← All workflows

Strategy Summary

Build a Litigation Strategy Roadmap in Minutes

12 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Strategy Summary

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Strategy Summary

Overview

CaseMark's Litigation Strategy Summary skill transforms scattered case materials into a single, structured roadmap that aligns facts, legal theory, procedural tactics, discovery plans, and settlement posture. Powered by AI, it synthesizes pleadings, exhibits, and client objectives into an actionable strategy document that keeps your entire litigation team aligned and prepared.

Developing a comprehensive litigation strategy requires synthesizing vast amounts of information—pleadings, evidence, legal research, procedural rules, and client objectives—into a coherent plan. This process traditionally takes senior attorneys hours or days, and the resulting strategy often lives in fragmented notes, emails, and mental models rather than a single actionable document.

CaseMark's AI-powered Strategy Summary skill ingests your case documents, client objectives, and procedural context, then produces a structured litigation roadmap covering every critical dimension—from argument mapping and discovery sequencing to settlement posture and risk assessment. The result is a comprehensive, evidence-linked strategy document ready for team alignment and client presentation.

How it works

  1. 1. Upload your pleadings, exhibits, correspondence, and case timeline

  2. 2. Provide client objectives, constraints, and procedural context

  3. 3. AI synthesizes all inputs into a structured litigation strategy roadmap

  4. 4. Review, refine, and export your strategy summary (DOCX, PDF)

What you get

  • Executive Overview

  • Key Facts Table

  • Issues, Claims, and Defenses Matrix

  • Legal Authority Snapshot

  • Argument Map

  • Procedural Strategy

  • Discovery Strategy

  • Settlement / ADR Posture

  • Risk and Outcome Assessment

What it handles

  • Executive overview with strategic thesis, top risks, and immediate decisions

  • Structured key facts table with source attribution and dispute flags

  • Comprehensive issues, claims, and defenses matrix with gap analysis

  • Argument mapping with anticipated counters and rebuttals

  • Discovery and procedural strategy with timing and success likelihood

  • Settlement/ADR posture analysis with leverage and risk assessment

Required documents

  • Pleadings and Draft Claims

    Complaints, answers, counterclaims, and any draft pleadings that define the claims and defenses at issue

    .pdf, .docx

  • Key Exhibits and Correspondence

    Critical evidence, contracts, communications, and documents central to the factual record

    .pdf, .docx, .eml, .msg

  • Client Objectives Memo

    Statement of client goals, acceptable outcomes, constraints, budget considerations, and settlement posture

    .pdf, .docx, .txt

Supporting documents

  • Scheduling Order and Deadlines

    Court scheduling orders, limitations periods, and upcoming filing deadlines

    .pdf, .docx

  • Legal Research and Authority

    Relevant case law, statutes, and legal memoranda supporting your claims or defenses

    .pdf, .docx

  • Prior Discovery Materials

    Existing discovery responses, deposition transcripts, or document production logs

    .pdf, .docx, .xlsx

Why teams use it

Reduce strategy development time from days to minutes with AI-powered synthesis

Identify case risks, evidentiary gaps, and vulnerabilities before opposing counsel exploits them

Align all stakeholders—partners, associates, clients, and co-counsel—around a single strategic roadmap

Maintain a living strategy document that evolves as your case progresses through each phase

Questions

What types of cases does the strategy summary work for?

CaseMark's strategy summary works across all litigation types—commercial disputes, employment matters, IP cases, personal injury, and more. The AI adapts its analysis framework to the specific claims, defenses, and procedural posture of your matter.

How does CaseMark handle confidential case information?

CaseMark employs enterprise-grade security with encryption at rest and in transit. Your case documents and strategy outputs are never used to train AI models, ensuring complete confidentiality of privileged and sensitive litigation materials.

Can I customize the strategy summary for different stakeholders?

Yes. CaseMark's output is structured in modular sections so you can share the executive overview with clients, the full roadmap with co-counsel, or specific sections like discovery strategy with your litigation team—all from a single generated document.

How does the AI identify risks and gaps in my case?

CaseMark analyzes your uploaded documents against the elements of each claim and defense, flagging missing evidence, unsupported arguments, and potential vulnerabilities. It also maps likely counterarguments so you can prepare rebuttals proactively.

Does the strategy summary include timing and deadline tracking?

Yes. The procedural strategy section includes motion timing, discovery sequencing, and key deadlines aligned with your scheduling order. CaseMark organizes these into a prioritized action plan with success likelihood assessments.

How long does it take to generate a litigation strategy summary?

CaseMark typically produces a comprehensive strategy summary in about 10-15 minutes, depending on the volume and complexity of your uploaded documents. This replaces what traditionally takes hours or days of manual synthesis and drafting.

Related

30b6 Corporate Rep

Draft & Defend 30(b)(6) Depositions in Minutes

30b6 Deposition

Master 30(b)(6) Depositions in Minutes, Not Hours

Abstract of Judgment

Draft Judgment Abstracts in Minutes, Not Hours