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What is Running Summary?

Published in Case Management 2 mins read

A running summary is a dynamic document that tracks and updates the facts of a case as new developments occur.

Understanding Running Summaries

A running summary of facts in relation to a case is essentially an evolving document. As the provided reference states, it means a summary of the facts of the case updated from time to time to incorporate significant development as and when they take place.

The primary purpose of creating such a summary, as noted in the reference, is that it is prepared to avoid repeated re-capitulation of the case through self-contained notes. Instead of starting over each time or maintaining separate notes that need constant cross-referencing, the running summary provides a single, continuously updated source of information.

Key Characteristics

Based on the definition, a running summary possesses several key characteristics:

  • Dynamic: It is not static but changes over time.
  • Case-Specific: It pertains to a particular case or matter.
  • Cumulative: It builds upon previous information by adding new developments.
  • Purposeful: It is designed for efficiency and clarity, preventing redundancy.

Why Use a Running Summary?

Utilizing a running summary offers significant advantages, particularly in complex or long-running matters:

  • Efficiency: It saves time by providing a current overview without needing to revisit initial documents repeatedly.
  • Accuracy: By consolidating information, it reduces the risk of missing key developments.
  • Comprehensive View: It offers a clear, chronological, or thematic view of the case's progression and current status.

Practical Application

Running summaries are commonly used in fields where case facts evolve over time, such as:

  • Legal Practice: To track evidence, witness statements, filings, and court orders in a case.
  • Project Management: To maintain a log of project status, key decisions, and roadblocks.
  • Investigation: To record findings, interviews, and progress in an ongoing investigation.

By keeping the core facts and significant developments consolidated and updated, a running summary ensures that anyone reviewing the document has the most current understanding of the situation without needing exhaustive background briefings each time.

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