| name | trial-prep-summary |
| title | Trial Preparation Summary |
| description | Generates a structured courtroom-ready trial preparation summary synthesizing procedural history, facts, legal issues, evidence, witnesses, and strategy into a quick-reference document. Trigger when preparing trial binders, pre-trial review documents, courtroom reference materials, or trial strategy memos in commercial litigation. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/trial-prep-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | litigation |
| language | en |
| tags | ["summarization","summary"] |
Trial Preparation Summary
Synthesizes case materials into a single courtroom-ready reference organized for rapid access during examination, argument, and tactical decisions.
Required Inputs
- Pleadings — complaint, answer, counterclaims, amended pleadings
- Discovery — interrogatory responses, RFP productions, RFA responses
- Depositions — transcripts with page:line citations
- Expert reports — opinions, methodology, bases
- Motions & orders — dispositive motions, MILs, rulings
- Exhibit list — pre-marked exhibits with Bates ranges
- Witness list — anticipated witnesses for both sides
Quick Start
- Collect all inputs above
- Build sections 1–9 below in order
- Cite every assertion to exhibit #, depo page:line, or Bates range
- Mark uncertain legal citations
[VERIFY]
- Use tables over prose throughout
Output Sections
1. Case Overview
| Field | Content |
|---|
| Caption | Full case caption |
| Court / Judge | Court, department, judge |
| Trial date | Date(s), estimated duration |
| Causes of action | Claims/counterclaims with statutory or common-law basis |
| Burden of proof | Party bearing burden per claim/defense |
| Relief sought | Damages figures, equitable relief, fees |
2. Procedural History
Reverse-chronological table of significant docket entries:
| Date | Event | Order/Ruling | Impact on Trial |
|---|
Flag pending motions, unresolved discovery disputes, deferred evidentiary rulings, and approaching deadlines (pretrial conference, exhibit exchange, witness disclosure).
3. Factual Narrative
- Chronology table — date, event, source (exhibit #, depo cite), disputed/undisputed
- Undisputed facts — stipulated or established by RFA admissions
- Disputed facts — competing versions with supporting evidence for each side
