casemark/project-management-summary
skills/legal/project-management-summary/SKILL.md
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.
$ install --global
skillsauthnpx skillsauth add casemark/skills project-management-summaryInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 17, 2026, 2:15 PM14.6s1 file scanned
SKILL.md
- 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-DDand 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.
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