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portfolio-status

Aggregate legal case statuses with risk, deadline, and anomaly detection.

2|1|Updated May 13, 2026
Search Tags:#risk assessment#anomaly detection#deadline tracking#matter management#legal portfolio
One-click install
npx skills add https://github.com/alexchlou/codex-for-legal --skill portfolio-status-alexchlou
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-status
Source: https://github.com/alexchlou/codex-for-legal/tree/main/plugins/litigation-legal/skills/portfolio-status
Command: npx skills add https://github.com/alexchlou/codex-for-legal --skill portfolio-status-alexchlou

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides a comprehensive overview of active legal matters, highlighting risks, upcoming deadlines, and anomalies to facilitate swift decision-making.

Core Features & Use Cases

  • Portfolio Summarization: Aggregates data from matter logs to deliver a clear status report of open and closed cases.
  • Risk and Deadline Tracking: Identifies high-risk matters and upcoming key dates within specified timeframes.
  • Anomaly Detection: Flags overdue tasks, unresolved conflicts, and missing information to prompt urgent review.
  • Use Case: A legal counsel reviews their docket before a client meeting to quickly understand which matters need immediate attention and which are on track.

Quick Start

Load the matter logs and CLAUDE risk calibration files, then run the assessment to see an immediate overview of your legal portfolio.

Frequently Asked Questions about portfolio-status

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

FAQPage Schema
How do I track deadlines and assess risks across a legal portfolio?▼

Legal portfolio risk assessment aggregates matter logs to highlight upcoming deadlines and high-risk cases, ensuring swift prioritization and decision-making for legal teams. It flags overdue tasks and unresolved conflicts needing urgent review.

What is anomaly detection in legal matter management?▼

Anomaly detection in legal matter management flags overdue tasks, unresolved conflicts, and missing information within case logs to prompt urgent review. Predefined rules calibrate the process to accurately identify portfolio irregularities.

How do I generate a status overview for active legal matters?▼

Generate a legal matter status overview by loading matter logs and risk calibration files, then running an assessment to produce an aggregated report of open and closed cases highlighting key dates and risks.

Can I use this legal portfolio assessment for a corporate legal team docket?▼

Yes, legal portfolio assessment suits both law firms and corporate legal teams needing a rapid situational overview. It summarizes open and closed cases to help counsel quickly identify matters requiring immediate attention before client meetings.

What is the best way to prioritize legal cases needing immediate attention?▼

The best way to prioritize legal cases is by aggregating matter logs to identify high-risk items and upcoming deadlines within specified timeframes. This aggregated overview highlights exactly which matters need immediate attention versus those on track.

Do I need predefined risk calibration files to run a legal portfolio assessment?▼

Yes, predefined risk calibration files are required to ensure accurate interpretation of legal case statuses during the portfolio assessment. Loading these files alongside matter logs guarantees risk and anomaly rules are applied correctly.

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