| name | discovery-document-summaries |
| title | Discovery Document Summaries |
| description | Summarizes discovery documents (depositions, emails, contracts, interrogatories, medical/financial records) with Bates citations, impeachment flags, timeline extraction, and privilege alerts. Use when summarizing produced documents during discovery or pre-trial phases of U.S. commercial litigation. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/discovery-document-summaries |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | litigation |
| language | en |
Discovery Document Summaries
Compresses voluminous discovery productions into strategically focused summaries with Bates-cited facts, impeachment opportunities, and privilege alerts.
Prerequisites
- Discovery documents — depositions, emails, contracts, interrogatories, medical/financial records
- Case context — operative claims, defenses, key disputed issues
- Production identifiers — Bates ranges or document control numbers
- (Optional) Protective order designations — confidentiality tiers
Quick Start
- Gather case context and identify disputed issues to focus analysis
- Review documents using the extraction priorities below
- Produce an executive overview + per-document entries
- Close with gaps and follow-up recommendations
Executive Overview
| Field | Content |
|---|
| Volume reviewed | Total pages / document count |
| Date range | Earliest to latest document date |
| Document categories | Depositions, emails, contracts, records, etc. |
| Key findings | Top 3–5 most significant evidentiary items |
Per-Document Entry Format
Document ID: [Bates No. / production identifier]
Date: [Document date]
Author/Parties: [Author → Recipient, or contracting parties]
Type: [Email / Deposition / Contract / Record / etc.]
Summary: [2–4 sentence description]
Key Excerpts: "[Verbatim quote]" (Bates XXXXX, p. X)
Legal Relevance: [Claim/defense element addressed]
Flags: [⚑ Impeachment | ⚐ Privilege | ★ Exhibit candidate | ↔ Inconsistency]
Deposition-specific additions:
- Inconsistencies — prior testimony or documents contradicting this testimony (cite both)
- Evasions — verbatim Q&A of avoided/unclear answers with page/line cite
- Credibility — strong/weak moments with page/line reference
Extraction Priorities
Extract in this order:
- Admissions and denials on disputed facts
- Intent/knowledge evidence — awareness of risk, obligation, or wrongdoing
- Timeline anchors — dates establishing sequence or notice
- Chain of custody / authentication facts
- Contradiction material — conflicts between documents or witnesses
