# Your tracker, simplified One command, one visual, always current. --- ## What's changed Your old `Origin_Matter_Tracker.xlsx` is no longer where the truth lives. The truth now lives in a `MATTER-STATUS.txt` file inside each matter folder (yesterday's `/bulk-setup-matter` created one in all 121 of your Origin matter folders). A separate file at the top of your Origin SharePoint folder, `tracker-snapshot.txt`, is a single consolidated summary of all 121 matters. It's the file your dashboard reads. You don't have to think about it - the dashboard refreshes it for you. The Excel still exists for historical reference, but you don't update it anymore. Update `MATTER-STATUS.txt` per matter (via `/session-close` at the end of each matter session); the dashboard picks it up automatically. --- ## The one command you actually run ### `/tracker-dashboard` **What it does:** opens an interactive view of all your matters. Sections include Overdue, Due Today, Due This Week, ASIC Reinstatement, Awaiting Closure, Portfolio Snapshot, and Flags. Click any matter row for full status detail. **When to run:** any time you want the visual portfolio view. Once at the start of your day is the typical pattern. **Where to run:** inside your Origin Firm Hub project in Cowork. **Time:** 10-30 seconds the first time you run it on a given day (it refreshes the underlying data); instant on subsequent opens within the same day. **What it does under the hood:** if the underlying snapshot file is missing or more than 24 hours old, the dashboard automatically runs `/aggregate-tracker-snapshot` first, then renders. You never have to remember to refresh. --- ## What runs silently in the background ### `/aggregate-tracker-snapshot` (auto-invoked) You don't run this directly any more. It runs automatically inside `/tracker-dashboard` if the data is stale. The skill walks every Origin matter folder, reads each one's status file, and writes the consolidated `tracker-snapshot.txt` at the top of your Origin SharePoint folder. You only run it manually if you want a fresh snapshot file without opening the dashboard - e.g. for a downstream report or a one-off data export. ### `/session-close` (per matter) This is what keeps the dashboard accurate. Run it at the end of each matter working session. It writes the matter's current state to `MATTER-STATUS.txt`. The dashboard reads from those status files via the snapshot. If `/session-close` isn't being run after matter work, the dashboard will show stale stage data. That's the only failure mode worth knowing about. --- ## Emergency only ### `/tracker-repair` **What it does:** if your old `Origin_Matter_Tracker.xlsx` won't open ("missing central directory" or "Content_Types" error), this diagnoses what's wrong and produces a repaired copy alongside the original. Original is never modified. **When to run:** only when the old Excel is broken and you actually need it open. The new dashboard system doesn't depend on the Excel - this skill is a safety net for the legacy file. **Where to run:** inside your Firm Hub project. Either upload the broken file into the chat first, or pass the SharePoint path if connected via the M365 connector. **Time:** 30-60 seconds. --- ## Daily flow 1. Open your Origin Firm Hub project in Cowork 2. Run `/tracker-dashboard` 3. Click around. Click any matter for the full status detail. That's it. One command. The dashboard takes care of the rest. --- ## Why this is better than the old Excel - Always current (the dashboard refreshes itself; you don't manage it) - One command to open the daily view (down from two) - No more zip-corruption errors that broke your Excel weekly - Click-through to matter detail, not just rows in a sheet - Sarah and any future team member sees the same portfolio view from her own Cowork - no shared Excel to fight over - Your existing 9am scheduler can be pointed at this instead - same routine, better data source (we'll wire that up in Session 3) --- ## If something doesn't look right - **A matter's stage looks out of date:** `/session-close` probably wasn't run after recent work on that matter. Run `/session-close` from inside the matter project, then re-open `/tracker-dashboard` from the Firm Hub project. - **A matter is missing from the dashboard entirely:** that matter's folder probably doesn't have a `MATTER-STATUS.txt` yet. Open the matter as a Cowork project, run `/session-close`, then refresh the dashboard. - **Dashboard freshness banner is amber or red:** click `/tracker-dashboard` again. The banner means the snapshot is more than 24 hours old; running the command refreshes it. - **Old Excel won't open:** `/tracker-repair`. - **Anything else:** tell Liam, we'll fix it before Session 3.