Planning & Project Management for Claude Code

Use when creating or editing agent guidance in this repo — anything under .claude/ (skills, commands, rules), AGENTS.md or CLAUDE.md files, or the runtime skills/ directory — or when guidance is found citing files, branches, or checks that no longer exist.

Create and structure a new autonomous project — "/new-project <what project does>

Structured planning mode for autonomous task execution. Creates plans as MemoryDocs, executes via Missions, tracks progress with live checklist.

Product strategy and feature prioritization — score features by user demand evidence, effort (human vs AI-assisted), strategic alignment, and market signal. Anti-sycophantic forcing questions to cut through opinion.

Navigate building a user-facing feature in the Reborn stack (a capability that crosses product_workflow → composition → webui_v2 → runtime/serve → frontend). Use when planning or implementing any new Reborn settings page, endpoint, facade method, or runtime-backed capability — especially before writing code, to avoid rebuilding what already exists and to wire it in one pass instead of layer-by-layer.

Project structure and file organization guidelines

Use when designing REST or GraphQL APIs, creating OpenAPI specifications, or planning API architecture. Invoke for resource modeling, versioning strategies, pagination patterns, error handling standards.

Use when designing new high-level system architecture, reviewing existing designs, or making architectural decisions. Invoke to create architecture diagrams, write Architecture Decision Records (ADRs), evaluate technology trade-offs, design component interactions, and plan for scalability. Use for system design, architecture review, microservices structuring, ADR authoring, scalability planning, and infrastructure pattern selection — distinct from code-level design patterns or database-only desi

Integrates with Atlassian products to manage project tracking and documentation via MCP protocol. Use when querying Jira issues with JQL filters, creating and updating tickets with custom fields, searching or editing Confluence pages with CQL, managing sprints and backlogs, setting up MCP server authentication, syncing documentation, or debugging Atlassian API integrations.

Conducts structured requirements workshops to produce feature specifications, user stories, EARS-format functional requirements, acceptance criteria, and implementation checklists. Use when defining new features, gathering requirements, or writing specifications. Invoke for feature definition, requirements gathering, user stories, EARS format specs, PRDs, acceptance criteria, or requirement matrices.

Designs incremental migration strategies, identifies service boundaries, produces dependency maps and migration roadmaps, and generates API facade designs for aging codebases. Use when modernizing legacy systems, implementing strangler fig pattern or branch by abstraction, decomposing monoliths, upgrading frameworks or languages, or reducing technical debt without disrupting business operations.

Designs distributed system architectures, decomposes monoliths into bounded-context services, recommends communication patterns, and produces service boundary diagrams and resilience strategies. Use when designing distributed systems, decomposing monoliths, or implementing microservices patterns — including service boundaries, DDD, saga patterns, event sourcing, CQRS, service mesh, or distributed tracing.

Use when challenging ideas, plans, decisions, or proposals using structured critical reasoning. Invoke to play devil's advocate, run a pre-mortem, red team, or audit evidence and assumptions.

> Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a specific clause. Use when the user says "what changed in this contract over time", "show me the amendment history", "where's the latest [clause]", "how has [provision] evolved", or uploads multiple versions of an agreement.

> Drafts board or committee meeting minutes in your house format. Auto-detects upcoming board and committee meetings from your calendar, asks for the agenda and any slides or pre-read materials, and produces a complete draft in the format learned from your seed minutes. Also handles written consents in lieu of meetings. Trigger: "board minutes", "draft minutes", "upcoming board meeting", "committee minutes", "written consent", or calendar detection of an upcoming board or committee event.

Draft a brief section in house style, consistent with the case theory — every fact cited, every case checked, every argument tied to the theory. Use when the user says "draft the [section]", "write the statement of facts", "argument section on [issue]", or needs a first draft of a brief section.

> Help a clinic supervisor author a practice-area guide that configures how student-facing skills behave — intake questions, pedagogy posture (assist / guide / teach), review gates, cross-plugin checks, and local rules. Use when a supervising attorney wants to build or revise a per-practice-area guide, tune how the clinic skills behave for their clinic type, or set their teaching philosophy as plugin configuration.

Build or update a chronology from declared document sources and uploads — dated events extracted, de-duped, and tagged by significance per the matter theory. Use when the user asks to build a chronology or timeline from a production or matter file, says "chron from the production" or "what happened when", or needs a working, statement-of-facts, or witness-specific timeline.

> Log a client communication — call, email, text, letter, in-person, voicemail. Append-only per-case record with dated entries, direction, medium, summary, action items. Works alongside /client-letter and /status client. Use when logging a call or client email, reviewing a communication log, or asking "what did we tell [client] last time".

> What's blocking close — maintain the closing checklist with status, critical path, and days to close. Self-updating: ingests new items from diligence findings and schedule builds, tracks status, surfaces what's blocking. Use when user says "closing checklist", "what's left to close", "checklist status", "add to the checklist", or on a scheduled status pull.

> Prep for a cold-call — predict the professor's likely questions and drill them Socratically, flagging where you're shaky so you know what to re-read before class. Use when the user says "prep for class tomorrow", "cold call [case]", "what might [professor] ask on", or points at assigned reading.

> Cold-start setup — learns your jurisdictional footprint and escalation rules from your handbook and termination memos. Asks which states and countries have employees, reads seed documents, and builds a jurisdiction-aware escalation table. Use on fresh install, when CLAUDE.md still has [PLACEHOLDER] markers, or when re-running with --redo or --check-integrations.

Review open NPRM comment periods, log decisions, track deadlines. Use when an NPRM has a comment window open and you need to surface deadlines, decide whether to file, or record a filing / not-filing / waived decision (--decide CMT-ID).

> Track case deadlines — add, cross-case rollup report, update, complete, close. Warns at configurable thresholds (default 14/7/3/1 days); overdue items stay flagged until resolved. The operational record for a clinic workload. Use when a student or supervisor needs to add a deadline, ask what's due this week, get a deadline report, or update a case deadline.

> Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

Pre-drafting context gathering for a demand letter — parties, facts, basis, leverage, BATNA, and privilege filters — written to a structured intake.md the demand-draft skill reads. Use when the user wants to prep a demand letter, run intake before drafting, or capture context for a payment demand, breach/cure notice, cease-and-desist, employment separation, or preservation demand.

Triage an inbound demand letter — extract fields, cross-check the portfolio, assess merit, present response options with a recommendation, and hand off to matter-intake or demand-intake if escalation is warranted. Use when the user says "we got a demand letter", "triage this demand", or shares an incoming demand to evaluate.

Build a deposition outline for a witness — pull their documents from the eDiscovery platform, organize topics around the case theory, and surface impeachment material. Use when the user says "depo prep for [witness]", "build a depo outline", or "prepare for [name]'s deposition".

> Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".

> Route a contract issue to the right approver per the escalation matrix in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`, and draft the ask. Use when the user says "who needs to approve this", "escalate this", "does this need GC sign-off", "route this for approval", or when another skill finds an issue that exceeds the reviewer's authority.

> Kick off international expansion planning for a new country — gathers intake, runs EOR vs. entity framing, drafts cross-functional questions, surfaces country-specific flags, and creates a persistent tracker. Use when someone says "we're hiring in [country]", "expansion to [country]", or "first hire in [country]".

> Update the status of an in-progress international expansion project — recalculates what is now unblocked, flags anything overdue, and surfaces the next priorities. Use when work has happened since the last session and the expansion tracker needs to reflect the current state.

> Deeper risk assessment for a single feature or product area when the launch review found something that needs more than a line item. Structured analysis: what could go wrong, how likely, how bad, what mitigates it. Use when user says "deep dive on this risk", "risk assessment for [feature]", "what could go wrong with", or when launch-review flags a novel issue.

> Reference: shared gap- and comment-tracker framework backing /regulatory-legal:gaps and /regulatory-legal:comments. Tracks open policy gaps with remediation status, ingests gaps from policy-diff, surfaces what's open and aging, routes to owners, and notifies gap owners via Slack with per-send confirmation. Loaded by the gaps and comments skills before doing substantive work.

Open gaps tracker — what's flagged and not yet closed. Use when the user asks "what gaps are open", "gap tracker", "remediation status", or wants to close (--close GAP-ID) or risk-accept (--accept GAP-ID) a tracked gap.

> Diff a proposed handbook change against the current version, flag ripple effects and state supplement impacts. Use when user says "update the handbook", "add this to the handbook", "handbook change", or has a policy ready for insertion.

> Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase agreement, deal summary, closing checklist) and connects to deal-context.md and closing-checklist.yaml from the M&A cold-start. Use when user says "integration", "post-close", "post-closing", "consents outstanding", "contract assignment", "integration status", or "what's left on the deal".

> Reference: shared framework for managing internal investigations from intake through final memo — privileged investigation log, document processing with needle-finding, source coverage tracking, Q&A against the log, memo drafting, and audience summaries. Loaded by /investigation-open, /investigation-add, /investigation-query, /investigation-memo, and /investigation-summary; not invoked directly.

> Reference: implementation-planning framework for international hiring — EOR vs. entity decision framing, cross-functional triggers for tax/finance/HR, structured outside-counsel briefing requests, and a persistent gap tracker. Loaded by /expansion-kickoff and /expansion-update; not invoked directly.

> Draft or update the privileged investigation memo from the investigation log. Use when an investigation is far enough along to write the first memo cut, or when new data has been added and the existing draft needs updating.