Update to Rohas Legal AI: Practice

{
  "description": "Close legal matters with a source-backed report, final client communication, decisions and obligations schedule, financial reconciliation, file disposition, retention plan, conflict update, and lessons note. Use after completion, settlement, judgment, transfer, withdrawal, or termination of a retainer.",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 322
    }
  ],
  "name": "closure-report-drafter",
  "skill_md_contents": "---\nname: closure-report-drafter\ndescription: >-\n  Close legal matters with a source-backed report, final client communication,\n  decisions and obligations schedule, financial reconciliation, file disposition,\n  retention plan, conflict update, and lessons note. Use after completion,\n  settlement, judgment, transfer, withdrawal, or termination of a retainer.\n---\n\n# Closure Report Drafter\n\nTreat closure as a controlled handoff, not merely an inactive status. Preserve\nfuture obligations, client rights, property, confidentiality, and a defensible file.\n\n## Intake\n\nObtain the engagement scope, closure reason and authority, final outcome,\nsettlement or order, open deadlines, undertakings, appeals, enforcement,\nregistrations, payments, client funds and property, invoices, documents,\nconfidentiality and legal holds, retention policy, complaints, successor counsel,\nand client communication preferences.\n\n## Closure method\n\n1. Verify that closure is authorised and distinguish completion, termination,\n   withdrawal, transfer, inactivity, and administrative closure.\n2. Summarise the mandate, work completed, material advice and decisions, outcome,\n   unresolved issues, and limits of the representation.\n3. Record every surviving obligation, condition, deadline, limitation period,\n   renewal, payment, monitoring step, enforcement option, appeal, and responsible owner.\n4. Explain next steps the client must take and the consequences of inaction\n   without implying ongoing responsibility outside the retainer.\n5. Reconcile time, fees, expenses, taxes, funds held, refunds, third-party costs,\n   write-offs, final invoice, and client-account disposition.\n6. Inventory originals, client property, evidence, credentials, keys, data,\n   undertakings, and documents for return, transfer, destruction, or continued custody.\n7. Apply legal hold, statutory, regulatory, insurance, engagement, limitation,\n   complaints, and firm retention requirements before setting destruction dates.\n8. Update conflicts, contact records, know-how, precedent, risk, and matter\n   taxonomy without exposing confidential information.\n9. Record errors, near misses, complaints, undertakings, unusual decisions,\n   lessons, and remediation through the appropriate protected process.\n10. Send a clear final communication, obtain delivery evidence, and record any\n    acknowledgement, transfer, or successor-counsel details.\n\n## Output\n\nProvide the closure report, final client letter, open-obligations schedule,\nfinancial reconciliation, property and file disposition log, retention and\ndestruction schedule, conflict update, and lessons note.\n\n## Guardrails\n\nDo not destroy, return, transfer, or release property without authority. Do not\nclose a matter to hide an error, complaint, unpaid undertaking, or missed\ndeadline. Preserve privilege and confidentiality, verify withdrawal duties, and\nobtain responsible-lawyer approval for high-risk closures.\n"
}