matter-intake

Legal matter intake collects identification, conflicts, risk triage, materiality, counsel, legal hold, and key dates in one pass. This generates uniform matter records that roll up into a central log for status tracking and downstream workflows.

A conflicts posture gate enforces conflicts check status during matter onboarding, recording details and blocking downstream workflow progression when the check has not been run, ensuring safe portfolio logging.

Risk triage and materiality capture applies house calibration references to document severity, likelihood, risk rating, and materiality thresholds directly within the generated intake record for the new matter.

Yes, matter intake applies specifically to litigation-legal workflows where matters must be recorded uniformly, writing structured matter files and appending rows to a central log for portfolio rollups.

Onboarding a new matter writes matter.md and history.md under a computed slug, and appends a structured row to the central matters log for portfolio tracking and downstream processing.

Uniform field collection ensures matters are tracked consistently across the portfolio, capturing identification, posture, legal hold, and key dates so downstream skills can process standardized matter records without missing data.