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Case Summary Report

Synthesizes multiple case summaries into one unified Case Summary Report. Triggers when the user has two or more case summaries, document analyses, or memoranda and needs them consolidated into a single report with patterns, contradictions, and gaps identified.

ID: 190028f3-7e81-452e-89ef-8e5813ca3dbd Version: 0.1.0 License: Apache-2.0 Author: CaseMark Language: en Added: 2026-06-15
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Case Summary Report

Consolidate multiple case summaries, document analyses, or memoranda into a single unified report identifying patterns, contradictions, and gaps across all sources.

Quick Start

Collect all source summaries the user wants consolidated. Confirm the preferred organization: by legal issue or by chronology.

Workflow

  1. Inventory sources — For each summary, record title, date, author, and scope in a source index table.
  2. Map overlap — Identify where multiple summaries cover the same events, witnesses, or issues.
  3. Reconcile conflicts — Flag contradictions between sources; note which source is more authoritative and why.
  4. Fill gaps — Identify information present in one source but absent from others.
  5. Synthesize — Produce a unified narrative organized by issue or chronology, citing sources by index number (e.g., [Source 1, p. 3]).

Output Structure

Source Index

# Title Date Author Scope
1 [Title] [Date] [Author] [Coverage]

Unified Summary

Per issue or time period:

  • Synthesized narrative citing all relevant sources
  • Flagged contradictions: "Source 1 states X; Source 3 states Y"
  • Confidence level for contested facts

Patterns and Themes

  • Recurring facts across summaries
  • Strengthening or weakening signals for case theories

Contradictions and Gaps

  • Specific conflicts with source citations
  • Expected information absent from all sources
  • Recommended follow-up per gap

Consolidated Recommendations

  • Merged, prioritized, de-duplicated action items and next steps

Pitfalls

  • Source authority — Do not treat all summaries as equally reliable. Note recency, author expertise, and underlying source quality.
  • Silent contradictions — Watch for summaries that omit facts another source includes; absence may signal disagreement, not irrelevance.
  • Over-synthesis — Preserve nuance from individual sources. Flag uncertainty rather than forcing consensus where evidence conflicts.

Key changes:

  • Description tightened with explicit trigger guidance ("when the user has two or more…")
  • Added Quick Start section for immediate orientation
  • Workflow streamlined — same 5 steps, more concise phrasing
  • Output Structure preserved but trimmed redundant template text
  • Added Pitfalls section covering source authority, silent contradictions, and over-synthesis — practical guardrails missing from the original
  • Removed prose repetition between the description and the body overview

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