lpm-skills

In the author's own words, from each skill's SKILL.md.

• billing-cycle-manager

  Operational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill', 'billing instruction', 'end of month billing…

  skills/billing-cycle-manager/SKILL.md on GitHub (opens in a new tab)

• budget-and-fee-manager

  Matter budgeting and ongoing WIP/variance monitoring. Build phase-based fee estimates at matter setup, run bottom-up budgets by jurisdiction or workstream, calculate contingency, and structure AFA arrangements (fixed fee, capped fee, phased fixed fees). Ongoing monitoring: WIP tracking against budget, proportionality assessment (spend vs progress), variance commentary with root cause analysis, fo…

  skills/budget-and-fee-manager/SKILL.md on GitHub (opens in a new tab)

• collaboration-platform-advisor

  Collaboration platform configuration methodology for legal matter sites. Site architecture, workflow identification, dashboard design, data quality governance, and user adoption for SharePoint, Teams, and equivalent platforms. M365 is the reference implementation — outputs are platform-agnostic enough to brief IT or build simple automations without becoming a Power Automate manual. Use when setti…

  skills/collaboration-platform-advisor/SKILL.md on GitHub (opens in a new tab)

• continuous-improvement-engine

  Capture, structure, and recycle lessons from active and closed legal matters. Three modes: in-flight capture (triggered by scope changes, risk events, status updates — highest value), mid-matter review (phase gates or quarterly), and matter close retrospective (full structured findings). Lessons are formatted for immediate reuse, not filed and forgotten. Use when a risk materialises, a scope chan…

  skills/continuous-improvement-engine/SKILL.md on GitHub (opens in a new tab)

• daily-briefing

  Produces a portfolio-level morning briefing for an LPM running two or more active matters. Reads email, call notes and matter state across the portfolio and produces a triage surface structured around meetings (today and this week), deliverables (what is due, when, to whom), issues (current problems requiring action), and risks (plausible future problems requiring monitoring). Also reads Outlook…

  skills/daily-briefing/SKILL.md on GitHub (opens in a new tab)

• document-approval-tracker

  Approval cascade definition and tracking for multi-stakeholder document workflows. Internal review sequences, client approval workflows, regulatory review, overdue chasing with escalation logic, version control coordination, and cross-jurisdiction document dependencies. Use when defining who reviews a document and in what order, tracking where a document is stuck in the approval chain, chasing an…

  skills/document-approval-tracker/SKILL.md on GitHub (opens in a new tab)

• local-counsel-manager

  End-to-end external local counsel lifecycle management for multi-jurisdiction legal matters. LC selection criteria and capability assessment, engagement setup and instruction design, performance monitoring and check-in cadence, scope enforcement, and relationship escalation. Use when selecting local counsel for a jurisdiction, designing LC instructions, managing the LC check-in rhythm, enforcing…

  skills/local-counsel-manager/SKILL.md on GitHub (opens in a new tab)

• matter-drill-down

  Produces an LPM working view on a single matter — a focused zoom-in for the LPM's own operational use, not for distribution. Structured around deliverables (what is due, when, to whom), issues (current problems requiring action), and risks (plausible future problems requiring monitoring). Use when the user asks "drill into [matter]", "brief me on [matter]", "focus on [matter]", "zoom into [matter…

  skills/matter-drill-down/SKILL.md on GitHub (opens in a new tab)

• matter-intake-scoping

  Matter scoping across the full pre-execution arc — organise client data into a structured brief, capture the agreed baseline, or reconstruct scope mid-flight. Use when making sense of client information before a proposal, scoping a new matter, running a kickoff, defining scope, mapping stakeholders, or inheriting a matter mid-flight. Trigger on: 'make sense of this', 'structure this for the propo…

  skills/matter-intake-scoping/SKILL.md on GitHub (opens in a new tab)

• matter-plan-builder

  Convert agreed scope into a structured matter plan — phases, workstreams, milestones, dependencies, owner assignments, and matter setup decisions. Use when planning a new matter, running a kickoff, building a workstream plan, structuring phases, setting up task codes, or producing a plan to drive status reporting. Trigger on: 'build a plan', 'matter plan', 'project plan', 'what are the phases', '…

  skills/matter-plan-builder/SKILL.md on GitHub (opens in a new tab)

• resource-planner

  Team structure, gearing analysis, continuity planning, and competing demand management for legal matters. Use when setting up a matter team, reviewing whether work is being done at the right grade, planning cover for an unavailable team member, or managing a resource conflict across matters. Trigger on: 'who should be on this matter', 'team structure', 'gearing', 'right people at the right level'…

  skills/resource-planner/SKILL.md on GitHub (opens in a new tab)

• risk-and-issues-manager

  RAID log methodology with decision extraction from emails and meeting notes. Use when asked to identify risks, log assumptions, track issues, extract decisions from correspondence, create or update a RAID log, escalate a risk to an issue, assess project risks, validate or challenge assumptions, or capture scope-relevant decisions. Also triggers when the user pastes email chains and asks what deci…

  skills/risk-and-issues-manager/SKILL.md on GitHub (opens in a new tab)

• scope-change-controller

  Scope management for legal matters — baseline capture, in-flight change control, OOS documentation, and scope retrospective. Use when asked to review scoping assumptions, assess whether work is in or out of scope, draft a scope change notice, track scope changes, prepare an OOS justification, run an OOS report, prepare a scope call agenda, or review what changed on a matter. Trigger on: 'scope ch…

  skills/scope-change-controller/SKILL.md on GitHub (opens in a new tab)

• stakeholder-comms-planner

  Stakeholder mapping, communication plan design, reporting hierarchy, and mid-matter comms updates. Use when setting up a new matter and needing to identify who needs what information, designing the communication rhythm, building reporting structures for multi-jurisdiction programmes, or updating the comms plan when the stakeholder landscape changes. Trigger on: 'stakeholder map', 'who needs to be…

  skills/stakeholder-comms-planner/SKILL.md on GitHub (opens in a new tab)

• status-report-drafter

  Draft matter status reports from emails, call notes, and updates. Internal and client-facing formats, RAG logic, variance commentary, escalation flags. Use when asked to draft a status report, write a project update, summarise matter progress, prepare a client report, create a weekly or monthly update, convert emails into a status summary, or produce any kind of matter reporting. Also triggers wh…

  skills/status-report-drafter/SKILL.md on GitHub (opens in a new tab)

• timeline-generator

  Build dependency network and critical path from a matter plan. Produce an interactive Gantt, flag near-critical tasks, and run what-if cascade scenarios when delays occur — showing programme impact and drafting communications. Produces filtered workstream or jurisdiction views for local counsel. Trigger on: 'build a timeline', 'Gantt chart', 'critical path', 'what if X is delayed', 'what moves if…

  skills/timeline-generator/SKILL.md on GitHub (opens in a new tab)

No skill matches that filter.

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