/claim-chart

/claim-chart

1. Load ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → role, work-product header, decision posture, document storage.
2. If matter workspaces enabled, confirm or select the active matter; load matter.md (side, jurisdiction, phase, theory, pleadings).
3. Follow the workflow and reference below.
4. Mode selection:
   • --patent → patent claim chart. Require patent number and at least one asserted claim. Sub-modes: --infringement, --invalidity, --review.
   • --civil → civil element chart. Require the cause of action (or defense) and the side.
   • No flag → ask the user which.
5. For civil mode: consult references/element-templates.md in the skill directory for the baseline element list. Confirm the controlling pattern instruction or statute with the user before mapping.
6. For patent mode: parse asserted claims into elements, flag disputed terms for construction, apply any Markman order.
7. Map elements against the target (accused product / prior art / evidence corpus / chart under review). Every cell pin-cited. Apply the apostrophe-prefix neutralization before writing any cell value starting with =, +, -, @, tab, or CR.
8. Produce the gap list (civil) or needs-evidence list (patent) — the priority output.
9. Write markdown, CSV (values + _sources companion), and Excel or Sheets per user preference. Work-product header on every output.
10. Write to the matter's claim-charts/ folder if a matter is active; otherwise the practice-level claim-charts/ folder. Append a one-line entry to history.md if a matter is active.
11. Return a summary readout: claim(s), target(s), jurisdiction, phase, element counts by state, the gap list, file paths, and the reminder that every cell is a lead.

Claim Chart

Disclosed-document use restrictions

Before working with a set of litigation documents, ask: "Were any of these documents obtained through disclosure or discovery in legal proceedings?" If yes:

• England & Wales (CPR 31.22): Documents obtained through disclosure are subject to the implied undertaking — you may only use them for the purpose of the proceedings in which they were disclosed, unless the court grants permission, the disclosing party consents, or the document has been read in open court. Using them for a different matter, a different claim, or a commercial purpose without permission is a contempt.
• US: Protective orders and Rule 26(c) may impose similar restrictions. Check the order.
• Other jurisdictions: Similar restrictions commonly apply. Check the local rule.

Confirm: "This use is within the proceedings in which the documents were disclosed, or I have permission / consent, or the documents are now public." If not confirmed, flag it: "⚠️ Disclosed documents may have use restrictions. Confirm this use is permitted before proceeding."

A CHART IS A DRAFT, NOT A FINDING OR A CONTENTION

Put this at the top of every output. Do not drop it. Do not soften it.

This chart is a draft for attorney analysis and verification, not a filed contention, an MSJ brief, an opening statement, or a legal opinion. Every mapping is a lead the attorney must verify against the source. The elements listed come from pattern jury instructions, the Restatement, or the claim language as parsed — the controlling authority in the user's jurisdiction (CACI / NYPJI / the circuit's pattern charge / the governing statute / a Markman order) may differ and always controls. Gap detection is a starting point for discovery or a motion; it is not a conclusion about the merits.

Under-flagging a gap is a one-way door — a complaint filed without plausibility on an element, an MSJ response served without evidence for a disputed element, or a case tried without proof of damages. Over-flagging is a two-way door — the attorney clears flags in review. The default is biased toward the two-way door.