Litigation Support Summary
Synthesizes case materials into a structured management document (5-10 pages) for legal teams and clients to track progress on active litigation.
Quick Start
- Gather inputs: pleadings, docket sheet, court orders, discovery materials, scheduling orders
- Follow the six-section output structure below
- Apply the quality checks before delivering
Required Inputs
- Case file: pleadings, court orders, docket sheet, case caption/number, presiding judge
- Discovery materials: requests, responses, production logs, deposition transcripts
- Scheduling orders: court-imposed deadlines, trial date, expert disclosure dates
- Correspondence (if available): strategic memos, client communications
- Budget/staffing (if available): litigation budget, team assignments
Output Structure
1. Case Overview & Procedural Posture
| Field |
Content |
| Caption & Docket |
Full case caption, docket number |
| Court & Judge |
Court, jurisdiction, presiding judge |
| Parties |
All parties with roles |
| Claims & Defenses |
Each cause of action/counterclaim with status |
| Procedural Stage |
Pleadings / discovery / pre-trial / trial |
| Significant Rulings |
Key motions, hearings, orders |
2. Strategy & Theory of Case
- Primary legal theories and key factual arguments
- Desired outcome (damages, injunctive relief, dismissal, etc.)
- Strategy evolution based on discovery/rulings/new facts
- Candid strengths/weaknesses for both sides:
| Factor |
Our Position |
Opposing Position |
| Strongest argument |
|
|
| Key vulnerability |
|
|
| Critical unresolved issue |
|
|
- ADR/settlement posture: demand/offer history, mediation prospects
3. Timeline & Critical Deadlines
Chronological table covering discovery cutoffs, expert disclosures, dispositive motion deadlines, pretrial conferences, trial date, and internal targets.
| Date |
Event/Deadline |
Status |
Action Required |
| past |
Event |
Complete |
-- |
| upcoming |
Deadline |
Pending |
Owner + prep needed |
Flag deadlines requiring immediate attention.
4. Discovery Status & Key Evidence
Written discovery (interrogatories, doc requests, RFAs): track served, received, outstanding, disputes.
Depositions: witness, date, status (completed/scheduled/needed), key testimony.
Critical evidence: most significant documents/testimony and relevance to case theory.
Open issues: privilege disputes, protective orders, Daubert challenges, outstanding productions.
5. Resource Allocation & Budget
Track by category (attorney fees, experts, e-discovery, court reporters, travel): budget, spent, projected remaining. Include team assignments and resource constraints.
Omit if no budget data available; note the gap and recommend gathering it.
6. Risks, Opportunities & Recommendations
- Risks: adverse outcome exposure (liability + damages range), cost escalation triggers, reputational concerns
- Opportunities: favorable developments, settlement leverage, dispositive motion prospects
- Recommendations: numbered, actionable next steps with priority (High/Medium/Low) and owner
Quality Checks
- Cite specific documents by name and page/paragraph when asserting facts
- Distinguish established facts, disputed facts, and legal contentions
- Provide candid assessments, not advocacy; flag information gaps
- Use accessible language while maintaining legal precision; define terms of art on first use
- Note the summary date; frame as a living document
- Mark as attorney-client privileged / work product as appropriate
1---2name: litigation-support-summary3description: Generates structured management summaries of active commercial litigation matters. Covers case overview, procedural posture, strategy, deadlines, discovery status, budget, and risk analysis. Use when preparing case status reports, onboarding stakeholders to active litigation, or conducting periodic case reviews.4---5
6# Litigation Support Summary
7
8Synthesizes case materials into a structured management document (5-10 pages) for legal teams and clients to track progress on active litigation.
9
10## Quick Start
11
121. Gather inputs: pleadings, docket sheet, court orders, discovery materials, scheduling orders
132. Follow the six-section output structure below
143. Apply the quality checks before delivering
15
16## Required Inputs
17
18- **Case file**: pleadings, court orders, docket sheet, case caption/number, presiding judge
19- **Discovery materials**: requests, responses, production logs, deposition transcripts
20- **Scheduling orders**: court-imposed deadlines, trial date, expert disclosure dates
21- **Correspondence** (if available): strategic memos, client communications
22- **Budget/staffing** (if available): litigation budget, team assignments
23
24## Output Structure
25
26### 1. Case Overview & Procedural Posture
27
28| Field | Content |
29|-------|---------|
30| Caption & Docket | Full case caption, docket number |
31| Court & Judge | Court, jurisdiction, presiding judge |
32| Parties | All parties with roles |
33| Claims & Defenses | Each cause of action/counterclaim with status |
34| Procedural Stage | Pleadings / discovery / pre-trial / trial |
35| Significant Rulings | Key motions, hearings, orders |
36
37### 2. Strategy & Theory of Case
38
39- Primary legal theories and key factual arguments
40- Desired outcome (damages, injunctive relief, dismissal, etc.)
41- Strategy evolution based on discovery/rulings/new facts
42- Candid strengths/weaknesses for both sides:
43
44| Factor | Our Position | Opposing Position |
45|--------|-------------|-------------------|
46| Strongest argument | | |
47| Key vulnerability | | |
48| Critical unresolved issue | | |
49
50- ADR/settlement posture: demand/offer history, mediation prospects
51
52### 3. Timeline & Critical Deadlines
53
54Chronological table covering discovery cutoffs, expert disclosures, dispositive motion deadlines, pretrial conferences, trial date, and internal targets.
55
56| Date | Event/Deadline | Status | Action Required |
57|------|---------------|--------|-----------------|
58| _past_ | Event | Complete | -- |
59| _upcoming_ | Deadline | Pending | Owner + prep needed |
60
61Flag deadlines requiring immediate attention.
62
63### 4. Discovery Status & Key Evidence
64
65**Written discovery** (interrogatories, doc requests, RFAs): track served, received, outstanding, disputes.
66
67**Depositions**: witness, date, status (completed/scheduled/needed), key testimony.
68
69**Critical evidence**: most significant documents/testimony and relevance to case theory.
70
71**Open issues**: privilege disputes, protective orders, Daubert challenges, outstanding productions.
72
73### 5. Resource Allocation & Budget
74
75Track by category (attorney fees, experts, e-discovery, court reporters, travel): budget, spent, projected remaining. Include team assignments and resource constraints.
76
77Omit if no budget data available; note the gap and recommend gathering it.
78
79### 6. Risks, Opportunities & Recommendations
80
81- **Risks**: adverse outcome exposure (liability + damages range), cost escalation triggers, reputational concerns
82- **Opportunities**: favorable developments, settlement leverage, dispositive motion prospects
83- **Recommendations**: numbered, actionable next steps with priority (High/Medium/Low) and owner
84
85## Quality Checks
86
87- Cite specific documents by name and page/paragraph when asserting facts
88- Distinguish established facts, disputed facts, and legal contentions
89- Provide candid assessments, not advocacy; flag information gaps
90- Use accessible language while maintaining legal precision; define terms of art on first use
91- Note the summary date; frame as a living document
92- Mark as attorney-client privileged / work product as appropriate
CaseMark