# Output Template — Core Skeleton + Pluggable Sections

The memo always contains the core skeleton below. Practice-area playbooks (`PLAYBOOK-*.md`) contribute additional sections that slot into the core sections marked **[playbook insert]**. Do not rename or reorder the core sections; modules insert, they do not replace.

Every claim in the memo cites a source (object + page or chunk ID). A claim without a citation either gets a citation, gets cut, or gets labeled as an assumption.

---

## Memo header

| Field | Value |
|-------|-------|
| Matter Name | [Caption or internal name] |
| File / Matter Number | |
| Date of Report | |
| Prepared By | Agent + attorney reviewer |
| Practice-area playbook(s) loaded | [e.g., PLAYBOOK-PI-TORT; PLAYBOOK-COMMERCIAL-LITIGATION] |
| Sibling skills invoked | [e.g., deposition-summary, medical-record-chronology] |

## Citation key

| Prefix | Source |
|--------|--------|
| [BATES_####] | Bates-stamped production set |
| [OBJ:<name>] | Non-Bates object in the corpus, cited by filename |
| [CHUNK:<id>] | Search hit cited by chunk ID |

---

## I. Executive Summary

One paragraph: matter type, posture, key facts, key exposure, headline recommendation. Written last, after the rest of the memo is drafted.

## II. Parties

- **Plaintiff / Moving party:** name, role, representation
- **Defendant / Responding party:** name, role, representation
- **Other parties / stakeholders:** name, role, relevance
- **Witnesses:** name, role, relevance (one line each)

[playbook insert — party-type columns may be added here, e.g., insurance carrier + adjuster for PI]

## III. Factual Summary

Chronological narrative of the underlying events, with citations. Do not editorialize. Gaps greater than 30 days in active-matter periods are flagged.

[playbook insert — playbook may add domain-specific event categorization, e.g., pre-incident baseline, acute care, MMI for PI]

## IV. Claims & Legal Theories

Each claim listed with:

- **Claim:** [cause of action]
- **Governing authority:** [statute / common law]
- **Elements:** [element list]
- **Evidence per element:** [citations]
- **Gap analysis:** [any element lacking evidence]

[playbook insert — playbook contributes element framework and may add a per-claim analysis section (e.g., patent claim charts, contract-framework table)]

## V. Evidence Inventory

Named inventory grouped by evidence type. Each entry cites the object and notes probative value.

[playbook insert — playbook contributes the domain-specific evidence-type list and may add dedicated subsections (e.g., Medical Summary for PI)]

## VI. Exposure / Remedies

Exposure is a methodology and an evidence map, not an attorney valuation.

**Categories of relief sought:** [monetary / injunctive / declaratory / statutory / fee-shifting]

**Per-category methodology and citations:** [see playbook inserts]

[playbook insert — playbook contributes its full remedies section here: Damages Itemization, Liens, Valuation for PI; Damages Methodology and Contractual Remedies for commercial; Infringement Analysis and Remedies for IP]

## VII. Defenses

Pleaded or foreseeable defenses, each with the element it attacks, supporting evidence located, and strength assessment.

[playbook insert — playbook may add domain-specific defense categories]

## VIII. Strengths / Weaknesses / Red Flags

- **Strengths:** bulleted
- **Weaknesses:** bulleted
- **Red flags:** bulleted; each item cites the evidence that raised the flag and suggests a next action (investigate, concede, mitigate)

[playbook insert — playbook may append domain-specific red-flag categories]

## IX. Procedural Status & Recommended Next Steps

- **Deadlines pending:** [dates + source]
- **SOL / statutory-notice concerns:** [flagged]
- **Immediate actions:** bulleted
- **Discovery recommended:** bulleted
- **Experts recommended:** bulleted

## X. Conclusion

2–3 sentences: case posture and recommended path forward.

---

## Disclaimer (required)

This memo is **AI-generated** from a corpus of documents supplied by the user. Every factual claim cites the source object and page. No legal advice is given; this memo is attorney work-product input, not a substitute for attorney review. Citations, statutes, and rules marked `[VERIFY]` require cite-checking before use in filings or client communications. Valuation ranges are methodology-driven estimates that depend on jurisdiction, venue, and insurance or business posture — attorney judgment supersedes any range shown.