New matter? One command. Everything created.
When you open a new matter, one command creates the folder structure, calendar entries, billing codes, contact records, and conflict check. No more entering the same data into five disconnected systems.
Create a skill called "Matter Setup Wizard" for a lawyer. When I open a new matter, I'll provide: client name, matter type (litigation, transactional, etc.), adverse parties, key dates (statute of limitations, filing deadlines, court dates), and billing information. From this single input, do the following: (1) Create a matter folder with my standard subfolder structure for that practice area. (2) Add all key dates to my calendar with reminders. (3) Create a billing matter code using my naming convention. (4) Add all parties to my contacts with their roles. (5) Run a conflict check and save the clearance report. (6) Generate a matter information sheet with all details. (7) Create an opening checklist and track completion of each item. Ask me for my folder templates and naming conventions during initial setup.
Opening a new matter means creating entries in your file system, billing
system, calendar, contacts, and conflict database. This skill does it all
from a single input — one matter, one command, everything set up.
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