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matter-intake

Collect legal matter details, conflict checks, and risk assessments.

2|1|Updated May 13, 2026
Search Tags:#documentation#legal#risk#conflicts#intake#matter
One-click install
npx skills add https://github.com/alexchlou/codex-for-legal --skill matter-intake
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: matter-intake
Source: https://github.com/alexchlou/codex-for-legal/tree/main/plugins/litigation-legal/skills/matter-intake
Command: npx skills add https://github.com/alexchlou/codex-for-legal --skill matter-intake

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill simplifies and standardizes the intake process for new legal matters, ensuring consistent data collection and streamlined documentation to enhance legal portfolio oversight.

Core Features & Use Cases

  • Uniform Matter Entry: Guides users through capturing essential details such as parties, type, jurisdiction, and key dates.
  • Conflict Check Recording: Logs conflict status and clearance method, prompting updates until resolved.
  • Risk & Materiality Assessment: Assists in evaluating threat level, potential damages, and disclosure obligations.
  • Use Case: When a new dispute arises, quickly gather comprehensive details, document conflicts, and log initial risk insights for effective case tracking.

Quick Start

Initiate a new matter by providing the matter name, jurisdiction, and type to automatically generate intake reports and logging entries.

Frequently Asked Questions about matter-intake

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I streamline legal matter intake and onboarding for new cases?▼

Legal matter intake is streamlined by standardizing data entry for new cases, capturing essential details like parties, jurisdiction, and dates to generate consistent onboarding reports and logging entries.

What is the best way to record conflict checks during legal matter onboarding?▼

Recording conflict checks involves logging the conflict status and clearance method, which prompts continuous updates until the conflict is fully resolved within the matter intake record.

Can I assess risk and materiality for new legal matters without external dependencies?▼

Risk and materiality assessment requires no external dependencies, using prompt scripting to evaluate threat levels, potential damages, and disclosure obligations during intake.

How do I standardize legal matter data entry across different practice areas?▼

Standardizing legal matter data entry applies uniform intake fields across litigation, corporate, and other practice areas, ensuring structured record-keeping for comprehensive portfolio oversight.

What information do I need to start the legal matter intake process?▼

To start the legal matter intake process, provide the matter name, jurisdiction, and type to automatically generate structured intake reports and initial logging entries.

Does legal matter intake work for corporate law and litigation case tracking?▼

Legal matter intake works across corporate law and litigation case tracking by applying consistent data collection templates to capture scope, risk, and conflict details for diverse practice areas.

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