Case Summary Template: The One Page Your Lawyer Reads First
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The dispute in two sentences
(Who, what, and what's being asked for. No adjectives.)


Parties
(Your entity, the other side, anyone else involved.)


Status
(Pre-dispute, demand received, lawsuit filed, arbitration, settlement talks.)


What we want
(Your realistic goal: payment, exit, a fix, a settlement range.)


Money
(Amount in dispute and legal spend so far.)


Our lawyer
(Name, firm, rate, billing contact (if you have one).)


Top three open questions
(What you most need answered.)


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