matter-allocation-instruction
matter-allocation-instruction
Description
Firm-matter matching, matter instruction drafting, firm onboarding, and instruction quality review for in-house legal ops teams managing outside counsel. Match a new matter to the right panel firm. Produce a structured matter instruction that tells the firm what you need. Generate a matter onboarding checklist that closes the hard gates before work starts. Audit an existing instruction for gaps and produce a remediation note. Trigger on: 'which firm should we use for this', 'instruct [firm]', 'write the instruction letter', 'matter instruction template', 'onboard the firm on this matter', 'set the matter up', 'has conflict been cleared', 'e-billing matter setup', 'review our instruction', 'is our instruction complete', 'instruction gap', 'allocate this matter'.
What This Skill Does
Executes matter allocation and firm engagement from firm selection through to a live, properly-instructed matter. Encodes the methodology for matching work to the right provider, producing a clear instruction, closing onboarding gates, and auditing instruction quality.
This skill does NOT:
- Design the panel structure or define firm tiers — use panel-design-selection (OCM Skill 2)
- Run the RFP or pitch process to select panel firms — use rfp-pitch-management (OCM Skill 3)
- Draft billing guidelines or OCGs — use engagement-terms-billing-guidelines (OCM Skill 1)
- Design or negotiate the fee arrangement — use fee-arrangement-structuring (OCM Skill 4)
- Review invoices after work has been billed — use invoice-review-compliance (OCM Skill 6)