Matter intake

What problem does it solve? New legal matters are often accepted under time pressure without a completed conflict check or limitation analysis, creating professional indemnity exposure and scope creep from day one. ## Core Features & Use Cases - Conflict and Limitation Gates: Enforces a full conflict check across all parties and related entities, plus a limitation period assessment, before any advice is given. - Structured Matter Capture: Records the client, instructing party, counterparties, chronology of events, objectives, documents, filings, other advisers, and funding arrangements. - Explicit Scope Setting: Defines what is in scope, what is out, and the next action with a date to prevent scope creep at intake. - Use Case: A prospective client calls about a dispute. Use this Skill to run the conflict check, confirm limitation dates, capture the full matter record, and set scope before any substantive discussion. ## Quick Start Use the matter intake skill to open a new matter for a client dispute, starting with the conflict and limitation checks.