matter-allocation-instruction-scott-margetts

lawvable/awesome-legal-skills

Executes matter allocation and firm engagement from firm selection through to a live, properly-instructed matter. Match the right firm to a new matter using the right-sourcing framework. Produce a complete matter instruction ready to send. Generate the onboarding checklist that closes conflict clearance, engagement letter, OCG, and e-billing gates. Audit an existing instruction for gaps with a remediation note ready to send. This is the execution layer for a matter that has been sourced. Panel-design-selection (Skill 2) defines which firms are on the panel. RFP-pitch-management (Skill 3) selects firms through a competitive process. This skill instructs the selected firm and closes the onboarding gates.

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