matter-intake

Standardizing new matter intake involves collecting uniform fields for identification, conflicts, and risk triage, then generating a matter.md file, a seeded history.md, and a structured log row in _log.yaml.

A legal matter intake workflow requires details on identification, conflicts checks, source, materiality, outside counsel, assigned owners, legal hold status, and key dates to ensure complete portfolio visibility and accurate risk triage.

Matter.md generation works by creating a unique slug for the new matter and using frontmatter to structure the standardized intake data, ensuring each matter has a unique log row and consistent narrative for future updates.

Yes, you can use this approach to perform conflicts checks and assign matter owners, as the uniform intake workflow explicitly collects this information to standardize the new matter before seeding records.

The best way to log new matters into a portfolio system is appending a structured row to _log.yaml, which links the generated slug, matter.md, and history.md records for consistent portfolio visibility and event tracking.

You should initiate a uniform matter intake process when a user says "new matter" or "intake this matter," signaling the need to bring a new legal matter into the portfolio with standardized records.