Strategy Summary

---
name: strategy-summary
title: Legal Strategy Summary
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.
author: CaseMark
author_url: https://github.com/CaseMark/skills/tree/main/skills/legal/strategy-summary
license: Apache-2.0
version: 0.1.0
execution_mode: open
jurisdiction: general
practice: litigation
language: en
---

# 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.