legal-hold

Drafts, refreshes, releases, and reports on legal hold notices as .docx files.

Updated Jun 17, 2026
One-click install
npx skills add https://github.com/tk1cntt/PhapChe --skill legal-hold-tk1cntt
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/tk1cntt/PhapChe/tree/main/docs/claude-for-legal-main/litigation-legal/skills/legal-hold
Command: npx skills add https://github.com/tk1cntt/PhapChe --skill legal-hold-tk1cntt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Legal holds fail operationally: issued too late, scoped too narrowly, never refreshed, or never released. This Skill manages the full legal hold lifecycle — issue, refresh, release, and portfolio-wide status tracking — while keeping the matter log (_log.yaml) and history files in sync. ## Core Features & Use Cases - Issue holds: Drafts a custodian-ready legal hold notice (.docx) with scope, custodians, date range, and systems, then updates legal_hold fields in _log.yaml and sets the next refresh date. - Refresh and release: Generates reaffirmation notices on a 6-month cadence, flags departed custodians for IT-level preservation, and drafts formal release notices when matters close. - Portfolio status report: Produces a cross-matter report of active holds, overdue refreshes, active matters missing holds, and recently released holds. - Use Case: A litigation matter is intaken and flagged as missing a hold. Run the issue mode to draft the notice, update the log, and calendar the next refresh — with attorney-review gates before anything is sent. ## Quick Start Ask the assistant to issue a legal hold for a specific matter slug, for example by saying: issue a legal hold for the acme-contract-dispute matter.

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 a litigation matter?

Invoke the skill with the matter slug and the --issue flag. It loads the matter context, captures scope, custodians, date range, and systems, drafts a .docx hold notice, updates the legal_hold fields in _log.yaml, and sets the next refresh date six months out.

How do I track legal hold status across multiple matters?

Run the skill with --status and no slug. It reads _log.yaml and produces a portfolio report listing active holds, overdue refreshes, refreshes due within 30 days, active matters missing holds, and recently released holds.

Can a legal hold be issued before a matter is intaken?

No. The skill refuses to issue, refresh, or release a hold if the matter slug is not in _log.yaml, because intake runs the conflicts check and creates the log row that refresh and release tracking depend on. You must run matter-intake first.

What happens when a custodian leaves the company during a hold?

During a refresh, the skill flags departed custodians as a preservation action item. Their files and email archives must be preserved at the IT level rather than via notice, and this is recorded as a separate entry in history.md.

Does the skill send the legal hold notice to custodians automatically?

No. It drafts the notice as a .docx file and shows a preview for confirmation, but the user sends it via email per house convention. Non-lawyer users must also confirm attorney review before issuance or release.