How do I install the Project Management Summary skill?

Run npx skillmds@latest add casemark/project-management-summary in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Project Management Summary safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: docs only. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Project Management Summary?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Project Management Summary free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Project Management Summary?

CaseMark (@casemark) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Project Management Summary by casemark

Name: Project Management Summary
Rating: 4.5 (4 reviews)
Author: CaseMark

Project Management Summary

Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.

CaseMark Updated Sep 9, 2026 34 repo stars

File contents

Legal Project Management Summary

Deliver a decision-ready snapshot of a legal matter's status, plan, and risks.

Prerequisites

Gather before drafting:

Matter file summary or project charter
Latest task list or workplan
Budget baseline and current spend
Key dates, deadlines, and team roster
Recent developments or decisions
Audience and distribution scope

Quick Start

Collect prerequisites above
Fill every section in the output structure below
Apply privilege markings and audience-appropriate filtering
Verify dates are YYYY-MM-DD and all owners are named

Output Structure

Fill every section. Omit nothing without explanation.

Header

Matter name / Client / Lead counsel / Prepared by
As-of date (YYYY-MM-DD)
Distribution: Internal | Client | Restricted

1) Executive Overview (2-3 sentences)

Current status, primary driver, immediate attention items

2) Objectives and Scope

Objective	Business/Legal Driver	Deliverable	Owner	Status

3) Timeline

Milestone	Target Date	Actual Date	Dependency	Owner	Status

4) Budget

Budget Item	Baseline	Spent to Date	Forecast to Complete	Variance	Driver

5) Resources

Name/Role	Allocation (%)	Key Responsibilities	Notes

6) Status Assessment

Dimension	R/Y/G	Evidence	Corrective Action
Schedule
Budget
Quality
Team
Client
Risk

7) Risks and Issues

Risk/Issue	Impact	Likelihood	Mitigation	Owner	Due Date

8) Decisions and Approvals

Decision Needed	Options	Recommendation	Decision Maker	Due Date

9) Action Items

Action	Owner	Due Date	Success Criteria

10) Source References

List all documents, emails, reports, and data sources used.

Pitfalls and Checks

Mark privileged or work-product sections as PRIVILEGED/WORK PRODUCT.
If audience is external, omit attorney mental impressions and litigation strategy.
Highlight root causes for variances; specify corrective owners and deadlines.
Note jurisdictional constraints or court deadlines explicitly.
Keep legal analysis minimal unless audience is internal.

---name: project-management-summarydescription: Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.--- # Legal Project Management Summary Deliver a decision-ready snapshot of a legal matter's status, plan, and risks. ## Prerequisites Gather before drafting: 1. Matter file summary or project charter 2. Latest task list or workplan 3. Budget baseline and current spend 4. Key dates, deadlines, and team roster 5. Recent developments or decisions 6. Audience and distribution scope ## Quick Start 1. Collect prerequisites above 2. Fill every section in the output structure below 3. Apply privilege markings and audience-appropriate filtering 4. Verify dates are `YYYY-MM-DD` and all owners are named ## Output Structure Fill every section. Omit nothing without explanation. **Header** - Matter name / Client / Lead counsel / Prepared by - As-of date (`YYYY-MM-DD`) - Distribution: `Internal` | `Client` | `Restricted` **1) Executive Overview** (2-3 sentences) - Current status, primary driver, immediate attention items **2) Objectives and Scope** | Objective | Business/Legal Driver | Deliverable | Owner | Status | |---|---|---|---|---| **3) Timeline** | Milestone | Target Date | Actual Date | Dependency | Owner | Status | |---|---|---|---|---|---| **4) Budget** | Budget Item | Baseline | Spent to Date | Forecast to Complete | Variance | Driver | |---|---|---|---|---|---| **5) Resources** | Name/Role | Allocation (%) | Key Responsibilities | Notes | |---|---|---|---| **6) Status Assessment** | Dimension | R/Y/G | Evidence | Corrective Action | |---|---|---|---| | Schedule | | | | | Budget | | | | | Quality | | | | | Team | | | | | Client | | | | | Risk | | | | **7) Risks and Issues** | Risk/Issue | Impact | Likelihood | Mitigation | Owner | Due Date | |---|---|---|---|---|---| **8) Decisions and Approvals** | Decision Needed | Options | Recommendation | Decision Maker | Due Date | |---|---|---|---|---| **9) Action Items** | Action | Owner | Due Date | Success Criteria | |---|---|---|---| **10) Source References** - List all documents, emails, reports, and data sources used. ## Pitfalls and Checks - Mark privileged or work-product sections as `PRIVILEGED/WORK PRODUCT`. - If audience is external, omit attorney mental impressions and litigation strategy. - Highlight root causes for variances; specify corrective owners and deadlines. - Note jurisdictional constraints or court deadlines explicitly. - Keep legal analysis minimal unless audience is internal.

Frequently asked questions