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Open a new matter in the legal portfolio v1.0.0

Use this resource to open a new matter with identification, conflicts check and risk triage

New

  • 491 downloads
  • 178 likes
  • 181 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install new-matter-intake-portfolio

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 runs the opening questions: identification, conflicts check, source, risk triage against house calibration, materiality, outside counsel, owners and key dates. It creates the matter file, its history and a row in the portfolio log.

Mostly picked by

Updated November 2, 2026

Card for the “Open a new matter in the legal portfolio” 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 : uniform intake (identification, conflicts, source, risk)
  • SKILL.md : risk triage and materiality against house calibration
  • SKILL.md : matter.md file, history and portfolio log row

Good fit for

  • A new matter reaches the legal department
  • You want the same format for every matter

Not for

    Tags

    • matter
    • intake
    • conflicts
    • risk
    • portfolio

    About

    You say

    “Intake a commercial dispute with a supplier, we have been served.”

    Card for the “Open a new matter in the legal portfolio” 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 open a new matter with identification, conflicts check and risk triage
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md13.3 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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