| name | ediscovery-status-report |
| title | E-Discovery Status Report |
| 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. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/ediscovery-status-report |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | litigation |
| language | en |
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 |
