matter-workspace

Manage multi-client matter workspaces with create, list, switch, close, and detach subcommands.

4|2|Updated May 13, 2026
One-click install
npx skills add https://github.com/BoardAI/vallor-plugins --skill matter-workspace-boardai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: matter-workspace
Source: https://github.com/BoardAI/vallor-plugins/tree/main/vallor/skills/matter-workspace
Command: npx skills add https://github.com/BoardAI/vallor-plugins --skill matter-workspace-boardai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Multi-client practitioners risk leaking context between engagements when working across many matters. This Skill isolates each client engagement into its own workspace folder so files, history, and notes from one matter never bleed into another. ## Core Features & Use Cases - Matter lifecycle management: Create, list, switch, close, or detach from matter workspaces stored under the plugin config directory. - Structured intake: A guided interview captures client, counterparty, matter type, confidentiality level, key facts, and playbook overrides, then writes a templated matter.md plus seeded history.md and notes.md. - Confidentiality controls: A cross-matter context flag prevents reading files across matters unless the user explicitly requests it; closed matters are archived, never deleted. - Use Case: A solo attorney opens a new vendor MSA engagement for a client, switches to that matter so all drafting happens in its isolated folder, then archives it at close while keeping it readable for retention purposes. ## Quick Start Ask the assistant to create a new matter workspace named acme-msa-2026 and run the intake interview.

Frequently Asked Questions about matter-workspace

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a new matter workspace for a client engagement?

Run the new subcommand with a lowercase hyphenated slug, such as matter-workspace new acme-msa-2026. The skill runs an intake interview covering client, counterparty, matter type, confidentiality level, and key facts, then writes matter.md, history.md, and notes.md in the matter folder.

How do I switch between active matters?

Use the switch subcommand with the matter slug, for example matter-workspace switch zenith-renewal. The skill updates the Active matter line in the practice-level CLAUDE.md, which is the single source of truth for the current matter.

Does closing a matter delete its files?

No, closing archives the matter by moving its folder into an _archived directory and logging the close date in history.md. Archived matters remain readable for retention and conflicts purposes and are never deleted.

Can the skill read files across different matters?

Only when the Cross-matter context flag is on in the practice-level CLAUDE.md and the user explicitly requests a cross-matter view. By default the flag is off, so a skill working in one matter never reads another matter's files.

Why does the matter-workspace skill say it is disabled?

Matter workspaces are off by default for in-house users who work with a single client at practice level. The skill explains the disabled state and suggests rerunning the cold-start interview only if you actually work across multiple clients.

What are the limitations of the matter workspace skill?

It does not run conflicts checks, enforce retention policies, auto-route outputs, or decide whether cross-matter access is appropriate. It is a thin file-management layer that tracks which matter folder is active.