matter-intake

Legal matter intake is streamlined by guiding through a structured process for collecting information, documentation, and logging. This ensures consistent matter documentation by automatically generating matter.md and history.md files while appending entries to a YAML log.

Legal matter intake requires collecting matter identification, conflicts, and risk assessment information. Gathering these specific data points ensures comprehensive documentation and proper risk calibration for the new legal matter.

Yes, you need YAML configuration files for matter management automation. The intake process requires setting up the Claude environment and configuring relevant YAML files to provide context and calibrate risk assessment for the new legal matters.

Yes, you can automatically generate matter documentation files during intake. The automation creates structured matter.md and history.md files, and appends a structured tracking entry to _log.yaml for the new legal matter.

The best way to track new legal matters after intake is by appending a structured entry to a _log.yaml file. This log management approach ensures every new matter is systematically recorded for tracking and future matter management.