matter-workspace

Manage per-client matter workspaces with intake, switching, and archiving workflows.

Updated May 26, 2026
One-click install
npx skills add https://github.com/yachela/claude-for-legal-ar --skill matter-workspace-yachela
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: matter-workspace
Source: https://github.com/yachela/claude-for-legal-ar/tree/main/employment-legal/skills/matter-workspace
Command: npx skills add https://github.com/yachela/claude-for-legal-ar --skill matter-workspace-yachela

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It prevents cross-client context leakage by managing separate “matter workspaces” so each engagement’s files and active context stay distinct.

Core Features & Use Cases

  • Create & initialize matters: Run a short intake for a new slug and generate matter.md, history.md, and notes.md.
  • List & track matters: Enumerate all active and archived matters with status and which one is currently active.
  • Switch/close/detach safely: Switch the active matter by updating the practice profile, archive matters (move to _archived instead of deleting), or detach to practice-level context only.

Example use case: a private-practice employment lawyer handles two clients back-to-back and needs to switch context so the correct facts, confidentiality settings, and playbook overrides apply to each matter.

Quick Start

Create and initialize a new engagement by running /employment-legal:matter-workspace new acme-msa-2026.

Frequently Asked Questions about matter-workspace

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

FAQPage Schema
How do I keep client matter files isolated during multi-client legal work?

Client matter isolation is maintained by generating separate workspace directories for each engagement, storing matter.md, history.md, and notes.md under a slug-specific path so context does not leak across matters. Each matter operates independently within its directory.

How do I set up a new legal matter workspace with intake?

Run the matter-workspace command with a new slug argument to trigger a short intake workflow, which automatically generates the matter.md, history.md, and notes.md files inside a dedicated directory for that specific engagement.

What happens when I close and archive a matter workspace?

Closing a matter workspace moves the entire matter directory into an _archived folder using archive-by-move semantics, preserving the engagement context securely without deleting any files, while removing it from the active matter list.

Can I switch the active matter context without losing previous engagement history?

Yes, switching the active matter simply updates the practice profile to point to a different matter workspace. The previously active matter retains all its files and history in its isolated directory, ready for future reference or reactivation.

Do I need to configure practice-level settings before creating matter workspaces?

Yes, the system requires the practice-level CLAUDE.md file to be read first to confirm that Matter workspaces are enabled before any new matter directories can be initialized or managed.

What is the best way to track all active and archived legal matters?

You can enumerate all matters by listing the active directories alongside the _archived folder, which identifies the current status and highlights which specific matter workspace is currently active for your practice.