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Sample Employment Case Summary For Submission to Lawyers

When you submit your potential case for review to a lawyer, please consider the following sample as a guideline on how to prepare an effective summary, which is brief yet specific and includes the relevant details that support your case: 

"I believe I have a case for wrongful termination and disability, age, and racial discrimination, and retaliation.   

I have been terminated on January 1, 2019, after working for x employer for 3 years. My most recent position was office manager and salary of $75k/year. The stated reason for termination was "not being a team member", while I believe that I was terminated because of my disability and race.

Here is why:
My performance reviews were good until I applied for FMLA leave three months ago in connection with my injury. At that point, my boss became much less friendly with me, and told me at least that he was unhappy about me taking leave. He further told me that it might be time for me to retire as my ways of thinking our outdated and they need "fresh, young" blood in the office. He also told me, that people of my kind should appreciate the opportunity I have, as most of "my kind" is on the streets. He also used "n" word in a few occasions in the office. I have one witness (former co-worker) who overheard that and is willing to corroborate this. I complained in writing to HR that I believe was discriminated based on my medical condition and my race. A week later, I was written up, and then a few days after that - terminated. I had no prior write-ups or any other discipline. I have a copy of my written complaint and confirmation from HR that they received it. I also know for a fact that the boss I complained of knew about my complaint, because he told me before writing me up "I can't believe you would burn bridges like that."     

Please note that the above summary includes specific statements made by the employer that are believed to be discriminatory. This is much more effective than simply stating that you were "discriminated" or "retaliated" against as these terms alone do not real tell the lawyer what happened. 
Similarly, being specific in your summary of a sexual harassment case and stating "he grabbed me by my thigh in the break room while holding his crutch with the other hand" is much more effective than stating "he sexually assaulted me", because an assault can have many forms. 

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Law Office of Arkady Itkin - San Francisco & Sacramento Injury and Employment Lawyer
We represent employees and employers in employment and wrongful termination cases, as well as victims of serious injuries in San Francisco, Oakland, Sacramento, San Jose, Palo Alto, San Mateo and throughout Northern California. We all represent businesses and start-ups in a wide range of business and employment issues and disputes. 


57 Post Street, Suite 812, San Francisco, CA 94104; Tel. (415) 295-4730; Fax. (415) 508-3474; [email protected]
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  • Home
  • Employment Law
    • Wrongful Termination >
      • At-Will Employment
      • Termination After Unfair Warnings and Write-Ups
      • Union Grievance, Workers Comp and Wrongful Termination
      • Labor Code 970 Claims
      • Promissory Estoppel and Employment Contracts
      • Implied Contract Claims
    • Discrimination >
      • Proving Discrimination
      • Age Discrimination
      • Disability Discrimination >
        • Protected Disabilities
        • Medical Leave / Disability Accommodations
        • Job Reassignment As A Disability Accommodation
        • SSI Disability Benefits and Your Court Case
        • Sample Request for Reasonable Accommodation
      • Pregnancy Discrimination
      • Race Discrimination
      • Sample Discrimination Complaint
      • DFEH and EEOC Investigations
    • Retaliation >
      • How to Prove Retaliation
      • Dealing with Retaliation While Still Employed
      • Retaliation for Complaining
      • Whistleblower Retaliation
    • Harassment
    • Defamation at Workplace
    • Prof. License Defense
    • Leaves of Absence >
      • Medical Leave as Reasonable Accommodation
      • FMLA Entitlement and Reinstatement to Work
      • CFRA Leave
      • Employers' FMLA Notice Obligations
      • Paternity Leave (FMLA)
      • Sample FMLA Leave Request
    • Wages / Overtime Claims >
      • Wage Claims
      • Employee or Contractor
      • Exempt / Non-Exempt >
        • Admistrative Exemption
        • IT Support Specialists Compensation
        • Computer Professional Exemption from Overtime
        • Recruiters / Account Executives Exemption
        • Complaining About Being Misclassified
      • Vacation Pay / PTO
      • On-Call Time Compensation
      • Deductions fr. Commissions
    • Unempl. Benefits Appeals >
      • Tips for EDD Phone Interview
      • Unemployment Benefits Appeal Hearing Representation
      • CUIAB Hearing Tips
    • Employment Law Blog
    • For Employers
  • Personal Injury
    • Five Tips For Injury Cases
    • Slip-and-Fall Injuries
    • Assault and Battery
    • Recorded Statements
    • Repairing Your Vehicle
    • Unpaid Medical Bills
    • Injury Law Blog
    • Medical Malpractice
    • Police Excessive Force
  • Practice Areas
  • About
  • Results
  • Submit Case
  • Contact
  • Resources
    • Consultations
    • Workplace Rights Checklist
    • Deposition Tips
    • Mediation Tips
    • Effective Mediator
    • Suing Current Employer
    • Severance Agreements
    • Workplace Investigation
    • Arbitration
    • Statutes of Limitations
    • Healthy Litigation Mindset
    • Trial Tips
    • Working Remotely
    • How To Find The Right Lawyer For Your Case