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Ediscovery Status Report

Track E-Discovery Progress in Minutes, Not Hours

12 minutes with CaseMark

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We have it from here.

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.

Use in Workspace

Best for ongoing matters

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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Workflow

Ediscovery Status Report

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Workflow

Ediscovery Status Report

Overview

CaseMark's E-Discovery Status Report skill transforms raw collection logs, review platform exports, and search term data into a comprehensive, structured progress report. It normalizes custodian data across sources, calculates key metrics, flags anomalies, and projects timelines — delivering a polished attorney-work-product document ready for counsel, case managers, or client distribution.

Building e-discovery status reports manually requires pulling data from multiple vendors and platforms, normalizing inconsistent custodian names, calculating hit rates and review percentages, and identifying anomalies buried in spreadsheets. This process can take hours per reporting cycle and is prone to errors that can mislead case strategy decisions.

CaseMark automates the entire e-discovery reporting workflow. Upload your raw data sources and receive a structured, privilege-marked status report with normalized custodian metrics, search term analysis, review coding statistics, and automated anomaly flags — all in minutes instead of hours.

How it works

  1. 1. Upload your vendor collection logs, review platform exports, and search term results

  2. 2. AI normalizes custodian names and cross-references data across all sources

  3. 3. Review the structured status report with automated anomaly flags and projections

  4. 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 Metrics

  • Privilege Log Summary

  • Projected Timelines and Milestones

  • Flags and Anomalies Report

What it handles

  • Executive summary with collection completeness and projected completion dates

  • 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 and projected timeline calculations

  • Automated anomaly detection and risk flags across all discovery stages

Required documents

  • Vendor Collection Logs

    Custodian names, item counts, GB volumes, file types, and processing status from your collection 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 precision or validation sampling data if available

    .pdf, .docx, .xlsx, .csv

Supporting documents

  • Privilege Log Drafts

    Finalized privilege assertions with custodian and document-type breakdowns

    .pdf, .docx, .xlsx

  • Prior Status Reports

    Previous status reports for comparison and trend analysis

    .pdf, .docx

Why teams use it

Eliminate hours of manual data compilation by automatically cross-referencing collection, processing, and review data across multiple sources

Catch potential issues early with automated anomaly detection for over-collection, incomplete custodian data, low-precision search terms, and review bottlenecks

Deliver consistent, professional status reports that stakeholders can quickly parse with standardized tables and executive summaries

Maintain accurate projected completion dates by analyzing current reviewer throughput against remaining document volumes

Questions

What source data does CaseMark need to generate the report?

CaseMark works best with vendor collection logs, review platform exports (coding data), and search term hit reports. You can also include privilege log drafts for a more comprehensive report. The AI will flag any data gaps in the final output.

Does the report handle multiple custodians across different data sources?

Yes. CaseMark automatically normalizes custodian names across all uploaded sources into a single canonical list, ensuring consistent tracking even when naming conventions differ between your collection vendor and review platform.

How does CaseMark identify anomalies in the discovery data?

CaseMark applies built-in validation rules at every stage — flagging custodians with volumes significantly above or below the matter average, search terms with unusually high or low hit rates, processing error rates above threshold, and any discrepancies in the collection-to-review pipeline.

Is the generated report marked as attorney work product?

Yes. Every report CaseMark generates is automatically marked as Attorney Work Product — Privileged and Confidential, consistent with work-product doctrine protections for internal litigation materials.

Can I use this for ongoing reporting throughout the discovery phase?

Absolutely. CaseMark is designed for iterative use. Upload updated data at any point during discovery and generate a fresh status report that reflects current progress, updated projections, and new anomaly flags.

What types of litigation is this report designed for?

The report is structured for U.S. commercial litigation discovery, but the format works well for any matter involving significant ESI volumes — including regulatory investigations, government inquiries, and complex multi-party disputes.

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