portfolio-status

Compare original and translation side by side

🇺🇸

Original

English

🇨🇳

Translation

Chinese

/portfolio-status

/案件组合状态

Load

~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md

→ risk calibration (defines how to read the

risk:

field).

Follow the workflow and reference below.

Parse

~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml

. Filter closed matters by default (include with

--all

Produce rollup: risk distribution, deadlines in next 14/30/60 days, matters with no update in >30 days, materiality totals, stage distribution.
Flag anomalies — everything marked critical, overdue next_deadline, matters without outside counsel assigned where risk is medium or high.

加载

~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md

→ 风险校准（定义如何读取

risk:

字段）。

遵循下方的工作流程和参考内容。

解析

~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml

。默认过滤已结案案件（使用

--all

参数可包含已结案案件）。

生成汇总信息：风险分布、未来14/30/60天的截止日期、超过30天未更新的案件、重要性总计、阶段分布。
标记异常情况——所有标记为严重的案件、逾期的next_deadline、风险为中高等级但未指派外部律师的案件。

Portfolio Status

案件组合状态

Purpose

用途

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.

一次阅读即可解答：我当前负责哪些案件、哪些需要关注、哪些案件进度滞后？输出内容便于快速浏览——专为下一场会议前只有三分钟时间的法律顾问设计。

Load context

加载上下文

~/.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)

~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml

— 真实数据源

~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md

— 风险校准（用于正确解读风险/重要性字段）

Flags & filters

标记与过滤

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

默认：仅显示活跃案件（排除

status: closed

的案件）。

标记参数：

```
--all
```
— 包含已结案案件
```
--risk=high
```
（或
```
critical
```
/
```
medium
```
/
```
low
```
）——按风险等级过滤
```
--stale
```
— 仅显示
```
last_updated
```
超过30天的案件
```
--type=employment
```
— 按案件类型过滤
```
--owner=[name]
```
— 按业务/人力资源/公关负责人过滤

The rollup

汇总内容

markdown

[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]

markdown

[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]

Portfolio Status — [today]

案件组合状态 — [今日]

Active matters: [N] Closed (ytd): [N] (shown only with --all)

活跃案件数： [N] 已结案案件数（本年度至今）： [N] （仅使用--all时显示）

By risk

按风险划分

Risk	Count	Matters
Critical	[N]	[slugs]
High	[N]	[slugs]
Medium	[N]	[count only — expand with `--risk=medium` ]
Low	[N]	[count only]

风险	数量	案件
Critical	[N]	[slugs]
High	[N]	[slugs]
Medium	[N]	[仅显示数量——使用 `--risk=medium` 可展开]
Low	[N]	[仅显示数量]

Upcoming deadlines

即将到来的截止日期

Within	Matters
14 days	[slug — deadline — brief]
15–30 days	[...]
31–60 days	[...]

Overdue
next_deadline
flagged separately below.

时间范围	案件
14天内	[slug — 截止日期 — 简要说明]
15–30天	[...]
31–60天	[...]

逾期的
next_deadline
将在下方单独标记。

Materiality

重要性

Category	Count	Total exposure (midpoint)
Reserved	[N]	[$X]
Disclosed	[N]	[$X]
Monitored	[N]	—
None	[N]	—

类别	数量	总风险敞口（中点值）
Reserved	[N]	[$X]
Disclosed	[N]	[$X]
Monitored	[N]	—
None	[N]	—

By stage

按阶段划分

[table: pleadings / discovery / dispositive motions / trial prep / settlement / appeal]

[表格：pleadings / discovery / dispositive motions / trial prep / settlement / appeal]

⚠️ Anomalies & flags

⚠️ 异常与标记

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]

逾期截止日期： [列出next_deadline已过期的案件slug]
停滞案件（超过30天未更新）： [列表]
未解决冲突： [列出
```
conflicts.status
```
为[pending, not-run]的案件slug]
冲突覆盖生效： [列出
```
conflicts.override.by
```
已填充的案件slug——手动清除前永久标记]
高/严重风险未指派外部律师： [列表]
准备金超过60天未更新： [列表]——准备金重新校准可能已逾期
活跃诉讼未发布保全通知： [列表]
缺失字段： [slug → 字段]

Closing advice

收尾建议

[One or two sentences on what to look at first, if anything stands out. Not boilerplate — only if something truly stands out.]

undefined

[针对突出事项给出1-2句优先关注建议，非通用模板——仅当确实有突出事项时提供。]

undefined

Anomaly rules

异常规则

These are the checks that make the skill useful rather than decorative:

Overdue deadline:
```
next_deadline < today
```
and
```
status != closed
```

Stale:

last_updated < today - 30d

and

status != closed

Conflicts unresolved:

conflicts.status in [pending, not-run]

and

status != closed

3b. Conflicts override active:

conflicts.override.by != null

(never auto-clears)

High-risk uncovered:

risk in [high, critical]

and

outside_counsel.firm == null

Stale reserve:

materiality == reserved

and

last_updated < today - 60d

Hold gap:
```
status in [threatened, active, discovery, trial, appeal]
```
and
```
legal_hold.issued == false
```
— preservation duty attaches at reasonable anticipation, so
```
threatened
```
matters are in scope.
Missing fields: any required field null —
```
risk
```
,
```
materiality
```
,
```
status
```
,
```
opened
```
,
```
conflicts.status
```

以下是让该Skill实用而非流于形式的检查规则：

逾期截止日期：
```
next_deadline < today
```
且
```
status != closed
```

停滞案件：

last_updated < today - 30d

且

status != closed

未解决冲突：

conflicts.status in [pending, not-run]

且

status != closed

3b. 冲突覆盖生效：

conflicts.override.by != null

（永不自动清除）

高风险未覆盖：

risk in [high, critical]

且

outside_counsel.firm == null

停滞准备金：

materiality == reserved

且

last_updated < today - 60d

保全缺口：
```
status in [threatened, active, discovery, trial, appeal]
```
且
```
legal_hold.issued == false
```
——在合理预期诉讼发生时即产生保全义务，因此
```
threatened
```
案件也在范围内。
**缺失字段：**任何必填字段为空——
```
risk
```
、
```
materiality
```
、
```
status
```
、
```
opened
```
、
```
conflicts.status
```

Close with the next-steps decision tree

以下一步决策树收尾

End with the next-steps decision tree per CLAUDE.md

## Outputs

. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.

If the portfolio has more than ~10 matters, or any time the user asks: offer the dashboard (see CLAUDE.md

## Outputs → Dashboard offer for data-heavy outputs

). Shape the offer for this output — counts by risk tier, a timeline of upcoming deadlines, and a sortable matter ledger with status, conflicts check, and last-touched date.

根据CLAUDE.md中的

## Outputs

部分，以下一步决策树收尾。根据该Skill生成的内容自定义选项——默认的五个分支（起草X、升级处理、获取更多事实、观望等待、其他事项）仅为起点，并非固定不变。决策树是输出内容的一部分，由律师选择下一步行动。

如果案件组合包含约10个以上案件，或用户任何时候提出请求：提供仪表盘（见CLAUDE.md中的

## Outputs → Dashboard offer for data-heavy outputs

）。根据本次输出内容调整仪表盘提供的信息——按风险等级统计的数量、即将到来的截止日期时间线，以及包含状态、冲突检查和最后处理日期的可排序案件台账。

What this skill does not do

该Skill不具备的功能

Make decisions. It surfaces what needs attention; the user decides priority.
Pretend precision it doesn't have. Exposure midpoints are rough and should be labeled so.
Replace a real MMS. This is a working-memory rollup, not a system of record.

做出决策。它仅突出需要关注的事项，由用户决定优先级。
伪装不具备的精确性。风险敞口中点值为粗略估算，应明确标注。
替代真实的案件管理系统（MMS）。这是一个工作记忆汇总工具，而非记录系统。