document-production-log-summary

name	document-production-log-summary
title	Document Production Log & Summary
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.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/document-production-log-summary
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	litigation
language	en
tags	["analysis","summarization","summary"]

Document Production Log & Summary

Transforms raw discovery productions into an organized inventory with strategic analysis — hot document flags, privilege tracking, and gap identification.

Prerequisites

1. Production materials — all produced documents with Bates numbers assigned
2. Discovery requests — RFPs or subpoenas the production answers
3. Case caption & CMO — any provisions governing discovery format or tracking
4. 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]