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Legal Strategy Summary

legal-strategy-summary

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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SKILL.md

Full skill instructions

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

  1. Gather case materials and client objectives
  2. Draft executive overview accessible to non-lawyer stakeholders
  3. Build legal framework per cause of action/​defense
  4. Map motion and discovery strategy to case schedule
  5. Assess settlement posture and risks
  6. Produce prioritized action items with owners and deadlines

Output Sections

1. Executive Overview

ElementContent
Case natureDispute type, parties, forum
Client positionPlaintiff/​defendant posture summary
Strategic goalPrimary objective — one sentence
Key risk flagSingle 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:

ComponentDetail
Claim/​defenseName and statutory/​common law basis
ElementsNumbered required elements
BurdenWho bears it; standard (preponderance, clear & convincing, etc.)
Controlling authorityKey statutes, lead cases
StrengthsFavorable facts and law
WeaknessesGaps, adverse facts, unfavorable precedent
CounterargumentsAnticipated 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

CategoryPlan
Must obtainKey documents/​testimony needed; from whom
Must protectPrivilege, work product, trade secrets
Offensive useHow discovery strengthens affirmative case
Defensive useLimiting opponent's discovery leverage
ESI considerationsPreservation 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 FactorRatingImpactMitigation
Liability exposureH/​M/​L$ range or outcomeReduction strategy
Adverse ruling on key motionH/​M/​LEffect on caseFallback approach
Witness credibilityH/​M/​LClaims affectedCorroboration plan
Cost trajectoryH/​M/​LEstimated burn rateCost 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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