matter-workspace

To isolate client matter context, you create a dedicated matter workspace directory for each engagement and update an active matter pointer. This approach scopes all subsequent legal operations to the specific client, preventing cross-contamination of facts or overrides.

The best way to manage multiple client engagements without mixing files is using isolated matter workspaces. You create separate directories per engagement, switch the active matter pointer, and keep each client's notes, history, and records scoped to their own workspace.

You archive closed matters by moving the workspace directory to an _archived path without deleting it. This retains the file-based state and logs the closure date, supporting retention requirements and future conflicts review workflows for your legal practice.

You need to create a new matter workspace when starting a new client engagement. This builds a dedicated directory, writes a matter.md record, seeds history.md, and creates notes.md, giving you a clean, isolated starting point for that specific legal matter.

Matter workspace operations respect the enabled or disabled state by checking a practice-level configuration file. The system reads this setting before performing deterministic file operations under the matters and _archived paths to ensure workspace isolation complies with practice rules.