| name | settlement-summarization |
| title | Settlement Summarization |
| description | Summarizes settlement negotiations and agreements in litigation. Extracts key terms, payment structures, release provisions, negotiation chronology, and compliance obligations for both two-party and complex multi-party settlements. Use when the user needs a settlement summary, settlement analysis, negotiation history, or settlement term review. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/settlement-summarization |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | litigation |
| language | en |
Settlement Summarization
Produces structured summaries of settlement negotiations and agreements, from simple two-party resolutions to complex multi-party commercial settlements.
Quick Start
Copy and track progress:
- [ ] Identify all parties, roles, and settlement amount
- [ ] Build negotiation chronology from source documents
- [ ] Extract financial terms and payment structure
- [ ] Document release provisions and scope
- [ ] Catalog future conduct and enforcement provisions
- [ ] List compliance obligations and deadlines
- [ ] Assess risks: ambiguities, missing provisions, enforcement gaps
- [ ] (If multi-party) Add party-by-party breakdown and allocation matrix
Output Structure
Executive Summary
- Parties and their roles
- Settlement amount and payment structure
- Key conditions and contingencies
- Effective dates and deadlines
Negotiation Chronology
| Date | Event | Offer/Counter | Key Terms | Source |
|---|
| [Date] | [Description] | [Amount/Terms] | [Notable conditions] | [Document ref] |
Settlement Terms
Financial Terms: Lump sum vs. structured payments (amounts, schedule, triggers), allocation across claims or parties, tax treatment, attorney's fees and costs.
Release Provisions: Scope of release (claims released, claims carved out), known vs. unknown claims (Civ. Code section 1542 waivers if applicable), mutual vs. one-way release.
Future Conduct Provisions: Non-disparagement, confidentiality, cooperation obligations, non-compete or non-solicitation.
Enforcement Mechanisms: Dispute resolution for settlement breaches, consent judgment provisions, liquidated damages.
Compliance Obligations
- Court approval requirements (class action, minor settlements)
- Regulatory filings or disclosures
- Reporting obligations
- Deadlines and notification requirements
Risk Assessment
- Ambiguous or missing provisions
- Potential enforcement challenges
- Provisions requiring negotiation clarification
- Comparison to pre-settlement valuation (if available)
Multi-Party Settlements
Add these sections when three or more parties are involved:
- Party-by-Party Breakdown: Each party's obligations, rights, and payment responsibilities
