legal-hold

Draft litigation hold notices and update matter tracking logs.

Updated May 26, 2026
One-click install
npx skills add https://github.com/yachela/claude-for-legal-ar --skill legal-hold-yachela
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: legal-hold
Source: https://github.com/yachela/claude-for-legal-ar/tree/main/litigation-legal/skills/legal-hold
Command: npx skills add https://github.com/yachela/claude-for-legal-ar --skill legal-hold-yachela

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill solves the operational risk of mismanaging legal preservation obligations by helping attorneys issue, periodically refresh, and properly release litigation holds with auditable tracking.

Core Features & Use Cases

  • Legal hold lifecycle drafting: Drafts hold notices for the phases of issuing, refreshing (reaffirmation), releasing, and reporting status.
  • Matter-aware workflow: Loads matter context and house style from the configured litigation-legal workspace and produces drafts tailored to scope, custodians, systems, and timing.
  • Audit trail updates: Updates legal_hold fields in _log.yaml and appends history entries to history.md, including next_refresh scheduling and custodian departure flags.
  • Portfolio status reporting: Generates portfolio-wide hold status when requested, including overdue and attention items.

Quick Start

Run legal-hold with an issue flag for your matter slug to draft the hold notice and update the hold tracking log for attorney review.

Frequently Asked Questions about legal-hold

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

FAQPage Schema
How do I draft a litigation hold notice for a specific matter?

A legal hold notice is drafted by running the workflow with an issue flag and matter slug, which generates a docx deliverable tailored to custodians, systems, and scope. The Skill loads matter context and house style from your configured workspace to produce the notice for attorney review.

What is a legal hold refresh and when do I need to send one?

A legal hold refresh is a periodic reaffirmation notice sent to custodians to maintain preservation obligations until the hold is released. The Skill drafts refresh notices and schedules next_refresh dates in the tracking log to prevent spoliation risk.

Can I track custodian departures and overdue holds across my portfolio?

Yes, legal hold tracking across a portfolio is supported by generating status reports that flag overdue items and custodian departure notes. The Skill updates _log.yaml with custodian flags and appends history entries to history.md for auditable compliance tracking.

Does this legal hold workflow require matter-intake and conflicts checks before drafting?

Yes, the legal hold workflow gates all notice drafting and log writes behind user confirmation while enforcing matter-intake and conflicts checks. This ensures preservation obligations are accurately scoped and timed before any hold notice is issued or refreshed.

How do I release a legal hold and what audit trail is generated?

Release a legal hold by running the workflow with a release flag for your matter slug, which drafts the release notice and updates the tracking log. The Skill appends release entries to history.md and updates legal_hold fields in _log.yaml for a complete audit trail.