| name | project-management-summary |
| description | 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:
- 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.
