matter-intake
Pass
Audited by Gen Agent Trust Hub on Jun 12, 2026
Risk Level: SAFE
Full Analysis
- File Management Practices: The skill manages legal documentation by reading from and writing to local paths (e.g.,
~/.claude/plugins/config/claude-for-legal/). This behavior is consistent with its purpose as an intake and portfolio management tool, ensuring case data is persisted across sessions. - Data Interpolation: User-provided information, such as matter names, parties, and risk assessments, is used to generate Markdown and YAML files. This is a standard documentation pattern, though it highlights the importance of the agent's role in accurately representing user input in structured formats.
- Administrative Workflows: The instructions include gatekeeping mechanisms, such as requiring conflicts clearance before proceeding with data persistence. This demonstrates a focus on maintaining data integrity and following established procedural workflows.
Audit Metadata