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legal-hold

Draft and manage legal hold notices across matters with status reporting.

Updated May 28, 2026
Search Tags:#workflow#compliance#docx#preservation#legal-hold#custodians
One-click install
npx skills add https://github.com/gtgspot/clegal --skill legal-hold-gtgspot
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/gtgspot/clegal/tree/main/litigation-legal/skills/legal-hold
Command: npx skills add https://github.com/gtgspot/clegal --skill legal-hold-gtgspot

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Coordinating legal holds across matters is complex and error-prone. This skill provides a structured workflow to issue, refresh, release, and report on holds, ensuring preservation obligations are tracked and auditable.

Core Features & Use Cases

  • Issue, refresh, release, and status reporting for legal holds across portfolios and individual matters.
  • Draft hold notices as .docx using a house template, and automatically update the matter log and history.
  • Support governance with escalation norms, conflicts checks, and auditable trails for counsel and auditors.

Quick Start

To begin, issue a legal hold for a matter by providing the slug and scope details and reviewing the draft before issuing.

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 manage legal hold notices across multiple matters?▼

To issue legal hold notices, provide the matter slug, scope, custodians, and dates to draft .docx notices. The skill manages the full lifecycle by issuing, refreshing, releasing, and reporting on holds while updating matter context and logs.

What is the best way to track preservation obligations and maintain an auditable legal hold trail?▼

Tracking preservation obligations requires updating history and _log.yaml files while applying escalation norms and privilege markings. This structured workflow ensures legal holds remain auditable for counsel and auditors across the portfolio.

Can I draft legal hold notices as .docx files using a specific house template?▼

Yes, you can draft legal hold notices as .docx files using the house CLAUDE.md template. The workflow automatically applies privilege markings and writes the draft documents for review before issuing.

Do I need matter.md files to run a legal hold status check across my portfolio?▼

Yes, matter-specific holds require loading context from matter.md files. For portfolio-wide status checks, the skill uses these files alongside _log.yaml and history records to report on preservation obligations.

How do I refresh or release a legal hold when a matter scope changes or closes?▼

To refresh or release a legal hold, input the updated scope, custodians, and dates. The workflow updates the matter history, modifies _log.yaml, and drafts the release or refresh notice for review.

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