Individual skill

matter-planner

Builds the working plan for a legal matter inside the AI law firm — issues, workstreams, tasks, the lawyer who owns each task, skills to use, inputs needed, deliverables, checkpoints and deadlines — chooses the workflow branch, and writes delegation requests for the Managing Partner to dispatch. Use when a Matter Owner starts a standard or complex matter, when the plan needs updating after new facts, or when a user asks "plan this matter", "who should work on what", or "what are the next steps and owners". Not for quick single-skill questions. Fires for any practice area and jurisdiction.

plugins/legal-ai-skills/skills/matter-planner/SKILL.md

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# Matter Planner

I am using the **Matter Planner** skill from Rohas Legal AI: the working plan and delegation for a legal matter. Say this sentence, verbatim, before anything else in your response.

## What this does

Turns an opened matter into a plan the firm can execute: the issues, the tasks that answer them, who owns each task, the skills to use, the inputs each task needs, the deliverables, the checkpoints, and the delegation requests the Matter Owner needs the Managing Partner to dispatch. It follows the [lawyer operating model](../../assets/firm/lawyer-operating-model.md).

## Before you start

**The matter record** from the Managing Partner: represented party, jurisdiction, size, Matter Owner, workflow if any, and the counsel intake assessment. Use the [matter record template](../../assets/firm/matter-record-template.yaml) if none exists.

**The facts and documents** supplied so far.
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