Scope Change Controller

What this skill does

Scope management for legal matters, baseline capture, in-flight change control, OOS documentation, and scope retrospective. Use when asked to review scoping assumptions, assess whether work is in or out of scope, draft a scope change notice, track scope changes, prepare an OOS justification, run an OOS report, prepare a scope call agenda, or review what changed on a matter.

• Scope
• Change
• Controller

Where it runs, and how to install it

Agent Skills are a format, not a product feature: a folder with a SKILL.md and whatever files it needs. Nothing inside one is model-specific.

Claude

Drop the skill folder into ~/.claude/skills/, or upload it in Settings → Capabilities. Claude loads it when the description matches what you asked for.

Claude Code

Same folder, per-project instead: .claude/skills/ inside the repository, so the skill travels with the work rather than with the machine.

Any agent that reads SKILL.md

A skill is a folder with a SKILL.md and whatever files it needs. Nothing in the format is model-specific, so a runtime that reads the file reads the skill.

More from Scott Margetts

• Matter Intake ScopingMatter scoping across the full pre-execution arc. Organise client data into a structured brief, capture the agreed baseline, or reconstruct scope mid-flight. Use when making sense of client information before a proposal, scoping a new matter, running a kickoff, defining scope, mapping stakeholders, or inheriting a matter mid-flight.
• Billing Cycle ManagerOperational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling, and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory).
• Budget and Fee ManagerBuild, monitor, and adjust fee budgets across the full matter lifecycle. At matter setup: translate scope into a phase-based fee estimate with contingency and AFA structure. In flight: run WIP reviews that explain variance, not just report it. When scope changes are confirmed: model the financial impact.
• Collaboration Platform AdvisorCollaboration platform configuration methodology for legal matter sites. Site architecture, workflow identification, dashboard design, data quality governance, and user adoption for SharePoint, Teams, and equivalent platforms. Outputs are platform-agnostic enough to brief IT or build simple automations.
• Continuous Improvement EngineCapture, structure, and recycle lessons from active and closed legal matters. Three modes: in-flight capture (triggered by scope changes, risk events, status updates), mid-matter review (phase gates or quarterly), and matter close retrospective. Lessons are formatted for immediate reuse, not filed and forgotten.
• Document Approval TrackerApproval cascade definition and tracking for multi-stakeholder document workflows. Internal review sequences, client approval workflows, regulatory review, overdue chasing with escalation logic, version control coordination, and cross-jurisdiction document dependencies.

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