Status

Codex v1 local-input note: This migrated skill supports local files and pasted text by default. References to Drive, CLM IDs, Slack, Westlaw, iManage, Ironclad, eDiscovery, dockets, or other remote systems require a separately configured Codex connector/MCP server. When a connector is unavailable, ask for a local export, local file path, or pasted excerpts. If config/local/codex-for-legal/<practice>/CLAUDE.md is missing, ask the user to run the relevant cold-start-interview or customize skill and copy from config/templates/codex-for-legal/<practice>/CLAUDE.md.

$legal-clinic:status

1. Load config/local/codex-for-legal/legal-clinic/CLAUDE.md → supervision style, plain-language standards, jurisdiction.
2. Use the workflow below. Read case notes.
3. Generate for the specified audience:
   • client — plain language, what happened/next/you do/reach us
   • internal — procedural posture, done since last check-in, upcoming, needs professor input, student's assessment
   • court — formal status report in caption format per local rules
4. Supervision routing per audience (client-facing and court-ready usually flag).

$legal-clinic:status client

$legal-clinic:status internal

$legal-clinic:status court

Status: Audience-Aware Case Summaries

Purpose

Clinics generate enormous numbers of status updates — to clients, to professors, to co-counsel, to courts. Same case, same facts, completely different documents. This skill takes the case notes and produces the right summary for the right reader.

Load context

config/local/codex-for-legal/legal-clinic/CLAUDE.md → supervision style, plain-language standards (for client-facing), jurisdiction. Case notes for facts.

Audience modes

Client-facing

Reader: The client. Probably stressed. Possibly unfamiliar with legal process. Reading level per config/local/codex-for-legal/legal-clinic/CLAUDE.md plain-language standards (default 6th grade).

Include:

• What's happened since they last heard from the clinic
• What's happening next and when
• What (if anything) they need to do
• How to reach the clinic

Don't include:

• Legal analysis (they don't need to know the IRAC)
• Weaknesses in their case (unless it's time to have that conversation — and that's a call for the professor, not a status update)
• Jargon

Review label for the student (not for the client — strip before sending): [AI-ASSISTED DRAFT — requires student review and supervision step per plugin config]

Check your jurisdiction's student practice rule for required law-student sign-off language; some jurisdictions require specific forms.

Dear [Client],

I wanted to update you on your case.

**What's happened:** [Plain English. "We filed your answer with the court on
[date]" not "The responsive pleading was submitted."]

**What's next:** [What and when. "The court scheduled a hearing for [date] at
[time]. You need to be there." Or: "We're waiting for the landlord's lawyer
to respond. That could take a few weeks."]

**What you need to do:** [Specific and clear. Or: "Nothing right now — we'll
let you know when we need something from you."]

**How to reach us:** [Clinic phone, hours, student name]

[Student name]
Law Student, Certified Legal Intern
Under the supervision of [Supervising Attorney]
[Clinic name]

Before sending: sending a client status update is a consequential action. The gate is the supervision workflow in ## Supervision style in config/local/codex-for-legal/legal-clinic/CLAUDE.md, reinforced by the Part 0 role check confirming a licensed supervising attorney owns the setup. Confirm the draft has been reviewed per the supervision protocol (queue / flag / lighter-touch) and all internal review labels ([AI-ASSISTED DRAFT], [VERIFY], etc.) have been removed from the client-facing copy.

Internal (for the professor)

Reader: The supervising professor. Knows the law. Wants to know where the case stands and what the student needs from them.

Include:

• Procedural status (where in the life of the case)
• What's been done since last check-in
• What's coming up (deadlines, hearings)
• Issues needing professor input
• Student's assessment (how it's going, concerns)

# Status: [Client] — [Matter] — [date]

**Student:** [name] | **Procedural posture:** [pre-filing / answer filed /
discovery / motion pending / etc.]

## Since last check-in

- [What's been done]

## Upcoming

| Date | What | Action needed by |
|---|---|---|
| [date] | [deadline/hearing] | [date] |

## Needs professor input

- [Question or decision point — specific]

## Student's assessment

[How it's going. Strengths, concerns, strategic questions. This is where the
student's thinking shows.]

---
[AI-ASSISTED DRAFT — student should revise the assessment section especially;
that's your thinking, not a summary of notes]

Court-ready

Reader: A judge or clerk. Formal. Specific to what the court needs (often a status report ordered by the court, or a statement in advance of a status conference).

Include:

• Procedural history (briefly)
• Current status of discovery/motions/settlement
• What's outstanding
• Proposed next steps or scheduling

Format: Per local rules. Caption, signature block, certificate of service if filed.

═══════════════════════════════════════════════════════════════════════
  AI-ASSISTED DRAFT — requires student analysis and attorney review
  Court filings ALWAYS require professor review before filing
═══════════════════════════════════════════════════════════════════════

[Caption per jurisdiction — VERIFY against current local rules]

STATUS REPORT

[Party] respectfully submits this status report pursuant to [the court's
order of [date] / local rule [X] / in advance of the status conference
scheduled for [date]].

1. Procedural history: [brief]

2. Current status: [discovery status / motion status / settlement status]

3. Outstanding matters: [what's pending]

4. Proposed next steps: [scheduling, if the court wants input]

[Signature block — student attorney under supervision of [Professor]]

[Certificate of service if filing]

---

[VERIFY: caption format, local status report requirements, service
requirements — per current [Court] rules]

Supervision routing

Per config/local/codex-for-legal/legal-clinic/CLAUDE.md:

• Client-facing → usually a flag trigger (client communication)
• Internal → no flag (it's going to the professor anyway)
• Court-ready → always flagged if formal queue enabled (court filings)

What this skill does NOT do

• Decide what to tell the client. Especially on bad news or case weaknesses — that's a conversation for the student and professor to have, then the student to have with the client. Status updates are status, not strategic advice.
• File anything with a court. Drafts the document; professor reviews; filing per clinic procedure.
• Replace the student's assessment in internal status. The "student's assessment" section is the student's thinking — the draft can scaffold it but can't write it.

Close with the next-steps decision tree

End with the next-steps decision tree per CLAUDE.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.