| name | settlement-agreement-summary |
| title | Settlement Agreement Summary |
| description | Generates executive-ready summaries of multi-party U.S. commercial settlement agreements. Extracts payment structure, business conduct covenants, release and waiver provisions, tax obligations, and confidentiality terms into a structured legal memorandum. Use when summarizing fully executed settlement agreements, distilling multi-party commercial settlements for case management, or preparing client-facing settlement summaries for board or executive review. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/settlement-agreement-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | commercial |
| language | en |
Settlement Agreement Summary
Produces a structured, executive-ready memorandum from a fully executed multi-party commercial settlement agreement for internal case management and client communication.
Prerequisites
- Fully executed settlement agreement — final signed version (all counterparts)
- Ancillary agreements — referenced exhibits, schedules, or side agreements
- Matter identification — case/matter name and execution date
Quick Start
Begin with the header block, then produce sections 1-7 in order:
SETTLEMENT AGREEMENT SUMMARY
Matter: [Case/Matter Name]
Agreement Date: [Execution Date]
Summary Prepared: [Today's Date]
CONFIDENTIAL – ATTORNEY-CLIENT PRIVILEGED
Memorandum Sections
1. Executive Overview (write last; max 150 words)
Narrative: dispute nature, primary consideration, key obligations per party, organizational significance.
2. Payment Structure & Financial Terms
| Element | Detail |
|---|
| Amounts | Exact figures per party/tranche |
| Schedule | Dates, milestones, sequencing |
| Conditions precedent | Triggers, verification procedures |
| Contingencies | Earn-outs, clawbacks, adjustments |
| Non-cash consideration | Stock, property, services |
| Security/credit support | Escrow, LOCs, guarantees |
Flag obligations extending beyond 12 months with a forward-looking timeline.
3. Business Conduct Covenants
For each covenant (non-compete, non-solicitation, confidentiality, transition cooperation, operational mandates), specify:
- What — permitted, required, or prohibited conduct
- Who — bound parties and affiliates
- Duration — end date or triggering termination event
- Geography/scope — market, product, or territory limits
- Breach consequences — per the agreement
- Affirmative duties — compliance programs, certifications, audits, insurance
4. Release & Waiver Provisions
- Scope — general release (known/unknown) vs. claim-specific
- Direction — mutual or unilateral
