casemark/document-production-log-summary
skills/legal/document-production-log-summary/SKILL.md
Generates a structured log and strategic summary of opposing-party document productions in U.S. litigation discovery. Categorizes by type, date, custodian, and relevance; flags hot documents; tracks privilege assertions per FRCP 26(b)(5); identifies production gaps. Use when organizing voluminous productions, surfacing critical evidence, assessing completeness, or supporting meet-and-confer and motion to compel decisions.
$ install --global
skillsauthnpx skillsauth add casemark/skills document-production-log-summaryInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- document-production-log-summary
- language:
- en
- description:
- Generates a structured log and strategic summary of opposing-party document productions in U.S. litigation discovery. Categorizes by type, date, custodian, and relevance; flags hot documents; tracks privilege assertions per FRCP 26(b)(5); identifies production gaps. Use when organizing voluminous productions, surfacing critical evidence, assessing completeness, or supporting meet-and-confer and motion to compel decisions.
Document Production Log & Summary
Transforms raw discovery productions into an organized inventory with strategic analysis — hot document flags, privilege tracking, and gap identification.
Prerequisites
- Production materials — all produced documents with Bates numbers assigned
- Discovery requests — RFPs or subpoenas the production answers
- Case caption & CMO — any provisions governing discovery format or tracking
- Producing party's written response — including blanket objections and privilege assertions
Output Structure
1. Production Header
| Field | Detail | |---|---| | Case caption | Full parties + designations | | Case number / Court | Docket no., jurisdiction | | Producing party | Name + counsel contact | | Discovery request answered | RFP Nos. / subpoena date | | Date received | MM/DD/YYYY | | Production format | Native / TIFF / PDF; metadata preserved? | | Bates range | e.g., DEF000001–DEF004872 | | Total docs / pages / GB | Aggregate counts | | Blanket objections | Summarize from written response |
2. Document Inventory
| Bates No. | Date | Type | Author | Recipient(s) | Custodian | Brief Description | Relevance Category | Priority | |---|---|---|---|---|---|---|---|---| | DEF000001 | | Email | | | | | | High/Med/Low |
Document types: Emails, contracts, financial records, internal memoranda, reports, meeting minutes, text messages / chat logs, photographs / multimedia.
Relevance categories (map to contested issues): Breach / performance, notice / knowledge, damages / valuation, causation, credibility / impeachment, affirmative defenses.
3. Hot Documents
For each flagged document:
Bates No.: _______
Date: _______
Document: [Type — Author to Recipient]
Why Critical: [Contradicts position X / Establishes knowledge of Y / Corroborates claim Z / Impeaches witness W]
Recommended Action: [Designate as exhibit / Depose custodian / Use in MSJ]
Flag criteria:
- Contradicts opposing party's stated position
- Establishes knowledge, intent, or notice
- Corroborates liability or damages theory
- Undermines witness credibility
- Creates or breaks key timeline elements
4. Privilege Log (FRCP 26(b)(5))
| Log No. | Date | Type | Author | All Recipients | Subject Matter | Privilege Claimed | Basis | |---|---|---|---|---|---|---|---| | | | | | | | AC / WP / CI | |
Flag: claims lacking adequate justification, apparent inadvertent disclosures or subject-matter waiver, entries failing FRCP 26(b)(5) specificity requirements.
5. Production Completeness Assessment
| Category | Expected | Produced | Gap? | |---|---|---|---| | Date range | [case-relevant span] | [actual span] | | | Key custodians | [list] | [list] | | | Document types | [per RFPs] | [actual] | |
Flag for follow-up:
- Missing custodians who logically possess responsive materials
- Truncated or orphaned email threads
- Time periods underrepresented vs. case chronology
- Corrupted files, password-protected docs, unsearchable formats
- Requested document categories entirely absent
6. Executive Summary
1–2 page narrative covering:
- Overall production statistics
- Top 5–10 hot documents with significance
- Key evidentiary strengths surfaced
- Gaps and recommended next steps (supplemental demand, meet-and-confer, motion to compel)
- Open privilege disputes requiring resolution
Guidelines
- FRCP 34 governs production format; note non-compliance (e.g., ESI not in requested format)
- FRCP 26(b)(5) requires privilege logs sufficient for requesting party to assess the claim — flag deficient entries
- Waiver risk: Note inadvertent productions immediately; clawback under FRCP 26(b)(5)(B) and FRE 502 may apply [VERIFY jurisdiction-specific orders]
- Never reproduce potentially privileged content — use subject-matter descriptions only
- Custodian gaps are often more strategically significant than document gaps — prioritize custodian completeness
- Deliver in two formats: spreadsheet (filterable) + narrative summary report
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