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Guide · Agent skill

How to use the investigation-add agent skill for workplace investigations

Updated · written with AI from the project's own documentation and checked against our catalogue data

The investigation-add skill is an agent skill for legal and HR professionals who are running an open workplace investigation. You give the agent new material such as interview notes, a document batch or an email export, and it checks that material against the matter's documented pull criteria, flags items that look significant, and records everything it reviewed. This guide explains what an agent skill is, how to install this one, how to trigger it, and what it needs and does not do, so you can use it on a live matter.

Investigation Data Intakeanthropics/claude-for-legal · Apache-2.0

Quick start

  1. 1Get the ZIP. Download the investigation-add ZIP from this page and unzip it so you have the folder containing SKILL.md.
  2. 2Install the skill. Place the folder in ~/.claude/skills/ for personal use or .claude/skills/ in a project, or upload the ZIP under Settings → Capabilities → Skills in the Claude apps.
  3. 3Set up the plugin and config. Make sure Claude Code has the claude-for-legal plugin installed and that the employment-legal CLAUDE.md file exists at the path given in the requirements.
  4. 4Add the internal-investigation skill. Obtain the internal-investigation reference skill, which is not included in this download, and make it available to the agent.
  5. 5Run the skill on an open matter. Use the slash command with the matter name, then paste interview notes or attach an email export.
  6. 6Review the surfaced items. Read the surface ratio and the list of surfaced items, and check them against the matter yourself.
  7. 7Update the sources checklist. When prompted, update the sources checklist if the new data covers a checklist item.

What is an agent skill and what does investigation-add make the agent do?

An agent skill is a set of instructions, packaged as a folder with a SKILL.md file, that an AI agent loads when a request matches the skill's description. This one is part of the claude-for-legal plugin, in the employment-legal set. Its purpose is to add data to an investigation log.

When you run it, the agent loads your employment-legal configuration file, loads the internal-investigation reference skill and runs that skill's Mode 2 (Add data). After processing, it shows a surface ratio and a list of surfaced items, and it prompts you to update the sources checklist if the new data covers a checklist item.

  • Processes document batches against the documented pull criteria
  • Surfaces significant items for your review
  • Logs everything reviewed so coverage can be verified later
  • Reminds you to update the sources checklist when relevant

Install the investigation-add skill

Download the ZIP for this skill from this page and unzip it. The skill is a folder containing SKILL.md. You can install it in one of two places: your personal skills folder, or the skills folder of a single project.

To install for yourself, unzip the folder into ~/.claude/skills/. To install for one project, unzip it into the .claude/skills/ folder inside that project. Alternatively, in the Claude apps, go to Settings → Capabilities → Skills and upload the ZIP there.

  • Personal install: ~/.claude/skills/
  • Project install: .claude/skills/ inside your project folder
  • Claude apps: Settings → Capabilities → Skills, then upload the ZIP

What you need before you start

The skill depends on several things being in place. Without them it cannot do its job.

First, you need Claude Code with the claude-for-legal plugin installed. Second, you need a configuration file at ~/.claude/plugins/config/claude-for-legal/employment-legal/CLAUDE.md. Third, the internal-investigation reference skill must be available. It is not included in this file, so you must obtain it separately.

  • Claude Code with the claude-for-legal plugin installed
  • Configuration file at ~/.claude/plugins/config/claude-for-legal/employment-legal/CLAUDE.md
  • The internal-investigation reference skill (not included in this download)
  • An open, documented investigation with existing matter files and pull criteria

How do you trigger the skill with a natural request?

The skill's description tells the agent to use it when new evidence, interview notes or document productions come in for an open investigation. You can therefore ask in plain language, for example by saying you have new interview notes to add to an open matter and pasting them in.

You can also use the explicit slash command form. The argument hint asks for a matter name or slug, followed by the pasted data or an attached file.

  • Natural request: say you have new interview notes or a document production for an open investigation and include the material
  • Slash command: /employment-legal:investigation-add [matter name]
/employment-legal:investigation-add [matter name] [paste interview notes]

Examples of adding data to an investigation

The source gives two patterns: pasting text and attaching a file. Use the first for interview notes and the second for an email export.

Attach an email export the same way, with the matter name on the first line.

  • Interview notes: paste the notes under the matter name
  • Email export: attach the export file under the matter name
/employment-legal:investigation-add [matter name] [attach email export]

Safety notes: scripts, network and human review

This skill does not run scripts and does not use the network, according to its listing. The output is a set of items surfaced for human review. It is not a legal conclusion or a finding, and it should not replace professional judgment.

Because the skill depends on the matter's files and pull criteria, check the surfaced items and the log yourself. Confirm that coverage matches what you actually reviewed.

  • Runs scripts: no
  • Uses network: no
  • Output is for human review, not final legal findings

Tips for using the skill well

Give the matter name or slug every time so the data goes into the correct log. Add batches as they arrive rather than in large lumps, so the log shows what was reviewed and when. When the data covers a checklist item, accept the prompt to update the sources checklist.

The detailed needle-finding process, log entry format, surface-ratio rules and sources-checklist tracking are defined in the internal-investigation reference skill. Load it before doing substantive work.

  • Always include the matter name or slug
  • Add material in batches as it arrives
  • Update the sources checklist when prompted
  • Read the internal-investigation reference skill for the full process

What people use it for

  • Logging new interview notes from a witness interview on an open employment matter
  • Processing a batch of documents from a production and recording what was reviewed
  • Adding an email export to an investigation and reviewing the items the agent surfaced
  • Keeping a sources checklist current as new material arrives for an HR investigation

Frequently asked questions

How do I install the investigation-add skill?

Download the ZIP from this page and unzip it. Put the folder in ~/.claude/skills/ for personal use or in .claude/skills/ inside a project. In the Claude apps, you can instead upload the ZIP under Settings → Capabilities → Skills.

What do I need to run investigation-add?

You need Claude Code with the claude-for-legal plugin installed, the configuration file at ~/.claude/plugins/config/claude-for-legal/employment-legal/CLAUDE.md, and the internal-investigation reference skill. That reference skill is not included in this download, so you must get it separately.

Is investigation-add free to use?

The listing states the licence is Apache-2.0. The source does not give pricing, so check the licence and terms for the plugin and any other tools you use with it.

Does the skill run scripts or use the internet?

The listing says it runs no scripts and uses no network. It works on the files and text you provide and the matter's configuration.

Can the skill tell me whether someone broke policy?

No. The skill surfaces items for human review and records what was reviewed. It is not meant to produce final legal conclusions or findings, and it should not replace professional judgment.

Why does the skill say it needs an open investigation?

It depends on existing matter files and documented pull criteria. Without an open, documented investigation there is nothing for it to check new material against, so it is not suited to that use.

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Our verdict

Employment lawyers and HR investigators who run open, documented workplace matters and need an auditable record of every document reviewed will find this skill useful. It is not suited to anyone without an existing investigation file or pull criteria, or to anyone who wants the tool to reach legal conclusions; for those, pick a different approach or rely on professional judgment.

Download the skill