legal-hold

Issue, refresh, release, and report litigation legal holds across a matter portfolio.

Updated May 15, 2026
One-click install
npx skills add https://github.com/az9713/claude-for-legal-tutorial --skill legal-hold-az9713
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/az9713/claude-for-legal-tutorial/tree/main/litigation-legal/skills/legal-hold
Command: npx skills add https://github.com/az9713/claude-for-legal-tutorial --skill legal-hold-az9713

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Legal teams need a reliable way to issue, refresh, release, and track litigation legal holds without missing key custodians, drifting scope, or failing refresh deadlines that can later create spoliation risk.

Core Features & Use Cases

  • Hold lifecycle management: Handles issue, refresh, release, and portfolio-wide status reporting from a single command interface.
  • Drafting defensible notices: Drafts legal hold notice documents (including .docx output) using the matter-specific templates and required marking guidance.
  • Governance via matter logs: Updates the matter’s _log.yaml and appends an audit trail to history.md, including refresh scheduling and release dates.

Quick Start

Run the skill with issue intent by telling it: "/litigation-legal:legal-hold [matter-slug] --issue" and review the generated hold notice before it is sent.

Frequently Asked Questions about legal-hold

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

FAQPage Schema
How do I issue and track a litigation legal hold to prevent spoliation risk?

To issue a litigation legal hold and prevent spoliation risk, the skill drafts a notice to .docx, designates custodians, and updates the matter log. It manages the full lifecycle, appending audit trails and scheduling refresh deadlines automatically.

How do I draft and refresh legal hold notices for a matter portfolio?

Drafting and refreshing legal hold notices across a matter portfolio requires applying matter context to generate .docx outputs and updating the log. The skill reaffirms scope and custodians on a cadence, appending audit trails to history files.

Can I generate a portfolio-wide legal hold status report?

Yes, you can generate a portfolio-wide legal hold status report. The skill reads matter workspace context and log fields like issued, last_refresh, next_refresh, and released dates to produce comprehensive compliance tracking reports.

What is the best way to release a legal hold at matter resolution?

The best way to release a legal hold at matter resolution is to close the hold and record the release date. This skill enforces the conflicts gate via the matter log row and updates the history.md file with the final disposition.

Does legal hold compliance tracking require updating a matter log?

Yes, legal hold compliance tracking requires updating a matter log. The skill writes issued, last_refresh, next_refresh, and released fields to `_log.yaml` and appends an audit trail to `history.md` to maintain defensible governance.

When do I need to refresh custodian management for a litigation hold?

You need to refresh custodian management for a litigation hold on a regular cadence before the next_refresh deadline. This skill reaffirms scope and custodians to prevent spoliation risk and drafts updated legal hold notices as needed.