START YOUR OWN CASE

Templates

Choose a structure. Add your own facts, evidence and questions.

Save to workspace or export JSON before switching. Replacing a draft clears device-only saves after confirmation.

Advisory decision
Structure issues, evidence, options and a reasoned professional position.
Work towards
Decision memorandum
What you will need — Advisory decision
- What decision or advice is required?
  State the professional question in one sentence.
- Which facts are confirmed, disputed or assumed?
  Keep evidence separate from inference.
- Which realistic options must be compared?
  Include the consequences of doing nothing.
- What authority, policy or standard controls the analysis?
  Add dates and jurisdiction where they matter.
Litigation strategy
Connect claims, chronology, evidence, procedure, scenarios and deadlines.
Work towards
Strategy and risk report
What you will need — Litigation strategy
- What outcome and decision horizon matter?
  State commercial and procedural objectives.
- What is the current procedural posture?
  Record forum, claims, defences and deadlines.
- Which evidence supports or contradicts each position?
  Separate verified material from allegation and inference.
- Which strategic options and downside scenarios must be compared?
  Include cost, timing and enforcement risk.
Contract review
Map clauses, obligations, deviations, negotiation positions and residual risk.
Work towards
Redline and risk report
What you will need — Contract review
- Which agreement, parties and transaction are in scope?
  Identify draft version and governing law.
- Which clauses and obligations need review?
  Record clause references and owners.
- Which deviations or missing protections create risk?
  Use the approved playbook as baseline.
- What wording and fallback positions are acceptable?
  Separate must-have, preferred and accepted risk.
Tax planning
Compare lawful tax structures and their economics. Choose this for a tax position memorandum and an economic assessment.
Work towards
Tax position memorandum
What you will need — Tax planning
- Which entities, jurisdictions and flows are in scope?
  Include residence, source and ownership facts.
- What lawful business purpose is being tested?
  State the non-tax purpose and decision horizon.
- Which current rules and reporting duties apply?
  Add authoritative HTTPS sources and effective dates.
- What baseline, alternative, cost and downside should be compared?
  Use transparent rates, currency and assumptions.
Compliance assessment
Map obligations to controls, evidence, exceptions, owners and remediation.
Work towards
Gap and remediation plan
What you will need — Compliance assessment
- Which regime, entity and activity are assessed?
  Define scope, owner, period and materiality.
- Which current obligations apply?
  Record authority, jurisdiction and effective date.
- Which controls address each obligation?
  Separate design from operating evidence.
- Which gaps, exceptions and actions remain?
  Assign owners, target dates and residual risk.
Tax & compliance
Combine tax analysis with a compliance schedule for reporting, approvals, owners and effective dates.
Work towards
Tax position memorandum
What you will need — Tax & compliance
- Which entities, jurisdictions and cash flows are in scope?
  Include residence, source and beneficial ownership facts.
- What lawful business or compliance purpose is being tested?
  State the non-tax purpose and decision horizon.
- Which rules and reporting duties may apply?
  Add authoritative HTTPS sources and a legal as-of date.
- What baseline, optimized case, cost and downside should be compared?
  Use transparent rates, currency and assumptions.
ERP incident & solution
Capture the process failure, root cause, controls, solution and test evidence.
Work towards
Solution design & test pack
What you will need — ERP incident & solution
- What happened, where and with what business impact?
  Include legal entity, module, process step, frequency and urgency.
- Which transactions, logs and reproductions prove the symptom?
  Keep production facts separate from hypotheses.
- Which configuration, data, code or process causes are plausible?
  Record eliminated causes as evidence too.
- How will the fix be tested, approved and monitored?
  Define owner, test data, expected postings and rollback.
Investigation
Preserve evidence, actors, chronology, contradictions, findings and unresolved matters.
Work towards
Findings and chronology report
What you will need — Investigation
- What is the mandate and scope?
  State allegations, exclusions and decision authority.
- Which actors, systems and events matter?
  Use stable identities and dates.
- Which evidence exists and how was it obtained?
  Record chain of custody and limitations.
- What is supported, contradicted or unresolved?
  Use the applicable standard of proof.
Training simulation
Build a deterministic branching route with decisions, pressure and outcomes.
Work towards
Playable scenario
What you will need — Training simulation
- Who is the learner and what role do they play?
  Define experience level and decision authority.
- Which behavior or judgment should the simulation exercise?
  Use observable learning objectives.
- What information, deadline and resource pressure shapes the choices?
  Avoid a single obviously correct option.
- What should the debrief explain after each outcome?
  Tie consequences to the learner's decisions.

Want a worked example first?

Demo contains completed fictional cases to explore. Templates give you a starting structure for your own work.