What problem does it solve?
It standardizes the initial intake of a new UK litigation matter so your team captures the right information for risk triage, conflicts posture, materiality, legal hold, and key deadlines without missing critical portfolio fields.
Core Features & Use Cases
- Uniform matter capture: Collects identification, jurisdiction, source, risk triage inputs, materiality, external solicitors, internal owners, legal hold, and key dates into a consistent matter record.
- Conflicts posture gatekeeping: Records whether conflicts are cleared, pending, waived, or not-run, and explicitly prevents creating portfolio records when the conflicts posture is unresolved unless an allowed path is chosen.
- Portfolio-ready outputs: Writes matter.md and history.md and appends a structured row to matters/_log.yaml, using a generated slug to keep records queryable and rollup-friendly.
- Use case: When a user says “new matter” (or “intake this matter”), run a single intake workflow to seed portfolio documentation before further drafting, briefings, or deadline work begins.
Quick Start
Use the matter-intake skill to intake a new litigation matter named “Acme v. Us 2026” into the portfolio.
