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Communicate/Featured
Deliver bad news to a client
Drafts the message that leads with the news, prices the damage in the client's own units, and gives them one dated ask instead of reassurance.
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Subject: Smith v. Northwind; court denied our summary judgment motion on retaliation; trial June 15
The court denied our motion for summary judgment on the Title VII retaliation count this morning, and the case is now set for trial on June 15.
What this means. The court found genuine disputes on causation. It did not rule on the merits, but the count goes to a jury. Our working verdict range is $0 to $2.4M, with a mid-case scenario near $950K. Trial costs from here run about $650K. Kevin will be a trial witness, which means two days of preparation and a day on the stand in June.
What we are doing.
- Today: reading the causation section closely to see whether it supports a renewed motion at the close of evidence.
- By Wednesday, April 29: calling Judge Reyes's mediation coordinator to get a session inside 14 days.
- By May 15: motions in limine, trial witness list, and exhibit list.
What I need from you. Confirmed settlement authority by Friday, May 1. If we do not have a number by then, we lose the pre-trial mediation window and the next realistic opportunity is the pretrial conference on June 2, by which point roughly $180K of the trial spend is already committed.
I can talk today at 2:00 or 4:30 Pacific. Tell me which and I will send an invitation.
J.
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Assumptions I made. That you have not yet told Kevin or the board [verify]. That the $950K mid-case figure is the trial team's consensus and not just mine [verify]. That the June 15 date is firm and not a trailing calendar [verify - it changes the whole timeline]. That the denial was on causation only and the court did not reach pretext [safe - from your summary].
Where this is weakest. "It did not rule on the merits" is technically correct and reads as spin to a non-lawyer; a CEO hears it as a lawyer softening a loss. And "$0 to $2.4M" is a range so wide it invites the question of why you cannot narrow it. Be ready with the answer.
What only you can decide. Send tonight or call first tomorrow: sending tonight means Maria hears it from you before it hits the docket alerts, but you are writing before you have read the order twice; calling first is warmer and creates no document, but then what you said and when lives in her notes, not yours. Second: whether the exposure range goes in writing at all. Putting it there is honest and useful for the authority conversation, but it becomes the number everyone anchors to and it will be produced if coverage is ever contested. Third: whether to combine the news and the authority ask, which is efficient, or split them, which keeps the disclosure clean.
What would make this materially better. (1) The order itself: the causation language determines whether a renewed motion is realistic and changes the second sentence. (2) Northwind's reserve number, which tells you whether $725K is a conversation or a non-starter. (3) Whether the EPLI carrier is participating, which changes who the audience actually is.
Why this prompt is built the way it is
## Framework
1. **Lead with the news.** First sentence and subject line both state what happened. Never "I wanted to update you on."
2. **Quantify the impact.** Dollars, weeks, or percentage of the claim. If you do not have the number, name the number you need.
3. **Separate decided from open.** Do not let a possible outcome read like a settled one.
4. **Plan with dates.** Today's step first. A plan without dates is reassurance.
5. **One ask.** With a deadline and the consequence of missing it.
6. **Level tone.** No catastrophizing, no false optimism, no apology longer than a sentence, no blaming the court or the client.
7. **Real-time contact.** Two specific windows, not "let me know if you have questions."
8. **Write it to be read later.** Assume a third party reads this while deciding whether you handled it well.