/matter-close

1. Follow the workflow and reference below.
2. Confirm slug and current status.
3. Capture outcome: resolution type (settled, dismissed, judgment for/against, withdrawn, consolidated), date, final exposure/cost, lessons.
4. Update _log.yaml: status: closed, add closed: YYYY-MM-DD and outcome: fields.
5. Append final entry to ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md.
6. Matter stays in _log.yaml and ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/ — not deleted. /portfolio-status filters it from active rollups.

Matter Close

Purpose

Matters end. The outcome is the single most valuable data point the portfolio generates — it calibrates the risk framework for future matters. Closing a matter captures the outcome structurally so the record is useful, not just archived.

Load context

• ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml — find the row
• ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/matter.md — reference (intake context)
• ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md — append target

Conflicts gate — unbypassable. Before closing, check _log.yaml for the matter slug. If the matter is not in _log.yaml, refuse and route:

"I don't see [matter slug] in the matter log. Nothing to close — either the slug is wrong or the matter was never intaken through /litigation-legal:matter-intake. Check the slug first; if it genuinely was never intaken, there's no row to update and no file structure to close."

Input

Slug (required).

The close

1. Resolution type

• settled — with counterparty, dollar amount, structural terms
• dismissed — with or without prejudice, by what mechanism
• judgment-for-us — at what stage, appeal exposure
• judgment-against-us — at what stage, appeal status, exposure crystallized
• withdrawn — by counterparty, circumstances
• consolidated — merged into another matter (provide slug of parent)
• other — with explanation

2. Resolution date

The date the matter actually ended (settlement executed, order issued, dismissal filed).

3. Final exposure

• Actual cost to company (settlement amount + fees + injunctive/structural cost)
• vs. initial exposure range at intake (did we call it?)
• Reserve accuracy (if reserved): booked vs. actual

4. Lessons

Two or three sentences. What did we get right? What did we misjudge? Anything the intake should have flagged earlier?

This is the part future counsel will reread. Be honest. "Misjudged likelihood — plaintiff firm was more aggressive than expected" is worth more than "resolved favorably."

5. Seed doc prompt

Settlement agreement, final order, dismissal — path if available. Not required.

Writing

Before closing the matter (the consequential act — the matter is archived and active tracking ends): Read ## Who's using this in ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md. If the Role is Non-lawyer:

Closing a matter has legal consequences — it ends active tracking, may affect any associated legal hold (run /legal-hold --release separately if appropriate), and establishes the final record the company relies on. Have you reviewed this with an attorney? If yes, proceed. If no, here's a brief to bring to them:

[Generate a 1-page summary: the matter, resolution type and terms, final exposure vs. initial, reserve accuracy, related matters or appeals still live, what could go wrong with premature closure, what to ask the attorney.]

…