semester-handoff

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/semester-handoff

/semester-handoff

  1. Load
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
    → clinic profile, semester dates, supervision style.
  2. Load
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
    and
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/client-comms/[case-id]/log.md
    per case.
  3. Use the workflow below.
  4. Take active-case list as input (ask if clinic doesn't have a central list). Map outgoing → incoming owners.
  5. Generate per-case handoff memo →
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/[case_id].md
    .
  6. Generate cohort summary →
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/_summary.md
    .
  7. Route per supervision model — formal queue / configurable flags / lighter-touch.

  1. 加载
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
    → 诊所档案、学期日期、督导风格。
  2. 加载
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
    以及每个案件对应的
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/client-comms/[case-id]/log.md
  3. 遵循以下工作流。
  4. 以在办案件列表作为输入(若诊所没有集中列表则询问)。映射离任负责人→新任负责人。
  5. 生成单案件交接备忘录 →
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/[case_id].md
  6. 生成cohort汇总报告 →
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/_summary.md
  7. 根据督导模式分发——正式审核队列/可配置标记/轻量督导。

Semester Handoff

学期交接

Purpose

目的

Every semester, clinics lose their entire workforce and rebuild.
/ramp
solves half the problem — it onboards the new cohort. This skill solves the other half: it offboards the departing cohort by producing handoff memos that capture what the next student needs to know about every active case.
Without this, case knowledge walks out the door with the student. The new student starts from the case file and intake summary, which is never enough. Two weeks are wasted re-learning the case before the new student can do anything useful. The client experiences the re-learning as a regression — calls go unanswered while the new student catches up, questions already answered get asked again.
每个学期,诊所都会面临全部人员更替并重新组建团队的情况。
/ramp
解决了一半问题——它负责新任团队的入职培训。本技能解决另一半问题:通过生成交接备忘录来完成离任团队的离职交接,记录下一任学生需要了解的所有在办案件信息。
如果没有这项工具,案件相关知识会随学生离职而流失。新任学生只能从案件文件和 intake 汇总开始了解,这远远不够。他们需要花费两周时间重新熟悉案件,之后才能开展有效工作。客户会将这种重新学习的过程视为服务倒退——在新任学生熟悉期间,电话无人接听,已经解答过的问题会被再次询问。

Audience

受众

Professor or departing students. The professor runs it to orchestrate the full cohort offboarding; individual students can run it on their own cases if they're transitioning mid-semester (graduation, withdrawal).
教授或离任学生。教授可运行该工具来统筹整个团队的离职交接;个别学生若在学期中途(毕业、退学)交接工作,也可针对自己负责的案件运行该工具。

Load context

加载上下文

  • ~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
    → clinic profile, semester, practice areas, supervision style
  • ~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
    → all active deadlines, grouped by case
  • ~/.claude/plugins/config/claude-for-legal/legal-clinic/client-comms/[case-id]/log.md
    (per case) → communications history
  • Case files / intake summaries the clinic maintains
  • Student roster — who owns what going into the handoff
  • ~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
    → 诊所档案、学期信息、业务领域、督导风格
  • ~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
    → 所有在办截止日期,按案件分组
  • ~/.claude/plugins/config/claude-for-legal/legal-clinic/client-comms/[case-id]/log.md
    (每个案件对应一份)→ 沟通历史记录
  • 诊所维护的案件文件/intake汇总
  • 学生名单——交接前各案件的负责人

Workflow

工作流

Step 1: Identify cases and owners

步骤1:确认案件及负责人

  • Pull all active cases (from intake records +
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
    case_ids + client-comms folders)
  • For each case: who's the current owner student? Are they staying or leaving?
  • Map: outgoing owner → incoming owner (if known; otherwise mark "TBD — professor to assign")
If the clinic doesn't maintain a central active-case list, the skill needs one input: a list of active cases. Ask for it. Don't guess.
  • 提取所有在办案件(来自intake记录 +
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
    中的case_ids + 客户沟通文件夹)
  • 针对每个案件:当前负责人是哪位学生?他们是留任还是离任?
  • 映射:离任负责人→新任负责人(若已知;否则标记为“待分配——由教授指派”)
如果诊所没有维护集中的在办案件列表,该工具需要一项输入:在办案件列表。请主动询问,切勿猜测。

Step 2: Per-case handoff memo

步骤2:单案件交接备忘录

For each case:
markdown
undefined
针对每个案件:
markdown
undefined

Case Handoff — [case name] — [semester ending]

案件交接 —— [案件名称] —— [学期结束时间]

Case ID: [case_id] Practice area: [area] Outgoing student: [name] Incoming student: [name or "TBD"] Supervising attorney: [professor] Client: [name or client ID]

案件ID: [case_id] 业务领域: [领域] 离任学生: [姓名] 新任学生: [姓名或“待分配”] 督导律师: [教授] 客户: [姓名或客户ID]

Where we are

当前进展

[One paragraph: current posture. What's been done, what's pending, where the case is heading. If the case is at a natural pause point or between filings, say so.]
[一段文字:当前状态。已完成工作、待办事项、案件后续方向。如果案件处于自然停顿点或两次提交之间,请说明。]

Pending deadlines

待办截止日期

Pulled from
~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
. Incoming student's first job is to confirm these are accurate and owned.
DueTypeDescriptionNotes
[date][type][one-line][if tight: "URGENT — due within [N] days of semester start"]
提取自
~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml
。新任学生的首要任务是确认这些信息的准确性并接手负责。
截止日期类型描述备注
[日期][类型][一行描述][若时间紧迫:“紧急——学期开始后[N]天内截止”]

What's been done

已完成工作

  • [Key actions this semester: intake, filings, hearings, major correspondence]
  • [Documents produced — with pointers to where they live]
  • [本学期关键行动:intake、提交文件、听证会、重要沟通]
  • [生成的文件——指明存储位置]

What's open

待办事项

  • [Decisions pending: e.g., "client hasn't decided whether to accept settlement offer"]
  • [Research gaps: e.g., "need to confirm whether [jurisdiction] allows [remedy]"]
  • [Open communications: e.g., "awaiting response from opposing counsel's office"]
  • [待决策事项:例如“客户尚未决定是否接受和解提议”]
  • [研究缺口:例如“需确认[司法管辖区]是否允许[救济方式]”]
  • [未完成沟通:例如“等待对方律师办公室回复”]

Client relationship

客户关系

  • [How often has the student been in touch? Phone, email, in-person?]
  • [Any relationship context the next student should know: language preference, trust-building notes, circumstances that affect scheduling]
  • [Upcoming planned contact or appointments]
  • [学生与客户的沟通频率?电话、邮件还是面对面?]
  • [新任学生需要了解的客户关系背景:语言偏好、信任建立要点、影响日程安排的情况]
  • [即将进行的沟通或预约]

Documents drafted / filed

起草/提交的文件

Pointers, not content.
  • [Date] [Document type] — [path or file reference] — [status: filed / drafted / in review queue]
仅提供指向,不包含内容。
  • [日期] [文件类型] —— [路径或文件引用] —— [状态:已提交/已起草/待审核]

Communications history summary

沟通历史汇总

From
~/.claude/plugins/config/claude-for-legal/legal-clinic/client-comms/[case-id]/log.md
. Three-line summary here; incoming student reads the full log.
[Short summary of recent contact patterns — e.g., "3 phone calls since intake, all in Spanish, client prefers evenings. Last contact: 2026-04-15, confirmed address for hearing notice."]
来自
~/.claude/plugins/config/claude-for-legal/legal-clinic/client-comms/[case-id]/log.md
。此处为三行汇总;新任学生需阅读完整日志。
[近期沟通模式的简短总结——例如“intake后已进行3次电话沟通,均为西班牙语,客户偏好晚间沟通。最后一次沟通:2026-04-15,确认听证会通知的收件地址。”]

Professor's flags for incoming student

教授给新任学生的提示

Added by professor review before the handoff memo goes to the incoming student. Could include: "this case has a sensitive family dynamic — read the intake carefully before calling client"; "client has requested all mail go to PO box not home address"; "there's a scope question here we haven't resolved — check with me in week 1."
[flags, or "none"]
在交接备忘录发送给新任学生前由教授审核添加。内容可包括:“本案涉及敏感家庭关系——联系客户前请仔细阅读intake记录”;“客户要求所有邮件寄至邮政信箱而非家庭地址”;“本案存在未解决的服务范围问题——第一周请与我确认”。
[提示内容,或“无”]

First-week priorities for incoming student

新任学生第一周优先级事项

  1. [Specific — e.g., "Call [client] within 48 hours of taking the case. Introduce yourself. Confirm you've received the case file."]
  2. [Deadline-driven — e.g., "Answer to eviction complaint is due [date]. Review outgoing student's draft, revise, file."]
  3. [Knowledge-gap — e.g., "Read outgoing student's memo on the habitability defense before the 4/28 status conference."]

Handoff prepared by: [outgoing student] Date: [YYYY-MM-DD] Reviewed by: [supervising attorney, if applicable per supervision model]
undefined
  1. [具体事项——例如“接手案件后48小时内致电[客户],自我介绍并确认已收到案件文件。”]
  2. [截止日期驱动事项——例如“驱逐申诉答辩需在[日期]前提交。审核离任学生的草稿、修改并提交。”]
  3. [知识缺口填补事项——例如“在4/28状态会议前阅读离任学生关于适居性抗辩的备忘录。”]

交接备忘录编制人: [离任学生] 日期: [YYYY-MM-DD] 审核人: [督导律师,若督导模式要求]
undefined

Step 3: Cohort summary

步骤3:Cohort汇总报告

After all per-case memos, produce
~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/_summary.md
:
markdown
undefined
完成所有单案件备忘录后,生成
~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/_summary.md
markdown
undefined

Cohort Handoff Summary — [semester ending]

Cohort交接汇总 —— [学期结束时间]

Departing students: [N] Incoming students: [N] Active cases transitioning: [N] Cases closing at semester end (no transition): [N]

离任学生人数: [N] 新任学生人数: [N] 待交接在办案件数: [N] 学期结束时结案(无需交接)的案件数: [N]

Transitions

交接详情

CaseOutgoingIncomingPractice areaUrgency
[case_id][name][name or TBD][area][standard / deadline within 2 weeks / urgent]
案件离任学生新任学生业务领域紧急程度
[case_id][姓名][姓名或待分配][领域][常规/学期开始后2周内截止/紧急]

Unassigned

未分配案件

[cases whose incoming student is "TBD" — professor assigns before next semester]
[新任学生标记为“待分配”的案件——教授需在下学期开始前指派]

Deadlines within 30 days of semester start

学期开始后30天内的截止日期

[pulled from deadlines.yaml — these are the cases the new cohort hits running]
提取自deadlines.yaml——这些是新任团队接手后需立即处理的案件

Notes for professor

给教授的提示

  • [Any case that raised concern about student performance, flagged for closer supervision]
  • [Any case where the outgoing student is willing to stay on consult — e.g., graduating 3L who wants to mentor the 2L taking over]
  • [Patterns across handoffs — e.g., "three of six cases have active deadlines in first 14 days; consider front-loading ramp exercises on those practice areas"]
undefined
  • [任何涉及学生表现问题、需加强督导的案件]
  • [任何离任学生愿意继续提供咨询的案件——例如,即将毕业的3年级学生希望指导接手的2年级学生]
  • [交接过程中的共性问题——例如“6个案件中有3个在开学后14天内有截止日期;考虑针对这些业务领域优先安排入职培训”]
undefined

Step 4: Professor review (if supervision model calls for it)

步骤4:教授审核(若督导模式要求)

Closing a case or transitioning it to a new student is a consequential action. The gate is the supervision workflow in
## Supervision style
in
~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
, reinforced by the Part 0 role check confirming a licensed supervising attorney owns the setup. Case-closing memos always get professor sign-off before the case is marked closed in the handoff document, regardless of supervision-style choice.
Per
~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
supervision style:
  • Formal review queue: every handoff memo goes into the review queue before release to the incoming student. Professor approves, edits, or returns.
  • Configurable flags: memos carry "CHECK WITH [PROFESSOR] BEFORE RELYING" — professor reviews informally, student responsible for checking in.
  • Lighter-touch: memos carry standard AI-assisted label; professor reviews through existing structure. Case-closing memos still route to the professor before closure.
结案或将案件移交新任学生是重要操作。审核依据为
~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
中## 督导风格的工作流,同时需通过Part 0角色检查确认有持牌督导律师负责设置。无论选择何种督导风格,结案备忘录在交接文档中标记结案前必须经过教授签字确认。
根据
~/.claude/plugins/config/claude-for-legal/legal-clinic/CLAUDE.md
中的督导风格:
  • 正式审核队列: 所有交接备忘录需进入审核队列,之后才能发送给新任学生。教授需进行批准、编辑或退回。
  • 可配置标记: 备忘录需标注“依赖前请与[教授]确认”——教授进行非正式审核,学生负责主动沟通。
  • 轻量督导: 备忘录需标注标准AI辅助标签;教授通过现有流程进行审核。结案备忘录仍需提交教授审核后才能结案。

Step 5: Hand off

步骤5:交接完成

Once reviewed, handoff memos live at
~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/[case_id].md
. The incoming student reads them during their
/ramp
run at the start of next semester —
/ramp
should surface the memos for cases the new student is assigned.
审核通过后,交接备忘录将存储在
~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[semester]/[case_id].md
。新任学生将在下学期开始运行
/ramp
时读取这些备忘录——
/ramp
会为新任学生分配的案件展示对应的备忘录。

Integration

集成

  • /ramp
    :
    at the start of next semester, reads
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[most-recent-semester]/
    and surfaces per-case memos for the cases each new student is taking on.
  • /deadlines
    :
    feeds the pending-deadlines section of each memo.
  • /client-comms-log
    :
    feeds the communications history summary.
  • /supervisor-review-queue
    (if formal review enabled):
    handoff memos route here for professor approval.
  • /ramp
    下学期开始时,读取
    ~/.claude/plugins/config/claude-for-legal/legal-clinic/handoffs/[最近学期]/
    中的内容,并为每位新任学生分配的案件展示对应的单案件备忘录。
  • /deadlines
    为每份备忘录的待办截止日期部分提供数据。
  • /client-comms-log
    为沟通历史汇总部分提供数据。
  • /supervisor-review-queue
    (若启用正式审核):
    交接备忘录将发送至此处供教授批准。

What this skill does not do

本技能不支持的操作

  • Close cases. Handoff is for cases transitioning to the next cohort. Cases closing at semester end should get a final internal status memo (
    /legal-clinic:status internal
    ) for the file and be marked closed in the handoff document; the status skill supports
    client | internal | court
    audiences.
  • Assign incoming students. Professor assigns. Skill records what the assignment is; doesn't pick.
  • Generate handoffs from scratch without clinic data. Needs the active case list as input. If the clinic doesn't maintain one, the skill surfaces that gap as a blocker rather than inventing.
  • Replace a conversation. The written memo is the record. The outgoing student should also have a conversation with the incoming student where feasible — the memo captures facts; a conversation captures judgment and relationship context the memo can't.
  • 结案: 交接仅针对移交至下一团队的案件。学期结束时结案的案件需生成最终内部状态备忘录(
    /legal-clinic:status internal
    )并存档,同时在交接文档中标记结案;状态技能支持面向
    client | internal | court
    的受众。
  • 指派新任学生: 由教授负责指派。本技能仅记录指派结果,不负责指派。
  • 无诊所数据时从零生成交接文档: 需要在办案件列表作为输入。如果诊所没有维护该列表,本技能会将此缺口列为障碍,而非自行编造。
  • 替代面对面沟通: 书面备忘录是记录载体。在可行情况下,离任学生应与新任学生进行面对面沟通——备忘录记录事实,而沟通能传递备忘录无法涵盖的判断和关系背景。