matter-intake

Standardize legal matter intake by collecting uniform inputs for conflicts posture, risk triage, materiality, and key dates, then generating structured portfolio documentation files. The process ensures downstream workflows proceed without missing critical metadata for plaintiff or defendant roles.

Documenting a new litigation matter for portfolio comparability requires writing standardized outputs like matter.md, history.md, and a structured YAML log entry. This creates consistent slugging and deterministic records across all matters, ensuring the portfolio stays comparable.

Conflicts gating prevents silent record creation by requiring explicit status checks. It enforces decision paths for cleared, pending, waived, or not-run override states, ensuring a conflicts check is documented with rationale before committing the legal hold and matter artifacts.

Yes, you can track outside counsel and internal owners by capturing them as standardized inputs during the matter intake process. This ensures all ownership metadata is recorded alongside risk triage and materiality data before generating the final portfolio matter records.

Use a structured YAML log entry for legal matter management when you need to append consistent, machine-readable rows to a central portfolio log. It ensures deterministic output structure and explicit artifact confirmation for end-to-end matter creation across plaintiff and defendant roles.