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