matter-intake

Register litigation matters with identifiers, conflict checks, and structured case files.

183|37|Updated May 15, 2026
One-click install
npx skills add https://github.com/zhou210712/claude-for-legal-ZH --skill matter-intake-zhou210712
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: matter-intake
Source: https://github.com/zhou210712/claude-for-legal-ZH/tree/main/litigation-legal/skills/matter-intake
Command: npx skills add https://github.com/zhou210712/claude-for-legal-ZH --skill matter-intake-zhou210712

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill standardizes the intake of a new litigation matter so key identifiers, conflict status, risk tiering, stakeholders, evidence preservation, and deadlines are captured consistently for downstream workflow and portfolio tracking.

Core Features & Use Cases

  • Unified Matter Registration: Collects identification data, counterparty details, case category and cause of action, jurisdiction, and initial posture in one guided flow.
  • Conflict & Risk Guardrails: Records interest-conflict review status (cleared/pending/not-run/waived) and enforces a stop condition when conflicts are not cleared according to the office configuration.
  • Structured Outputs for Operations: Writes a detailed matter.md, seeds history.md with the initial event, and appends a structured line to matters/_log.yaml for portfolio aggregation and status workflows.

Quick Start

Register your new case by prompting the AI to run matter intake with the provided case name, and then confirm the generated matter.md and _log.yaml line before it is written.

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 matter intake with conflict checks and risk triage?

Legal matter intake standardizes registration by collecting identifiers, conflict-check outcomes, and risk routing inputs in a guided flow. It generates a slugged case code, writes matter.md, seeds history.md, and appends a structured entry to _log.yaml for portfolio tracking.

What happens during legal matter intake if a conflict check is not cleared?

During legal matter intake, the conflict check enforces a stop condition when status is not cleared, pending, or not-run, unless an override is applied. This stop rule is governed by the office CLAUDE configuration to prevent registering compromised matters.

Can I use legal matter intake for contract disputes, labor disputes, and IP cases?

Yes, legal matter intake supports contract disputes, labor disputes, IP, administrative/regulatory matters, and internal investigations. It routes these case categories while capturing jurisdiction, cause of action, counterparty details, and initial posture for downstream workflow.

How do I track evidence preservation and court deadlines when registering a new litigation matter?

Registering a new litigation matter tracks evidence preservation and court deadlines by capturing stakeholder assignments and evidence-hold data during intake. This information is written into matter.md and history.md to maintain an auditable record for operations.

What files are generated when I run a new matter intake workflow?

Running a new matter intake workflow generates a slugged case code, writes a detailed matter.md file, seeds history.md with the initial event, and appends a structured line to matters/_log.yaml to enable portfolio aggregation and status tracking.

Does legal matter intake require any dependencies or office configuration to enforce conflict rules?

Legal matter intake requires no external dependencies but relies on the office CLAUDE configuration to enforce conflict stop and override rules. This configuration determines whether the workflow blocks registration when conflict checks return pending or not-run statuses.