Case summaries come in various forms depending on their purpose and audience. Here are some I can help you with:

• Brief Case Summary: concise overview of the case, including the key facts, legal issues, holding, and reasoning (does not exceed one page).

• Detailed Case Summary: comprehensive summary that includes an in-depth analysis of the facts, procedural history, issues, arguments, holding, reasoning, and dissenting opinions (if any).

• Trial Court Case Summary: summary of events at the trial level, including the claims, defenses, evidence presented, and the court’s ruling.

• Legal Memorandum Summary: summary of statement of facts, issues, analysis, and conclusions. a case to include in memorandum.

• Executive Summary: summary prepared for your clients, colleagues or executives that provide a simplified, easy-to-read account of events without all the legal jargon.

• Medical Record Summary: detailed, organized synopsis of a patient’s medical records which includes:

  • Chronological Medical History

  • Diagnostic & Treatment Summaries

  • Injury & Treatment Correlation: Connecting medical evidence to the legal issues, such as causation and damages.

  • Physician and Specialist Reports

  • Impact Assessment: Analyzing how injuries affect the plaintiff’s quality of life or ability to work.

• Contracts:

  • Sales agreements

  • Service agreements

  • Lease agreements

  • Vendor contracts

  • Non-disclosure agreements (NDAs)

  • Employment agreements

• Corporate Formation Documents:

  • Articles of incorporation/organization  

  • Operating agreements

• Intellectual Property Documents:

  • Licensing agreements

• Real Estate Documents:

  • Purchase agreements

  • Lease documents

  • Easement agreements

• Legal correspondence

• Legal memoranda

• Retainer Agreements

• Demand Letters

• Discovery Management:

  • Document Review, Organization and Production

  • E-Discovery Management (Processing, Review)

  • Interrogatory and Request for Production Drafting and Response

  • Deposition Preparation and Summarization

• Trial Preparation:

  • Exhibit Preparation and Management

  • Trial Notebook Compilation

  • Court Filings

  • Preparation of Pleadings and Motions

• Case Management:

  • Legal Research and Memorandum Preparation

  • Preparation of legal chronologies