matter-status-digest

What problem does it solve?

Legal operations teams waste hours each week manually compiling matter status updates for General Counsels, producing inconsistent briefs that miss critical deadlines, budget overruns, and stale matter status that creates false confidence in portfolio health.

Core Features & Use Cases

• Automated Portfolio Summarization: Aggregates matter exports by canonical phase, tracks deltas from prior digests, and clusters upcoming deadlines to surface resource bottlenecks.
• Configurable Escalation Triage: Applies firm-specific rules to flag high-risk matters, stale status, and outside-counsel spend spikes for GC attention, capped at 5 top-priority items to maintain scannability.
• Privileged Content Guardrails: Enforces deployment tier checks to ensure sensitive matter data is only processed on cleared, enterprise-grade AI endpoints.
• Use Case: A Legal Ops Manager runs this skill every Monday morning to generate a one-page brief that replaces their 3-hour weekly status prep thread, ensuring the GC has actionable visibility into the portfolio in 2 minutes or less.

Quick Start

Use the matter-status-digest skill to generate a weekly legal portfolio brief from your latest matter management system export, using your firm's pre-configured phase taxonomy and escalation rules.