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Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.
复制安装指令，让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "portfolio-status" 技能： 1. 下载 https://raw.githubusercontent.com/anthropics/claude-for-legal/main/litigation-legal/skills/portfolio-status/SKILL.md 2. 保存为 ~/.claude/skills/portfolio-status/SKILL.md 3. 装好后重载技能，告诉我可以用了
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → risk calibration (defines how to read the risk: field).~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml. Filter closed matters by default (include with --all).One read that answers: what do I own right now, what needs attention, and what's slipping? Output is scannable — designed for a counsel who has three minutes before their next call.
~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml — source of truth~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md — risk calibration (to interpret risk/materiality fields correctly)Default: active matters only (exclude status: closed).
Flags:
--all — include closed--risk=high (or critical / medium / low) — filter by risk band--stale — only matters with last_updated > 30 days--type=employment — filter by matter type--owner=[name] — filter by business/HR/comms owner[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]
# Portfolio Status — [today]
**Active matters:** [N]
**Closed (ytd):** [N] *(shown only with --all)*
---
## By risk
| Risk | Count | Matters |
|---|---|---|
| Critical | [N] | [slugs] |
| High | [N] | [slugs] |
| Medium | [N] | [count only — expand with `--risk=medium`] |
| Low | [N] | [count only] |
## Upcoming deadlines
| Within | Matters |
|---|---|
| 14 days | [slug — deadline — brief] |
| 15–30 days | [...] |
| 31–60 days | [...] |
*Overdue `next_deadline` flagged separately below.*
## Materiality
| Category | Count | Total exposure (midpoint) |
|---|---|---|
| Reserved | [N] | [$X] |
| Disclosed | [N] | [$X] |
| Monitored | [N] | — |
| None | [N] | — |
## By stage
[table: pleadings / discovery / dispositive motions / trial prep / settlement / appeal]
---
## ⚠️ Anomalies & flags
- **Overdue deadlines:** [list slugs where next_deadline has passed]
- **Stale (>30d no update):** [list]
- **Conflicts unresolved:** [list slugs with `conflicts.status in [pending, not-run]`]
- **Conflicts bypassed (override active):** [list slugs where `conflicts.override.by` is populated — permanent flag until manually cleared]
- **High/critical risk without outside counsel:** [list]
- **Reserved without last_updated in >60d:** [list] — reserve recalibration likely overdue
- **Hold not issued on active litigation:** [list]
- **Missing fields:** [slug → field]
---
## Closing advice
[One or two sentences on what to look at first, if anything stands out. Not boilerplate — only if something truly stands out.]
These are the checks that make the skill useful rather than decorative:
next_deadline < today and status != closedlast_updated < today - 30d and status != closedconflicts.status in [pending, not-run] and status != closed
3b. Conflicts override active: conflicts.override.by != null (never auto-clears)risk in [high, critical] and outside_counsel.firm == nullmateriality == reserved and last_updated < today - 60dstatus in [threatened, active, discovery, trial, appeal] and legal_hold.issued == false — preservation duty attaches at reasonable anticipation, so threatened matters are in scope.…
Diff a proposed handbook change against the current version, flag ripple effects and state supplement impacts. Use when user says "update the handbook", "add this to the handbook", "handbook change", or has a policy ready for insertion.
Review an offer letter and any restrictive covenants — jurisdiction check included. Substantive rules (covenant enforceability, pay-transparency, salary-history limits, exemption criteria) are researched per hire, not stored. Use when the user says "review this offer", "can we use a non-compete here", "check this offer letter", "hiring in [state]", or attaches an offer.
Draft an audience-specific summary from the privileged investigation memo — HR, leadership, or outside counsel versions. Use when an investigation memo needs to be communicated to an audience that should not see the full privileged work product.
Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work.
IRAC-scaffolded case analysis memo with research gaps flagged — the scaffold, not the analysis. Rule blocks are RESEARCH NEEDED, Application is STUDENT ANALYSIS prompts, Conclusion is blank. Use when a student needs to scaffold a case analysis memo, write up their analysis, or build an IRAC memo for a case.
Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "review the data room", "extract issues from [folder]", "diligence review", "what's in the VDR", or points at VDR documents.