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Manage matter workspaces per client v1.0.0

Use this resource to keep each client's or engagement's context separate in a firm

New

  • 313 downloads
  • 119 likes
  • 123 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install matter-workspace-client-separation

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent creates a matter workspace with a short intake, lists matters, switches the active one and archives closed ones. Legal skills then work in the right context. You get one workspace per client with no mixing of data.

Mostly picked by

Updated November 2, 2026

Card for the “Manage matter workspaces per client” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : new, list, switch, close and none subcommands
  • SKILL.md : storage layout and the matter.md file
  • SKILL.md : active matter and archiving rules

Good fit for

  • You handle several clients and must not mix their data
  • You want to archive a finished engagement

Not for

    Tags

    • matter
    • client
    • firm
    • context
    • archiving

    About

    You say

    “Create a matter for the “Client A” engagement and make it active.”

    Card for the “Manage matter workspaces per client” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to keep each client's or engagement's context separate in a firm
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md10 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/claude-for-legal/tree/4a6c651889c97cc9140580363c73e0eb17379c2b/ip-legal/skills/matter-workspace
    Licence
    Apache-2.0

    Notice

    « matter-workspace » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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