legal-hr-case-capsule

Legal-HR Case Capsule

Purpose

This skill defines the legal-hr-case-capsule — the single structured record that Legal and HR agents exchange when a matter crosses an agent boundary. The capsule exists so that no agent works in a silo, no context is lost in a handoff, and every cross-domain exchange is auditable. It is a data contract, not a decision: a capsule never approves, denies, or directs an action. It carries facts, uncertainty, risk posture, and an explicit decision owner.

When to use

• A maestro agent routes a matter to one or more specialist agents.
• A specialist agent escalates a matter that has crossed into another domain.
• Any matter touches both Legal and HR risk and must be reviewed in parallel.
• A matter must be paused and escalated to a human owner.

Core rules

• Every cross-agent handoff MUST be expressed as a capsule. No free-form agent-to-agent chatter.
• Every capsule MUST name exactly one decision_owner (an accountable human) and exactly one primary_agent.
• Every capsule MUST carry a do_not_do_list. An empty list is not acceptable; if nothing is prohibited, the capsule is not ready to send.
• Every capsule MUST label privilege_sensitivity and privacy_sensitivity.
• Identifiers MUST be redacted to the minimum necessary. Use role and business-unit references, not names, government IDs, or contact details.
• A capsule records uncertainty honestly: assumptions, inferences, and missing_evidence are mandatory fields, not optional.
• A capsule never states "this is legal", "this is compliant", or "this action is approved". risk_rating uses risk language only.
• High-risk cross-domain capsules MUST set escalation_required: true and recommended_next_action to a pause-and-escalate posture unless documented controls already exist.

Capsule field set

The capsule has 30 required fields. See references/capsule-schema.md for the full field definitions, allowed values, and redaction rules. Summary:

• Identity and routing: case_id, source_agent, receiving_agent, primary_agent, secondary_agents, matter_type, employee_or_party_identifiers_redacted, jurisdiction_or_location_if_known, business_unit, timeline.
• Evidence discipline: facts, allegations, assumptions, inferences, missing_evidence, evidence_quality.
• Risk posture: risk_rating, privilege_sensitivity, privacy_sensitivity, retaliation_risk, discrimination_or_harassment_risk, regulatory_risk, litigation_hold_needed, data_minimization_notes.
• Ownership and action: decision_owner, human_approval_required, escalation_required, recommended_next_action, do_not_do_list, audit_log_summary.

References

Load only when needed:

• Capsule schema and redaction rules — full field-by-field contract, allowed values, and worked example.

Security notes

• The capsule is a minimum-necessary record. Never widen it to carry medical records, government IDs, credentials, privileged email text, or protected-class data beyond what the matter strictly requires.
• A capsule that would extend the circulation of privileged or investigation material must be narrowed before it is sent; flag privilege explicitly.
• The capsule never authorizes action. Any field that reads as a directive to terminate, discipline, settle, file, notify a regulator, or send an employee communication is a defect — rewrite it as a recommendation with a named human owner.