legal-matter-summarization

Official

Summarize legal matters with executive clarity.

AuthorHappy-Technologies-LLC
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates the consolidation of legal matter data, timelines, documents, and financials into concise executive briefs, reducing manual reporting time and errors.

Core Features & Use Cases

  • Retrieve and consolidate matter records (sn_legal_matter) and related cases (sn_legal_case) for a unified view
  • Build a chronological timeline from tasks, work notes, holds, and state transitions
  • Identify key documents, attachments, involved parties, and custodians for risk and governance reporting
  • Calculate financial exposure, settlement estimates, and aggregated legal spend for leadership briefings
  • Generate executive-ready status reports for GC and Legal Leadership

Quick Start

Load the legal matter summarization for a matter's sys_id to generate an executive briefing.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: legal-matter-summarization
Download link: https://github.com/Happy-Technologies-LLC/happy-servicenow-skills/archive/main.zip#legal-matter-summarization

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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