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.
Best use case
strategy-summary is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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.
Teams using strategy-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
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/strategy-summary/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How strategy-summary Compares
| Feature / Agent | strategy-summary | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
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.
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
# 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.
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