Portfolio Status

What it does

When your agent uses it

• The user asks where do we stand
• How many open matters
• Wants a portfolio rollup
• Status across all active matters

Example prompts

• “where do we stand”
• “how many open matters”
• “/portfolio-status”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

1. 1Load ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → risk calibration (defines how to read the risk: field).
2. 2Follow the workflow and reference below.
3. 3Parse ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml. Filter closed matters by default (include with --all).
4. 4Produce rollup: risk distribution, deadlines in next 14/30/60 days, matters with no update in >30 days, materiality totals, stage…
5. 5Flag anomalies — everything marked critical, overdue next_deadline, matters without outside counsel assigned where risk is medium or high.

What it can do on your machine

Read from SKILL.md and the folder at commit 4a6c651. It shows what the files ask for, not the result of running them.

• Tool permissions

  Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

  From allowed-tools in the SKILL.md frontmatter.

• Runs code

  No scripts in the folder and no shell commands in SKILL.md (its code samples are markdown).

  From the folder's file list and the shell code blocks in SKILL.md.

• Network

  No URLs in SKILL.md.

  From URLs in SKILL.md, links to its own repository left out.

• Credentials

  Names no API keys, tokens, secrets or passwords.

  From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Portfolio Status loads about 1.3k tokens when it runs. Until then it costs about 77 tokens; SKILL.md has 416 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~77

When it runs · the whole SKILL.md, loaded when a task matches

~1.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from anthropics/claude-for-legal at commit 4a6c651, republished under its Apache-2.0 licence (© anthropics). 416 words, ~1,341 tokens.

name

portfolio-status

description

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.

argument-hint

[--all | --risk=high | --stale]

[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.]

© anthropics, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in litigation-legal/skills/portfolio-status of anthropics/claude-for-legal.

Open the folder on GitHubat commit 4a6c651

Used in 2 other repositories

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 2 other GitHub owners. This page covers the copy in anthropics/claude-for-legal, which our catalogue first saw on October 7, 2026.

• stakwork/stakgraphmcp/skills/litigation-legal/portfolio-status
• infometa/workbuddyskillsexperts/litigation-legal/references/source-workflows/litigation-legal/skills/portfolio-status