Individual skill

matter-allocation-instruction

Firm-matter matching, matter instruction drafting, firm onboarding checklist, and instruction audit for in-house legal ops teams. Match a new matter to the right panel firm by practice area, jurisdiction, complexity, and cost tier. Produce a structured matter instruction with scope, timeline, budget, staffing, and reporting requirements. Generate an onboarding checklist covering conflict clearance, engagement letter, OCG acknowledgment, e-billing setup, and platform access. Audit an existing instruction for completeness and produce a remediation note. Trigger on: 'which firm should handle this', 'instruct the firm', 'write the instruction', 'matter instruction template', 'onboard the firm', 'set up the matter', 'conflict check', 'e-billing setup', 'is our instruction complete', 'review our instruction', 'instruction gap', 'allocate this matter'.

skills/matter-allocation-instruction-scott-margetts/SKILL.md

Source commit f9f28cdccbeb98bbdde010042ea9f525ca427c72

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Last checked

Nov 10, 2026

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