Case Summary for Client

When a client calls asking 'Where does my case stand?' — generate a clear summary before returning the call.

Write a plain-English case summary for my client.

Client: [NAME]
Case type: [TYPE]
Current stage: [e.g., pre-litigation, discovery, motion practice, trial prep, appeal]

Key events so far:
[LIST MAJOR EVENTS IN CHRONOLOGICAL ORDER]

Current status:
[WHERE THINGS STAND RIGHT NOW]

Upcoming milestones:
[WHAT'S COMING NEXT AND WHEN]

Write for a non-lawyer. Explain:
1. What has happened so far (3-5 sentences)
2. Where the case stands today (2-3 sentences)
3. What happens next and when (2-3 sentences)
4. What the client needs to do (specific action items)
5. Realistic expectations — what outcomes are possible

Avoid legal jargon. If a legal term is necessary, define it. End with an invitation to call with questions.

Example Output

A 1-page plain-English summary covering case history, current status, next steps, client action items, and realistic expectations.

Tips

• •Update the key events list each time something happens — this prompt becomes more useful over the life of a case.
• •Include realistic expectations so the client isn't surprised. Honest assessments build trust.
• •Send this as a follow-up email after every substantive client call.

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