Case Strategy Memo Generator
Strategy Memo Generator
Move from facts and a commercial objective to a structured set of options with risks attached.
Describe the situation and what the client wants to achieve. The generator produces a memo structure: issue, facts, options with advantages and risks, recommendation and next steps.
A memo is only as good as the facts and objective you supply. Ambiguous instructions produce confident-sounding analysis of the wrong problem, so state the commercial outcome, not just the legal question.
How to use it
- 1Describe the client's situation and key facts.
- 2State the objective you are trying to achieve.
- 3Review the options, then pressure-test the recommendation against the facts.
What it does not do
- Does not investigate facts or discover documents.
- Cannot weigh risk without knowing the client's appetite for it.
- Does not replace a considered file note or advice.
Output is AI-generated. Check every case, section and quotation against the primary source before you rely on it or file it.
Common questions
- What is the difference between a strategy memo and legal advice?
- A strategy memo sets out options and their risks to support a decision. Formal advice states the legal position and is given on instruction. The formats overlap, but the memo is a working document.
- What should a legal strategy memo include?
- The issue, material facts, the client's objective, the realistic options with pros and cons, an assessment of risk, a recommendation and the next steps with owners and timing.
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