Send Letter

Important

• Manual-only. NEVER send without Mandy's explicit confirmation.
• Rejects letters with status "draft" — must be approved first.

Instructions

Step 0: Resolve Matter

Follow _shared/resolve-matter.md.

Step 1: Find and Verify Letter

Find letter in letters/. Check status in matter.json letters array. If "draft": "This letter hasn't been approved. Run /approve-letter first, or say 'approve and send' to do both."

Step 2: Determine Recipients

• To: Check matter.json parties array for matching role. If not found: ask Mandy.
• CC: Ask Mandy to confirm CC list (client, other solicitors, agent as appropriate).
• Attachments: Ask if any documents should be attached.

Step 3: Confirm

"Ready to send:
To: {recipient} ({email})
CC: {cc_list}
Subject: Re: {client} — Claim {claim_number} — {letter_type}
Attachments: {list or 'None'}
Send?"

Step 4: Send or Fallback

If ms365 MCP available: send via Outlook. If not: "Outlook integration not set up. Letter saved at matters/{id}/letters/{filename}. Send manually. To enable: claude mcp add ms365 -- npx -y @softeria/ms-365-mcp-server --org-mode"

Step 5: Update and Commit

Update letter: status "sent", date_sent, sent_via ("email" or "manual"). Update index. Log. Commit.