expert-report-summary

Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materials, findings, opinions, assumptions, limitations, and quantitative results with pinpoint citations. Use when summarizing expert reports, preparing for depositions or trial, reviewing expert disclosures, or planning cross-examination.

11 stars

Best use case

expert-report-summary is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materials, findings, opinions, assumptions, limitations, and quantitative results with pinpoint citations. Use when summarizing expert reports, preparing for depositions or trial, reviewing expert disclosures, or planning cross-examination.

Teams using expert-report-summary 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

$curl -o ~/.claude/skills/expert-report-summary/SKILL.md --create-dirs "https://raw.githubusercontent.com/CaseMark/skills/main/skills/legal/expert-report-summary/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/expert-report-summary/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How expert-report-summary Compares

Feature / Agentexpert-report-summaryStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materials, findings, opinions, assumptions, limitations, and quantitative results with pinpoint citations. Use when summarizing expert reports, preparing for depositions or trial, reviewing expert disclosures, or planning cross-examination.

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

# Expert Witness Report Summary

Neutral, citation-ready summary preserving the expert's opinions, methodology, and limitations. Every opinion and material finding requires a pinpoint citation.

## Prerequisites

1. Full expert report with page/section numbers
2. Referenced exhibits/appendices or materials-reviewed list
3. Case caption, party names, retention side (if stated)

## Workflow

1. Extract expert identity, credentials, scope, and stated assignment
2. Inventory materials reviewed and methodology steps
3. Capture each opinion and finding with pinpoint citations
4. Record assumptions, limitations, exclusions, and alternative scenarios
5. Compile quantitative results with units, ranges, and margins
6. Note exhibits/appendices and testimony availability (if stated)

## Output Template

# Expert Witness Report Summary

## Expert Identity
- Name / Role / Firm / Specialty (Report p. __)

## Qualifications
- Education / Licenses / Certifications / Relevant Experience (Report p. __)

## Assignment and Scope
- Retaining Party / Questions Addressed / Scope Limits (Report p. __)

## Materials Reviewed
- Documents / Data / Inspections / Tests / Interviews / Standards (Report p. __)

## Methodology
- Methods / Models / Protocols / Standards Applied (Report p. __)

## Findings
1. Finding (Report p. __)

## Opinions
1. Opinion (Report p. __)

## Assumptions
- Assumption (Report p. __)

## Limitations / Exclusions
- Limitation (Report p. __)

## Quantitative Results
- Metric / Result / Range / Margin (Report p. __)

## Exhibits / Appendices
- Exhibit / Appendix (Report p. __)

## Availability
- Deposition / Trial availability (Report p. __)

## Checks

- Maintain neutrality — do not assess credibility or persuasiveness.
- Use the expert's terminology; define only when necessary.
- Pinpoint-cite every opinion and material finding.
- Flag missing materials or unclear scope explicitly.
- Separate multiple opinions by issue or claim.
- If non-U.S. jurisdiction or non-litigation context, state up front.
- Never add facts or legal conclusions absent from the report.

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