matter-intake

To standardize legal intake for new litigation matters, capture identification, conflicts posture, risk triage, materiality, counsel assignments, legal hold status, and key dates in one pass to produce consistent matter.md files and structured portfolio logs.

A conflicts check gate in matter management enforces recording the conflicts posture—cleared, pending, waived, or not-run—before onboarding proceeds, ensuring the litigation portfolio record reflects an explicit resolution status and chosen next action.

To log a new legal matter into a portfolio tracking system, append a structured YAML row to the central log file while simultaneously generating a narrative matter.md and seeding history.md with the opening event for portfolio rollups.

You can perform risk triage and severity calibration during matter onboarding by capturing likelihood and materiality metrics, producing an initial posture and open-questions section suitable for attorney review and downstream workflow routing.

The best way to track legal hold status across a litigation portfolio is to record it during initial matter intake alongside ownership and key dates, embedding the hold status directly into the structured log for consistent downstream visibility.

Matter intake does not require external dependencies or components to run, operating independently to generate deterministic filesystem outputs including matter.md, history.md, and appended YAML log rows for the litigation portfolio.