What problem does it solve?
Matter records go stale when updates are logged ad hoc, so this Skill streamlines capturing new developments and ensuring the matter’s history and log stay consistent and audit-friendly.
Core Features & Use Cases
- Structured, dated history entries: Captures the event type, date, and a concise summary, then appends it to the matter’s history.md in the correct place.
- Portfolio log refresh with field updates: Updates _log.yaml (including last_updated) and applies relevant field changes like status, stage, risk, materiality, exposure range, next deadlines, and ownership/hold changes.
- Safety and compliance gates: Enforces an unbypassable conflicts gate (refuses to write to history if the matter slug isn’t present in _log.yaml) and runs additional settlement-acceptance and materiality reclassification prompts when required.
- Materiality re-check triggers: Forces explicit user confirmation for substantive events, strategy shifts (including settlement activity), risk re-assessments, and regulatory/enforcement developments so the user can’t accidentally skip a required disclosure posture change.
Quick Start
Run matter-update with the matter slug and a brief description of the new event to append it to the correct history and update the matter log.