64 lines
3.8 KiB
YAML
64 lines
3.8 KiB
YAML
# Portfolio Ledger — litigation-legal
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#
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# One entry per matter under `matters:`. Source of truth for /portfolio-status rollups.
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# Closed matters stay in this file (searchable history) but are filtered out
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# of active rollups by default. Edit via /litigation-legal:matter-intake,
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# /matter-update, and /matter-close — direct edits are fine but show your work in
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# the matter's history.md.
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#
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# ──────────────────────────────────────────────────────────────────────────
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# Schema
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# ──────────────────────────────────────────────────────────────────────────
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# - id: string — slug, stable; matches matters/[slug]/ folder
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# name: string — display name
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# type: contract | employment | ip | regulatory | investigation | product | other
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# role: plaintiff | defendant | claimant | respondent | investigated
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# counterparty: string
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# jurisdiction: string — court or regulatory body
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# status: threatened | active | discovery | trial | appeal | closed
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# (resolution type is captured separately via `outcome` at close time;
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# `/matter-close` writes `outcome: settled` for resolved-via-settlement)
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# stage: string — free-text substage (e.g., "pleadings", "fact discovery")
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# source: demand-letter | complaint-served | subpoena | regulator-inquiry | internal-report | pre-suit-threat
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# outside_counsel:
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# firm: string | null
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# lead: string | null
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# email: string | null # NEW v2 — used by /oc-status email drafter
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# engagement: signed | pending | none
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# conflicts:
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# status: cleared | pending | not-run | waived
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# method: corporate-legal | outside-counsel | system-check | informal | other
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# cleared_by: string | null
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# cleared_date: YYYY-MM-DD | null
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# override: # NEW v2.1
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# by: string | null # who authorized the bypass
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# date: YYYY-MM-DD | null
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# rationale: string | null # permanent record; does not auto-expire
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# risk: critical | high | medium | low (per CLAUDE.md risk matrix)
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# materiality: reserved | disclosed | monitored | none
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# exposure_range: string — e.g., "$2M–$5M" or "<$250K"
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# internal_owners:
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# business_lead: string | null
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# hr_partner: string | null
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# comms_contact: string | null
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# legal_hold:
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# issued: bool
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# issued_date: YYYY-MM-DD | null
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# scope: string | null
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# custodians: [string] # NEW v2
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# last_refresh: YYYY-MM-DD | null # NEW v2
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# next_refresh: YYYY-MM-DD | null # NEW v2
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# released: YYYY-MM-DD | null # NEW v2
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# related_matters: [string] | null # NEW v2 — list of related matter slugs
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# opened: YYYY-MM-DD
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# next_deadline: YYYY-MM-DD | null
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# last_updated: YYYY-MM-DD
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# path: string — "matters/[slug]/"
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#
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# Closed matters additionally carry:
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# closed: YYYY-MM-DD
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# outcome: settled | dismissed | judgment-for-us | judgment-against-us | withdrawn | consolidated | other
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# final_cost: string | number
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# ──────────────────────────────────────────────────────────────────────────
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matters: []
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