# Matter triage workflow
> Source: https://legalcode.md/skills/legalcode-matter-triage-workflow | [HTML version](https://legalcode.md/skills/legalcode-matter-triage-workflow)

Route incoming legal requests to the appropriate resource based on matter type, urgency, complexity, and organizational risk.

Route incoming legal requests to the appropriate resource based on matter type, urgency, complexity, and organizational risk. Use when a new legal request arrives, when prioritizing a backlog of open matters, or when deciding whether to handle a matter in-house or refer to outside counsel. Covers intake classification across all practice areas (contracts, employment, litigation, regulatory, IP, corporate, real estate, finance, tax), urgency scoring with SLA targets (CRITICAL/HIGH/STANDARD/LOW), complexity assessment (ROUTINE/MODERATE/COMPLEX/BET-THE-COMPANY), resource matching (self-service, paralegal, junior counsel, senior counsel, GC, outside counsel, specialist, ALSP), budget routing with authority levels, and escalation protocols for matters crossing risk thresholds. Supports configurable routing rules by business unit, geography, and matter type. Integrates with ticketing and matter management systems. Produces a structured routing recommendation with resource assignment, SLA target, estimated cost, and escalation determination. Jurisdiction-agnostic with localization markers. Related: legalcode-client-intake-workflow, legalcode-conflict-check, legalcode-contract-review.

This skill routes incoming legal requests to the appropriate resource — from self-service template libraries through in-house counsel tiers to outside counsel and crisis teams — based on a structured assessment of matter type, urgency, complexity, and organizational risk. **Covers:** - Intake classification across 12 practice area categories with subcategories - Urgency scoring (CRITICAL / HIGH / STANDARD / LOW) with SLA targets - Complexity assessment (ROUTINE / MODERATE / COMPLEX / BET-THE-COMPANY) with weighted scoring - Risk profiling (financial exposure, reputational risk, regulatory dimension, criminal exposure) - Resource matching across the full legal service delivery stack - Budget routing with configurable authority levels - Auto-escalation triggers for matters crossing defined risk thresholds - Configurable routing rules by business unit, geography, and matter type - Integration with matter management systems, CLM platforms, and ticketing tools - Structured routing recommendation with resource assignment, SLA, cost estimate, and escalation determination **Does not:** - Perform conflict of interest checks (see `legalcode-conflict-check`) - Handle full client intake and onboarding (see `legalcode-client-intake-workflow`) - Review contract clauses or generate redlines (see `legalcode-contract-review`) - Replace attorney judgment on matter acceptance, strategy, or escalation decisions - Apply to one jurisdiction exclusively — jurisdiction-agnostic with [JURISDICTION-SPECIFIC] markers **Related skills:** ...

## Jurisdictions

Global



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*Legalcode -- legalcode.md*