SONSTENG PRACTICUM M2 · MODULES

Module 2 — Substantive + Skills

The trades of lawyering, learned on real-shaped matters across ten practice areas.

51 TASKS · 24 SKILLS · 16 LINKED MATTERS

THE VOLUME · HOW THIS MODULE TEACHES

The purpose of this volume

Module II is the long middle of the Practicum Method — three semesters in Professor Sonsteng's design and the largest of the three volumes by far. It is where substantive law and the core skills of practice are learned together, on real-shaped matters, rather than in the sequence law schools have used since Langdell: doctrine in isolation first, skills much later or never. The survey that anchors the whole work found the cost of that sequence plainly — most practice skills are learned not in the curriculum but in "own experience" and "observing other lawyers," the apprenticeship the profession never fully left behind. Module II is the Method's answer: it pairs each doctrinal area with the drafting, fact development, counseling, negotiation, litigation, and practice-management skills that the doctrine exists to serve, so that a student learns contract law by handling a UCC dispute and civil procedure by filing a real complaint.

This is the volume where the working two-lawyer firm does most of its work. You and your partner carry a docket across ten practice shapes — arbitration, discipline, tort, real estate, DWI, non-compete, UCC, juvenile, dissolution, probate — each rendered once in the fictional State of Meridian and again in a real jurisdiction. Under the Method's second pillar, the firm's labor must be realistically balanced between partners and not simply split one matter apiece; the two of you serve as opposing counsel, file to the court, and manage your own docket. All six essential elements of successful education are fully engaged here, and the cognitive objectives climb the Bloom hierarchy from application through analysis to synthesis — the level at which a student stops applying a rule and starts building a case.

How a student moves through it

Module II is best understood as a set of task clusters, each maturing a skill across several matters until it is second nature.

Analysis and legal writing form the spine. Conduct a preliminary case analysis (TSK-001) and Develop a case theory and strategy (TSK-002) are the first move on every new matter, worked on the Osgard arbitration (m01-arbitration-meridian), the Petimeyer auto-negligence case (m03-tort-meridian), and the Okwuosa non-compete (m06-noncompete-meridian). These feed the signature deliverable of the whole course: the preliminary case-analysis memorandum, produced through Write a legal analysis memorandum (TSK-005), Apply governing law to disputed facts (TSK-006), and Construct and evaluate legal arguments (TSK-007). Edit and revise written work against a rubric (TSK-033) closes the loop — the page-limited, revise-against-the-rubric discipline that the Method uses to force concise, persuasive writing.

Fact development runs in parallel. Investigate and develop the facts (TSK-023), Interview fact witnesses (TSK-024), and Build and maintain a chronology of facts (TSK-025) turn the case file into a working theory. The tort and non-compete matters, with their competing eyewitness accounts and disputed documents, are the proving grounds; the realistic ambiguity built into the corpus — incomplete recollection, records that don't quite line up — is the point, not a defect.

Litigation and drafting mature together. Draft pleadings to initiate or respond (TSK-048), Conduct discovery (TSK-049), and Engage in motion practice (TSK-050) build the full paper of a civil matter, most heavily on the Petimeyer tort case and the Cloverdyke UCC dispute (m07-ucc-meridian). The drafting skills — Draft transactional agreements (TSK-062), Draft a will and estate-planning documents (TSK-063), Draft pleadings and litigation documents (TSK-065), Draft discovery instruments (TSK-066) — are exercised on the shapes that call for them, so that a real-estate purchase agreement is drafted on the Meskin lakefront deal (m04-realestate-meridian) and a will on the Thornquist estate (m10-probate-meridian).

Negotiation and counseling are taught as craft. Prepare a strategic settlement and negotiation plan (TSK-044) — the SSNP — and Conduct a settlement or plea negotiation (TSK-045) are among the most heavily exercised tasks in the volume, spanning the real-estate, DWI, non-compete, and dissolution matters. Negotiate a transaction to agreement (TSK-046) and Participate in mediation (TSK-047) extend the skill to the deal and ADR shapes. On the counseling side, Advise the client on options and risks (TSK-034) and Manage client expectations and decisions (TSK-036) teach that the client owns the decision and the lawyer owns the advice.

The business of law is woven through, not bolted on. This is where the Method most sharply departs from tradition. Select and structure the fee arrangement (TSK-067), Record time and expenses (TSK-068), and Prepare a client billing statement (TSK-069) are graded tasks, because the survey found law-school curriculum credited as a training source for billing in the low single digits. Every matter you carry generates weekly time entries that must reconcile to an invoice under its frozen fee type. Plan and scope a matter as a project (TSK-077) and Coordinate the two-person firm's division of labor (TSK-056) run the firm itself.

Professional responsibility is a constant, not a unit. Safeguard client confidences and privilege (TSK-059), Comply with the rules of professional conduct (TSK-060), and Handle client funds and trust duties ethically (TSK-061) are exercised most pointedly on the discipline matters (m02-discipline-meridian, m12-discipline-mn), where the failure of trust-accounting duty is the whole case. The AI-era extension skills enter here too, quarantined as their own set: Verify AI-asserted facts against the record (TSK-098) and Avoid disclosing client confidences to AI tools (TSK-104) teach the discipline of the centaur before its convenience.

What "done" looks like

Module II produces the bulk of the Practicum's artifact set. Across the volume a student drafts the preliminary four-page memos (on the Method's fixed seven-point template: governing law; strengths and weaknesses of both sides; issues; suggested solutions; theory and themes; elements to prevail; liabilities and remedies), representation agreements with client letters, correspondence to opposing counsel and the court with proof of service, the full run of pleadings and discovery, transactional agreements and wills, SSNPs, and the weekly time sheets that feed each matter's billing statement. These accumulate into the Learning Portfolio, and the reflective habit deepens: you are no longer only recording what you did but conceptualizing why it worked.

The rubric expectations rise with the Bloom level. A memo is "done" when the seven-point template is genuinely satisfied and the analysis survives its own strongest counterargument. A pleading is "done" when it would not be stricken. An SSNP is "done" when its BATNA is honest and its concessions are sequenced, not merely listed. Money must reconcile: fees tie to the rate card and the fee type, and no trust ledger goes negative. The re-write loop remains the engine — a piece below competence is revised against the same rubric within the week — and consistency of quality across a full docket, not a single strong piece, is what the assessment rewards.

The centaur method in Module II

Module II is where the pairing principle earns its keep. The volume's writing load is exactly what once made the Method expensive: seven memos, a full set of pleadings, agreements, and billing statements, each needing rubric-based feedback that scarce faculty time rationed to one pass and a cap. The AI dissolves that constraint. It grades the seven-point memo template instantly, checks a pleading's structure and a billing statement's arithmetic, and stress-tests an SSNP's interests and BATNA through unlimited role-play — so a student can iterate to genuine competence rather than to whatever the grading calendar allowed.

But Module II also teaches the limits of that help, and does so deliberately. The extension-skill tasks train a student to verify what the AI asserts, to check its citations, and never to feed it a client confidence — the professional-judgment guardrails that make first-pass automation safe. Faculty judgment stays where the Method always reserved it: on strategy, on persuasion, on the client counseling and business decisions that the survey shows lawyers learn only by doing. The AI multiplies the reps; the teacher still decides what the reps were for.

DELIVERABLES

Course templates

The deliverables named above — time sheets, engagement letters, interview plans, settlement plans, and the reflective portfolio — share a common set of handout templates, each with its grading note.

Open the deliverable templates

RULED INDEX · TASKS BY SKILL

Ability to diagnose and plan solutions for legal problems SK-LP-01

Conduct a preliminary case analysis analysis
TSK-001
Develop a case theory and strategy synthesis
TSK-002
Create a strategic plan of action synthesis
TSK-003

Ability in legal analysis and reasoning SK-LP-02

Write a legal analysis memorandum analysis
TSK-005
Apply governing law to disputed facts analysis
TSK-006
Construct and evaluate legal arguments evaluation
TSK-007
Synthesize authority into a working rule synthesis
TSK-008

Knowledge of substantive law SK-LP-03

Analyze the elements of a claim or defense analysis
TSK-010
Apply area-specific doctrine to the facts application
TSK-011

Knowledge of procedural law SK-LP-04

Apply the rules of civil procedure to a filing application
TSK-013
Apply the rules of evidence in preparation application
TSK-014

Library legal research SK-LP-05

Validate and update authority analysis
TSK-018

Computer legal research SK-LP-06

Assemble a research trail and report synthesis
TSK-021

Fact gathering SK-LP-07

Investigate and develop the facts analysis
TSK-023
Interview fact witnesses application
TSK-024
Build and maintain a chronology of facts synthesis
TSK-025

Oral communication SK-LP-08

Counsel and communicate with the client orally application
TSK-028
Present a negotiation position orally application
TSK-029

Written communication SK-LP-09

Draft correspondence to opposing counsel and the court application
TSK-031
Edit and revise written work against a rubric evaluation
TSK-033

Counseling SK-LP-10

Advise the client on options and risks analysis
TSK-034
Manage client expectations and decisions application
TSK-036

Instilling others' confidence in you SK-LP-11

Maintain the attorney-client relationship over time application
TSK-040

Negotiation SK-LP-13

Prepare a strategic settlement and negotiation plan (SSNP) synthesis
TSK-044
Conduct a settlement or plea negotiation synthesis
TSK-045
Negotiate a transaction to agreement synthesis
TSK-046
Participate in mediation application
TSK-047

Litigation SK-LP-14

Draft pleadings to initiate or respond application
TSK-048
Conduct discovery application
TSK-049
Engage in motion practice analysis
TSK-050

Organization and management of legal work SK-LP-15

Coordinate the two-person firm's division of labor application
TSK-056
Track time and prepare for billing application
TSK-057

Sensitivity to professional and ethical concerns SK-LP-16

Safeguard client confidences and privilege application
TSK-059
Comply with the rules of professional conduct application
TSK-060
Handle client funds and trust duties ethically application
TSK-061

Drafting legal documents SK-LP-17

Draft transactional agreements synthesis
TSK-062
Draft a will and estate-planning documents synthesis
TSK-063
Draft pleadings and litigation documents application
TSK-065
Draft discovery instruments application
TSK-066

Fee arrangements, pricing, billing SK-PM-01

Select and structure the fee arrangement application
TSK-067
Record time and expenses application
TSK-068
Prepare a client billing statement application
TSK-069

Project and time management, efficiency SK-PM-04

Plan and scope a matter as a project application
TSK-077

Technology, computers, communications SK-PM-07

Adopt and use practice technology application
TSK-086
Manage electronic communications and records application
TSK-087

Interpersonal communications, staff relations SK-PM-09

Communicate effectively within the firm application
TSK-092

Prompt formulation and iteration SK-LP-18

Iterate and refine prompts application
TSK-096

AI-output verification and citation checking SK-LP-19

Verify AI-asserted facts against the record evaluation
TSK-098
Check AI-provided citations and authority evaluation
TSK-099

Confidentiality and privilege protection in AI-assisted work SK-LP-21

Avoid disclosing client confidences to AI tools application
TSK-104

Data and matter hygiene with AI tools SK-PM-10

Maintain clean matter data for AI use application
TSK-106

WORKED ON

Linked matters