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

Review Platform Exports
Collection & Processing Logs
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 data into a comprehensive internal status report. It automates the calculation of key metrics across every stage of the e-discovery pipeline — from ESI collection through attorney review — and projects completion timelines based on actual throughput data.

Building e-discovery status reports manually requires pulling data from collection logs, vendor processing reports, review platforms, and search-term analyses — then normalizing, cross-referencing, and computing dozens of metrics in spreadsheets. This process is time-consuming, error-prone, and often delays critical decision-making about staffing, deadlines, and search-term refinement.

CaseMark automates the entire e-discovery status reporting workflow by ingesting your raw source data, normalizing custodian information, validating pipeline integrity, and computing all core metrics automatically. The result is a polished internal status report with collection summaries, search-term effectiveness analysis, reviewer productivity tracking, privilege patterns, and data-driven completion forecasts — ready in minutes instead of hours.

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

What you get

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

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 analysis
Privilege pattern identification with red flag detection
Executive summary with risk assessments and recommendations

Required documents

Review Platform Exports
Coding reports, reviewer activity logs, and document-level review decisions exported from your review platform
.pdf, .docx, .csv, .xlsx
Collection & Processing Logs
Vendor collection logs and processing reports showing custodian-level volumes, file counts, and exception details
.pdf, .docx, .csv, .xlsx
Search-Term Hit Reports
Reports showing search-term or Boolean query results including hit counts and sample review outcomes
.pdf, .docx, .csv, .xlsx

Supporting documents

Custodian Master List
Master custodian mapping table with collection scope, systems, date ranges, and locations
.pdf, .docx, .csv, .xlsx
Review Protocol
Document outlining relevance criteria, privilege guidelines, issue tags, and QC standards
.pdf, .docx
Project Deadlines & Milestones
Key litigation deadlines and production milestones the review must meet
.pdf, .docx

Why teams use it

Eliminate hours of manual spreadsheet work consolidating data from multiple e-discovery sources into a single coherent status report

Catch pipeline integrity issues and search-term inefficiencies early with automated validation checks and precision analysis

Provide litigation leadership with accurate completion forecasts grounded in real reviewer productivity data

Identify privilege patterns and QC red flags across custodians before they become costly production errors

Questions

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

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

How does CaseMark calculate completion forecasts?

CaseMark computes review velocity from your reviewer activity data and divides remaining unreviewed documents by current throughput rates. It factors in team-level productivity variations to provide realistic estimated completion dates.

Can it identify problems with my search terms?

Yes. CaseMark analyzes each search term's hit rate, sample precision, and overlap with other terms. It flags underperforming or overly broad terms and recommends actions such as refinement, expansion, or retirement.

Does the summary include privilege review analysis?

Absolutely. CaseMark tracks privilege rates by custodian, identifies dominant privileged document types, and flags potential red flags such as unusually high or low privilege rates that may warrant additional QC review.

Is the output suitable for sharing with opposing counsel or the court?

The summary is generated as an internal work-product status report. CaseMark applies a work-product legend and formats the report for internal litigation team use. You can adapt sections for external reporting as needed.

How does CaseMark handle data integrity validation?

CaseMark automatically runs pipeline integrity checks to ensure that collected volumes are greater than or equal to processed, which are greater than or equal to loaded, which are greater than or equal to reviewed — flagging any discrepancies for your attention.