legal-hold

Name: legal-hold
Availability: InStock
Author: jrhueiueng

Generate litigation legal hold notices and maintain hold lifecycle state.

Updated May 19, 2026

Search Tags:#litigation #preservation #legal hold #custodian management #portfolio status #docx drafting #matter logging

Ready to run

npx skills add https://github.com/jrhueiueng/codex-for-legal --skill legal-hold-jrhueiueng

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/jrhueiueng/codex-for-legal/tree/main/plugins/jrhueiueng/codex-for-legal/skills/litigation-legal__legal-hold
Command: npx skills add https://github.com/jrhueiueng/codex-for-legal --skill legal-hold-jrhueiueng

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill prevents missed or stale litigation holds by helping legal teams issue, periodically refresh, and properly release legal holds while maintaining an auditable log.

Core Features & Use Cases

Issue a legal hold: Captures scope, custodians, date range, and systems, then drafts a custodian notice in .docx while updating hold metadata in _log.yaml and matter history.
Refresh a legal hold: Re-prompts for any scope or custodian changes, drafts a refreshed notice version, updates last_refresh/next_refresh, and flags departed custodians for IT-level preservation follow-up.
Release a legal hold: Drafts a release notice and records the released date so custodians can resume normal retention practices.
Portfolio-wide status reporting: Produces an at-a-glance report of active, due, overdue, missing, and recently released holds using _log.yaml.

Quick Start

Run /legal-hold --issue and follow the prompts to draft the legal hold notice and update the matter’s log and history.

Frequently Asked Questions about legal-hold

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

FAQPage Schema

How do I draft and issue a litigation legal hold notice?▼

To draft a litigation legal hold notice, you capture the scope, custodians, date range, and systems, then generate a custodian notice in .docx format while updating the matter's log and history.

What is a legal hold refresh and when is it needed?▼

A legal hold refresh is a periodic reaffirmation of preservation. It is needed before the next_refresh date to re-prompt for scope or custodian changes, draft a refreshed notice, and flag departed custodians for IT follow-up.

How do I report on active and overdue legal holds across multiple matters?▼

You can produce portfolio-wide legal hold status reporting by reading the _log.yaml file to generate an at-a-glance report of active, due, overdue, missing, and recently released holds across multiple matters.

Can I release a legal hold and record the lifted preservation date?▼

Yes, you can release a legal hold by drafting a release notice and recording the released date in the logs, which officially notifies custodians they can resume normal data retention and deletion practices.

Does legal hold management work without dedicated lifecycle logging?▼

No, legal hold issuance and release are gated on log availability. The workflow requires updating _log.yaml and history.md with precise timestamps and custodians to maintain an auditable preservation lifecycle.