case-transfer

Generate per-case handoff memos with status, deadlines, and conflict checks.

22|5|Updated May 20, 2026
One-click install
npx skills add https://github.com/lawdroidAI/legal-aid-plugin --skill case-transfer
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: case-transfer
Source: https://github.com/lawdroidAI/legal-aid-plugin/tree/main/skills/case-transfer
Command: npx skills add https://github.com/lawdroidAI/legal-aid-plugin --skill case-transfer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill prevents deadline, conflict, and communication gaps during staff transitions by generating a clear per-case handoff memo that re-snapshots status for the incoming attorney.

Core Features & Use Cases

  • Status snapshot + pending work: Consolidates the case’s current posture, deadlines, deliverables, and ongoing internal work into a single transfer document.
  • Conflict re-check routing: Re-runs the office’s conflict-check process for the incoming attorney and flags results that require supervisor review.
  • Open questions surfaced for verification: Identifies ambiguities and attaches VERIFY prompts with suggested verification paths.
  • Review queuing for supervision style: Queues the transfer for managing-attorney sign-off when formal review is enabled, otherwise applies the configured flag.

Quick Start

Use /legal-aid:case-transfer with your case ID, departing staff, incoming staff, and a departure reason so the Skill saves a ready-to-review transfer memo to case-transfers with the right review status.

Frequently Asked Questions about case-transfer

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a case handoff memo for an incoming attorney during a staff transition?

A case handoff memo consolidates current case status, pending work, deadlines, and client commitments for an incoming attorney. You generate it by providing the case ID, departing staff, incoming staff, and departure reason to produce a ready-to-review transfer document.

What should a legal case transfer document include to prevent deadline gaps?

A legal case transfer document should include a status snapshot, pending work items, upcoming deadlines, and client deliverables. It also surfaces open questions with verification prompts and runs a conflict check for the incoming attorney to flag items needing supervisor review.

Does the handoff memo process rerun conflict checks for the incoming attorney?

Yes, the handoff memo process reruns the office conflict-check process for the incoming attorney. It flags any conflict results that require managing-attorney or supervisor review before the case transfer is finalized.

When do I need a formal supervision review for a case transfer memo?

You need a formal supervision review when the office configuration enables managing-attorney sign-off. The Skill queues the transfer memo for review gating; otherwise, it applies the configured flag without formal sign-off.

Can I use this case transfer process for intake-to-staff routing and leave coverage?

Yes, this case transfer process applies to departure, role change, leave coverage, intake-to-staff routing, and capacity-based reassignment scenarios. It requires loading the office configuration and case materials to generate the transfer memo.

How are ambiguities in a case file handled during a staff transition handoff?

Ambiguities in a case file are identified during the handoff generation and attached with VERIFY prompts. These prompts include suggested verification paths so the incoming attorney can confirm the flagged information with the right sources.