matter-update

To update litigation matter records, append a dated development to the matter history and synchronize its portfolio log record. This captures procedural, discovery, and strategy updates while validating the matter slug and applying materiality review gates before writing changes.

Case history tracking involves recording structured events like substantive, risk, and stakeholder updates into a managed matter history file. It requires validating the matter exists in the portfolio log and confirming settlement and materiality review gates before applying changes.

Yes, you can update legal holds, exposure, and risk information by appending a dated event to the matter history. The system presents proposed history and YAML changes for confirmation before writing, ensuring all updates are documented and audit-ready.

Record a court order by appending the event to the matter history file as a procedural update. You then update the corresponding portfolio log fields for deadlines and status, ensuring the materiality reassessment gate is passed before confirming the changes.

Yes, matter management requires obtaining confirmation before writing any history or YAML changes. Proposed updates to status, counsel, owners, and deadlines are presented for review to ensure materiality and settlement gates are properly applied.

Administrative updates cannot be applied if the matter slug does not exist in the managed log. Additionally, all updates must pass settlement and materiality review gates, meaning unmanaged or undocumented changes to the portfolio log are blocked.