matter-workspace

Matter management for multi-client practitioners involves creating separate workspaces with intake interviews, writing matter.md files, and tracking active status. It prevents cross-client context leaking by maintaining distinct histories and notes for each engagement.

Workspace isolation is the best way to organize multiple legal matters across different clients. It manages separate workspaces, runs an intake interview to seed matter.md, history.md, and notes.md, and tracks the active matter pointer to prevent context mixing.

You can archive a closed legal matter without deleting files by moving the matter directory under _archived/. This safe archival process preserves the matter.md, history.md, and notes.md files while removing the matter from the active practice workflow.

Switching the active matter pointer requires validating and updating the practice-level CLAUDE.md Active matter pointer. This action redirects the workspace context to the newly selected client engagement, ensuring only the relevant matter files are accessible.

Yes, matter workspace isolation is designed for multi-matter practitioners handling concurrent engagements. It creates separate workspaces for each client, updates the active matter pointer safely, and archives closed matters to maintain strict client confidentiality across all ongoing legal workflows.

You need to create a new matter workspace using an intake interview when onboarding a new client engagement. This runs a short intake process to initialize a new matter.md along with seeded history.md and notes.md files under the configured local storage layout.