# Deposition Summary Review Template

Use this template as a starting point for an authorized transcript review. Adapt it to the matter, jurisdiction, supervising lawyer's instructions, and the intended use. It is not legal advice and does not replace review of the complete transcript.

## 1. Matter and assignment

- Matter:
- Witness:
- Deposition date:
- Transcript version / errata status:
- Prepared by:
- Reviewed by:
- Purpose of summary:
- Required format: page-line digest / narrative / issue-based / chronology / hybrid
- Issues in scope:
- Issues expressly out of scope:

## 2. Source condition

- [ ] Text is searchable
- [ ] Printed transcript page numbers are visible
- [ ] Line numbers are visible and stable
- [ ] PDF-page offset recorded, if any:
- [ ] Missing or unreadable pages noted:
- [ ] Exhibits included or separately available:
- [ ] Errata sheet checked, if applicable:

## 3. Witness context

- Role and relevant period:
- Subjects covered:
- Personal-knowledge limits:
- Secondhand or document-based information:
- Expertise claimed or disclaimed:

## 4. Executive overview

Write a neutral overview after completing the cited sections below. Do not add a conclusion that the cited testimony does not establish.

## 5. Material chronology

| Date / period | What the witness testified | Page-line citation | Verified |
|---|---|---|---|
|  |  |  | [ ] |
|  |  |  | [ ] |

## 6. Key testimony by issue

### Issue:

- Bounded finding:
- Exact source excerpt:
- Citation(s):
- Qualification or contrary passage:
- Knowledge basis: firsthand / secondhand / document / unclear
- Follow-up needed:

Repeat this block for each material issue.

## 7. Admissions and concessions

| Bounded statement | Exact excerpt | Citation(s) | Qualification checked |
|---|---|---|---|
|  |  |  | [ ] |

## 8. Potential inconsistencies or corrections

Describe both passages neutrally. Do not label a witness dishonest based only on a correction or wording difference.

| Earlier passage | Later passage | Citation(s) | Possible explanation / follow-up |
|---|---|---|---|
|  |  |  |  |

## 9. Exhibits, objections, and limitations

- Exhibits referenced but not reviewed:
- Material objections:
- Missing records or witnesses:
- Technical or expert questions outside the witness's knowledge:
- Other limits on the summary:

## 10. Verification log

For every material proposition:

- [ ] The cited page and line exist in the printed transcript numbering
- [ ] The question, complete answer, and surrounding lines were read
- [ ] The passage supports the full statement—not only part of it
- [ ] Later corrections and qualifications were searched for
- [ ] Names, dates, figures, negation, and quotations were checked
- [ ] Firsthand and secondhand information remain distinct
- [ ] Missing documentation was not converted into proof of nonoccurrence
- [ ] Reviewer notes are clearly separated from testimony
- [ ] The complete transcript remains the controlling source

## 11. Final review

- Material changes made:
- Unresolved questions:
- Reviewer:
- Review date:
- Approved use:

Do not include privileged, confidential, or personal information in a template stored outside the firm's approved matter system.