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matter-intake

Standardize litigation and legal matter intake with structured records and conflict checks.

109|20|Updated Mar 7, 2025
Search Tags:#litigation#legal operations#risk triage#outside counsel#legal hold#matter intake#conflicts check
One-click install
npx skills add https://github.com/stakwork/stakgraph --skill matter-intake-stakwork
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: matter-intake
Source: https://github.com/stakwork/stakgraph/tree/main/mcp/skills/litigation-legal/matter-intake
Command: npx skills add https://github.com/stakwork/stakgraph --skill matter-intake-stakwork

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill replaces inconsistent new-matter intake with a structured workflow that captures the facts, conflicts posture, risk, ownership, legal hold status, and deadlines needed to manage litigation and legal matters reliably.

Core Features & Use Cases

  • Uniform Intake: Collects identification, source, risk triage, materiality, outside counsel, internal owners, legal hold, key dates, and initial posture.
  • Matter Record Creation: Generates a narrative matter file, an append-only history file, and a structured portfolio log entry using a unique matter slug.
  • Conflict and Risk Guardrails: Enforces conflict-status handling, flags unresolved conflicts and missing legal holds, and records exposure, materiality, and escalation details.
  • Use Case: When a complaint, demand letter, subpoena, or internal report arrives, use this Skill to organize the intake, identify urgent follow-up, and prepare consistent matter records for portfolio oversight.

Quick Start

Use the matter-intake skill to open a new matter for the complaint received from Acme Corp and guide me through the required conflicts, risk, ownership, legal hold, and deadline questions.

Frequently Asked Questions about matter-intake

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I standardize new matter intake for litigation and legal operations?▼

Standardizing new matter intake involves capturing identification, source, risk triage, materiality, outside counsel, internal owners, legal hold, key dates, and initial posture. This structured workflow ensures reliable litigation management by replacing inconsistent intake with validated conflict handling and unique matter slugs.

What is the best way to triage risk and conflicts when a complaint or subpoena arrives?▼

Risk triage and conflicts handling for complaints and subpoenas require enforcing conflict-status checks, flagging unresolved conflicts, and recording exposure and escalation details. A standardized intake process applies these guardrails automatically to ensure urgent legal matters receive proper follow-up.

How do I create a legal hold and track deadlines during legal matter intake?▼

Creating a legal hold and tracking deadlines during matter intake involves collecting legal hold status and key dates alongside matter identification. The intake workflow flags missing legal holds and ensures deadline tracking is recorded before generating final matter files.

Can I use a structured workflow to manage internal reports and pre-suit threats?▼

Yes, a structured matter intake workflow manages internal reports and pre-suit threats by applying conflicts clearance, risk triage, ownership assignment, and legal hold tracking. It generates narrative matter files and structured portfolio log entries for consistent legal oversight.

What records are generated when opening a new legal matter?▼

Opening a new legal matter generates a narrative matter file, an append-only history file, and a structured portfolio log entry using a unique matter slug. These records require user confirmation before writing outputs to ensure accurate portfolio logging.

Does matter intake require user confirmation before writing legal records?▼

Yes, matter intake requires user confirmation before writing outputs to ensure validated conflicts handling and accurate record creation. This safeguard prevents premature logging of narrative matter files, append-only history, and structured portfolio entries.

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