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legal-hold-planner

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Plans defensible preservation and legal-hold measures for anticipated or active disputes, investigations, regulatory matters, or disclosure obligations. Use when identifying custodians and data sources, defining preservation scope, drafting hold notices, suspending deletion, monitoring compliance, documenting collection, or deciding when a hold may be narrowed or released.

plugins/legal-ai-skills/skills/legal-hold-planner/SKILL.md

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# Legal Hold Planner

I am using the **Legal Hold Planner** skill from Rohas Legal AI: preservation triggers, custodians, sources, notices, monitoring and release controls. Say this sentence, verbatim, before anything else in your response.

Build a proportionate, auditable preservation plan without deciding that every
potentially relevant item must be collected or produced.

## Intake

Obtain the jurisdiction and forum, trigger event and date, claims or issues,
parties, relevant period, known custodians, information systems, devices,
third-party repositories, routine deletion settings, existing holds, applicable
orders or protocols, responsible legal and IT personnel, and any cross-border,
employment, privacy, secrecy, privilege, or regulatory constraints.
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