portfolio-status

Name: portfolio-status
Availability: InStock
Author: polliticalsolutions

Generate litigation portfolio status rollups from _log.yaml with risk and deadline analysis.

Updated Dec 4, 2025

Search Tags:#anomaly detection #deadline tracking #risk triage #matter management #legal hold #conflict checks #litigation portfolio

Ready to run

npx skills add https://github.com/PolliticalSolutions/political-portal --skill portfolio-status-polliticalsolutions

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-status
Source: https://github.com/PolliticalSolutions/political-portal/tree/main/.claude/skills/litigation-legal/portfolio-status
Command: npx skills add https://github.com/PolliticalSolutions/political-portal --skill portfolio-status-polliticalsolutions

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill turns your litigation/matters log into a single, scannable portfolio status view so you can quickly identify what is active, what is slipping, and what requires immediate follow-up.

Core Features & Use Cases

Portfolio roll-up from _log.yaml: Summarizes active (or optionally all) matters across risk bands, stage distribution, materiality totals, and missing or stale data.
Deadline intelligence: Lists upcoming deadlines due within 14/30/60 days and separately flags overdue next deadlines.
Anomaly detection for triage: Highlights issues like unresolved conflicts, high/critical risk without outside counsel, stale reserves, hold gaps, and required-field omissions.
Targeted filtering: Supports flags such as --all, --risk, --stale, --type, and --owner to narrow the view to the matters you care about.

Quick Start

Run portfolio-status to get a current roll-up of active matters with risk distribution, upcoming 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 track overdue deadlines and stale updates across my litigation portfolio?▼

Litigation portfolio status tracking analyzes your matters log to detect overdue deadlines, stale updates, and unresolved conflicts, producing a rollup view with risk bands, stage distribution, and materiality totals.

What is legal hold gap detection and how does anomaly triage work for matter management?▼

Anomaly triage for matter management performs rule-based checks on your log to flag legal hold gaps, high-risk matters lacking outside counsel, stale reserves, and missing required fields for immediate follow-up.

How do I generate a litigation status rollup filtered by risk level or matter owner?▼

Generate a litigation status rollup using filtering flags like --risk, --owner, --stale, and --type to narrow the view to specific active matters, or include closed matters with the --all flag.

Can I see upcoming litigation deadlines due within 30 or 60 days from a matters log?▼

Deadline intelligence lists upcoming litigation deadlines due within 14, 30, and 60 days from your matters log, while separately flagging any overdue next deadlines for urgent triage.

Does this portfolio rollup require external dependencies to perform risk triage?▼

No external dependencies are required; risk triage and materiality calibration are applied internally by analyzing the matters log alongside configuration rules defined in your CLAUDE.md file.

Why are high or critical risk matters flagged during litigation portfolio anomaly checks?▼

High or critical risk matters are flagged during anomaly checks when the log indicates no outside counsel is assigned, ensuring significant litigation receives appropriate legal oversight.