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Case Strategy

Category: Legal

Litigation strategy: case theory, strengths and weaknesses, evidence, discovery, motions, settlement posture, budget.

When to use this template

Use it when the conversation is how to run the case - internal team strategy, partner-level case review, a war-room discussion. The capture is heavier on theory and exposure than Client Intake. For the actual mediation or settlement discussion, see Mediation & Settlement. For a witness interview, see Deposition Summary.

Fields captured

Matter name / caption - the case identifier.
Case theory - the story the team will tell, by claim and defense.
Strengths - strong points for your side.
Weaknesses or risks - exposure, bad facts, and evidentiary risks.
Key evidence - exhibits, documents, and witnesses.
Discovery plan - what you want to discover and from whom.
Motion practice - motions to file or expect from opposing counsel.
Settlement posture - the team's posture on a settlement number or structure.
Budget or resource notes - staffing, expert needs, and budget.
Decisions made - what the team decided in this conversation.
Open questions - unresolved strategic questions.
Next steps - concrete tasks with optional owner and due date.
Key takeaways - the AI's prioritized summary points.

The standard summary, attendees, and per-section summaries also apply.

Sub-views, role views, and artifacts

Sub-views: none.
Role views: Legal.
Artifacts: Email draft (recipient, tone, optional subject hint).
Study mode: not available.

Exports

PDF, DOCX, and Markdown render case theory, strengths, weaknesses, and key evidence as the lead blocks, with discovery / motions / settlement / budget underneath. Decisions made and open questions appear at the end so they are not lost. Approved legal role views appear as labeled sections.