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portfolio-status

Analyze litigation matter logs to summarize risk, deadlines, and anomalies.

9.1k|1.8k|Updated Apr 21, 2026
Search Tags:#portfolio management#anomaly detection#litigation#deadline tracking#risk triage#legal hold#matter status
One-click install
npx skills add https://github.com/anthropics/claude-for-legal --skill portfolio-status-anthropics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-status
Source: https://github.com/anthropics/claude-for-legal/tree/main/litigation-legal/skills/portfolio-status
Command: npx skills add https://github.com/anthropics/claude-for-legal --skill portfolio-status-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the problem of quickly understanding where you stand across an entire litigation portfolio—what is active, what is aging or stale, what deadlines are coming up, and which matters show risk anomalies that need attention.

Core Features & Use Cases

  • Portfolio rollup from your matter log: Summarizes risk distribution, upcoming deadlines (14/30/60), stale matters, stage distribution, and materiality totals by reading matters/_log.yaml.
  • Deadline and data-quality anomaly detection: Flags overdue next deadlines, stale activity gaps, unresolved conflicts, high/critical risk without outside counsel, missing required fields, and legal-hold gaps.
  • Filtered views for focused triage: Supports narrowing results to active vs. all (including closed), risk tier, stale-only, and optional type/owner filters for faster decision-making.

Quick Start

Ask the AI to run portfolio-status for active matters to return a rollup of risk, deadlines, stale items, and flagged anomalies.

Frequently Asked Questions about portfolio-status

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

FAQPage Schema
How do I get a status overview of my active litigation portfolio?▼

To get a litigation portfolio status overview, you need a centralized matters log. The skill parses matter records, filters out non-closed matters by default, and computes summaries for risk distribution, stage, and materiality to show where you stand.

Can I automatically detect deadline and data-quality anomalies in my legal matters?▼

Yes, you can detect matter anomalies using rule-based flags. The system identifies overdue deadlines, stale activity gaps, unresolved conflicts, high-risk matters without outside counsel, missing required fields, and legal-hold gaps using today-based thresholds.

How do I track upcoming litigation deadlines across multiple matters?▼

Tracking litigation deadlines is handled by bucketing next deadline dates into 14, 30, and 60-day intervals. The skill reads your central matters log and flags any upcoming deadlines or overdue items requiring immediate review.

Can I filter my legal matter rollup to only show stale or high-risk items?▼

Yes, you can filter your legal matter rollup for focused triage. The skill supports narrowing results to active versus all matters, specific risk tiers, stale-only items, and optional type or owner filters for faster decision-making.

What data do I need to generate a legal portfolio risk triage report?▼

To generate a risk triage report, you need a central matters log file, specifically a YAML record of your matters. The skill parses this file to compute risk calibration, materiality totals, and validate missing fields for anomaly detection.

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