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Accelerate Record Review in Complex Matters
esumry helps experts move from case orientation to analysis fast, especially in document-heavy cases. Upload pleadings, records, and transcripts and start analyzing key facts, chronologies and issues in minutes.
Build Defensible Timelines and Event Sequences
esumry helps experts turn relevant events into clear timelines and chronologies they can use internally. These timelines inform their opinions and support how they explain complex sequences to retaining counsel. Timeline data can be exported to Word® or Excel® for use in visualization software.
Draft and Refine Reports More Efficiently
Using the drafting workspace, experts can generate structured outlines and initial language for sections of their reports with links to the record for accuracy. They remain in control of conclusions and phrasing, but spend less time on first-cut drafting work. Drafts can be exported to Word®.
Align with Retaining Counsel Through Work Product, Not Shared Systems
Experts maintain their own esumry account, separate from retaining counsel. Alignment happens through the reports, timelines, and materials they choose to share, not through shared internal workspaces—protecting both sides’ internal analysis.
Support Testimony Preparation and Cross-Examination Planning
Summaries, timelines, and organized facts created in esumry help experts prepare for deposition and trial testimony. esumry helps anticipate key lines of questioning and anchor responses in the record.
AI Governance, Compliance, and Security
Use of unauthorized AI is a compliance problem for preserving confidentiality and protecting privileges. esumry protects client information with zero data retention (ZDR) AI models and enterprise grade security. All data is encrypted in storage and in transit. Importantly, all AI outputs ensure human-in-the-loop verificaton and review for RPC compliance.
Your IT and security teams can review our security protocols, access controls, and contractual protections in our Trust Center.
Expert Witness Firms – Frequently Asked Questions
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esumry is your own workspace to analyze records and build work product. It’s separate from the law firm’s systems, so you maintain control over your methods and internal materials.
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You still coordinate the way you always have: through the opinions, reports, and materials you choose to share. esumry simply helps you create those more efficiently and in a more structured way. You should tell your retaining counsel about your use of esumry.
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Yes. Each expert has individual credentials and can organize their own cases and documents, which fits both solo and team-based practices.
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In most contexts, what matters is the content and support for your opinions, not the specific tools used to organize information. Some courts have ordered the production of prompts and responses to the extent they form a basis for expert opinions. It is wise to discuss with retaining counsel your use of generative AI tools such as esumry.
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Yes. Solo experts and small firms can benefit just as much as larger organizations. The per-user, case-based structure makes it easy to start small and scale as needed.