skills/organize-case-docs/templates/matter-map.md

# Matter map

## Identity and authority

- Matter ID:
- Caption:
- Client and parties:
- Court/forum and jurisdiction:
- Case number and venue:
- Procedural posture:
- Governing law and orders:
- As-of date and source-set boundary:

## Authority and risk

| Item | Status | Source or exact locator | Owner | Next action |
| --- | --- | --- | --- | --- |
| Engagement/conflicts |  |  |  |  |
| Preservation trigger/hold |  |  |  |  |
| Confidentiality/protective order |  |  |  |  |
| Known deadlines |  |  |  |  |
| Unreadable or missing sources |  |  |  |  |

## Objectives and case theory

- Client objectives:
- Claims and defenses:
- Remedies and damages:
- Primary decisions pending:
- Known:
- Unverified or disputed:
- Missing:
- Needs lawyer decision:

## Linked artifacts

| Artifact | Path or ID | Version/digest | Last verified | Owner |
| --- | --- | --- | --- | --- |
| Source manifest |  |  |  |  |
| Chronology |  |  |  |  |
| Claim/defense chart |  |  |  |  |
| Issue/evidence matrix |  |  |  |  |
| Witness tracker |  |  |  |  |
| Exhibit tracker |  |  |  |  |
| Deadline tracker |  |  |  |  |
| Docreview handoff |  |  |  |  |

## Next actions

| Action | Owner | Due | Dependency | Status |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |

## Closeout record

- Matter closed/effective date:
- Judgment, settlement, appeal, or enforcement status:
- Transfer/return instructions:
- Hold-release authority and date:
- Retention rule and trigger:
- Disposition authority, method, date, and certificate:
- Final archive/index location: