| name | settlement-summary |
| title | Settlement Summary |
| description | Generates structured summaries of settlement negotiations and agreements in commercial litigation. Use when summarizing settlement history, documenting negotiation timelines, analyzing settlement terms, preparing implementation checklists, or reviewing release and confidentiality provisions. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/settlement-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | litigation |
| language | en |
Settlement Summary
Summarizes settlement negotiations and final agreement terms from litigation matter files into a structured format covering chronology, key terms, strategic context, and implementation steps.
Required Inputs
- Settlement documents — demands, offers, counteroffers, term sheets, executed agreements
- Mediation materials — statements, mediator proposals (if any)
- Correspondence — emails/letters reflecting negotiation positions
- Case context — claims, parties, litigation posture at settlement time
Output Structure
1. Executive Overview
| Field | Content |
|---|
| Parties | All settling parties and roles |
| Settlement date | Date of executed agreement |
| Total consideration | Amount and structure |
| Key non-monetary terms | Injunctive relief, practice changes, etc. |
| Case disposition | Dismissal type (with/without prejudice) |
2. Negotiation Chronology
Capture each significant event in date order:
| Date | Party | Action | Terms Proposed | Conditions |
|---|
| date | party | Demand / Offer / Counter / Mediation | Amounts and terms | Attached conditions |
Include mediator name/date for mediation sessions. Note case developments (rulings, discovery) that influenced shifts.
3. Settlement Terms Analysis
Monetary consideration — total amount, payment structure (lump sum vs. structured), allocation among claimants, tax provisions, payment deadlines, default provisions.
Release provisions — scope (mutual/unilateral), claims covered and carve-outs, covered parties (affiliates, successors). Quote key release language with section cites.
Confidentiality — what is confidential (terms, amount, existence), permitted disclosures, breach consequences.
Liability language — quote admission/denial clause verbatim with section cite.
Ongoing obligations — compliance monitoring, cooperation requirements, performance obligations with deadlines.
