discovery-summarization

name	discovery-summarization
title	Discovery Summarization
description	Summarizes discovery documents (interrogatories, RFPs, RFAs, depositions, privilege logs) into structured attorney-ready memoranda. Triggers when the user needs to summarize discovery materials, identify key admissions, spot response gaps, cross-reference answers, or prepare a discovery status report.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/discovery-summarization
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	general
practice	litigation
language	en
tags	["analysis","memo","summarization","summary"]

Discovery Summarization

Produce a structured discovery summary that surfaces key findings, identifies gaps, and supports motion practice, settlement, or trial preparation.

Quick Start

1. Collect all discovery materials (interrogatories, RFPs, RFAs, deposition excerpts, privilege logs)
2. Confirm organizational approach: by discovery type or by legal issue
3. Follow the workflow below and deliver the output structure

Workflow

1. Review all provided discovery documents
2. Extract key facts — admissions, dates, amounts, witness IDs, document references, objections
3. Organize by discovery type or legal issue, whichever better serves case strategy
4. Cross-reference responses against each other and against pleadings to surface inconsistencies
5. Assess completeness; flag deficiencies, evasive answers, and boilerplate objections

Output Structure

Executive Summary

• Discovery conducted (types, dates, volume)
• Top 3–5 significant findings
• Critical gaps or deficiencies

Findings (by Discovery Type or Issue)

Per response:

• Request number + brief description
• Objections raised
• Substantive answer (summarized, not restated)
• Key admissions, witness IDs, or document references
• Cross-references to confirming or contradicting responses

Privilege Log Analysis

• Categories of documents withheld
• Privileges asserted
• Potential challenges to privilege claims

Strategic Assessment

• Admissions supporting or undermining case theories
• Factual disputes requiring resolution
• Recommended follow-up: supplemental discovery, meet-and-confer, motions to compel
• Priority-ranked next steps

Pitfalls and Checks

• Cite by number — e.g., "Interrogatory No. 12"; include page references where available
• Quote verbatim for key admissions — use quotation marks
• Organize thematically (damages, liability, defenses) when more useful than chronological order
• Flag non-compliance — deficient or evasive responses violating discovery obligations
• Note protective-order designations — "Confidential", "AEO"
• — identify both favorable and unfavorable information without advocacy