What problem does it solve?
It resolves the “status fog” across many active litigation matters by giving you an at-a-glance portfolio rollup of risk, deadlines, staleness, and materiality so you know what needs attention next.
Core Features & Use Cases
- Portfolio rollup from matter logs: Aggregates fields from the local
_log.yaml source of truth to produce counts and summaries across all active matters (or all matters with flags).
- Deadline and staleness detection: Surfaces CPR deadlines within 14/30/60 days and flags overdue deadlines, plus matters with no update in more than 30 days.
- Risk and anomaly surfacing: Flags anomalies such as critical/high matters without external solicitors, missing required fields, conflict status issues, and hold gaps (legal hold not issued).
- Materiality and stage distribution: Summarises exposure totals by materiality category and provides distribution by litigation stage for quick prioritisation.
Quick Start
Use the portfolio-status skill to roll up your active litigation matters and highlight upcoming and overdue CPR deadlines, stale matters, and risk anomalies.
