matter-workspace

You isolate legal matter workspaces by creating per-client engagement contexts with separated files, matter-scoped notes, and an explicit active-matter pointer. This prevents cross-contamination by blocking automatic cross-matter reading unless explicitly enabled.

To create a new matter workspace, you generate a dedicated matter folder containing a matter.md intake file, initialize a history.md for append-only tracking, and create notes.md for working drafts specific to that client engagement.

Yes, you can archive closed legal matters by moving them to an _archived folder for retention. The system maintains append-only history and non-deleting archive behavior, ensuring all matter context remains readable and traceable throughout the workflow.

The best way to switch active client matters is by updating the active matter line in the practice-level CLAUDE.md. This sets an explicit active-matter pointer, allowing you to change engagement contexts without cross-contaminating files or notes.

Yes, matter workspace isolation requires reading the practice-level CLAUDE.md for the Matter workspaces enabled state. This configuration dictates the cross-matter context flag and controls whether automatic cross-matter reading is permitted.

You should detach from a matter context when you need to stop working on a specific client engagement and return to practice-level workflow only. This clears the active matter pointer, preventing any client-specific context from influencing general practice tasks.