portfolio-status

/portfolio-status

Load ~/.claude/plugins/config/claude-for-legal-zh/litigation-legal/CLAUDE.md → risk calibration (defines how to interpret the risk: field).
Follow this workflow.
Parse ~/.claude/plugins/config/claude-for-legal-zh/litigation-legal/matters/_log.yaml. By default, filter out closed cases (use --all to include).
Generate the summary: risk distribution, deadlines within the next 14/30/60 days, cases not updated in over 30 days, materiality summary, stage distribution.
Flag anomalies — all cases marked critical,next_deadline overdue, or with risk medium or high but no outside counsel assigned.

Case Portfolio Status

Purpose

Answer in one read: how many cases do I have, what needs attention, what is slipping? Output suited for a quick scan — designed for a lawyer who has only three minutes before the next call.

Load Context

~/.claude/plugins/config/claude-for-legal-zh/litigation-legal/matters/_log.yaml — source of truth
~/.claude/plugins/config/claude-for-legal-zh/litigation-legal/CLAUDE.md — risk calibration (correctly interpret risk/materiality fields)

Flags and Filters

Default: active cases only (exclude status: closed）。

Flags:

--all — include closed cases
--risk=high(or critical / medium / low) — filter by risk level
--stale — only cases with last_updated > 30 days
--type=employment — filter by case category
--owner=[姓名] — filter by business/HR/PR lead

Summary

[工作成果标头——根据插件配置 ## 输出——因角色不同；见 `## 使用者`]

# 案件组合状态 —— [今天]

**活跃案件：** [N]
**已结（本年度）：** [N] *(仅使用 --all 时显示)*

---

## 按风险

| 风险 | 数量 | 案件 |
|---|---|---|
| 危急 | [N] | [代号] |
| 高 | [N] | [代号] |
| 中 | [N] | [仅数量——使用 `--risk=medium` 展开] |
| 低 | [N] | [仅数量] |

## 即将到期节点

| 期限内 | 案件 |
|---|---|
| 14天 | [代号 —— 节点 —— 简述] |
| 15–30天 | [...] |
| 31–60天 | [...] |

*逾期的 `next_deadline` 在下方单独标注。*

## 重要性

| 类别 | 数量 | 敞口合计（中位值） |
|---|---|---|
| 需计提 | [N] | [金额] |
| 已披露 | [N] | [金额] |
| 监控中 | [N] | — |
| 不适用 | [N] | — |

## 按阶段

[表格：起诉/答辩 / 证据交换 / 庭审 / 和解 / 上诉]

---

## 异常与标注

- **逾期节点：** [列出 next_deadline 已过的代号]
- **陈旧（>30天未更新）：** [列表]
- **利益冲突未解决：** [列出 conflicts.status 为 pending 或 not-run 的代号]
- **利益冲突已绕过（override 有效）：** [列出 conflicts.override.by 已填充的代号——在手动清除前永久标注]
- **高/危急风险但无外聘律师：** [列表]
- **已计提但 >60天未更新：** [列表] —— 计提重新校准可能已逾期
- **活跃诉讼中未发出证据保全：** [列表]
- **缺失字段：** [代号 → 字段]

Anomaly Rules

These checks make this skill useful rather than decorative:

Overdue deadlines: next_deadline < 今天 and status != closed
Stale: last_updated < 今天 - 30天 and status != closed
Conflict unresolved: conflicts.status in [pending, not-run] and status != closed 3b. Conflict bypass active: conflicts.override.by != null(never self-clears)
High risk without coverage: risk in [high, critical] and outside_counsel.firm == null
Stale accrual: materiality == reserved and last_updated < 今天 - 60天
Evidence preservation gap: active case and legal_hold.issued == false — the preservation obligation attaches as soon as litigation is reasonably anticipated
Missing fields: any required field is empty —risk、materiality、status、opened、conflicts.status

Close with a next-step decision tree

Close with the next-step decision tree in CLAUDE.md ## 输出 . Customize the options based on what this skill just produced — the five default branches (draft X, escalate, get more facts, watch and wait, other options) are a starting point, not a locked-in set. The decision tree itself is the output; the lawyer chooses.

If the portfolio exceeds about 10 cases, or at any user request: propose a dashboard (see CLAUDE.md ## 输出 → 数据密集输出的仪表板提议). For this, output a customized proposal — counts by risk level, a timeline of upcoming deadlines, and a sortable case ledger with status, conflict checks, and last-touched dates.

What This Skill Does Not Do

Make decisions. Surface items needing attention; the user decides priorities.
Pretend to have precision that doesn't exist. Open median values are rough estimates and should be labeled as such.
Replace a real case management system. This is a working-memory summary, not a system of record.