Legal Research Memorandum Template
To: [Supervising Attorney/Client]
From: [Author Name]
Date: [Date]
Re: [Issue/Client Matter]
Question Presented
State the precise legal question(s) to be answered, framed with relevant facts. Example: "Whether [legal issue] under [jurisdiction] law when [key facts]."
Brief Answer
Provide concise conclusion(s) with bottom-line result for each question. Include level of certainty (e.g., "likely," "unlikely," "uncertain") and key authorities.
Facts
Summarize material facts provided or assumed for analysis. Identify source of information and note disputed or unknown facts.
Discussion
Organize analysis by legal issues with descriptive headings.
A. [Issue Heading]
- Legal Standard – Summarize statutes, regulations, and controlling cases; include elements and burdens of proof. Provide citations in proper format.
- Application to Facts – Apply law to facts, analogize/distinguish precedent, address counterarguments, and assess likelihood of success.
- Policy/Practical Considerations – Note public policy, equitable factors, or business implications affecting the outcome.
B. [Secondary Issue Heading]
- Repeat structure above for each sub-issue.
- Address conflicting authority, jurisdictional splits, and pending legislation if relevant.
Counterarguments and Risks
Identify potential adverse authority, weaknesses in facts, procedural hurdles, or defenses. Evaluate impact on recommended course of action.
Additional Research Needed
List unresolved questions, necessary factual investigation, or supplementary research tasks (e.g., regulatory guidance, legislative history, local rules).
Conclusion / Recommendations
Summarize conclusions, recommended next steps, strategic options, deadlines, and client considerations.
Appendices (Optional)
- Appendix A: Table of Authorities
- Appendix B: Timeline of Key Events
- Appendix C: Charts or data supporting analysis
Note: Ensure citations comply with [Bluebook/ALWD/local citation format]. Update memorandum if significant new authority arises.