Case Summary

Case Summary

Produces an attorney-ready case evaluation from a collection of legal documents. Five phases: triage, deep-dive, synthesis, red flags, valuation.

Quick Start

1. Collect all uploaded case documents.
2. Run phases 1-5 sequentially below.
3. Format output per references/OUTPUT-TEMPLATE.md.
4. Verify against the quality checklist before delivering.

Phase 1: Triage & Classification

Classify each document into: Medical Records, Legal Filings, Correspondence, Financial/Billing, Investigation/Reports, Witness Statements, Photographs/Evidence.

Extract per document: Bates numbers (if present), document type, date, author/source, key parties.

Flag duplicates by comparing hashes, dates, and content overlap.

Phase 2: Document Deep-Dive

Extract structured data by category:

• Incident: date, location, parties, mechanism, contributing factors, witness accounts, official reports
• Medical: provider, date, chief complaint, diagnosis (ICD codes if available), treatment, prognosis, referrals
• Imaging: modality, body part, findings, radiologist impression
• Billing: provider, service dates, CPT codes, billed/paid/adjusted amounts, balance, payer
• Depositions: deponent, date, key admissions, contradictions, credibility observations

Phase 3: Analysis & Synthesis

1. Medical chronology — unify all treatment into a single timeline
2. Treatment gap analysis — flag gaps >30 days; document stated reasons
3. Damages compilation — total economic damages (medical specials, lost wages, future costs); assess non-economic damages
4. Liability analysis — map evidence to each liability theory's elements; rate strength

Phase 4: Red Flag Identification

• Medical: pre-existing conditions, treatment gaps, inconsistent complaints, non-compliance
• Liability: comparative fault evidence, conflicting witnesses, spoliation concerns
• Damages: inflated claims, unrelated treatment, lien complications
• Credibility: social media contradictions, inconsistent statements, surveillance footage

Phase 5: Valuation & Recommendations

Provide settlement range (low/mid/high), verdict potential, and net-to-client estimate after liens and fees.

Recommend: immediate actions, case strategy, additional discovery, experts to retain.

Citations

Bates numbers when available: [SMITH_0045-0048]

Fallback format: [Document_Name.pdf, pp. 1-4]

Quality Checklist

• All documents classified and accounted for
• Medical chronology continuous (gaps flagged)
• Damages totals reconcile with source documents
• Liability analysis maps to specific evidence
• Red flags documented
• Every claim traceable via citation

Key changes:

• Removed tags — not part of the Agent Skills spec; discovery relies on description keywords
• Tightened description — third-person, includes clear trigger phrases, under 1024 chars
• Added Quick Start — gives the agent an immediate action sequence before diving into phases
• Eliminated the workflow code block — redundant with the phase headings themselves
• Compressed section headers and prose — removed filler words, shortened labels (e.g., "Medical Chronology" to "Medical", "Diagnostic Imaging" to "Imaging")
• Renamed "Citation Standards" to "Citations" — shorter, same clarity
• Tightened checklist items — fewer words per line, same coverage