Portfolio Status

/portfolio-status

1. Load ~/.codebuddy/plugins/config/legal-workflows/litigation-legal/practice-profile.md → risk calibration (defines how to read the risk: field).
2. Follow the workflow and reference below.
3. Parse ~/.codebuddy/plugins/config/legal-workflows/litigation-legal/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 outside counsel assigned where risk is medium or high.

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

• ~/.codebuddy/plugins/config/legal-workflows/litigation-legal/matters/_log.yaml — source of truth
• ~/.codebuddy/plugins/config/legal-workflows/litigation-legal/practice-profile.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 deadlines

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

*Overdue `next_deadline` flagged separately below.*

## Materiality

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

## By stage

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

---

## ⚠️ 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 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]

---

## Closing advice

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

Anomaly rules

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

1. Overdue deadline: next_deadline < today and status != closed
2. Stale: last_updated < today - 30d and status != closed
3. Conflicts unresolved: conflicts.status in [pending, not-run] and status != closed 3b. Conflicts override active: conflicts.override.by != null (never auto-clears)
4. High-risk uncovered: risk in [high, critical] and outside_counsel.firm == null
5. Stale reserve: materiality == reserved and last_updated < today - 60d
6. Hold gap: status in [threatened, active, evidence exchange, trial, appeal] and legal_hold.issued == false — preservation duty attaches at reasonable anticipation, so threatened matters are in scope.
7. Missing fields: any required field null — risk, materiality, status, opened, conflicts.status

Close with the next-steps decision tree

End with the next-steps decision tree per practice-profile.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 practice-profile.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.

What this skill does not do

• 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.