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Matter Intake & Scoping

by LegalOps Consulting

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v1.0.0Apache-2.021 KB

Organizes unstructured client data into a structured brief, captures the agreed scope baseline, or reconstructs scope when inheriting a matter mid-flight.

Handles matter scoping across the full pre-execution arc: organizes unstructured client data into a structured brief, captures the agreed scope baseline at kickoff, or reconstructs scope from available records when inheriting a matter that's already underway.

Install: download the skill folder and upload it to Claude via Settings โ†’ Capabilities โ†’ Skills. Requires a Claude Pro, Max, Team, or Enterprise plan.