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Standardize new matter intake and generate matter files plus a structured log.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "matter-intake" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/claude-for-legal/main/litigation-legal/skills/matter-intake/SKILL.md 2. Save it as ~/.claude/skills/matter-intake/SKILL.md 3. Reload skills and tell me it's ready
Please intake this new matter: the matter name is “Acme v. Us 2026,” the counterparty is Acme, the type is contract, our role is defendant, and the jurisdiction is California state court. Continue with the uniform questions for conflicts, source, risk triage, materiality, outside counsel, internal owners, legal hold, and key dates, then show the structured row you would write.
A draft matter intake organized by the standard fields, plus the structured log row to be written.
I want to intake this new matter, but I only know the name, counterparty, and jurisdiction so far. Please walk me through the standard intake questions step by step, starting with identification and conflicts, then source, risk triage, materiality, outside counsel, owners, legal hold, key dates, and initial posture.
A structured set of follow-up questions that helps the user complete the required intake information.
Using the following intake details, generate the content outline for matter.md and history.md, and first show me the row that would be appended to _log.yaml. Wait for my confirmation before writing.
Initial draft content for matter.md and history.md, along with a structured log entry pending confirmation.
When a legal team receives a new case, investigation, or regulatory matter, this skill runs a uniform intake so every matter has comparable records and a narrative file.
When a team needs to add a new matter into an existing portfolio, this skill creates a standardized log row and sets up matter.md and history.md for ongoing tracking.
At the start of a new matter, this skill gathers baseline details such as conflicts, risk triage, materiality, outside counsel, and key dates to support follow-up work.
The document describes a standardized workflow for opening a new legal matter. It instructs the skill to load context for risk calibration and conflicts handling, then collect a uniform set of intake details such as identification, conflicts status, source, risk triage, materiality, outside counsel, owners, legal hold, key dates, and initial posture. It then generates a slug, creates matter.md and history.md, appends a structured row to _log.yaml, and asks the user to confirm before writing.
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → risk calibration (for triage), landscape (for context, conflicts method), stakeholders (for who to loop in).~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/matter.md — full narrative intake.~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md — seeded with the intake as the first entry.~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml.Every new matter goes through the same intake so the portfolio stays comparable. Uniform rows in _log.yaml let the status skill roll up. Narrative in matter.md captures what the row can't. History file seeded here becomes the event record.
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md — risk calibration (triage thresholds, materiality, settlement ladder), landscape (stakeholders, outside counsel bench).~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml — to confirm slug uniqueness.contract | employment | ip | regulatory | investigation | product | otherplaintiff | defendant | claimant | respondent | investigated
## Side is plaintiff, defense, or a "both — default X" variant, pre-fill the role from that default and confirm. If ## Side is varies by matter, ask cold. Never silently assume a posture the practice profile hasn't set.Before going further, run the conflicts step per ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → Conflicts clearance.
cleared | pending | not-run | waived~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md declares (corporate-legal | outside-counsel | system-check | informal | other). If the declared method is informal, say so — the record still captures that a counsel's-judgment check was the basis.Behavior by status:
cleared → proceed.pending → proceed with intake; flag prominently in matter.md and in the log row that conflicts are outstanding; surface again on every /matter-update and in /portfolio-status until resolved.waived → rare; requires a conflict-waiver rationale (writing the waiver is outside this skill — capture that one exists, who signed it, and where it lives).not-run → STOP. This is a gate. The skill will not create matter.md, history.md, or a _log.yaml entry until the conflicts posture is resolved. Three acceptable paths:…
It runs a uniform intake for a new matter, creates matter.md and history.md, and appends a structured row to _log.yaml.
Based on the provided material, it covers identification, conflicts, source, risk triage, materiality, outside counsel, internal owners, legal hold, key dates, and initial posture.
The excerpt indicates it first confirms with the user by showing the row to be written and asking whether any edits are needed.
Search watched skill registries, preview matches, and inspect SKILL.md before installing.
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