery Review Summary skill transforms raw collection logs, processing reports, and review platform exports into a comprehensive internal status report. It covers every stage of the e-discovery pipeline — from ESI collection and processing through search-term analysis, attorney review throughput, and privilege coding — complete with completion forecasts and executive-level recommendations.

Building an e-discovery status report manually requires pulling data from multiple vendor systems, normalizing custodian names, cross-referencing collection volumes against processing and review counts, and computing dozens of metrics by hand. This process is tedious, error-prone, and can take hours — time that could be spent on substantive review or case strategy.

CaseMark automates the entire e-discovery status reporting workflow. Simply upload your collection logs, processing reports, and review platform exports, and CaseMark generates a polished internal summary with validated pipeline metrics, search-term effectiveness analysis, reviewer productivity stats, privilege patterns, and data-driven completion forecasts — all in minutes.

How it works

1. Upload your collection logs, processing reports, review platform exports, and search-term results
2. AI normalizes custodian data, validates pipeline integrity, and computes core metrics across all stages
3. Review the generated status summary with throughput analytics, privilege patterns, and completion forecasts
4. Export the final report in your preferred format (DOCX, PDF) with work-product protections applied

What you get

Collection & Processing by Custodian
Search-Term Effectiveness Analysis
Matter-Level Review Status
Reviewer Productivity Metrics
Privilege Pattern Summary
Executive Summary with Risks & Recommendations

What it handles

Collection & processing metrics organized by custodian with integrity checks
Search-term effectiveness analysis with hit rates and precision scoring
Matter-level review status with completion date projections
Reviewer productivity tracking with docs/hour and QC rates
Privilege pattern analysis with red flag identification
Executive summary with risks, recommendations, and work-product protections

Required documents

Collection & Processing Reports
Vendor collection logs and processing reports showing custodian-level volumes, item counts, and file-type breakdowns
.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 Reports
Search-term or Boolean query results showing hit counts, hit rates, and any sample precision data
.pdf, .docx, .xlsx, .csv

Supporting documents

Review Protocol
The review protocol defining relevance criteria, privilege standards, issue tags, and QC requirements
.pdf, .docx
Custodian List
Master custodian list with collection scope details including systems, date ranges, and data locations
.pdf, .docx, .xlsx, .csv
Deadline Schedule
Key litigation deadlines the review must meet, including production dates and court-ordered milestones
.pdf, .docx

Why teams use it

Eliminate hours of manual data compilation by automatically normalizing custodian data and computing metrics across the entire e-discovery pipeline

Identify search-term effectiveness issues early with precision scoring and overlap analysis that highlight underperforming or overbroad queries

Forecast review completion dates with data-driven velocity calculations so you can proactively manage staffing and deadlines

Surface privilege patterns and red flags by custodian to ensure consistent coding and reduce the risk of inadvertent production

Questions

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

CaseMark works with collection logs, vendor processing reports, review platform exports (coding and reviewer activity data), 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 volumes are greater than or equal to processed, loaded, and reviewed counts. Any discrepancies are flagged in the report.

Can CaseMark calculate review completion forecasts?

Absolutely. CaseMark computes review velocity based on current throughput data and calculates estimated completion dates by dividing remaining documents by current review speed. This helps you assess whether you'll meet key deadlines.

How does CaseMark handle privilege pattern analysis?

CaseMark analyzes privilege rates by custodian, identifies dominant document types among privileged materials, and flags potential red flags that may require additional attorney attention or protocol adjustments.

Is the generated report protected as attorney work product?

CaseMark applies a work-product legend to the generated summary, supporting its treatment as protected attorney work product. You should consult with your team on specific protective order requirements for your matter.

Can I use this for multiple matters or just one?

CaseMark generates matter-level summaries, but you can run the workflow for as many matters as needed. Each summary is independently generated based on the source data you provide for that specific matter.