legal-hold

Manage legal hold issuance, renewal, release, and status reporting workflows.

109|20|Updated Mar 7, 2025
One-click install
npx skills add https://github.com/stakwork/stakgraph --skill legal-hold-stakwork
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/stakwork/stakgraph/tree/main/mcp/skills/litigation-legal/legal-hold
Command: npx skills add https://github.com/stakwork/stakgraph --skill legal-hold-stakwork

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps legal teams manage the full legal hold lifecycle while reducing risks from late issuance, incomplete preservation scope, missed refreshes, and premature release.

Core Features & Use Cases

  • Issue Holds: Gather matter context, define custodians and preservation scope, draft legal hold notices, and track issuance details.
  • Refresh and Release: Prepare reaffirmation or release notices, identify departed custodians, update matter history, and maintain refresh schedules.
  • Portfolio Reporting: Generate status reports showing active, overdue, upcoming, unreleased, and missing legal holds across matters.
  • Use Case: Use this Skill to issue a hold for an intaken litigation matter, produce a reviewable document draft, update the matter log, and schedule the next refresh.

Quick Start

Use the legal-hold skill with a matter slug and the issue, refresh, release, or status option to prepare the appropriate legal hold workflow.

Frequently Asked Questions about legal-hold

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

FAQPage Schema
How do I issue a legal hold notice for litigation matters?

To issue a legal hold, you gather matter context, define custodians and preservation scope, draft the hold notice, and track issuance details. The workflow requires matter intake records and explicit confirmation before finalizing the document preservation process.

What is the legal hold lifecycle and how do I manage preservation workflows?

The legal hold lifecycle encompasses issuance, renewal, release, and status reporting of document preservation obligations. You manage it by applying matter-specific workflows, tracking custodian scope, and maintaining refresh schedules to ensure defensible precision.

How do I handle departed custodians during legal hold management?

For departed custodians, the legal hold workflow identifies them during the refresh process and triggers an escalation. You prepare reaffirmation or release notices, update the matter history, and maintain the preservation scope accordingly.

Can I generate portfolio status reports for active and overdue legal holds?

Yes, you can generate portfolio status reports showing active, overdue, upcoming, unreleased, and missing legal holds across matters. This portfolio monitoring provides visibility into your document preservation obligations and compliance.

What is the best way to release a legal hold and prevent premature destruction of documents?

To release a legal hold safely, prepare a release notice, identify any departed custodians, update the matter history, and obtain explicit confirmation before the consequential action. This prevents premature release and reduces preservation risks.

Do I need matter intake records to start e-discovery and legal hold workflows?

Yes, you need matter intake records to start legal hold workflows. The process requires these records, along with jurisdiction-specific preservation research and legal hold log updates, to accurately define custodians and scope.