Matter Intake and Scoping

Purpose

Support the LPM across the full pre-execution arc: from unstructured client data to a structured brief the partner can write a proposal from, through to the agreed baseline that every other LPM discipline references.

The LPM's role is structural, not determinative. In pre-engagement, the job is removing the painful data-assembly phase — taking whatever the client has thrown at the legal team and organising it so the partner and senior associate can start making legal and commercial decisions rather than hunting through emails. What the firm proposes to do, and at what price, belongs to the partner. The LPM makes that work fast.

This skill operates in four modes:

1. Pre-engagement — organise unstructured client data into a structured brief. The primary mode.
2. Quick intake — capture the agreed baseline after engagement is confirmed.
3. Full intake — comprehensive baseline for large or complex matters.
4. Mid-matter recovery — reconstruct baseline when the LPM inherits mid-flight.

Output format

All outputs from this skill are produced as .docx files unless the user explicitly requests otherwise. These are matter records — they belong in the matter folder, not in the chat window. Inline text is not an acceptable substitute for any mode's primary output. If the user has not asked for a specific format, default to .docx without prompting.