| name | legal-strategy-summary |
| title | Legal Strategy Summary |
| 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. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/legal-strategy-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | litigation |
| language | en |
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 |
