portfolio-status
Roll up the portfolio from log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/claude-for-legal --skill portfolio-status- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads portfolio-status automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
/portfolio-status
- Load
~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md→ risk calibration (defines how to read therisk:field). - Follow the workflow and reference below.
- Parse
~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml. Filter closed matters by default (include with--all). - Produce rollup: risk distribution, deadlines in next 14/30/60 days, matters with no update in >30 days, materiality totals, stage distribution.
- Flag anomalies — everything marked critical, overdue next_deadline, matters without outside counsel assigned where risk is medium or high.
Portfolio Status
Purpose
One read that answers: what do I own right now, what needs attention, and what's slipping? Output is scannable — designed for a counsel who has three minutes before their next call.
Load context
~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml— source of truth~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md— risk calibration (to interpret risk/materiality fields correctly)
Flags & filters
Default: active matters only (exclude status: closed).
Flags:
--all— include closed--risk=high(orcritical/medium/low) — filter by risk band--stale— only matters withlast_updated> 30 days--type=employment— filter by matter type--owner=[name]— filter by business/HR/comms owner
The rollup
[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]
# Portfolio Status — [today]
**Active matters:** [N]
**Closed (ytd):** [N] *(shown only with --all)*
---
## By risk
| Risk | Count | Matters |
|---|---|---|
| Critical | [N] | [slugs] |
| High | [N] | [slugs] |
| Medium | [N] | [count only — expand with `--risk=medium`] |
| Low | [N] | [count only] |
## Upcoming deadlines
| Within | Matters |
|---|---|
| 14 days | [slug — deadline — brief] |
| 15–30 days | [...] |
| 31–60 days | [...] |
*Overdue `next_deadline` flagged separately below.*
## Materiality
| Category | Count | Total exposure (midpoint) |
|---|---|---|
| Reserved | [N] | [$X] |
| Disclosed | [N] | [$X] |
| Monitored | [N] | — |
| None | [N] | — |
## By stage
[table: pleadings / discovery / dispositive motions / trial prep / settlement / appeal]
---
## ⚠️ Anomalies & flags
- **Overdue deadlines:** [list slugs where next_deadline has passed]
- **Stale (>30d no update):** [list]
- **Conflicts unresolved:** [list slugs with `conflicts.status in [pending, not-run]`]
- **Conflicts bypassed (override active):** [list slugs where `conflicts.override.by` is populated — permanent flag until manually cleared]
- **High/critical risk without outside counsel:** [list]
- **Reserved without last_updated in >60d:** [list] — reserve recalibration likely overdue
- **Hold not issued on active litigation:** [list]
- **Missing fields:** [slug → field]
---
## Closing advice
[One or two sentences on what to look at first, if anything stands out. Not boilerplate — only if something truly stands out.]
Anomaly rules
These are the checks that make the skill useful rather than decorative:
- Overdue deadline:
next_deadline < todayandstatus != closed - Stale:
last_updated < today - 30dandstatus != closed - Conflicts unresolved:
conflicts.status in [pending, not-run]andstatus != closed3b. Conflicts override active:conflicts.override.by != null(never auto-clears) - High-risk uncovered:
risk in [high, critical]andoutside_counsel.firm == null - Stale reserve:
materiality == reservedandlast_updated < today - 60d - Hold gap:
status in [threatened, active, discovery, trial, appeal]andlegal_hold.issued == false— preservation duty attaches at reasonable anticipation, sothreatenedmatters are in scope. - Missing fields: any required field null —
risk,materiality,status,opened,conflicts.status
Close with the next-steps decision tree
End with the next-steps decision tree per CLAUDE.md ## Outputs. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.
If the portfolio has more than ~10 matters, or any time the user asks: offer the dashboard (see CLAUDE.md ## Outputs → Dashboard offer for data-heavy outputs). Shape the offer for this output — counts by risk tier, a timeline of upcoming deadlines, and a sortable matter ledger with status, conflicts check, and last-touched date.
What this skill does not do
- Make decisions. It surfaces what needs attention; the user decides priority.
- Pretend precision it doesn't have. Exposure midpoints are rough and should be labeled so.
- Replace a real MMS. This is a working-memory rollup, not a system of record.
FAQ
What does the portfolio-status skill do?
Roll up the portfolio from log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.
How do I install portfolio-status?
Run npx skills add https://github.com/anthropics/claude-for-legal --skill portfolio-status in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/portfolio-status/ (personal) or .claude/skills/portfolio-status/ (project).
Which AI agents can use portfolio-status?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is portfolio-status safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains portfolio-status?
It is published by anthropics in anthropics/claude-for-legal, and it is an official skill from the maker of the technology it covers. It has 586 recorded installs.
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