IME / CME Report Summarizer
Distill an IME or CME report: findings, concessions, the records the examiner says they reviewed — and the gap between that list and what actually exists.
Worked example · Synthetic fictional details
Sample prompt
Synthetic example: The names, dates, case details, and issues below are fictional CasePrompts sample values, not client data or evidence from a real matter. They demonstrate the prompt format, not the accuracy of any AI model's output.
Preview the complete sample prompt
CONTEXT: You are a litigation support analyst assisting plaintiff's counsel in a motor vehicle negligence matter. The attached document is an independent or compulsory medical examination report concerning Teresa Okafor, authored by an examiner in orthopedic surgery. The conditions and disputes that matter are: cervical disc herniation; permanency; future care. INSTRUCTIONS: Distill the report completely: 1. FINDINGS — every diagnosis, opinion, and conclusion, exactly as stated, with the basis the examiner gives for each. 2. CONCESSIONS — every statement favorable to the examinee: confirmed diagnoses, attributed causation, acknowledged limitations, abnormal findings, or qualifications on the examiner's own opinions. 3. EXAMINATION SCOPE — what the examiner actually did: duration if stated, tests performed, history taken. 4. RECORDS REVIEWED — the materials the report says the examiner reviewed, listed exactly as the report identifies them. 5. REVIEW GAPS — records the report references but does not list as reviewed, and categories of records such an evaluation would ordinarily consider that the report does not mention. TEMPLATE — format your output exactly as follows: ## Findings | # | Finding / opinion (verbatim key language) | Stated basis | Cite | |---|---|---|---| ## Concessions | Concession (verbatim) | Cite | |---|---| ## Examination scope Bullet list with cites. ## Records reviewed (as stated) Bullet list, verbatim identifications. ## Review gaps Bullet list — label this section "for attorney evaluation." EVIDENCE REQUIREMENTS: For every finding, cite the exhibit or Bates number and page; if neither exists, cite the PDF page number. Quote findings and concessions verbatim — paraphrase is not acceptable where the opinion turns on wording. Distinguish what the examiner found from what the examiner was told. Do not opine on the examiner's qualifications or methodology — catalog what the report itself says and omits. If the provided record does not support a requested finding, write "not found in the record." Do not infer or fill gaps from outside knowledge. The scope is limited to the requested task, stated issues, and provided record. Do not introduce outside subjects or sources. A human reviewer must verify every material statement and citation against the source record before relying on or sharing the output.
Through the Civil / insurance defense lens
Organize around exposure: what currently supports each element of the claim, what undercuts it, and what remains unproven on this record — in a neutral, evaluative register suitable for carrier reporting.
Through the Commercial litigation lens
Organize by claim element and contract provision: what the documents establish, what remains genuinely disputed, and what the damages record actually quantifies.
Through the Criminal defense lens
Organize by element of each charged offense, noting which elements rest on a single witness, where corroboration is absent, and where the record is silent.
Through the Employment litigation lens
Organize around the decision at issue: the stated reasons, the documentation that predates versus postdates the decision, comparator evidence, and policy compliance.
Through the Family law lens
Organize around the governing factors as the record speaks to them, in a measured register — the likely audience is a judge or guardian ad litem, not a jury.
Through the Medical malpractice — defense lens
Organize around the defense posture: what the chart documents the provider knew and did, where the plaintiff's account departs from the record, and what remains unproven on causation.
Through the Medical malpractice — plaintiff lens
Organize around the elements: duty, the standard of care as the record states it, deviation evidence, causation, and damages — flagging where expert foundation exists and where it is still missing.
Through the Personal injury — plaintiff lens
Surface testimony supporting each liability element and each category of damages, and flag favorable concessions prominently rather than burying them in sequence.
Through the Probate & estate litigation lens
Organize around the element the matter turns on — testamentary capacity, undue influence, or breach of fiduciary duty — in a measured register written for a probate judge, not a jury.
Through the Prosecution lens
Organize by charge and element, rating the strength of proof per element as resting on multiple independent sources, a single source, or inference.
Through the Workers' compensation — claimant lens
Organize around what the benefits turn on: compensability evidence, current work status and restrictions, treatment authorized versus requested, and average weekly wage support.
Through the Workers' compensation — employer/carrier lens
Organize around exposure: what supports compensability, what undercuts it, the authorized-care record, and the return-to-work evidence — in a register suitable for carrier reporting.
AI output is a starting point, not work product. Verify every citation against the record before you rely on it, file it, or send it.
What you'll fill in
- 01Your role
- 02Case typee.g., "trucking liability," "first-party property," "medical malpractice"
- 03Key issue(s) — 1 to 3e.g., "vehicle speed at impact; brake maintenance; visibility"
- 04Claimant / patient name
- 05Expert's fielde.g., "biomechanics"
Pro tip Cross-check the 'records reviewed' list against your own production index — the gap list practically writes the cross.
Record-first path
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