Index / Litigation Work Product
PB-036

Expert Report Record Check

Checks an expert report against the record and lists what is unsupported.

Litigation Work Product — category rule

Every spec in this category touches privileged material, work product, or protected health information, and none of them exercises legal judgment. They locate, assemble, cite, and flag. An attorney determines privilege, responsiveness, valuation, and argument — always. Before you connect a document store to any AI vendor, confirm what that vendor does with what you upload, whether a protective order in the matter permits it, and whether your client's informed consent is required. Competence, confidentiality, and supervision are yours; the tool does not carry any of them for you.

Before you run this

A fact-checking aid, not a Daubert analysis. Sharing an opposing expert report with an AI vendor may be restricted by a protective order — check before you connect anything.

The spec — copy this

Set up a new bot for me I can trigger on an expert report. Walk me through connecting my document store, then configure it: read the report and for each factual assertion it makes about the record — dates, treatment, mechanism, employment, prior conditions — locate the supporting document and cite it, or flag the assertion as unsupported by the materials provided. Separately list the materials the report says it relied on that are not in the production, and the record materials that contradict an assertion. It evaluates no methodology, offers no opinion on admissibility or qualification, and draws no conclusion about the expert. It checks facts against paper. Ask me which report and which record set, my output format, and who reviews, run it against a report we have already worked through, then save it.
Paste into an assistant that can connect to your systems.
Category
Litigation Work Product
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

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