casemark/legal-strategy-summary
skills/legal/legal-strategy-summary/SKILL.md
Generates structured litigation strategy summaries synthesizing case facts, legal arguments, procedural tactics, and risk assessments into a unified roadmap. Use when aligning legal teams on case direction, preparing for strategy meetings, or onboarding stakeholders to litigation matters.
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Last scanned: Sep 3, 2026, 3:50 AM213.3s1 file scanned
SKILL.md
- name:
- legal-strategy-summary
- language:
- en
- description:
- Generates structured litigation strategy summaries synthesizing case facts, legal arguments, procedural tactics, and risk assessments into a unified roadmap. Use when aligning legal teams on case direction, preparing for strategy meetings, or onboarding stakeholders to litigation matters.
Legal Strategy Summary
Produces an internal strategic roadmap covering case posture, motion and discovery planning, settlement analysis, and prioritized action items.
Prerequisites
- Case materials — complaints, answers, correspondence, prior orders, key exhibits
- Client objectives — desired outcome, risk tolerance, budget constraints
- Jurisdictional context — forum, governing law, pending procedural deadlines
- Party roles — plaintiff/defendant/third-party posture and relationships
Quick Start
- Gather case materials and client objectives
- Draft executive overview accessible to non-lawyer stakeholders
- Build legal framework per cause of action/defense
- Map motion and discovery strategy to case schedule
- Assess settlement posture and risks
- Produce prioritized action items with owners and deadlines
Output Sections
1. Executive Overview
| Element | Content | |---|---| | Case nature | Dispute type, parties, forum | | Client position | Plaintiff/defendant posture summary | | Strategic goal | Primary objective — one sentence | | Key risk flag | Single biggest threat to success |
No legal jargon without parenthetical explanation.
2. Factual Background
- Organize chronologically or thematically — whichever better supports the strategy
- Cite specific documents/exhibits for each material fact
- Flag disputed vs. undisputed facts
- Omit facts that don't drive legal analysis
3. Legal Framework
Per cause of action or defense:
| Component | Detail | |---|---| | Claim/defense | Name and statutory/common law basis | | Elements | Numbered required elements | | Burden | Who bears it; standard (preponderance, clear & convincing, etc.) | | Controlling authority | Key statutes, lead cases | | Strengths | Favorable facts and law | | Weaknesses | Gaps, adverse facts, unfavorable precedent | | Counterarguments | Anticipated opposition arguments and rebuttals |
4. Motion Strategy
Per anticipated motion:
- Motion — type
- Legal basis — rule/statute
- Strategic purpose — dispositive, narrow issues, force disclosure, etc.
- Timing — when to file relative to case schedule
- Success likelihood — High/Medium/Low with one-line rationale
5. Discovery Strategy
| Category | Plan | |---|---| | Must obtain | Key documents/testimony needed; from whom | | Must protect | Privilege, work product, trade secrets | | Offensive use | How discovery strengthens affirmative case | | Defensive use | Limiting opponent's discovery leverage | | ESI considerations | Preservation obligations, custodians, date ranges |
6. Settlement & ADR Assessment
- Settlement posture and recommended range (if assessable)
- Optimal timing for discussions
- ADR suitability — mediation, arbitration, early neutral evaluation
- BATNA — best/worst/likely trial outcomes vs. settlement value
7. Risk Assessment
| Risk Factor | Rating | Impact | Mitigation | |---|---|---|---| | Liability exposure | H/M/L | $ range or outcome | Reduction strategy | | Adverse ruling on key motion | H/M/L | Effect on case | Fallback approach | | Witness credibility | H/M/L | Claims affected | Corroboration plan | | Cost trajectory | H/M/L | Estimated burn rate | Cost controls |
8. Action Items
Per item: Action, Owner (if identifiable), Deadline (date or trigger), Priority (Critical / High / Standard).
Pitfalls & Checks
- Assess strengths and weaknesses candidly — this is internal strategy, not advocacy
- Cite specific evidence and authority for every recommendation; no unsupported assertions
- Flag critical deadlines (SOL, response deadlines, scheduling order dates) prominently
- Mark unverified governing law or jurisdiction-specific rules with
[VERIFY] - Adapt section depth to case complexity — early-stage summaries may have lighter discovery/motion sections
- Reference privileged communications by date and subject only; never quote verbatim
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