| name | project-summary |
| title | Legal Project Management Summary |
| description | Generates structured legal project management summaries with RAG status indicators, budget variance analysis, and prioritized action items. Use when creating matter status reports, project updates, portfolio reviews, or resource allocation summaries for litigation, transactional, or regulatory matters. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/project-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | general |
| language | en |
| tags | ["corporate","litigation","regulatory","summarization","summary","transactional"] |
Legal Project Management Summary
Produces a stakeholder-ready project status summary from matter files, task lists, budgets, and correspondence.
Prerequisites
- Matter files — pleadings, contracts, filings, or deal documents defining scope
- Task/milestone data — completed and upcoming deliverables with dates
- Budget information — original budget, current spend, projections
- Team roster — attorneys, paralegals, experts, co-counsel with role assignments
- Correspondence/status notes — emails, memos, or prior status reports
Output Structure
1. Executive Overview
Two to three sentences covering current project status, phase, and any critical issues requiring immediate attention.
2. Project Objectives
| Element | Detail |
|---|
| Overarching goal | Strategic outcome aligned to client business objective |
| Specific deliverables | Enumerated list with target dates |
| Success criteria | Measurable outcomes or legal benchmarks |
| Governing constraints | Contractual obligations, regulatory deadlines, court orders |
3. Resources
Team Composition:
| Name/Role | Allocation % | Primary Responsibilities | Notes |
|---|
Include lead counsel, associates, paralegals, and external experts.
Budget Summary:
| Metric | Amount |
|---|
| Original budget | |
| Spent to date | |
| Projected total | |
| Variance | |
| Key cost drivers | |
If over budget, include mitigation strategy.
4. Timeline
Completed Milestones:
| Milestone | Target Date | Actual Date | Status |
|---|
Upcoming Deliverables:
