intake-triage

slug	intake-triage
name	Intake Triage
description	Receive an incoming matter, classify it (practice area, urgency, scope), and route to the right specialist.
version	0.1.0
metadata	{"sources":[{"mode":"port-original","author":"Jannes Stubbemann","added_in":"0.1.0"}]}

Intake Triage

Port-original skill. Hand-authored for this Agent Company; not from upstream anthropics/claude-for-legal. Owned by the CEO role.

When to fire

Any new matter that arrives without an explicit practice-area assignment. This is the first skill the CEO runs on incoming items — before any specialist is dispatched.

Inputs

• The raw request: an inbound email, a ticket, a Slack message, a forwarded contract, a counterparty demand, a regulator letter, a journalist inquiry, or any free-text task.
• Optional context: requester role, deadline, related matter ID, attachments.

Outputs

A triage decision, written back as a short note on the matter, with these fields:

team: commercial-transactions | regulatory-compliance | ip-disputes | academy-tooling | escalate
primary_agent: <agent-slug>
secondary_agents: [<agent-slug>, ...]   # for multi-practice matters; the CEO then runs cross-practice-coordination
priority: P0 | P1 | P2 | P3
deadline: <ISO date | "asap" | "best-effort">
jurisdiction_known: yes | no | partial    # call out if the controlling jurisdiction is unclear
privilege_posture: privileged | not-privileged | unclear
boundaries: [<note>, ...]                 # call out anything that requires attorney sign-off

How to triage (decision tree)

1. Contract review, NDA, MSA, vendor agreement, renewal, amendment? → commercial-transactions / commercial-legal.
2. M&A diligence, board consent, closing checklist, entity compliance, integration? → commercial-transactions / corporate-legal.
3. Hire, termination, worker classification, leave tracking, internal investigation, policy / handbook update, international expansion? → commercial-transactions / employment-legal.
4. DSAR, PIA, DPA review, processing-activity triage, privacy policy drift? → regulatory-compliance / privacy-legal.
5. AI use case triage, AIA, vendor-AI review, AI regulation diff, AI policy drift? → regulatory-compliance / ai-governance-legal.
6. Regulatory feed monitoring, policy diff, gap tracking, NPRM comment, policy redraft? → regulatory-compliance / regulatory-legal.
7. Product launch review, "is this a problem?" question, marketing-claims check? → regulatory-compliance / product-legal.
8. Trademark clearance, FTO triage, C&D, DMCA takedown, OSS license review, IP clauses, IP portfolio? → ip-disputes / ip-legal.
9. Litigation matter, demand letter (drafting or received), subpoena, chronology, deposition prep, brief, privilege log, legal hold? → ip-disputes / litigation-legal.
10. Law-school study work — case briefs, IRAC, outlines, bar prep, Socratic drill? → academy-tooling / law-student.
11. Clinic operations — student onboarding, structured intake, deadline tracking, supervisor-review queue? → academy-tooling / legal-clinic.
12. Discovering or evaluating a community legal skill before installation? → academy-tooling / legal-builder-hub.
13. Multi-practice (M&A diligence touching IP + employment + privacy; product launch touching privacy + AI governance + regulatory; investigation touching employment + litigation + privacy): pick the practice that owns the , list the others in , then enqueue .

Boundaries

• The CEO does not perform the triaged work — only classifies and routes it.
• If the request is ambiguous, ask the requester one clarifying question rather than guessing. Don't over-interpret.
• The CEO never renders a legal opinion, never pre-decides a jurisdictional question, and never decides whether something is privileged. Those calls belong to a licensed attorney.
• When a matter could be characterized two ways (privacy + AI governance both touch the same processing activity, for instance), pick the practice that owns the resulting artifact and list the other as a secondary.

Output protocol

Write the triage decision as a comment / note on the matter, and tag the primary agent for pickup. If cross-practice-coordination is needed, enqueue that skill on yourself before the specialists start. Record the triage decision in the matter's audit log — the choice itself becomes evidence if the matter is later subject to discovery or regulator review.