Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications, methodology, opinions, assumptions, and quantitative findings into a navigable reference. Use when summarizing expert witness reports, retained ex...
BY CaseMarkUPDATED Oct 28, 2026
INTENDED FOR✳Claude Code>_Codex◈OpenClaw↗CursorInstall in a listed agent.
instructions.md
---
name: expert-witness-summary-498bb306d1e1
language: en
description: Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications, methodology, opinions, assumptions, and quantitative findings into a navigable reference. Use when summarizing expert witness reports, retained expert disclosures, or rebuttal expert reports in US litigation.
---
# Expert Witness Report Summary
Produces a structured summary of an expert witness report with page/section citations for rapid lookup during depositions, hearings, and trial.
## Quick Start
Provide the full expert report (PDF or text). Optionally include:
- **Case context** — claims, defenses, or theories the testimony supports/rebuts
- **Intended use** — deposition prep, trial brief, or team reference
## Output Sections
### 1. Expert Identification
Tabulate: name, credentials/title, education, relevant experience, certifications/licenses, prior testimony (if disclosed).
### 2. Assignment and Scope
- Questions the retaining party asked the expert to address
- Questions explicitly outside scope
### 3. Methodology and Materials
Structured list covering:
- Documents reviewed (contracts, records, pleadings)
- Tests/analyses conducted (lab work, modeling, inspections)
- Site inspections (date, location, conditions)
- Standards consulted (industry codes, regulatory guidance)
- Interviews conducted (parties, whether recorded)
### 4. Key Opinions
For each distinct opinion:
> **Opinion [#]** *(Report § ___, p. ___)* — [Statement using expert's own terminology]
> - Supporting basis: [key data/reasoning]
> - Confidence level: [if stated]
Order by importance to the matter, not report order.
### 5. Assumptions and Limitations
- Each factual assumption an opinion depends on
- Opinions conditioned on unavailable information
- Areas where the expert declined to opine
- Margins of error, alternative scenarios, sensitivity ranges
### 6. Quantitative Findings
If applicable, tabulate: metric, value, range/margin, source page.
### 7. Claim/Defense Mapping
Map each opinion to the litigation theory it supports or undermines:
- **Supports [Claim/Defense]**: Opinion #, p. ___
- **Rebuts [Opposing Argument]**: Opinion #, p. ___
### 8. Recommendations and Availability
Note expert recommendations (if any) and stated availability for deposition/trial.
### 9. Exhibits Inventory
Tabulate: exhibit ID, description, location in report.
## Critical Rules
- **Cite page/section numbers** for every key opinion — enables rapid source lookup
- **Use the expert's own terminology** for technical concepts; parenthetically define only terms unfamiliar to non-specialist attorneys
- **Maintain strict neutrality** — never characterize opinions as strong, weak, or persuasive; that assessment belongs to counsel
- **Flag assumptions prominently** — these are primary cross-examination targets
## Pitfalls
- Omitting page citations makes the summary unusable at deposition — always cite
- Reordering opinions without noting original report location causes confusion — include both the priority order and the source reference
- Editorializing on opinion strength crosses the line from summarization into advocacy
- If the report is a formal Fed. R. Civ. P. 26(a)(2) disclosure, verify compliance with disclosure requirements for the applicable court
## Defaults
- Target length: 2–5 pages depending on report complexity; default shorter unless quantitative analysis is extensive
- Jurisdiction: US litigation unless otherwise specified
---
**Key changes from the original:**
- **Frontmatter**: Removed non-spec `tags` field; tightened `description` to stay within 1024 chars with clear trigger guidance in third person
- **Structure**: Reorganized into overview → quick start → core workflow → rules → pitfalls → defaults pattern
- **Token savings**: Replaced empty template tables (Expert ID, Quantitative Findings, Exhibits) with concise inline instructions — saves ~150 tokens while conveying the same output expectations
- **Removed redundancy**: Collapsed the Prerequisites and Guidelines sections into the more direct Quick Start and Critical Rules sections
- **Separated pitfalls**: Extracted common failure modes into a dedicated Pitfalls section for scanability
- **Preserved domain accuracy**: All legal content (Rule 26(a)(2), neutrality requirement, cross-examination targeting of assumptions, opinion citation format) retained intact
---
name: expert-witness-summary-498bb306d1e1
language: en
description: Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications, methodology, opinions, assumptions, and quantitative findings into a navigable reference. Use when summarizing expert witness reports, retained expert disclosures, or rebuttal expert reports in US litigation.
---
# Expert Witness Report Summary
Produces a structured summary of an expert witness report with page/section citations for rapid lookup during depositions, hearings, and trial.
## Quick Start
Provide the full expert report (PDF or text). Optionally include:
- **Case context** — claims, defenses, or theories the testimony supports/rebuts
- **Intended use** — deposition prep, trial brief, or team reference
## Output Sections
### 1. Expert Identification
Tabulate: name, credentials/title, education, relevant experience, certifications/licenses, prior testimony (if disclosed).
### 2. Assignment and Scope
- Questions the retaining party asked the expert to address
- Questions explicitly outside scope
### 3. Methodology and Materials
Structured list covering:
- Documents reviewed (contracts, records, pleadings)
- Tests/analyses conducted (lab work, modeling, inspections)
- Site inspections (date, location, conditions)
- Standards consulted (industry codes, regulatory guidance)
- Interviews conducted (parties, whether recorded)
### 4. Key Opinions
For each distinct opinion:
> **Opinion [#]** *(Report § ___, p. ___)* — [Statement using expert's own terminology]
> - Supporting basis: [key data/reasoning]
> - Confidence level: [if stated]
Order by importance to the matter, not report order.
### 5. Assumptions and Limitations
- Each factual assumption an opinion depends on
- Opinions conditioned on unavailable information
- Areas where the expert declined to opine
- Margins of error, alternative scenarios, sensitivity ranges
### 6. Quantitative Findings
If applicable, tabulate: metric, value, range/margin, source page.
### 7. Claim/Defense Mapping
Map each opinion to the litigation theory it supports or undermines:
- **Supports [Claim/Defense]**: Opinion #, p. ___
- **Rebuts [Opposing Argument]**: Opinion #, p. ___
### 8. Recommendations and Availability
Note expert recommendations (if any) and stated availability for deposition/trial.
### 9. Exhibits Inventory
Tabulate: exhibit ID, description, location in report.
## Critical Rules
- **Cite page/section numbers** for every key opinion — enables rapid source lookup
- **Use the expert's own terminology** for technical concepts; parenthetically define only terms unfamiliar to non-specialist attorneys
- **Maintain strict neutrality** — never characterize opinions as strong, weak, or persuasive; that assessment belongs to counsel
- **Flag assumptions prominently** — these are primary cross-examination targets
## Pitfalls
- Omitting page citations makes the summary unusable at deposition — always cite
- Reordering opinions without noting original report location causes confusion — include both the priority order and the source reference
- Editorializing on opinion strength crosses the line from summarization into advocacy
- If the report is a formal Fed. R. Civ. P. 26(a)(2) disclosure, verify compliance with disclosure requirements for the applicable court
## Defaults
- Target length: 2–5 pages depending on report complexity; default shorter unless quantitative analysis is extensive
- Jurisdiction: US litigation unless otherwise specified
---
**Key changes from the original:**
- **Frontmatter**: Removed non-spec `tags` field; tightened `description` to stay within 1024 chars with clear trigger guidance in third person
- **Structure**: Reorganized into overview → quick start → core workflow → rules → pitfalls → defaults pattern
- **Token savings**: Replaced empty template tables (Expert ID, Quantitative Findings, Exhibits) with concise inline instructions — saves ~150 tokens while conveying the same output expectations
- **Removed redundancy**: Collapsed the Prerequisites and Guidelines sections into the more direct Quick Start and Critical Rules sections
- **Separated pitfalls**: Extracted common failure modes into a dedicated Pitfalls section for scanability
- **Preserved domain accuracy**: All legal content (Rule 26(a)(2), neutrality requirement, cross-examination targeting of assumptions, opinion citation format) retained intact
COMPATIBILITY & REFERENCES
Platform guidance
Imported from the listed AgentSkill.sh category. Complete supplied package files and notices are retained. Required external tools and credentials are not installed. No bundled code was executed during import. Individual agent task behavior has not been tested.
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