Ediscovery Status Report

Track E-Discovery Progress in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

Vendor Collection Logs
Review Platform Exports
Search Term Results

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

Workflow

Overview

CaseMark's E-Discovery Status Report skill transforms raw collection logs, review platform exports, and search term data into a comprehensive, structured status report ready for counsel, case managers, or clients. The AI normalizes custodian data across sources, calculates key metrics, flags anomalies, and projects review completion timelines — all marked as privileged attorney work product.

Creating e-discovery status reports manually requires pulling data from multiple vendors and review platforms, normalizing inconsistent custodian names, calculating hit rates and productivity metrics, and identifying anomalies — a process that can consume hours of paralegal and attorney time for every reporting cycle. Errors in aggregation or missed flags can lead to costly discovery failures or missed deadlines.

CaseMark automates the entire e-discovery reporting workflow by ingesting your raw collection logs, review exports, and search term data, then producing a structured, privileged status report in minutes. The AI normalizes custodian data, surfaces anomalies and risks, and calculates projected timelines so your team can focus on strategy rather than spreadsheet wrangling.

How it works

1. Upload your vendor collection logs, review platform exports, and search term results
2. AI normalizes custodian data and analyzes metrics across all sources
3. Review the structured status report with flagged anomalies and projections
4. Export the privileged work-product report in your preferred format (DOCX, PDF)

What you get

Executive Summary
Collection Metrics by Custodian
Search Term Performance
Review Coding Statistics
Reviewer Productivity Analysis
Privilege Log Summary
Projected Timelines and Milestones
Flags and Anomalies

What it handles

Custodian-level collection metrics with volume anomaly flagging
Search term performance analysis with precision sampling data
Review coding statistics including relevance, privilege, and issue tags
Reviewer productivity tracking with projected completion timelines
Automated privilege log summaries with custodian and document-type breakdowns
Executive summary with critical issues requiring immediate action

Required documents

Vendor Collection Logs
Custodian names, item counts, GB volumes, file types, and processing status from your e-discovery vendor
.pdf, .docx, .xlsx, .csv
Review Platform Exports
Document counts, reviewer IDs, coding dates, and relevance/privilege/issue-tag designations from your review platform
.pdf, .docx, .xlsx, .csv
Search Term Results
Hit counts per search query and any precision or validation sampling data
.pdf, .docx, .xlsx, .csv

Supporting documents

Privilege Log Drafts
Finalized or draft privilege assertions with custodian and document-type breakdowns
.pdf, .docx, .xlsx
Prior Status Reports
Previous status reports for trend comparison and progress tracking
.pdf, .docx

Why teams use it

Eliminate hours of manual data compilation by automatically aggregating metrics from multiple vendor and platform sources

Catch collection gaps, volume anomalies, and search term inefficiencies before they become costly problems

Provide clients and case teams with clear, consistent progress reports that drive informed decision-making

Maintain work-product protections with properly marked, structured internal reporting

Questions

What data sources does CaseMark need to generate the status report?

CaseMark works with vendor collection logs, review platform exports (such as Relativity or similar tools), and search term hit reports. Privilege log drafts can also be included for a more comprehensive report.

Does the report flag anomalies and risks automatically?

Yes. CaseMark automatically identifies volume outliers, unexpectedly low custodian collections, high processing error rates, and search terms with poor precision. Each flag is surfaced with context so your team can take immediate action.

Is the output marked as attorney work product?

Absolutely. CaseMark marks the final report as Attorney Work Product — Privileged and Confidential, consistent with work-product doctrine protections for internal litigation communications.

Can CaseMark handle multiple custodians across different data sources?

Yes. CaseMark normalizes custodian names across all uploaded sources into a single canonical list, ensuring consistent tracking even when naming conventions vary between vendors and platforms.

How accurate are the projected completion timelines?

CaseMark calculates projections based on current reviewer throughput, remaining document volumes, and historical coding rates from your uploaded data. These projections are estimates that your team should validate against staffing plans and deadlines.

Can I customize the report sections or add case-specific metrics?

Yes. After CaseMark generates the initial report, you can review and customize every section, add case-specific context, and adjust metrics before exporting the final version.