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Guide · Agent skill

How to use the Investigation Summary Drafter agent skill

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

The Investigation Summary Drafter is an agent skill that turns a privileged internal investigation memo into a shorter summary written for one specific reader: HR staff, company leadership, or outside counsel. This guide explains what agent skills are, how to install this one, how to trigger it with plain requests, and what it needs to run safely. By the end you will be able to produce an audience-appropriate draft from an existing memo.

Investigation Summary Drafteranthropics/claude-for-legal · Apache-2.0

Quick start

  1. 1Download the ZIP. Get the investigation-summary skill ZIP from this page.
  2. 2Unzip into a skills folder. Extract it into ~/.claude/skills/ for personal use or a project's .claude/skills/ folder.
  3. 3Or upload in the Claude apps. Go to Settings → Capabilities → Skills and upload the skill.
  4. 4Install internal-investigation. Make sure the required internal-investigation reference skill is also installed, since the rules and templates depend on it.
  5. 5Have a memo ready. Prepare the existing privileged investigation memo for the matter you want to summarise.
  6. 6Run the skill for an audience. Use the slash command or a plain request naming the matter and hr, leadership or outside-counsel.
  7. 7Review before sharing. Have a lawyer confirm what can safely be disclosed before sending any summary.

What an agent skill is and what this one makes the agent do

An agent skill is a folder with a SKILL.md file that gives an AI agent specific instructions for one kind of task. This one is named investigation-summary and is described as drafting an audience-specific summary from a privileged investigation memo.

The skill sets three audience versions. HR summaries contain no privilege analysis, no attorney mental impressions, no credibility methodology and no legal exposure analysis. Leadership summaries stay high-level. Outside counsel briefings keep full context. If no memo exists yet, the skill tells the agent to offer to draft the memo first.

Install the skill from the ZIP or the Claude apps

Download the ZIP from this page and unzip it into your personal skills folder, ~/.claude/skills/, or into a project's .claude/skills/ folder.

Alternatively, upload the skill in the Claude apps under Settings → Capabilities → Skills.

  • Personal install: unzip into ~/.claude/skills/
  • Project install: unzip into the project's .claude/skills/ folder
  • Claude apps: Settings → Capabilities → Skills, then upload

Install the required reference skill

The skill depends on a separate reference skill called internal-investigation. The detailed stripping rules and summary templates live there, not in the file you download. The reference skill is not included in the reviewed file, so you must obtain and install it yourself before running this skill on real work.

Trigger the skill with a natural request or a slash command

The skill's argument hint is a matter name followed by an audience: hr, leadership, or outside-counsel. You can use the slash command form shown in the source, with the matter name in brackets as a placeholder for your own matter.

You can also ask in plain language that names the memo, the matter and the audience. The skill's instructions tell the agent to load internal-investigation and run Mode 5 (Audience summary) before doing substantive work.

  • /employment-legal:investigation-summary [matter name] hr
  • /employment-legal:investigation-summary [matter name] leadership
  • /employment-legal:investigation-summary [matter name] outside-counsel
/employment-legal:investigation-summary [matter name] hr

Safety notes: scripts, network and privilege

According to the file's metadata, this skill runs no scripts and uses no network access. The file contains only SKILL.md.

A stripped summary is not automatically safe to share. The skill's output is only as reliable as the memo and the reference skill it depends on. A lawyer should confirm what can safely be disclosed to each audience before anything is sent.

  • Runs scripts: no
  • Uses network: no
  • Files included: SKILL.md only

Tips for getting a useful draft

Give the agent a complete, finished investigation memo. The skill transforms an existing memo; it does not investigate facts itself.

Name the audience explicitly. HR, leadership and outside counsel versions differ in what they omit, so the choice changes the output.

Check the HR version especially closely for any leaked legal analysis, since the skill instructs the agent to exclude it.

What people use it for

  • Drafting a no-privilege HR summary of investigation findings so HR can communicate the outcome.
  • Preparing a high-level leadership briefing that omits detailed analysis.
  • Producing a full-context briefing for outside counsel from the same memo.
  • Studying how a Claude legal plugin structures audience-specific document drafting.

Frequently asked questions

How do I install the investigation-summary skill?

Download the ZIP from this page and unzip it into ~/.claude/skills/ for personal use or into a project's .claude/skills/ folder. You can also upload it in the Claude apps under Settings → Capabilities → Skills.

Do I need the internal-investigation skill too?

Yes. The skill tells the agent to load internal-investigation for its detailed stripping rules and templates. That reference skill is not included in the reviewed file, so it must be installed separately.

Does this skill need network access or run scripts?

According to the listing, it runs no scripts and uses no network. The package contains only a SKILL.md file.

Can the skill investigate facts for me?

No. It is built to transform an existing privileged investigation memo into a shorter summary. If no memo exists, the agent offers to draft the memo first.

Is the output safe to send without a lawyer?

Not necessarily. Summaries that strip privilege still need a lawyer to confirm what can safely be disclosed, and the output is only as reliable as the memo and reference skill behind it.

What is the difference between the HR, leadership and outside-counsel versions?

HR versions leave out legal analysis and attorney impressions. Leadership versions stay high-level. Outside counsel versions keep full context.

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Our verdict

Use this skill if you are an employment lawyer, in-house team or HR professional who needs to share investigation outcomes without exposing privileged work product, and you already have a finished memo and the internal-investigation reference skill. Pick something else if you have no memo to work from, or if you need a tool to investigate facts or to replace legal review of what can be disclosed.

Download the skill