Skill-Details
oc-status
Direct litigation portfolio and outside-counsel status workflow.
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SKILL.md
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--- name: oc-status description: Generate weekly status-request email drafts to outside counsel across the active portfolio — markdown per matter, plus Gmail drafts when the MCP is available. Use when the user asks for OC status requests, weekly outside counsel check-ins, or wants per-matter status emails drafted from the portfolio log. argument-hint: "[--all | --slug=foo | --no-gmail]" --- # /oc-status To run weekly, set a recurring reminder to invoke `/litigation-legal:oc-status`. Automated scheduling requires a scheduled-tasks integration, which is not bundled. 1. Load `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml`, filter per default rules (or per flags). 2. Load `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` → outside counsel directive style, signer defaults, budget posture. 3. Follow the workflow and reference below. 4. For each matter in scope: read `matter.md` + `history.md`, draft per-matter email. 5. Write markdown to `~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/[slug].md`. 6. If Gmail MCP authenticated: create Gmail drafts. Else: markdown-only, note in summary. 7. Write `~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/_summary.md` — what ran, what was skipped and why. --- # OC Status ## Purpose Writing the same status-request email to outside counsel every week across 5–15 matters is mechanical cognitive tax. The content is consistent per matter (status, decisions pending, budget check). The audience is consistent (OC lead partner). The tone is consistent (per house outside-counsel-directive style). A scheduled task drafts all of them; counsel reviews and sends. ## Load context - `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml` — the filtering and field source - `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/matter.md` — matter context (current posture, open questions) - `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md` — recent events to inform what to ask about - `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` → outside counsel directive style, signer name/email, budget posture ## Filtering — which matters? Default filter: - `status != closed` - `outside_counsel.firm != null` AND `outside_counsel.lead != null` - Either: last update more than 10 days old (time for something to have happened) OR has a `next_deadline` within 21 days Skip matters that just had a status update in the last 10 days (no need to re-ping) and matters where `outside_counsel.email` is null (email addresses needed for Gmail draft; still produce markdown). Flags: - `--all` → draft for every active matter regardless of recency - `--slug=[slug]` → draft for one matter only (ad-hoc request) - `--no-gmail` → skip Gmail draft creation even if MCP is available ## Per-matter email draft Each email has the same skeleton; content is matter-specific. **Subject:** per house convention (from `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` outside counsel directive style; fallback: `[Matter: [matter name]] — Weekly status update`) **Body skeleton:** ``` [lead partner first name], [One sentence opener — natural, matches house tone.] Checking in on [matter name]. A few items: 1. **Status since [date of last update captured in history.md]** — what's moved, what's pending? Any filings, hearings, correspondence, or calls since we last touched base? 2. **Upcoming deadlines** — I show [next_deadline from log + any deadlines in matter.md]. Confirm coverage plan and any dates we should add. 3. **Decisions pending** — [pull open questions from matter.md that require OC input; if none, omit this numbered item and renumber] 4. **Budget** — [monthly / quarterly / on-request per `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` budget posture]. Where are we agaiVollständige Quelle auf GitHub lesen (öffnet externe Seite)