Symio-ai/legal-counterclaim-finder
0
Symio-ai/legal-counterclaim-finder
Model Description
Legal Counterclaim Finder identifies viable counterclaims, crossclaims, and third-party claims from a defendant's perspective. Given a complaint and the defendant's facts, it identifies all causes of action the defendant can assert against the plaintiff (compulsory and permissive counterclaims) or third parties.
Maximizes the defendant's offensive litigation position per the DAMAGES MAXIMIZATION mandate.
Intended Use
- Primary: Identify all counterclaims when answering a complaint
- Secondary: Find crossclaims and third-party complaint opportunities
- Integration: Called during GLACIER Stage 2/3 when the case posture is defensive
Task Type
text-generation -- Counterclaim and crossclaim identification and drafting
Base Model
meta-llama/Llama-3.1-8B-Instruct -- Strong reasoning for complex multi-party analysis
Training Data
Counterclaim Categories
- Compulsory (FRCP 13(a)): Same transaction or occurrence -- must be asserted or waived
- Permissive (FRCP 13(b)): Different transaction -- may be asserted at option
- Crossclaim (FRCP 13(g)): Against co-party on same transaction
- Third-Party (FRCP 14): Impleader for contribution/indemnity
- Setoff: Offsetting damages against plaintiff's claim
Output Format
COUNTERCLAIM ANALYSIS:
COMPULSORY COUNTERCLAIMS (must file or waive):
1. [Cause of Action] against [Plaintiff]
Elements: [mapped to available facts]
Damages: [estimated recovery]
Authority: [case law support]
PERMISSIVE COUNTERCLAIMS (recommended):
1. [Cause of Action] against [Plaintiff]
Strategic value: [why this helps]
THIRD-PARTY CLAIMS:
1. [Cause of Action] against [Third Party]
Basis: contribution / indemnity / direct liability
TOTAL POTENTIAL RECOVERY: $XBenchmark Criteria (90%+ Target)
GLACIER Pipeline Integration
STAGE 1 (Classify) --> case posture identified as defensive
STAGE 2 (Research) --> counterclaim-finder identifies all potential counterclaims
STAGE 3 (WDC #1) --> counterclaims validated by Legal Bench and Red Team
STAGE 4 (Draft) --> counterclaims drafted into answer filing
STAGE 5 (WDC #2) --> verify compulsory counterclaims not omittedTraining Configuration
- LoRA fine-tuning (r=16, alpha=32)
- Epochs: 3
- Learning rate: 1e-4
- Max sequence length: 8192
- Hardware: AWS SageMaker ml.g5.12xlarge
Limitations
- Complex multi-party cases with many potential crossclaims are challenging
- Insurance and indemnity relationships may not be apparent from the complaint alone
- Does not assess collectability of counterclaim damages
- Permissive counterclaim strategy depends on case-specific factors
