claude-for-legal

Manage matter workspaces — new, list, switch, close, or detach (practice- level). Creates, lists, switches, closes, and detaches the active matter so context from one client engagement never leaks into another. Use when a multi-client practitioner says "new matter", "switch matter", "list my matters", "close this matter", or needs to manage which matter is active.

Add a new leave to the leave register with the minimum information needed to start tracking deadlines. Use when an employee goes on leave and you want the tracker to watch designation, certification, and exhaustion clocks from day one.

Check open leaves for deadline alerts and required decisions. Surfaces only the leaves that require an action and explains why — not a status board. Use weekly, or whenever the attorney needs to know which leaves have upcoming designation, certification, or exhaustion deadlines.

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.

Ask questions against an open investigation log — what witnesses said, where accounts conflict, what gaps exist, what the strongest evidence is on each issue. Use when the attorney needs to query the investigation record without re-reading every entry.

Open a new internal investigation matter — runs intake, generates the sources checklist, and creates the persistent investigation log. Use when a complaint or allegation comes in and the attorney needs to stand up a privileged investigation workspace.

Draft or update the privileged investigation memo from the investigation log. Use when an investigation is far enough along to write the first memo cut, or when new data has been added and the existing draft needs updating.

Add data to an open investigation — documents, interview notes, or observations. Processes batches against the documented pull criteria, surfaces significant items, and logs everything reviewed for coverage verification. Use when new evidence, interview notes, or document productions come in for an open investigation.

Reference: implementation-planning framework for international hiring — EOR vs. entity decision framing, cross-functional triggers for tax/finance/HR, structured outside-counsel briefing requests, and a persistent gap tracker. Loaded by /expansion-kickoff and /expansion-update; not invoked directly.

Reference: shared framework for managing internal investigations from intake through final memo — privileged investigation log, document processing with needle-finding, source coverage tracking, Q&A against the log, memo drafting, and audience summaries. Loaded by /investigation-open, /investigation-add, /investigation-query, /investigation-memo, and /investigation-summary; not invoked directly.

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.

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.

Update the status of an in-progress international expansion project — recalculates what is now unblocked, flags anything overdue, and surfaces the next priorities. Use when work has happened since the last session and the expansion tracker needs to reflect the current state.

Kick off international expansion planning for a new country — gathers intake, runs EOR vs. entity framing, drafts cross-functional questions, surfaces country-specific flags, and creates a persistent tracker. Use when someone says "we're hiring in [country]", "expansion to [country]", or "first hire in [country]".

Guided customization of your employment practice profile — change one thing without re-running the whole cold-start interview. Adjust jurisdictional footprint, risk posture, escalation contacts, hiring review rules, termination review rules, handbook positions, investigation preferences, or matter workspace paths. Use when the user says "change my [thing]", "add a jurisdiction", "update my profile", "edit my config", or "customize".

Cold-start setup — learns your jurisdictional footprint and escalation rules from your handbook and termination memos. Asks which states and countries have employees, reads seed documents, and builds a jurisdiction-aware escalation table. Use on fresh install, when CLAUDE.md still has [PLACEHOLDER] markers, or when re-running with --redo or --check-integrations.

Draft a unanimous written consent of the board or a committee in house format, with precedent search from the consents repository. Handles multi-resolution consents, director conflict flags, state-law notice requirements, and signatory tracking, with a built-in scope warning for major one-off actions. Use when user says "written consent", "unanimous consent", "board consent", "consent in lieu", "UWC", or describes an action needing board approval without a meeting.

Tabular review — one row per document, one column per data point, every cell cited to source. Built for M&A diligence ("review these 200 target contracts for change-of-control, assignment, and MAC clauses") but works for any batch review that needs a spreadsheet out the other end. Use when user says "tabular review", "review grid", "build a grid", "extract these fields from these contracts", "review these documents for X, Y, Z", "give me a spreadsheet of", "batch review", or points at a folder of documents and asks to compare them.

Manage matter workspaces — create, list, switch, close, or detach the active matter so multi-client practitioners keep one client's context separate from every other. Read by any substantive skill that needs to know what matter it's working in. Use when user says "new matter", "switch matter", "list matters", "close matter", or wants to work at practice-level only.

Build the material contracts disclosure schedule from diligence findings, applying the purchase agreement's Material Contract definition and formatting per the agreement's schedule format. Use when user says "build the contracts schedule", "disclosure schedule", "schedule 3.X", "material contracts list", or when drafting disclosure schedules.

Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase agreement, deal summary, closing checklist) and connects to deal-context.md and closing-checklist.yaml from the M&A cold-start. Use when user says "integration", "post-close", "post-closing", "consents outstanding", "contract assignment", "integration status", or "what's left on the deal".

Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".

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.

Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

Guided customization of your corporate practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, active modules (M&A / Board / Public Company / Entity Management), materiality thresholds, disclosure schedule format, consent precedents, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my config", or "customize".