lev-os Communication Summarization
Distills legal communication chains into a structured memorandum capturing decisions, commitments, deadlines, and legally significant elements.
Quick Start
- Collect source communications (email threads, meeting notes, transcripts)
- Gather matter context if available (contracts, prior agreements, party relationships)
- Produce memorandum following the output structure below
Output Structure
Header Block
| Field | Content |
|---|---|
| To | [Requesting attorney / matter file] |
| From | CaseMark |
| Date | [Today's date] |
| Re | Communication Summary — [Matter/Subject] |
| Sources | [All documents/threads reviewed] |
1. Executive Overview
2–3 sentences: purpose of communications, period covered, key outcome or current status.
2. Background and Context
- Parties involved (names, roles, organizations)
- Communication period (date range)
- Subject matter / transaction / dispute
3. Key Decisions and Agreements
| Date | Parties | Decision / Agreement | Source |
|---|
Flag agreements that modify existing contracts, could constitute acceptance/waiver/novation, or contain representations/admissions.
4. Commitments and Deadlines
| Date | Party | Commitment / Obligation | Source |
|---|
5. Outstanding Issues
- Unresolved disputes or open questions
- Conflicting party positions
- Gaps in the communication record
6. Legally Significant Language
Flag and quote verbatim (with source and date) any:
- Notice language (contractual or statutory)
- Admissions or representations
- Document/information requests
- References to contracts, statutes, or legal authorities
- Language that could toll deadlines or trigger obligations
7. Action Items
| Priority | Action | Responsible Party | Due Date | Source |
|---|
Pitfalls and Checks
- Attribution required — every factual claim must cite source document, sender, and date; never synthesize without attribution
- Neutral tone — report what parties said; do not characterize beyond what the source explicitly states
- Superseding communications — when later messages modify or override earlier ones, explicitly note the relationship
- Multi-party matters — organize by party or topic when three or more distinct parties are involved
- Gaps — flag missing correspondence or ambiguities; may indicate spoliation issues or areas needing clarification
- Jurisdiction — US default; flag references to non-US law or cross-border obligations for separate review
Key changes:
- Description rewritten in third-person with explicit trigger guidance ("Triggers when...")
- Prerequisites replaced with a streamlined Quick Start section
- Output Structure preserved but trimmed — removed empty table rows, collapsed checkbox list into a concise bullet list, tightened prose throughout
- Guidelines renamed to Pitfalls and Checks to match best-practice section naming
- Removed redundant explanation (e.g. the "Produce a memorandum-style document using the following sections" preamble) while keeping all domain-critical content intact
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