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matter-intake

Capture structured legal matter intake details and write matter records.

Updated May 26, 2026
Search Tags:#legal intake#risk triage#matter management#legal hold#conflicts check#portfolio logging#Argentina litigation
One-click install
npx skills add https://github.com/yachela/claude-for-legal-ar --skill matter-intake-yachela
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: matter-intake
Source: https://github.com/yachela/claude-for-legal-ar/tree/main/litigation-legal/skills/matter-intake
Command: npx skills add https://github.com/yachela/claude-for-legal-ar --skill matter-intake-yachela

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It standardizes the intake of a new legal matter by collecting key identifiers, running a structured conflicts/risk triage workflow, and writing the results into consistent matter records for downstream skills and portfolio tracking.

Core Features & Use Cases

  • Unified Intake Interview: Captures identification, jurisdiction, matter type, role, source of the matter, and an initial one-paragraph theory (working hypothesis).
  • Conflicts & Risk Triage Recording: Produces a structured conflicts posture (cleared/pending/not-run/waived) and a calibrated risk triage plus materiality assessment aligned to the house thresholds.
  • Portfolio-Ready Outputs: Writes matter.md and history.md, and appends a structured row to matters/_log.yaml for rollups (including next deadlines and flags).

Quick Start

Run matter-intake to intake a new matter named "Acme Corp v. Company" and generate the initial matter.md, history.md, and _log.yaml row.

Frequently Asked Questions about matter-intake

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

FAQPage Schema
How do I standardize legal intake for new litigation matters?▼

Legal intake is standardized by capturing matter identification, conflicts posture, risk triage, and key dates, then writing the results into consistent matter.md and history.md records for downstream portfolio tracking.

What's the best way to log a conflicts check and risk triage during matter onboarding?▼

Matter onboarding logs conflicts and risk triage by producing a structured conflicts posture (cleared, pending, not-run, or waived) alongside a calibrated risk and materiality assessment aligned to house thresholds.

How does matter management portfolio logging work for tracking legal holds and deadlines?▼

Portfolio logging works by appending a validated row to matters/_log.yaml during intake, capturing next deadlines, legal hold status, and materiality flags to enable portfolio rollups and tracking.

Can I use this structured intake workflow for Argentina litigation onboarding?▼

Yes, the structured intake workflow applies to litigation matter onboarding across jurisdictions, capturing jurisdiction-specific identification, counsel ownership, and working hypothesis for consistent tracking.

Do I need a specific configuration to generate consistent matter records and slugs?▼

Yes, the intake process requires loading the litigation-legal CLAUDE configuration to generate deterministic matter slugs and write validated matter.md, history.md, and _log.yaml entries with user confirmation before finalizing.

What limitations exist when running conflicts posture assessments for new matters?▼

Conflicts posture assessments are limited to the four states of cleared, pending, not-run, and waived, requiring user confirmation before finalizing the matter record to ensure accuracy of the intake data.

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