portfolio-status

Generates litigation portfolio rollups from a YAML matter log with risk, deadline, and anomaly reporting.

Updated Jun 17, 2026
One-click install
npx skills add https://github.com/tk1cntt/PhapChe --skill portfolio-status-tk1cntt
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio-status
Source: https://github.com/tk1cntt/PhapChe/tree/main/docs/claude-for-legal-main/litigation-legal/skills/portfolio-status
Command: npx skills add https://github.com/tk1cntt/PhapChe --skill portfolio-status-tk1cntt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Litigation counsel managing many active matters lack a quick, consolidated view of what they own, what needs attention, and what is slipping. This Skill reads the central matter log and produces a scannable portfolio status report in one pass. ## Core Features & Use Cases - Portfolio Rollup: Aggregates risk distribution, upcoming deadlines (14/30/60 days), materiality totals, and stage distribution from _log.yaml. - Anomaly Detection: Flags overdue deadlines, stale matters, unresolved or bypassed conflicts checks, high-risk matters without outside counsel, stale reserves, missing litigation holds, and missing required fields. - Filtering Options: Supports flags like --all, --risk=high, --stale, --type=employment, and --owner=[name] to narrow the report. - Use Case: A general counsel asks "where do we stand" before a leadership call and receives a table of critical matters, deadlines in the next 30 days, and a list of matters with unresolved conflicts checks. ## Quick Start Ask the assistant to run a portfolio status rollup across all active litigation matters and flag anything overdue or stale.

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 rollup of all active litigation matters?

Run the portfolio-status skill, which parses the matters _log.yaml file and produces a rollup of risk distribution, upcoming deadlines, materiality totals, and stage distribution. Closed matters are excluded by default unless you pass the --all flag.

How do I filter a litigation portfolio report by risk level?

Use the --risk flag with a band such as high, critical, medium, or low to filter the rollup. You can also filter by matter type with --type, by owner with --owner, or show only stale matters with --stale.

What anomalies does a litigation portfolio status check flag?

It flags overdue deadlines, matters with no update in over 30 days, unresolved or bypassed conflicts checks, high or critical risk matters without outside counsel, stale reserves, active matters missing a litigation hold, and missing required fields.

Does the portfolio status report include closed matters?

Closed matters are excluded by default so the report focuses on active workload. Pass the --all flag to include closed matters, which adds a year-to-date closed count to the output.

What are the limitations of a YAML-based matter portfolio rollup?

It is a working-memory rollup, not a system of record, and does not replace a real matter management system. Exposure midpoints are rough estimates, and the report surfaces issues without making prioritization decisions for the user.