| name | settlement-proposals |
| title | Settlement Proposals Summary |
| description | Produces chronological settlement negotiation summaries from litigation case files, extracting proposals, counteroffers, payment structures, release provisions, and confidentiality terms. Includes trial-risk evaluation and comparable settlement benchmarking. Use when summarizing settlement history, preparing for mediation, documenting negotiation progression, or creating settlement status reports. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/settlement-proposals |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | litigation |
| language | en |
| tags | ["analysis","drafting","summarization","summary"] |
Settlement Proposals Summary
Chronological record of settlement negotiations, proposals, and agreements from case files.
Prerequisites
- Settlement communications — demand letters, offers, counteroffers, mediation summaries, email exchanges
- Executed agreements (if any) — final settlement, releases, dismissal stipulations
- Case posture — key rulings, discovery status, expert reports, trial date
Workflow
Collect docs → Build chronology → Map payment terms → Evaluate risk → Draft status
Output Structure
1. Matter Overview
| Field | Content |
|---|
| Caption | Parties, court, case number |
| Phase | Discovery / pre-trial / settlement |
| Key dates | Filing, trial date, settlement deadlines |
| Negotiating parties | Names and counsel |
2. Negotiation Chronology
One entry per substantive proposal:
| Field | Content |
|---|
| Date | Date of proposal |
| From → To | Proposing → receiving party |
| Type | Initial demand / offer / counteroffer / mediator's proposal |
| Monetary terms | Gross amount, fees/costs allocation, net to client |
| Non-monetary terms | Injunctive relief, behavioral commitments, structural changes |
| Conditions | Deadlines, approvals, performance conditions |
| Response | Accepted / rejected / countered (with date) |
| Source | Document name, page/paragraph cite |
Preserve exact dollar figures. Quote critical language verbatim.
3. Payment Structure
Include when structured payments are proposed:
- Lump sum vs. installment breakdown with dates and amounts
- Interest rate and calculation method
- Security or guarantees for future payments
- Breakdown: gross settlement / attorney's fees / costs / net to client
4. ADR Summary
Include when mediation or other ADR was used:
