settlement-summary

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.

11 stars

Best use case

settlement-summary is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

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.

Teams using settlement-summary should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/settlement-summary/SKILL.md --create-dirs "https://raw.githubusercontent.com/CaseMark/skills/main/skills/legal/settlement-summary/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/settlement-summary/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How settlement-summary Compares

Feature / Agentsettlement-summaryStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

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.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# 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.

### 4. Special Provisions

Flag if present:

- [ ] Court approval required (class action, minor, bankruptcy)
- [ ] Board or third-party consent conditions precedent
- [ ] Insurance allocation between covered/non-covered claims
- [ ] Reservation of rights language
- [ ] Enforcement dispute resolution mechanism
- [ ] Non-standard or unusual terms for the practice area

### 5. Strategic Assessment

| Factor | Analysis |
|---|---|
| Settlement vs. trial exposure | Compare to realistic verdict range |
| Litigation costs avoided | Estimated remaining costs |
| Risk factors driving settlement | Key vulnerabilities per side |
| Insurance implications | Coverage issues, policy limits, contribution |

### 6. Implementation Checklist

- [ ] File dismissal (with/without prejudice) — deadline: ___
- [ ] Execute mutual releases
- [ ] Initial payment due — date: ___
- [ ] Provide notice to third parties
- [ ] Return/destroy confidential materials
- [ ] Calendar ongoing obligation deadlines

## Pitfalls

- **Never infer missing terms** — flag gaps explicitly when documents are incomplete
- **Quote exactly** for release, confidentiality, and liability provisions — always cite section/paragraph numbers
- **Chronology is date-ordered** — do not group by party
- **Insurance allocation** — address covered vs. non-covered claims separately when insurance is involved
- **Conditions precedent** — note all conditions that must be satisfied before the settlement is effective
- **Plain language** for client-facing sections; preserve legal precision for technical provisions

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