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Legal Opinion Summary

Summarizes U.S. transactional legal opinions into executive-ready briefs preserving issues, analysis, conclusions, qualifications, and key authorities. Triggers when asked to summarize a legal opinion, opinion memorandum, legal analysis memo, or produce an executive opinion recap.

ID: us.corporate.opinion-summary Version: 0.1.0 License: Apache-2.0 Author: CaseMark Language: en Added: 2026-05-27
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Legal Opinion Summary

Condense a full legal opinion into a professional summary that preserves substance and qualifications. Target 20–30% of original length unless instructed otherwise.

Quick Start

Before summarizing, confirm:

  • Full opinion text (including relied-upon exhibits/appendices)
  • Governing jurisdiction(s) and transaction context
  • Privilege/confidentiality marking requirements
  • Target audience and desired length

Required Sections

Section Content
Issues Presented Plain-language statement of each legal question; number if multiple
Factual Background Material facts only; omit narrative detail
Legal Analysis Per issue: controlling standard, key reasoning, decisive facts
Conclusion / Recommendation Outcome, recommendation, reliance conditions
Qualifications / Assumptions Material limits, open questions, reliance assumptions
Risk / Alternatives If addressed: risks, likelihoods, alternatives
Authorities Controlling statutes, regs, or cases; short cites only

Issue Analysis Table

For each issue, populate:

Issue Standard Key Facts Reasoning Conclusion

Compression Rules

  • Include every legal question and final conclusion.
  • Preserve all material qualifiers, uncertainties, and counterarguments.
  • Retain controlling statutory language or contract excerpts when central to analysis.
  • Remove string citations and non-controlling authorities.
  • Use short citations sufficient for lookup.

Pitfalls

  • Never introduce theories or arguments absent from the original opinion.
  • Never overstate certainty — mirror all caveats, limits, and contingencies exactly.
  • Preserve privilege/work-product sensitivity; apply required markings.
  • Mark uncertain citations with [VERIFY].
  • Maintain professional memorandum tone throughout.

Key changes: consolidated the description into a tighter trigger-focused sentence, removed the verbose template (the Required Sections table + Issue Analysis Table serve the same purpose more concisely), merged the guidelines into a "Pitfalls" section, eliminated the redundant "Compression Checklist" heading in favor of "Compression Rules", and cut ~30% of tokens while preserving all legal substance. Please grant write permission so I can save the file, or copy the content above directly.

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