matter-intake

Este extracto es una copia guardada durante la revisión. La fuente externa contiene la versión completa y actual.

---
name: matter-intake
description: Intake a new matter — uniform questions covering identification, conflicts, source, risk triage, materiality, outside counsel, owners, legal hold, and key dates; writes matter.md and history.md and appends a structured row to _log.yaml. Use when the user says "new matter", "intake this matter", or wants to bring a new matter into the portfolio.
argument-hint: "[optional matter name]"
---

# /matter-intake

1. Load `~/.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).
2. Follow the workflow and reference below.
3. Run the uniform intake: identification, conflicts check, source, risk triage, materiality, outside counsel, internal owners, legal hold, key dates, initial posture.
4. Generate slug from matter name (lowercase, hyphens, year).
5. Create `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/matter.md` — full narrative intake.
6. Create `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md` — seeded with the intake as the first entry.
7. Append structured row to `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml`.
8. Confirm with the user: "Here's the row I'll write — any edits?"

---

# Matter Intake

## Purpose

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.

## Load context

- `~/.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.

## The intake

### 1. Identification

- Matter name (as commonly referenced, e.g., "Acme v. Us 2026")
- Counterparty
- Matter type: `contract | employment | ip | regulatory | investigation | product | other`
- Our role: `plaintiff | defendant | claimant | respondent | investigated`
  - If the practice profile's `## 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.
  - The role drives downstream skills: plaintiff-posture matters route risk triage to case value / contingency economics; defense-posture matters route to exposure / reserves / insurance tender.
- Jurisdiction (court, arbitration forum, or regulatory body)

### 2. Conflicts check

Before going further, run the conflicts step per `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` → Conflicts clearance.

- **Status:** `cleared | pending | not-run | waived`
- **Method:** match what `~/.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.
- **Cleared by:** name / team / firm
- **Cleared date:** YYYY-MM-DD
- **Checked against:** brief list of the specific names/entities run (counterparty, known affiliates, adverse counsel if known, key witnesses). Thin is fine; "no" is not.
- **Notes:** anything flagged but cleared (e.g., "Smith on our board sat on counterparty's board 2019–2021 — cleared as non-overlapping to this matter").

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 th