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Bossmann007
Bossmann007COMMUNITY
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legal-hold

Issue, refresh, release, and report on legal holds for document preservation.

Updated Jun 30, 2026
Search Tags:#workflow automation#compliance#portfolio management#legal hold#document preservation
One-click install
npx skills add https://github.com/Bossmann007/claude-legal-br --skill legal-hold-bossmann007
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/Bossmann007/claude-legal-br/tree/main/litigation-legal/skills/legal-hold
Command: npx skills add https://github.com/Bossmann007/claude-legal-br --skill legal-hold-bossmann007

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the process of issuing, refreshing, releasing, and reporting on legal holds, ensuring compliance and efficient document preservation.

Core Features & Use Cases

  • Issue Legal Holds: Generate hold notices for specific matters, capturing scope, custodians, date range, and systems.
  • Refresh Holds: Update existing holds with changes in scope or custodians and set new refresh dates.
  • Release Holds: Draft and send release notices upon matter closure, ensuring proper document retention.
  • Report on Holds: Generate a portfolio-wide report on the status of all legal holds, including active, overdue, and released holds.
  • Use Case: For a law firm managing multiple legal matters, this Skill helps maintain compliance with preservation duties and track the status of legal holds across the firm.

Quick Start

Issue a legal hold for a matter by running: /legal-hold --issue --slug matter123

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 for document preservation?▼

Automating legal hold notices involves generating hold notices for specific matters to capture scope, custodians, date range, and systems. This Skill automates issuance, refresh, release, and reporting workflows to ensure compliance.

What is the process for releasing a legal hold when a matter closes?▼

Releasing a legal hold requires drafting and sending release notices upon matter closure to ensure proper document retention. This Skill automates the release workflow, tracking compliance status across the portfolio.

Can I generate a portfolio-wide report on active and overdue legal holds?▼

Generating a portfolio-wide report on legal holds tracks the status of active, overdue, and released holds. This Skill produces detailed reporting to help law firms maintain compliance with preservation duties.

How do I refresh existing legal holds with updated custodians or scope?▼

Refreshing existing legal holds involves updating scope or custodians and setting new refresh dates. This Skill automates the hold refresh workflow to maintain accurate document preservation requirements.

Does legal hold management require access to document management systems?▼

Legal hold management requires access to matter-specific data, user permissions, and document management systems. This Skill integrates with portfolio-status for compliance tracking and handles preservation posture.

What is the best way to track compliance for document preservation across multiple matters?▼

Tracking compliance for document preservation across multiple matters is best handled by automating legal hold issuance, refresh, release, and reporting. This Skill maintains compliance with preservation duties across the firm.

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