oc-status

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Original

English
🇨🇳

Translation

Chinese

/oc-status

/oc-status

To run weekly, set a recurring reminder to invoke
/litigation-legal:oc-status
. Automated scheduling requires a scheduled-tasks integration, which is not bundled.
  1. Load
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml
    , filter per default rules (or per flags).
  2. Load
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
    → outside counsel directive style, signer defaults, budget posture.
  3. Follow the workflow and reference below.
  4. For each matter in scope: read
    matter.md
    +
    history.md
    , draft per-matter email.
  5. Write markdown to
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/[slug].md
    .
  6. If Gmail MCP authenticated: create Gmail drafts. Else: markdown-only, note in summary.
  7. Write
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/_summary.md
    — what ran, what was skipped and why.

若要每周运行,请设置重复提醒以调用
/litigation-legal:oc-status
。自动调度需要调度任务集成,该集成未随插件捆绑提供。
  1. 加载
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml
    ,按默认规则(或指定参数)过滤事务。
  2. 加载
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
    → 获取外部律师沟通规范、默认签署人信息及预算立场。
  3. 遵循下方工作流及参考说明。
  4. 针对每个纳入范围的事务:读取
    matter.md
    +
    history.md
    ,起草对应事务的邮件。
  5. 将Markdown文件写入
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/[slug].md
  6. 若Gmail MCP已认证:创建Gmail草稿。否则:仅生成Markdown文件,并在汇总中说明。
  7. 写入
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/_summary.md
    — 记录运行内容、跳过项及原因。

OC Status

OC状态请求

Purpose

目的

Writing the same status-request email to outside counsel every week across 5–15 matters is mechanical cognitive tax. The content is consistent per matter (status, decisions pending, budget check). The audience is consistent (OC lead partner). The tone is consistent (per house outside-counsel-directive style). A scheduled task drafts all of them; counsel reviews and sends.
每周为5-15个事务向外部律师撰写相同的状态请求邮件,是机械性的认知负担。邮件内容因事务而异(状态、待决策事项、预算核对),受众固定(外部律师牵头合伙人),语气统一(符合律所外部律师沟通规范)。通过调度任务自动生成所有草稿,由律师审核后发送。

Load context

加载上下文

  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml
    — the filtering and field source
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/matter.md
    — matter context (current posture, open questions)
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md
    — recent events to inform what to ask about
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
    → outside counsel directive style, signer name/email, budget posture
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml
    — 过滤规则及字段来源
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/matter.md
    — 事务上下文(当前状态、待解决问题)
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md
    — 近期事件,用于确定询问方向
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
    → 外部律师沟通规范、签署人姓名/邮箱、预算立场

Filtering — which matters?

过滤规则——哪些事务需处理?

Default filter:
  • status != closed
  • outside_counsel.firm != null
    AND
    outside_counsel.lead != null
  • Either: last update more than 10 days old (time for something to have happened) OR has a
    next_deadline
    within 21 days
Skip matters that just had a status update in the last 10 days (no need to re-ping) and matters where
outside_counsel.email
is null (email addresses needed for Gmail draft; still produce markdown).
Flags:
  • --all
    → draft for every active matter regardless of recency
  • --slug=[slug]
    → draft for one matter only (ad-hoc request)
  • --no-gmail
    → skip Gmail draft creation even if MCP is available
默认过滤规则:
  • status != closed
    (状态不为已结案)
  • outside_counsel.firm != null
    outside_counsel.lead != null
    (已指定外部律所及牵头人)
  • 满足以下任一条件:上次更新距今超过10天(应有新进展),或
    next_deadline
    在21天内
跳过以下事务:近10天内刚更新过状态(无需再次跟进),或
outside_counsel.email
为空(生成Gmail草稿需邮箱地址;仍会生成Markdown文件)。
可选参数:
  • --all
    → 为所有活跃事务生成草稿,不受更新时间限制
  • --slug=[slug]
    → 仅为指定单个事务生成草稿(临时请求)
  • --no-gmail
    → 即使MCP可用,也跳过Gmail草稿创建

Per-matter email draft

单事务邮件草稿

Each email has the same skeleton; content is matter-specific.
Subject: per house convention (from
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
outside counsel directive style; fallback:
[Matter: [matter name]] — Weekly status update
)
Body skeleton:
[lead partner first name],

[One sentence opener — natural, matches house tone.]

Checking in on [matter name]. A few items:

1. **Status since [date of last update captured in history.md]** — what's moved, what's pending? Any filings, hearings, correspondence, or calls since we last touched base?

2. **Upcoming deadlines** — I show [next_deadline from log + any deadlines in matter.md]. Confirm coverage plan and any dates we should add.

3. **Decisions pending** — [pull open questions from matter.md that require OC input; if none, omit this numbered item and renumber]

4. **Budget** — [monthly / quarterly / on-request per `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` budget posture]. Where are we against [budget authorization from matter.md]? Any variance to flag?

[If material and relevant: 5. Specific ask — e.g., "Please send me the latest draft of the motion to dismiss before [date]" — drawn from matter.md open questions.]

[Signoff — name, role, contact. From `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` signer default for OC directives.]
Adapt tone per
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
outside counsel directive style — some shops are "dear counsel" formal; others are first-name-and-bullets. Match.
每封邮件框架统一,内容因事务而异。
主题: 遵循律所惯例(取自
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
中的外部律师沟通规范;默认格式:
[事务:[事务名称]] — 每周状态更新
正文框架:
[牵头合伙人名字],

[开场句 — 自然贴合律所语气]

跟进[事务名称]的进展,有以下几点需确认:

1. **自[history.md中记录的上次更新日期]以来的状态** — 哪些事项已推进,哪些仍待处理?自上次沟通后,是否有提交文件、听证会、往来函件或电话沟通?

2. **即将到来的截止日期** — 我这边记录的截止日期是[日志中的next_deadline + matter.md中的其他截止日期]。请确认覆盖计划及需新增的日期。

3. **待决策事项** — [从matter.md中提取需外部律师输入的待解决问题;若无此项,则删除该编号并重新排序]

4. **预算** — [按`~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md`中的预算立场,按月/按季度/按需询问]。当前支出与[matter.md中的预算授权]对比情况如何?是否有需标注的差异?

[若有重要相关事项:5. 特定请求 — 例如:"请在[日期]前发送最新的驳回动议草稿" — 取自matter.md中的待解决问题]

[落款 — 姓名、职位、联系方式。取自`~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md`中外部律师沟通的默认签署人信息]
根据
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
中的外部律师沟通规范调整语气——部分律所采用"尊敬的律师"正式语气;部分则采用直呼其名加项目符号的简洁风格,需保持一致。

Output

输出内容

Markdown drafts

Markdown草稿

Write to:
~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/[slug].md
Each file is one email, formatted as:
markdown
[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]
写入路径:
~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/[slug].md
每个文件对应一封邮件,格式如下:
markdown
[工作成果标题 — 按插件配置## Outputs设置,因角色而异;详见`## Who's using this`]

[Matter name] — OC status request — [YYYY-MM-DD]

[事务名称] — OC状态请求 — [YYYY-MM-DD]

To: [outside_counsel.email from log] ([outside_counsel.lead], [outside_counsel.firm]) From: [signer name / email from
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
] Subject: [subject line]
The work-product header above applies to this internal record. The outgoing email body below goes to outside counsel on a retained matter, which is itself a privileged communication — apply the house privilege marking (
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
privilege conventions) at the top of the email sent, typically
Privileged & Confidential — Attorney-Client Communication / Attorney Work Product
, not this internal work-product header.

[body per skeleton]
undefined
收件人: [日志中的outside_counsel.email] ([outside_counsel.lead], [outside_counsel.firm]) 发件人: [
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
中的签署人姓名/邮箱] 主题: [主题内容]
上方的工作成果标题适用于此内部记录。下方的外发邮件正文将发送给受托事务的外部律师,属于保密沟通——发送邮件时需在顶部添加律所保密标识(取自
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
中的保密惯例),通常为
Privileged & Confidential — Attorney-Client Communication / Attorney Work Product
,而非此内部工作成果标题。

[按框架生成的正文]
undefined

Send gate (closing note on every draft)

发送审核提示(每个草稿末尾附加)

Append the following to each markdown draft, immediately below the body and above the run metadata — strip before sending:
This is a draft status email for attorney review before sending to outside counsel. Check for privileged content you did not intend to share outside the engagement circle, factual accuracy, tone, and budget posture. Do not send unreviewed — even routine weekly check-ins can surface theory, strategy, or concessions the sender didn't mean to put in writing.
在每个Markdown草稿的正文之后、运行元数据之前添加以下内容,发送前需删除:
此为状态邮件草稿,需经律师审核后方可发送给外部律师。请检查是否存在无意向业务圈外披露的保密内容、事实准确性、语气及预算立场。切勿直接发送未审核草稿——即使是常规每周跟进邮件,也可能泄露发送者无意书面提及的理论、策略或让步。

Gmail drafts (if MCP available)

Gmail草稿(若MCP可用)

If the Gmail draft-creation MCP is authenticated:
  • Create a draft in the user's Gmail per matter with
    to
    ,
    from
    ,
    subject
    ,
    body
    populated
  • The draft sits in Drafts folder; user reviews and sends Monday morning
  • If Gmail MCP is NOT available or fails: fall back to markdown-only and tell the user
若Gmail草稿创建MCP已认证:
  • 为每个事务在用户的Gmail中创建草稿,填充
    收件人
    发件人
    主题
    正文
  • 草稿将保存在草稿文件夹中,用户可在周一上午审核后发送
  • 若Gmail MCP不可用或创建失败:仅生成Markdown文件,并告知用户

Run summary

运行汇总

After processing all matters, write
~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/_summary.md
:
markdown
undefined
处理完所有事务后,写入
~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/_summary.md
markdown
undefined

OC Status Run — [YYYY-MM-DD]

OC状态请求运行记录 — [YYYY-MM-DD]

Matters processed: [N] Drafts created: [N] Gmail drafts: [created / skipped — reason]
处理事务数: [N] 生成草稿数: [N] Gmail草稿: [已创建 / 已跳过 — 原因]

Drafted for

已生成草稿的事务

MatterOC leadLast updatedReason for inclusion
[slug][lead][date][stale / upcoming deadline / --all / --slug]
事务外部律师牵头人上次更新时间纳入原因
[slug][牵头人][日期][更新滞后 / 即将到来的截止日期 / --all / --slug]

Skipped

已跳过的事务

MatterReason
[slug]recent update (last touched [date])
[slug]no OC email in log — update with
/matter-update [slug]
事务原因
[slug]近期已更新(上次更新时间[日期])
[slug]日志中无外部律师邮箱 — 使用
/matter-update [slug]
更新

Anomalies

异常情况

  • Matters without outside counsel assigned: [list — if any are high/critical risk, flagged]
  • Matters with outside counsel but no email in log: [list]
undefined
  • 未分配外部律师的事务:[列表 — 若存在高/重大风险事务,需标注]
  • 已分配外部律师但日志中无邮箱的事务:[列表]
undefined

Scheduling

调度设置

This skill is designed to run weekly. Automated scheduling requires a scheduled-tasks integration that is not bundled with the plugin. To run weekly, set a recurring reminder to invoke
/litigation-legal:oc-status
— e.g., Monday morning on your calendar.
Ad-hoc:
/oc-status
any time.
/oc-status --slug=foo
for a single matter.
此工具设计为每周运行。自动调度需要调度任务集成,该集成未随插件捆绑提供。若要每周运行,请设置重复提醒以调用
/litigation-legal:oc-status
— 例如,在日历中设置周一上午的提醒。
临时运行:随时调用
/oc-status
。调用
/oc-status --slug=foo
可仅为单个事务生成草稿。

What this skill does not do

此工具不具备的功能

  • Send the emails. Drafts only. Counsel reviews and sends.
  • Generate content it doesn't have. If
    matter.md
    is thin, the email is short and asks broad-status questions. The skill doesn't invent specific questions from nothing.
  • Retry failures. If Gmail draft creation fails mid-run, the skill logs the failure and continues with markdown. User can retry after fixing auth.
  • Rewrite history.md. Reads it for context; doesn't modify. (If OC's response surfaces new events, use
    /matter-update [slug]
    to log them.)
  • Enforce a minimum template. If the house tone is "one line, first name, done," the draft honors that and skips the bulleted structure. Match
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
    .
  • 发送邮件:仅生成草稿,需律师审核后发送。
  • 生成无上下文内容:若
    matter.md
    内容简略,邮件将简短并询问宽泛的状态问题。工具不会凭空生成具体问题。
  • 重试失败操作:若Gmail草稿创建中途失败,工具将记录失败并继续生成Markdown文件。用户可在修复认证后重试。
  • 修改history.md:仅读取其作为上下文,不会修改。(若外部律师的回复涉及新事件,请使用
    /matter-update [slug]
    记录。)
  • 强制使用最小模板:若律所语气为"一句话、直呼其名、简洁收尾",草稿将遵循该风格并跳过项目符号结构。需与
    ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md
    保持一致。