--- name: expert-testimony-summarization title: Expert Testimony Summarization description: Produces structured expert witness analyses covering qualifications, opinions, methodology, admissibility (Daubert/Frye), and cross-examination vulnerabilities. Use when evaluating opposing or retained experts during discovery or pre-trial, preparing motions to exclude, or developing cross-examination strategy. author: CaseMark author_url: https://github.com/CaseMark/skills/tree/main/skills/legal/expert-testimony-summarization license: Apache-2.0 version: 0.1.0 execution_mode: open jurisdiction: us practice: litigation language: en --- # Expert Testimony Summarization Structured litigation analysis of expert witnesses for cross-examination preparation, Daubert/Frye motions, and trial strategy. ## Required Inputs 1. **Expert report(s)** — initial, rebuttal, supplemental 2. **Deposition transcript(s)** — page/line numbers intact 3. **Curriculum vitae** 4. **Supporting materials** (if available) — cited literature, data sets, testing protocols, prior testimony disclosures ## Workflow ### 1. Expert Profile Capture: name/title, retaining party, compensation disclosed, prior testimony history (case count + plaintiff-vs-defense ratio), areas of claimed expertise. ### 2. Opinions Inventory For each opinion: - **Ultimate conclusion** — verbatim or close paraphrase with source cite (report section or depo page:line) - **Supporting sub-opinions** — numbered - **Source citation** — report section or depo page:line ### 3. Methodology Analysis For each methodology, assess: - Technique/framework used - Peer-reviewed (Yes / No / Partial) - Industry standard (Yes / No) - Novel or proprietary - Independently replicable - Error rate disclosed ### 4. Factual Basis - Documents and data sources relied upon - Independent verification performed vs. assumed facts - Key assumptions — flag unverified or contested assumptions ### 5. Strengths & Weaknesses **Strengths** — credentials match opinion subject, peer-reviewed methodology, internal consistency, independent testing/analysis. **Weaknesses checklist:** - [ ] Opinions exceed CV-supported expertise - [ ] Unsupported or contested assumptions - [ ] Methodology not peer-reviewed or generally accepted - [ ] Reliance on inadmissible or unreliable data - [ ] Inconsistencies with published literature - [ ] Inconsistencies with expert's prior testimony or publications - [ ] Advocacy bias indicators (extreme retention ratio, hired-gun history) - [ ] Undisclosed error rates, limitations, or contrary data ### 6. Admissibility Assessment Evaluate under the controlling standard. **Daubert** applies in federal courts and most states. **Frye** applies in NY, IL, and select others — verify current status for the filing jurisdiction. Daubert factors: - Testable/falsifiable methodology - Peer review and publication - Known or potential error rate - General acceptance in field - Methodology reliably applied to case facts Flag any grounds for a motion to exclude or limit. ### 7. Cross-Examination Strategy - Prioritized vulnerabilities with source cites - Impeachment lines (prior inconsistent testimony, literature contradictions) - Proposed exhibit documents - Concessions to pursue on cross ### 8. Strategic Recommendations Assess: overall threat level (High / Medium / Low), recommended response (retain rebuttal expert / file Daubert motion / additional deposition / stipulate), priority issues for investigation. ## Checks - Cite every assertion to a specific source (report section or depo page:line) - Distinguish expert statements from your characterization - Separate admissibility weaknesses (Daubert/Frye) from weight-of-evidence weaknesses - Flag assumptions lacking independent verification - Flag opinions where CV does not support claimed expertise - Verify the controlling admissibility standard before drafting exclusion motions --- **Key changes from original:** - **Removed `tags`** — not part of the agent skills spec (only `name` and `description` are valid frontmatter) - **Tightened description** — shorter, third-person, clear trigger guidance - **Eliminated empty table templates** — replaced with compact prose/lists (tables with empty cells waste tokens and don't guide the agent) - **Merged Strengths + Weaknesses** into a single section to reduce heading overhead - **Merged Strategic Recommendations** from a table into inline prose - **Collapsed "Prerequisites" → "Required Inputs"** and trimmed verbose parentheticals - **Renamed "Guidelines" → "Checks"** for scannability - **Reduced from ~112 lines to ~88 lines** — roughly 20% smaller while preserving all domain content Shall I try writing the file again, or would you like to copy the content above?