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Bossmann007
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matter-intake

Guide legal matter intake and generate documentation files.

Updated Jun 30, 2026
Search Tags:#legal workflow#structured documentation#compliance tracking#matter management#legal matter intake
One-click install
npx skills add https://github.com/Bossmann007/claude-legal-br --skill matter-intake-bossmann007
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: matter-intake
Source: https://github.com/Bossmann007/claude-legal-br/tree/main/litigation-legal/skills/matter-intake
Command: npx skills add https://github.com/Bossmann007/claude-legal-br --skill matter-intake-bossmann007

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill simplifies the intake process for new legal matters by guiding users through a structured questionnaire and automatically generating the necessary documentation.

Core Features & Use Cases

  • Structured Intake: Guides users through a comprehensive set of questions to ensure all necessary information is collected.
  • Automated Documentation: Generates matter.md and history.md files with structured data and a detailed narrative.
  • Log Entry: Appends a structured row to _log.yaml for portfolio tracking.
  • Use Case: When a user initiates a new matter, the skill guides them through the intake process, creating a comprehensive record for future reference.

Quick Start

Intake a new matter with the 'matter-intake' skill by saying "new matter" or "intake this matter".

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 with structured documentation?▼

This skill guides you through a structured intake process for legal matters, ensuring uniform data collection by generating matter.md and history.md files while appending a structured row to _log.yaml.

What is the best way to automate compliance tracking for new legal matters?▼

Compliance tracking is automated by appending a structured row to a _log.yaml file during intake, ensuring portfolio tracking is updated consistently without manual data entry.

Do I need Python scripts to generate legal matter management files?▼

Python scripts are required to process intake data and generate the matter.md and history.md files, handling data processing and file creation for the legal matter intake workflow.

Can I use this legal workflow tool to create a comprehensive matter record?▼

Yes, initiating the intake process with a prompt like 'new matter' triggers the generation of structured data files and a detailed narrative, creating a comprehensive matter record for future reference.

How does structured documentation work for legal matter intake?▼

Structured documentation works by guiding users through a comprehensive set of intake questions, then automatically generating a matter.md file for structured data and a history.md file for the detailed narrative.

What files are generated during the legal matter intake process?▼

The legal matter intake process generates a matter.md file containing structured data, a history.md file with a detailed narrative, and appends a structured row to _log.yaml for portfolio tracking.

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