Portfolio Status Skill for Claude

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.

1k tokens

context cost

the whole folder, loaded on every use

files

instructions only

copies elsewhere

how many repositories repackaged it

8996

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/anthropics/claude-for-legal --skill portfolio-status

The instruction itself

9 sections, as written by the author

/portfolio-status

Load ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → risk calibration (defines how to read the risk: 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 (or critical / medium / low) — filter by risk band
--stale — only matters with last_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 < today and status != closed
Stale: last_updated < today - 30d and status != closed
Conflicts unresolved: conflicts.status in [pending, not-run] and status != closed

3b. Conflicts override active: conflicts.override.by != null (never auto-clears)

High-risk uncovered: risk in [high, critical] and outside_counsel.firm == null
Stale reserve: materiality == reserved and last_updated < today - 60d
Hold gap: status in [threatened, active, discovery, trial, appeal] and legal_hold.issued == false — preservation duty attaches at reasonable anticipation, so threatened matters 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.

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15k tokens

How to use it

Copy the folder

Take anthropics/portfolio-status from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.