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.claude/skills/update-matter/SKILL.md
GitHubUpdate 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.