Portfolio Status

What this skill does

Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters. argument-hint: "[--all | --risk=high | --stale]

• Litigation
• Anthropic
• Claude Skill

Where it runs, and how to install it

Agent Skills are a format, not a product feature: a folder with a SKILL.md and whatever files it needs. Nothing inside one is model-specific.

Claude

Drop the skill folder into ~/.claude/skills/, or upload it in Settings → Capabilities. Claude loads it when the description matches what you asked for.

Claude Code

Same folder, per-project instead: .claude/skills/ inside the repository, so the skill travels with the work rather than with the machine.

Any agent that reads SKILL.md

A skill is a folder with a SKILL.md and whatever files it needs. Nothing in the format is model-specific, so a runtime that reads the file reads the skill.

More from Anthropic

• PDFToolkit for comprehensive PDF manipulation, including extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. Use to fill in a PDF form or programmatically process, generate, or analyze PDF documents at scale.
• Playbook ReviewerReview contracts against your organization's negotiation playbook, flagging deviations and generating redline suggestions. Use when reviewing vendor contracts, customer agreements, or any commercial agreement where you need clause-by-clause analysis against standard positions.
• Canned Response GeneratorGenerate templated responses for common legal inquiries and identify when situations require individualized attention. Use when responding to routine legal questions — data subject requests, vendor inquiries, NDA requests, discovery holds — or when managing response templates.
• Meeting Briefing PreparatorPrepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.
• WordToolkit for comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. Use to work with professional documents (.docx files) for: (1) Creating new documents, (2) Modifying or editing content, (3) Working with tracked changes, (4) Adding comments, or any other document tasks
• Ai InventoryEU AI Act per-system inventory — track each AI system's role (provider, deployer, importer, distributor, authorized representative, product manufacturer) and risk tier (prohibited, high-risk, limited, minimal, GPAI, GPAI+systemic). Role and tier are assessed per system, not per company. Use when the user says "ai inventory", "add an ai system", "what systems do we have", "classify this ai system", "eu ai act register", or "ai system registry". argument-hint: "[list | add | edit <id> | classify <id> | show <id>]

Skills that do related work

• Brief Section DrafterDraft a brief section in house style, consistent with the case theory — every fact cited, every case checked, every argument tied to the theory. Use when the us
• ChronologyBuild or update a chronology from declared document sources and uploads — dated events extracted, de-duped, and tagged by significance per the matter theory. Us
• Claim ChartBuild or review an element chart — a patent claim chart (infringement, invalidity, or review) or a civil element chart for any cause of action or defense — with
• Demand DraftDraft a demand letter from a completed intake, gated on a privilege / FRE 408 / waiver / admission checklist, with a .docx output, post-send checklist, and an o
• Demand IntakePre-drafting context gathering for a demand letter — parties, facts, basis, leverage, BATNA, and privilege filters — written to a structured intake.md the deman
• Demand ReceivedTriage an inbound demand letter — extract fields, cross-check the portfolio, assess merit, present response options with a recommendation, and hand off to matte