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Portfolio Status Rollup

Summarizes your legal matter portfolio: risk, deadlines, stale matters and anomalies in one scannable report

Source Download skill
Repository
anthropics/claude-for-legal
Stars
9,870
Licence
Apache-2.0
Files
1 file

What it does

When installed, the agent can read a local log file of your legal matters and produce a single status report covering how many matters are open, their risk levels, upcoming deadlines, matters that have gone quiet, rough exposure totals, and anomalies such as overdue deadlines, unresolved conflict checks, or high-risk matters with no outside counsel. It is built for a lawyer who needs a quick overview before their next meeting, and it only surfaces items for the user to decide on rather than making decisions itself.

Great for

  • In-house or litigation counsel tracking many active matters through a local _log.yaml file
  • Legal operations staff who want a quick rollup of risk and deadlines across a matter portfolio
  • Teams already using the claude-for-legal litigation plugin's configuration files

Skip it if

  • Users without a maintained _log.yaml matter file, since the skill has nothing to read and will not work without it
  • Situations needing a system of record or legal advice: the skill's own description says it is a working-memory rollup, not a replacement for a matter management system, and its outputs should be checked by a lawyer
  • Confidential matter data on shared or unsecured machines, since the report summarizes privileged-sensitive information and the file paths are local to the user's Claude config folder

Try asking

  • “Where do we stand on our litigation matters this week?”
  • “Show me all high-risk matters and their upcoming deadlines”
  • “Which matters haven't been updated in over 30 days?”
  • “Give me a portfolio rollup including closed matters for this year”
Step-by-step guide: how to use Portfolio Status RollupInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    portfolio-status.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip portfolio-status.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip portfolio-status.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Keep the _log.yaml fields such as risk, materiality, status, last_updated and conflicts current, because the anomaly checks depend on them and missing fields are flagged rather than inferred
  • Use flags like --risk=high or --stale to narrow a large portfolio before reading the full rollup
  • Treat exposure totals as rough midpoints, as the skill itself notes, and verify figures before relying on them

What's inside

  • SKILL.md

Redistributed unmodified from anthropics/claude-for-legal under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.