legal-hold

Automates legal hold workflows including issuing, refreshing, releasing, and reporting.

1|Updated Jun 27, 2026
One-click install
npx skills add https://github.com/bomday/projetao-tatico --skill legal-hold-bomday
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/bomday/projetao-tatico/tree/main/claude-for-legal/litigation-legal/skills/legal-hold
Command: npx skills add https://github.com/bomday/projetao-tatico --skill legal-hold-bomday

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python, markdown, yaml, docx, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

The skill resolves the time-consuming and intricate task of issuing, refreshing, releasing, or reporting on legal holds, automating the drafting of notices, updating logs, and calendaring the next refresh.

Core Features & Use Cases

  • Automate Hold Issuance: Drafts the hold notice as a .docx document.
  • Update Logs: Keeps the _log.yaml up to date with relevant legal hold information.
  • Calendaring: Automates the scheduling of next refreshes for holds.
  • Use Case: Ideal for law firms and corporate legal teams handling large caseloads with frequent need to manage multiple legal holds.

Quick Start

To issue a legal hold, say, "Issue a legal hold for the Smith matter."

Frequently Asked Questions about legal-hold

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

FAQPage Schema
How do I automate legal hold notices and compliance workflows?

Automating legal hold workflows is done by drafting hold notices as .docx documents, updating the log in YAML, and scheduling refresh dates through Python scripting.

What is the best way to manage legal hold logs and track refresh schedules?

Managing legal hold logs involves maintaining a YAML file with hold details, while Python scripts handle calendaring to automate the scheduling of upcoming hold refreshes.

Can I use Python and YAML to draft and track legal holds for corporate legal teams?

Python and YAML are used to draft legal hold notices in .docx format and maintain tracking logs, making it suitable for corporate legal teams handling large caseloads.

How do I issue a legal hold notice as a .docx document?

Issuing a legal hold notice generates a .docx document containing the hold instructions, while simultaneously updating the relevant YAML log and calendaring the next refresh.

What dependencies are required to automate legal hold compliance management?

Automating legal hold compliance requires Python, Markdown, YAML, and docx dependencies, alongside user authentication and file system access for external API calendaring interaction.