casemark/ediscovery-status-report
skills/legal/ediscovery-status-report/SKILL.md
Generates a structured internal e-discovery status report tracking ESI from collection through attorney review. Covers custodian volumes, search term hit rates, review coding statistics, reviewer productivity, and projected timelines. Use when counsel, case managers, or clients need a progress report during the discovery phase of U.S. commercial litigation.
$ install --global
skillsauthnpx skillsauth add casemark/skills ediscovery-status-reportInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: May 27, 2026, 4:03 AM242.5s1 file scanned
SKILL.md
- name:
- ediscovery-status-report
- language:
- en
- description:
- Generates a structured internal e-discovery status report tracking ESI from collection through attorney review. Covers custodian volumes, search term hit rates, review coding statistics, reviewer productivity, and projected timelines. Use when counsel, case managers, or clients need a progress report during the discovery phase of U.S. commercial litigation.
E-Discovery Status Report
Produces an attorney-work-product status report tracking ESI from collection through review for U.S. commercial litigation.
Prerequisites
Gather before starting. Flag and caveat any gaps in the report.
- Vendor collection logs — custodian names, item counts, GB volumes, file types, processing status
- Review platform exports — document counts, reviewer IDs, coding dates, relevance/privilege/issue-tag designations
- Search term results — hit counts per query, precision/validation sampling data if available
- Privilege log drafts — finalized privilege assertions with custodian and document-type breakdowns
Quick Start
- Normalize custodian names across all sources into a single canonical list
- Populate each report section using the templates below
- Surface flags and anomalies at each stage
- Mark final output: ATTORNEY WORK PRODUCT — PRIVILEGED AND CONFIDENTIAL
Report Sections
1. Executive Summary
- Collection completeness status
- Search strategy effectiveness (one sentence)
- Review progress % and projected completion date
- Critical issues requiring immediate action
2. Collection Metrics by Custodian
| Custodian | GB Collected | Items | Email % | Office Doc % | Other % | Processing Status | |-----------|-------------|-------|---------|-------------|---------|------------------| | [Name] | [X.X] | [N] | [X%] | [X%] | [X%] | Complete / Pending / Error |
Flags:
- Volume >2× matter average → possible over-collection or key player
- Unexpectedly low volume → incomplete collection risk
- Processing error rate >5% by custodian or file type
Validation: Collected ≥ Processed ≥ Loaded ≥ Reviewed. Explain any downward discrepancy.
3. Search Term Performance
| Search Term / Boolean | Hits | Hit Rate (%) | Precision (if sampled) | Status | |----------------------|------|-------------|----------------------|--------| | [Term] | [N] | [X%] | [X%] | Keep / Refine / Drop |
Flags:
- Hit rate >30% → likely overbroad
- Hit rate <0.5% → likely underperforming
- High inter-term overlap → recommend consolidation
- If precision data exists, project relevant yield from unreviewed hits
4. Review Progress
| Metric | Count | % of Loaded | |--------|-------|------------| | Loaded to platform | [N] | 100% | | Reviewed | [N] | [X%] | | Coded Relevant | [N] | [X%] | | Coded Privileged | [N] | [X%] | | Coded Non-Responsive | [N] | [X%] | | Remaining | [N] | [X%] |
Reviewer Productivity:
| Reviewer | Docs Reviewed | Avg Docs/Hr | Relevance Rate | Privilege Rate | |----------|--------------|-------------|---------------|---------------| | [Name] | [N] | [X] | [X%] | [X%] |
- Flag coding patterns >15% above/below team average (QC concern)
- Note velocity trend: accelerating / decelerating / stable (weekly rolling avg)
- Projected completion: [Date] at [N] docs/day — state assumptions explicitly
5. Privilege Analysis
| Custodian | Docs Reviewed | Privilege Assertions | Privilege Rate | |-----------|--------------|---------------------|---------------| | [Name] | [N] | [N] | [X%] |
- Note whether overall privilege rate is within expected range for matter type
- Break down privilege rate by document type (email vs. office docs vs. other)
- Flag custodians with rates >2× matter average for senior attorney QC
6. Recommendations & Timeline
- Resource needs: additional reviewers / vendor remediation / search refinement
- Search adjustments: specific terms to modify
- QC actions: reviewer-specific or category-specific
- Risk items: gaps, processing failures, tight deadlines
- Milestones: processing complete, first-pass review complete, privilege log ready (with dates)
Pitfalls
- Privilege substance leaks — present privilege statistics in aggregate only; never reveal communication substance or attorney mental impressions
- Adverse findings — report collection gaps, QC failures, and search weaknesses without minimization so counsel can make informed decisions
- Missing audit trail — document how discrepancies were resolved and what validation steps were taken; the process may be challenged
- Unstated assumptions — all projections must explicitly state their underlying assumptions
- Distribution control — limit report distribution to litigation team members with case management need
Related Skills
casemark/skills/legal/automated-contract-summary
development
VerifiedTrustedCommunity
name: automated-contract-summary language: en description: Generates structured executive summaries of contracts using ML — captures key terms, party obligations, risk allocations, and compliance requirements in a standardized format. Optimized for high-volume review where speed and consistency matter. tags: - summarization - agreement - corporate --- # Automated Contract Summarization Produces standardized executive summaries of contracts using machine learning, capturing essential term
21SKILL.mdUpdated May 26, 2026
casemark/obligation-mapping
tools
VerifiedTrustedCommunity
Extracts regulatory obligations from dense regulations across jurisdictions. Breaks down multi-level regulations into clear article-level obligations, classifies applicability to a business, and prioritizes by risk level. Use when translating regulations into actionable compliance requirements.
21SKILL.mdUpdated May 25, 2026
casemark/horizon-scanning
development
VerifiedTrustedCommunity
Continuously monitors regulatory landscapes for changes relevant to a specific business. Ingests global regulatory updates, filters by relevance, summarizes impact, and produces an actionable change advisory. Use when tracking regulatory developments affecting a particular product or market.
21SKILL.mdUpdated May 25, 2026
casemark/gap-analysis
testing
VerifiedTrustedCommunity
Compares an organization's existing compliance controls, policies, and procedures against extracted regulatory obligations to identify coverage gaps. Produces a remediation plan with prioritized actions. Use when assessing compliance maturity or preparing for regulatory audits.
21SKILL.mdUpdated May 25, 2026