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 report during the discovery phase of U.S. commercial litigation.
Best use case
ediscovery-status-report is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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.
Teams using ediscovery-status-report should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/ediscovery-status-report/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How ediscovery-status-report Compares
| Feature / Agent | ediscovery-status-report | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
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.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# 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. 1. **Vendor collection logs** — custodian names, item counts, GB volumes, file types, processing status 2. **Review platform exports** — document counts, reviewer IDs, coding dates, relevance/privilege/issue-tag designations 3. **Search term results** — hit counts per query, precision/validation sampling data if available 4. **Privilege log drafts** — finalized privilege assertions with custodian and document-type breakdowns ## Quick Start 1. Normalize custodian names across all sources into a single canonical list 2. Populate each report section using the templates below 3. Surface flags and anomalies at each stage 4. 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
Related Skills
writing-operative-reports
Creates structured operative notes with findings, technique, specimens, and estimated blood loss. Use when dictating operative reports, documenting surgical procedures, or recording intraoperative findings.
reporting-ultrasound-studies
Structures ultrasound interpretation with measurement protocols and ACR guidelines. Use when reading ultrasound exams, documenting sonographic findings, or creating US reports.
reporting-nuclear-medicine-studies
Structures nuclear medicine and PET/CT interpretation with SUV measurement and staging correlation. Use when reading nuclear medicine studies, interpreting PET findings, or documenting radiotracer uptake.
reporting-mri-studies
Structures MRI interpretation with sequence-specific analysis and standardized reporting. Use when reading MRI studies, creating MRI reports, or analyzing multisequence findings.
reporting-ct-scans
Structures CT scan interpretation by body region with standardized measurement and comparison techniques. Use when interpreting CT studies, creating CT reports, or documenting cross-sectional findings.
reporting-chest-radiographs
Structures systematic chest X-ray interpretation with standardized reporting and critical findings communication. Use when reading chest X-rays, creating radiology reports, or documenting CXR findings.
managing-quality-reporting
Structures CMS quality reporting (MIPS, HEDIS, CQMs) with measure specification and data validation. Use when reporting quality measures, managing MIPS submissions, or validating quality data.
managing-code-status-discussions
Documents goals-of-care conversations with code status decisions and advance directive alignment. Use when discussing code status, documenting goals-of-care, or recording advance directive conversations.
managing-adverse-event-reporting-research
Documents research adverse events with causality assessment and regulatory reporting timelines. Use when reporting research AEs, assessing causality, or managing safety reporting.
documenting-mental-status-exams
Creates structured MSE documentation covering appearance, behavior, speech, mood, thought, cognition, and insight. Use when documenting mental status, writing MSE sections, or describing psychiatric findings.
calculating-performance-status
Documents ECOG and Karnofsky performance status with treatment eligibility implications. Use when assessing performance status, documenting ECOG scores, or evaluating treatment candidacy.
viability-conflict-check-report
Drafts a pre-filing litigation intake memo combining conflict screening, legal/procedural viability, and economic triage for an accept-or-decline decision. Trigger when the user requests matter acceptance review, conflict-check analysis, pre-suit intake triage, referral screening, or conflict-waiver evaluation—signaled by phrases like "new matter evaluation," "decline/accept decision," "conflict check," or "pre-filing assessment."