Semester Handoff

# Case Handoff — [case name] — [semester ending]

**Case ID:** [case_id]
**Practice area:** [area]
**Outgoing student:** [name]
**Incoming student:** [name or "TBD"]
**Supervising attorney:** [professor]
**Client:** [name or client ID]

---

## Where we are

[One paragraph: current posture. What's been done, what's pending, where the case is heading. If the case is at a natural pause point or between filings, say so.]

## Pending deadlines

*Pulled from `~/.claude/plugins/config/claude-for-legal/legal-clinic/deadlines.yaml`. Incoming student's first job is to confirm these are accurate and owned.*

| Due | Type | Description | Notes |
|---|---|---|---|
| [date] | [type] | [one-line] | [if tight: "URGENT — due within [N] days of semester start"] |

## What's been done

- [Key actions this semester: intake, filings, hearings, major correspondence]
- [Documents produced — with pointers to where they live]

## What's open

- [Decisions pending: e.g., "client hasn't decided whether to accept settlement offer"]
- [Research gaps: e.g., "need to confirm whether [jurisdiction] allows [remedy]"]
- [Open communications: e.g., "awaiting response from opposing counsel's office"]

## Client relationship

- [How often has the student been in touch? Phone, email, in-person?]
- [Any relationship context the next student should know: language preference, trust-building notes, circumstances that affect scheduling]
- [Upcoming planned contact or appointments]

## Documents drafted / filed

*Pointers, not content.*

- [Date] [Document type] — [path or file reference] — [status: filed / drafted / in review queue]

## Communications history summary

*From `~/.claude/plugins/config/claude-for-legal/legal-clinic/client-comms/[case-id]/log.md`. Three-line summary here; incoming student reads the full log.*

[Short summary of recent contact patterns — e.g., "3 phone calls since intake, all in Spanish, client prefers evenings. Last contact: 2026-04-15, confirmed address for hearing notice."]

## Professor's flags for incoming student

*Added by professor review before the handoff memo goes to the incoming student. Could include: "this case has a sensitive family dynamic — read the intake carefully before calling client"; "client has requested all mail go to PO box not home address"; "there's a scope question here we haven't resolved — check with me in week 1."*

[flags, or "none"]

## First-week priorities for incoming student

1. [Specific — e.g., "Call [client] within 48 hours of taking the case. Introduce yourself. Confirm you've received the case file."]
2. [Deadline-driven — e.g., "Answer to eviction complaint is due [date]. Review outgoing student's draft, revise, file."]
3. [Knowledge-gap — e.g., "Read outgoing student's memo on the habitability defense before the 4/28 status conference."]

---

**Handoff prepared by:** [outgoing student]
**Date:** [YYYY-MM-DD]
**Reviewed by:** [supervising attorney, if applicable per supervision model]

# Cohort Handoff Summary — [semester ending]

**Departing students:** [N]
**Incoming students:** [N]
**Active cases transitioning:** [N]
**Cases closing at semester end (no transition):** [N]

---

## Transitions

| Case | Outgoing | Incoming | Practice area | Urgency |
|---|---|---|---|---|
| [case_id] | [name] | [name or TBD] | [area] | [standard / deadline within 2 weeks / urgent] |

## Unassigned

[cases whose incoming student is "TBD" — professor assigns before next semester]

## Deadlines within 30 days of semester start

[pulled from deadlines.yaml — these are the cases the new cohort hits running]

## Notes for professor

- [Any case that raised concern about student performance, flagged for closer supervision]
- [Any case where the outgoing student is willing to stay on consult — e.g., graduating 3L who wants to mentor the 2L taking over]
- [Patterns across handoffs — e.g., "three of six cases have active deadlines in first 14 days; consider front-loading ramp exercises on those practice areas"]