7 Questions to Ask Before Wrapping up a Depo Summary: A Final Checklist

A depo summary or deposition summary is a concise version of a deposition transcript. It helps legal and insurance teams quickly grasp what the witness said during a deposition. They don’t have to read every word of the transcript.

Before you finalize a deposition summary, check if your summary is accurate, clear, and useful.

We have given a checklist for you to confirm if your deposition summary is accurate and flawless. Let’s see the 7 questions you should ask before finalizing a deposition summary.

1. Did the summary reflect the vital points clearly?

The depo summary should highlight the most important facts in witness testimony. So, the first thing you have to check is: Did I include all the key facts, opinions, and statements relevant to the case?

Scrutinize the case objectives to check if they meet the case’s needs. For example, if you’re condensing a doctor’s testimony in a personal injury case, you should focus on:

• The diagnosis

• Treatment details

• Opinions on the cause of injury

• Prognosis

If you are getting the testimony of a witness to an accident, you might want to include:

• What the witness saw

• What the injuries were

• Who was at fault

If any of the above details are missing or unclear, rewrite it. Don’t try to summarize everything said by the witness, but include what’s relevant to the case. Clarity in the summary makes it a valid document.

2. Is the summary accurate?

Accuracy is crucial in legal work. A small mistake in the deposition summary can lead to big problems in court. Therefore, you have to double-check:

• Names and dates

• Medical terms

• Important numbers and statistics

• Any quotes you used

If you’re not sure about something, go back to the full deposition transcript to double-check. Also, don’t guess what the witness meant, but write what they said. The summary should not include your opinion or guesswork.

3. Is the format consistent and easy to read?

Many firms prefer different deposition summary formats, like page-line, topic-by-topic, or chronological summaries.

While summarizing depositions, ask yourself:

• Are you using the desired format?

• Are headings used correctly?

• Is the font size and spacing uniform?

• Is there a logical flow from one section to the next?

A clean, organized format makes it easier for readers to find what they need. This is important in long cases with multiple depositions.

4. Did I remove repeated or unnecessary information?

Deposition transcripts are long and often contain a lot of back-and-forth conversation. However, a good summary should avoid repeating the same ideas. It should also skip irrelevant parts like small talk, objections, or filler words.

Here’s an example:

Too long:

“The witness stated that she arrived at the scene of the accident at approximately 8:15 a.m. and then mentioned again that it was around 8:15 a.m. when she got there.”

Better:

“The witness arrived at the accident scene at approximately 8:15 a.m.”

The second version is more concise and doesn’t repeat itself. Always aim to reduce wordiness without losing meaning.

5. Did I use a neutral, professional tone?

A depo summary should never sound biased. It’s not a place to argue your side of the case. The tone should be professional, objective, and matter-of-fact.

Avoid:

• Emotional language (e.g., “The witness was clearly lying.”)

• Assumptions (e.g., “He probably meant…”)

• Sarcasm or humor

Instead, stick to what the witness said. If their statement was inconsistent or confusing, you can note it, but don’t interpret or judge it.

Example:

Neutral:

“The witness stated that she did not see the other vehicle before the collision.”

Biased:

“The witness claimed she didn’t see the other vehicle, which seems hard to believe.”

Only use the second version if you’re writing a legal analysis, and not a summary.

6. Is the summary useful to the reader?

This may be the most important question of all. After reading your depo summary, will the attorney or claims adjuster have a clear picture of what was said? Will it help them prepare for trial, mediation, or settlement?

To make it useful:

• Highlight contradictions or key admissions

• Group related topics together

• Include timestamps or line references (if requested)

• Flag anything that might need follow-up

It helps to think from the reader’s point of view. What would you want to know if you were making decisions based on this summary?

7. Have I proofread it carefully?

Finally, always proofread your work. Even a well-written summary can lose credibility if it’s full of grammar mistakes or typos. Here’s what to check:

• Spelling

• Punctuation

• Sentence structure

• Consistency in terminology

Reading it out loud can help catch awkward phrases or errors you missed on the screen. If possible, let someone else review it too.

Professionalism matters, especially in legal documents. A polished summary reflects well on you and helps your team work efficiently.

How do deposition summary services help?

Outsourcing deposition summaries to professional services ensures each summary is highly accurate, consistent, and legally relevant. These experts are trained to identify and filter key testimony and avoid irrelevant data.  

They also present the content in a neutral, reader-friendly format tailored to the client’s needs. By doing so, they free up valuable time for professionals who would otherwise spend hours reviewing transcripts.

LezDo TechMed offers precise deposition summary services to legal and insurance teams. With their experience, our experts bring objectivity to the task, reducing the risk of bias and oversight. Our depo summary saves time, reduces errors, and enhances the overall quality of your legal work.

In essence,

Creating a deposition summary takes time and attention to detail. Summarizing a depo transcript is not that easy. It is like pulling out the right information and presenting it in a way that’s accurate, neutral, and helpful.

Before you hit “send” or upload that file, pause and ask yourself these 7 questions:

• Did I capture the key points clearly?

• Is the summary accurate?

• Is the format consistent and easy to read?

• Did I avoid repetition and unnecessary detail?

• Did I use neutral, professional language?

• Is the summary useful to the reader?

• Have I proofread it carefully?

Answering “yes” to all of them means you’re delivering a strong, reliable summary. Your team and your clients need such a reliable summary to move forward with confidence. You can also get expert help by outsourcing your deposition summaries to experienced professionals.