| name | strategy-summary |
| title | Legal Strategy Summary |
| description | Produces a litigation strategy summary aligning facts, legal theory, procedural tactics, discovery, and settlement posture into a single actionable roadmap. Use when asked for a case strategy summary, litigation roadmap, motions plan, risk assessment, or stakeholder alignment memo. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/strategy-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | litigation |
| language | en |
Legal Strategy Summary
Synthesizes facts, law, procedure, and risk into one litigation roadmap.
Prerequisites
Gather before drafting:
- Core record — pleadings/draft claims, key exhibits, correspondence, timeline
- Objectives — client goals, acceptable outcomes, constraints, settlement posture
- Forum — jurisdiction, governing law, procedural posture
- Deadlines — filed/upcoming dates, limitations periods, scheduling order
- Known gaps — missing documents, witnesses, unresolved disputes
Output Sections
Keep each section concise and evidence-linked.
1) Executive Overview
| Field | Content |
|---|
| Matter | Short case descriptor |
| Posture | Stage and next critical event |
| Client objective | Primary objective and fallback |
| Strategic thesis | One-sentence theory of the case |
| Top risks | 3–5 highest-impact risks |
| Immediate decisions | 3–5 decisions needed now |
2) Key Facts
| Date/Period | Fact | Source | Disputed? |
|---|
| | | Yes/No |
3) Issues, Claims, Defenses
| Issue | Claim/Defense | Element | Supporting Facts | Gaps |
|---|
| | | | |
4) Legal Authority Snapshot
| Issue | Standard | Authority | Notes |
|---|
| | | |
5) Argument Map
| Argument | Best Fact Support | Likely Counter | Rebuttal |
|---|
| | | |
6) Procedural Strategy