portfolio-status

/portfolio-status

1. Load ~/.claude/plugins/config/uk-legal-plugins/litigation-legal-uk/CLAUDE.md → risk calibration (defines how to read the risk: field).
2. Follow the workflow and reference below.
3. Parse ~/.claude/plugins/config/uk-legal-plugins/litigation-legal-uk/matters/_log.yaml. Filter closed matters by default (include with --all).
4. Produce rollup: risk distribution, deadlines in next 14/30/60 days, matters with no update in >30 days, materiality totals, stage distribution.
5. Flag anomalies — everything marked critical, overdue next_deadline, matters without external solicitors assigned where risk is medium or high.

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Portfolio Status

Purpose

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.

Load context

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

Flags & filters

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

The rollup

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

# Portfolio Status — [today]

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

---

## By risk

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

## Upcoming CPR deadlines

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

*Overdue `next_deadline` flagged separately below. CPR deadlines computed from the log are leads — verify each against the court's case management directions and any applicable pre-action protocol before docketing.*

## Materiality

| Category | Count | Total exposure (midpoint, £) |
|---|---|---|
| Reserved | [N] | [£X] |
| Disclosed | [N] | [£X] |
| Monitored | [N] | — |
| None | [N] | — |

## By stage

[table: pre-action / pleadings / disclosure / witness statements / expert evidence / trial prep / settlement / appeal]

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## ⚠️ Anomalies & flags

- **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 external solicitors:** [list]
- **Reserved without last_updated in >60d:** [list] — reserve recalibration likely overdue
- **Hold not issued on active litigation:** [list]
- **Pre-action protocol compliance pending:** [list slugs where `pre_action_protocol` is set but no protocol compliance entry in history]
- **Missing fields:** [slug → field]

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## Closing advice

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