strategy-summary

name	strategy-summary
language	en
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.

Legal Strategy Summary

Synthesizes facts, law, procedure, and risk into one litigation roadmap.

Prerequisites

Gather before drafting:

1. Core record — pleadings/draft claims, key exhibits, correspondence, timeline
2. Objectives — client goals, acceptable outcomes, constraints, settlement posture
3. Forum — jurisdiction, governing law, procedural posture
4. Deadlines — filed/upcoming dates, limitations periods, scheduling order
5. 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

Motion/Step	Timing	Legal Basis	Purpose	Success Likelihood

7) Discovery Strategy

Target	Method	Purpose	Risk/Objection	Priority

Discovery checklist:

• Confirm litigation hold and custodian identification
• Map repositories and privilege boundaries
• Plan deposition order and key admissions
• Define expert needs and retention timing

8) Settlement / ADR Posture

Option	Timing	Leverage	Risks	Recommendation

9) Risk and Outcome Assessment

Scenario	Probability	Exposure/Recovery	Key Drivers

10) Deadlines and Triggers

Deadline/Trigger	Date	Source	Action

11) Open Questions

Question	Why It Matters	Owner	Target Date

12) Next Steps

Task	Owner	Due Date

Checks

• Cite record sources for every material fact or inference.
• Mark uncertain authority with [VERIFY].
• Keep the strategic thesis consistent across motions, discovery, and settlement sections.
• Separate known facts from allegations and disputed issues.
• Flag jurisdiction-specific rules and procedural traps.
• Provide candid strengths and weaknesses — do not overstate success likelihood.
• Exclude privileged content beyond what strategy requires.