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AnalysisThe case memo

The case memo

The memo is written once the analysis has run, and it is the section most attorneys open first. It is prose, prepared as of a date, assembled from what the earlier stages found.

What it contains

Executive summary · Background

Claims — each with its elements, the supporting facts on the file and the opposing facts against it.

Damages — a narrative, plus a damages model broken down by category with low, mid and high figures and a total, and a settlement target range.

Defenses to expect — each with a danger level, a likelihood, and a rebuttal.

Top risks — each with a severity.

Strategy · Conclusion

Two sections sit behind the memo.

Legal research — authority for the questions the checklist raised, each carrying a confidence.

Analogous precedents — decisions that resemble this matter, and, where the analysis can say so, what distinguishes them.

Each authority is marked by where it came from:

  • Grounded — from the shared legal-authority corpus the install carries.
  • Live search — retrieved from CourtListener at run time.

Reading it

Everything in the memo resolves back to the evidence list, so a supporting fact carries the document and page it came from. Where the analysis is unsure it says so with a confidence of low, medium or high rather than omitting the point.

The memo is a draft for an attorney, not a filing, and like everything else the engine writes it can be approved, rejected or marked incorrect.

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