Legal Strategy Summary
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:
- 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
| 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
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.
No additional documents ship with this skill.
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