update-matter

Updates matter details from conversation context. Use when Mandy says 'update matter', 'insurer rejected', 'claim accepted', 'change stage', 'add party', describes what happened on a matter, or provid

SKILL.md

GitHub

Update Matter — Conversation-First

Important

  • Manual-only. Extract changes from conversation first.
  • Validate all changes (valid stage transitions, ISO dates, valid enums).

Instructions

Step 0: Resolve Matter

Step 1: Read and Extract

Read matter.json fully. Check conversation for changes Mandy described. If found, confirm: "I'll update {id} with: [list changes]. Correct?" If no context: "What's changed on this matter?"

Step 2: Validate and Apply

Check stage transitions are valid (consult reference/stage-definitions.md). Calculate any triggered deadlines from rules/deadlines.json. Update limitation_expiry if DOI changed.

Step 3: Auto-advance Check

If Mandy explicitly stated a stage change: apply it. If auto-advance detected but not mentioned: suggest only.

Step 4: Commit and Follow Up

Update index. Log and commit. Suggest follow-ups based on changes (e.g., stage to rejected → "Draft conciliation?"). Proactive check.