E-Discovery Status Report

ediscovery-status-report

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 re...

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SKILL.md

Full skill instructions

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

Flags:

Hit rate >30% → likely overbroad
Hit rate <0.5% → likely underperforming
High inter-term overlap → recommend consolidation
If precision data exists, project relevant yield from unreviewed hits

4. Review Progress

Metric	Count	% of Loaded
Loaded to platform	[N]	100%
Reviewed	[N]	[X%]
Coded Relevant	[N]	[X%]
Coded Privileged	[N]	[X%]
Coded Non-Responsive	[N]	[X%]
Remaining	[N]	[X%]

Reviewer Productivity:

Reviewer	Docs Reviewed	Avg Docs/Hr	Relevance Rate	Privilege Rate
[Name]	[N]	[X]	[X%]	[X%]

Flag coding patterns >15% above/below team average (QC concern)
Note velocity trend: accelerating / decelerating / stable (weekly rolling avg)
Projected completion: [Date] at [N] docs/day — state assumptions explicitly

5. Privilege Analysis

Custodian	Docs Reviewed	Privilege Assertions	Privilege Rate
[Name]	[N]	[N]	[X%]

Note whether overall privilege rate is within expected range for matter type
Break down privilege rate by document type (email vs. office docs vs. other)
Flag custodians with rates >2× matter average for senior attorney QC

6. Recommendations & Timeline

Resource needs: additional reviewers / vendor remediation / search refinement
Search adjustments: specific terms to modify
QC actions: reviewer-specific or category-specific
Risk items: gaps, processing failures, tight deadlines
Milestones: processing complete, first-pass review complete, privilege log ready (with dates)

Pitfalls

Privilege substance leaks — present privilege statistics in aggregate only; never reveal communication substance or attorney mental impressions
Adverse findings — report collection gaps, QC failures, and search weaknesses without minimization so counsel can make informed decisions
Missing audit trail — document how discrepancies were resolved and what validation steps were taken; the process may be challenged
Unstated assumptions — all projections must explicitly state their underlying assumptions
Distribution control — limit report distribution to litigation team members with case management need

Install skill

Copy and run in your terminal

npx -y skills add https://github.com/CaseMark/skills --skill ediscovery-status-report

View on GitHub

skills/legal/ediscovery-status-report/SKILL.md

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