Setup

Cold-start interviews that configure AgentCounsel for a practice group.

19 skills in this practice area. Every skill produces draft legal work product for review by a licensed attorney.

AI Governance Cold-Start Interview

Use when an AI-governance practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/ai-governance.md for the first time.
  • An AI-governance practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the AI-governance area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the AI-governance practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Antitrust / Competition Cold-Start Interview

Use when an antitrust / competition practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/antitrust-competition.md for the first time.
  • An antitrust / competition practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the antitrust / competition area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the antitrust / competition practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Bankruptcy and Restructuring Cold-Start Interview

Use when a bankruptcy and restructuring practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/bankruptcy-restructuring.md for the first time.
  • A bankruptcy and restructuring practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the bankruptcy and restructuring area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the bankruptcy and restructuring practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Contracts Cold-Start Interview

Use when a contracts practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/contracts.md for the first time.
  • A contracts practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the contracts area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the contracts practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, clause libraries, contract templates, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Corporate Cold-Start Interview

Use when a corporate practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/corporate.md for the first time.
  • A corporate practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the corporate area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the corporate practice group — a supervising attorney or an authorized designee — who can answer questions about the group's entity portfolio, approval and signing matrices, board and committee processes, and review requirements.
  • Any existing entity charts, approval authority matrices, board resolution templates, transaction checklists, or diligence playbooks the group already uses, so they can be referenced or cited in the profile.

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Create Matter Workspace

Use when starting a new legal matter that will span multiple skills, documents, or deadlines, to select the right matter-workspace template, gather core matter information, and produce a populated workspace draft for attorney review.

When to use
  • A new legal matter is being opened that will involve more than one skill, document, deadline, or team member.
  • The user asks to "set up a matter," "create a workspace," "start a new matter file," or "organize this matter."
  • Complex or multi-step legal work is about to begin and needs a single organizing file before the first substantive skill is run.
  • An existing matter has accumulated drafts, dates, and open items across several conversations and now needs a consolidated workspace.
  • The user is unsure which matter-workspace template fits the matter and wants a recommendation.
Required inputs
  • The matter type, or enough description of the legal work to infer it: litigation or dispute, contract review, privacy, regulatory, corporate transaction, employment, or other.
  • The client's identity and the responsible attorney or team, if known.
  • A short description of the matter — what it concerns and what outcome is sought.
  • Any already-known parties, jurisdiction or governing law, key dates, and source documents.

The skill can proceed with partial information; anything not provided is recorded as a [CONFIRM: ...] placeholder. But the matter type (or enough description to infer it) and the client identity are needed to select a template and begin. If the matter type cannot be determined, ask before proceeding — do not guess.

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Employment Cold-Start Interview

Use when an employment practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/employment.md for the first time.
  • An employment practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the employment area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the employment practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Family Law Cold-Start Interview

Use when a family-law practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/family-law.md for the first time.
  • A family-law practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the family-law area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the family-law practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

Open full skill →

Insurance Cold-Start Interview

Use when an insurance practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/insurance.md for the first time.
  • An insurance practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the insurance area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the insurance practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Intellectual Property Cold-Start Interview

Use when an intellectual property practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/ip.md for the first time.
  • An intellectual property practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the intellectual property area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the intellectual property practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Litigation Cold-Start Interview

Use when a litigation practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/litigation.md for the first time.
  • A litigation practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the litigation area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the litigation practice group — a supervising attorney or an authorized designee — who can answer questions about the group's forums, conflicts process, hold triggers, settlement authority, and review requirements.
  • Any existing litigation playbooks, hold-notice templates, settlement-authority matrices, or standard procedure documents the group already uses, so they can be referenced or cited in the profile.

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M&A Cold-Start Interview

Use when an M&A practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/m-and-a.md for the first time.
  • An M&A practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the M&A area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the M&A practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

Open full skill →

Privacy Cold-Start Interview

Use when a privacy practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/privacy.md for the first time.
  • A privacy practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the privacy area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the privacy practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdictional scope, controller/processor default posture, breach-notification stance, transfer positions, and review requirements.
  • Any existing privacy policies, data-processing agreements, breach-response playbooks, records of processing activities, or data-mapping documents the group already uses, so they can be referenced or cited in the profile.

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Product Legal Cold-Start Interview

Use when a product-legal practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/product-legal.md for the first time.
  • A product-legal practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the product-legal area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the product-legal practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Real Estate Cold-Start Interview

Use when a real-estate practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/real-estate.md for the first time.
  • A real-estate practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the real-estate area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the real-estate practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

Open full skill →

Regulatory Cold-Start Interview

Use when a regulatory practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/regulatory.md for the first time.
  • A regulatory practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the regulatory area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the regulatory practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

Open full skill →

Securities and Capital Markets Cold-Start Interview

Use when a securities and capital markets practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/securities-capital-markets.md for the first time.
  • A securities and capital markets practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the securities and capital markets area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the securities and capital markets practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

Open full skill →

Tax Cold-Start Interview

Use when a tax practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/tax.md for the first time.
  • A tax practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the tax area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the tax practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

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Trusts and Estates Cold-Start Interview

Use when a trusts-and-estates practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

When to use
  • A team is adopting AgentCounsel and needs to configure practice-profiles/trusts-estates.md for the first time.
  • A trusts-and-estates practice group is being onboarded to the library and no current profile exists.
  • The library is being stood up for the first time and the trusts-and-estates area is included in scope.
  • A practice group wishes to revisit or rebuild its profile from scratch rather than make incremental updates.
Required inputs
  • A knowledgeable person from the trusts-and-estates practice group — a supervising attorney or an authorized designee — who can answer questions about the group's jurisdiction, positions, escalation rules, and review requirements.
  • Any existing playbooks, templates, source-of-truth documents, or standard-form documents the group already uses, so they can be referenced or cited in the profile.

Open full skill →