Skill index
All 190 skills in the library, grouped by practice area. Each skill produces draft legal work product for review by a licensed attorney.
Legal Research
| Skill | Agent trigger description |
|---|---|
| Authority Synthesis | Use when synthesizing a rule statement from multiple judicial opinions (and, where relevant, statutory or secondary sources) for a single Question Presented, producing a structured synthesis with explicit majority-and-minority handling, a temporal-confidence pass for older authority, and a Holding / Relevance / Weight block per authority — capped at the smallest set that supports the rule. |
| Case Brief | Use when producing a structured brief of a single judicial opinion for attorney review, extracting the facts, procedural posture, issue, holding, reasoning, rule, and weight in a fixed template — with every slot tied to a specific passage in the provided opinion and the case verified against connectors/courtlistener.md where applicable. |
| Legal Research Memo | Use when producing a structured legal research memo in response to a specific legal question, organizing analysis using IRAC discipline (Question Presented, Brief Answer, Facts, Assumptions, Discussion/Analysis, Conclusion) with explicit sourcing requirements and attorney verification checkpoints. |
| Regulatory History Tracer | Use when tracing the amendment history of a specific CFR section — what the text said on a given date, which Federal Register rulemakings amended it, and what version was in effect at a specific point in time — producing a date-stable history table for attorney review, verified through connectors/ecfr.md and connectors/federal-register.md. |
| Research Plan | Use when scoping a legal-research task before any research is conducted, producing a research roadmap of statute leads, case-law areas, search terms, and source-hierarchy targets — with no citations and no analysis — so the attorney can approve the scope before authority is gathered. |
Litigation
| Skill | Agent trigger description |
|---|---|
| Brief Section Drafter | Use when drafting a single section of a litigation brief — such as a statement of facts, argument section, standard of review, or conclusion — that is cited to the record, consistent with the case theory, and fully flagged for attorney verification before filing. |
| Claim Chart | Use when building an element-by-element claim chart — mapping patent claim limitations or the elements of a civil cause of action or affirmative defense against evidence — to produce a structured gap analysis for attorney review. |
| Demand Letter | Use when drafting a demand letter for attorney review — running a structured intake, a pre-draft risk gate, and a draft with every legal conclusion, damages figure, and deadline flagged for attorney confirmation before sending. |
| Deposition Preparation | Use when building a structured deposition outline from the case theory, witness profile, and documentary record to produce a focused, attorney-ready map for taking or defending a deposition. |
| Legal Hold | Use when preparing a litigation hold notice and preservation-scope summary — issuing a new hold, refreshing an existing one, or releasing a closed one — as draft legal work product for attorney review before distribution to custodians. |
| Litigation Chronology | Use when building a factual timeline for litigation from provided source documents, producing a structured chronology table with citations, disputed/undisputed flags, and gap analysis for attorney review. |
| Matter Intake | Use when opening a new litigation or dispute matter to produce a structured intake summary capturing parties, claims, jurisdiction, key dates, and immediate action flags for attorney review. |
| Privilege Log Review | Use when conducting a first-pass review of a privilege log to sort entries into three tiers — confidently privileged, uncertain (flagged for attorney decision), and recommend-remove — so attorney review time focuses on the entries that require judgment. |
| Subpoena Triage | Use when an incoming subpoena has been received to produce a structured triage summary identifying the compliance deadline, scope, objections, privilege issues, preservation obligations, and internal notification requirements for immediate attorney review. |
Contracts
| Skill | Agent trigger description |
|---|---|
| Contract Risk Review | Use when reviewing a general commercial contract — such as a master services agreement, vendor agreement, supplier contract, or professional services agreement — to produce a structured risk assessment and prioritized issue list for attorney review. |
| NDA Review | Use when reviewing a non-disclosure or confidentiality agreement to produce a triage rating (route, flag, or stop), a structured risk summary, and prioritized redline points for attorney review. |
| Redline Summary | Use when summarizing the substantive changes between two versions of a contract, a set of tracked changes, or a base agreement plus a series of amendments — to produce a change-by-change table and narrative of the most material shifts for attorney review. |
| SOW Review | Use when reviewing a statement of work or work order to assess scope clarity, deliverables, acceptance criteria, timeline, pricing, and — critically — consistency with the governing master agreement. |
| Vendor Agreement Status | Use when assembling a consolidated status report of the agreements in place with a given vendor — what is executed, current, expired, or missing — with a gap analysis, upcoming dates, and surviving obligations for attorney review. |
Corporate
| Skill | Agent trigger description |
|---|---|
| Board Minutes | Use when drafting minutes of a board of directors or board-committee meeting as a corporate record, producing a structured draft for attorney review. |
| Closing Checklist | Use when building or updating a transaction closing checklist — conditions precedent, closing deliverables, and pre-closing actions — and identifying what is blocking a deal closing, as draft work product for attorney review. |
| Diligence Issue Extraction | Use when reviewing provided due-diligence documents for an M&A or investment transaction to extract material issues into a structured, severity-sorted issues memo for attorney review. |
| Entity Compliance Review | Use when organizing and reviewing an organization's corporate-entity compliance status — periodic filings, registered-agent status, and good standing — into a structured review that flags overdue, due-soon, and unknown items as draft work product for attorney review. |
| Material Contract Schedule | Use when building the disclosure schedule that lists contracts meeting a transaction agreement's definition of \"Material Contract,\" producing a draft for attorney review before it is delivered as an exhibit. |
| Written Consent | Use when drafting a board or board-committee action by written consent in lieu of a meeting to produce a structured draft for attorney review. |
Employment
| Skill | Agent trigger description |
|---|---|
| Employee Policy Review | Use when reviewing an employee handbook or individual workplace policy — or a proposed change to one — for clarity, internal consistency, completeness, and legal risk flags requiring attorney and jurisdiction-specific review. |
| Hiring Review | Use when reviewing an employment offer letter (and any restrictive-covenant exhibits) against the candidate's actual work jurisdiction and the employer's standard hiring practices to produce a structured draft review memo with a verdict, for attorney review. |
| Internal Investigation | Use when supporting an attorney-directed internal investigation to track evidentiary coverage, connect evidence to issues, and draft a privileged investigation memorandum and audience-specific summaries as draft work product for attorney review. |
| Protected Leave Review | Use when organizing and reviewing a protected-leave situation to identify the leave frameworks that may apply, surface procedural obligations and deadlines requiring verified research, and flag adverse-action exposure — producing draft legal work product for attorney review. |
| Severance Review | Use when reviewing a severance or separation agreement to produce a structured analysis of consideration, release scope, restrictive covenants, and open legal issues for attorney review. |
| Termination Risk | Use when organizing and reviewing the facts surrounding a proposed employee termination so an attorney can assess legal risk before the termination occurs. |
| Wage and Hour Question Triage | Use when a specific wage-and-hour or related employment question — such as overtime eligibility, exemption status, break entitlements, final-pay timing, paid-time-off payout, or leave eligibility — needs to be structured and analyzed against verified, jurisdiction-specific rules, producing a draft analysis for attorney review. |
| Worker Classification | Use when organizing the facts of a proposed worker engagement and structuring an analysis of whether the worker should be classified as an employee or an independent contractor, producing a draft classification analysis memo for attorney review. |
Privacy
| Skill | Agent trigger description |
|---|---|
| DPA Review | Use when reviewing a data processing agreement (DPA) or data processing addendum to produce a structured risk summary and prioritized issues for attorney review. |
| DSAR Workflow | Use when an organization receives a data subject access request (or any data subject rights request) and needs a structured triage, handling record, and response plan for attorney review. |
| Privacy Impact Assessment | Use when drafting an internal privacy impact assessment for a new or changed processing activity to document the data involved, design-linked risks, policy consistency, and mitigations for privacy-counsel review. |
| Privacy Policy Gap Review | Use when reviewing a published privacy policy or privacy notice to identify gaps, internal inconsistencies, and discrepancies between what the policy says and the organization's described actual data practices. |
Product Legal
| Skill | Agent trigger description |
|---|---|
| AI Feature Review | Use when conducting a legal issue-spotting review for a product feature that uses AI or machine learning to produce a structured issues register and recommendations for attorney review. |
| Launch Review | Use when conducting a pre-launch legal issue-spotting review for a new product or feature to produce a structured issues register and a draft go/hold/conditions recommendation for attorney sign-off. |
| Marketing Claims Review | Use when reviewing marketing or advertising copy for legal risk to produce a claim-by-claim analysis, substantiation requirements, and flagged disclosures for attorney review. |
| Terms of Service Review | Use when reviewing a terms of service or terms of use document to produce a structured risk summary, issues table, and prioritized recommendations for attorney review. |
Regulatory
| Skill | Agent trigger description |
|---|---|
| Compliance Gap Matrix | Use when mapping a set of regulatory or framework requirements against an organization's current controls to surface gaps, prioritize remediation, and produce an attorney-ready draft gap analysis. |
| Compliance Program Tracker | Use when building an ongoing compliance-program tracker for a framework — mapping requirements to controls, owners, and evidence, building an audit calendar, and surfacing evidence gaps and remediation items for attorney review and audit readiness. |
| Enforcement Risk Memo | Use when structuring a memo that assesses potential enforcement exposure for a described practice, conduct, or set of facts, to produce attorney-ready draft analysis for review. |
| Rule Change Summary | Use when summarizing a regulatory rule change, proposed rule, or official guidance document and its practical impact on an organization, based on the actual document provided. |
AI Governance
| Skill | Agent trigger description |
|---|---|
| AI Use Case Intake | Use when a new or modified AI/ML use case needs to be documented and triaged so legal, compliance, and governance teams can assess risk and route it to the right specialists. |
| AI Vendor Terms Review | Use when reviewing the terms of service, API agreement, or usage policies of an AI vendor or AI-enabled service to produce a structured risk summary and prioritized redline points for attorney review. |
| Employee AI Policy | Use when reviewing a draft internal employee AI-use policy — or drafting review criteria when no policy exists — to identify gaps, inconsistencies, and priority issues for attorney and HR review. |
| Model Risk Triage | Use when triaging the legal and governance risk of a specific AI model or AI system before or during deployment, to produce a structured risk register and recommended controls for attorney and governance review. |
Intellectual Property
| Skill | Agent trigger description |
|---|---|
| Cease and Desist Response | Use when a client has received a cease-and-desist letter or similar IP demand and needs a structured triage memo — covering the assertion, exposure, response options, and immediate actions — for attorney review before responding. |
| DMCA Takedown | Use when preparing a takedown notice for infringing content or evaluating a takedown notice received against the user's content, including whether a counter-notice may be appropriate. |
| Infringement Triage | Use when a client needs a first-pass, structured triage of a potential intellectual property infringement issue — identifying the key factors, flagging their direction, and routing to IP counsel — without concluding whether infringement occurred. |
| Invention Disclosure Intake | Use when a user wants a structured first-pass screen of a proposed invention to assess whether it warrants patent-counsel attention, with filing-deadline urgency flagging. |
| Open Source License Review | Use when reviewing the open-source licenses present in or proposed for a project to identify compliance obligations and flag compatibility or disclosure risks for attorney review. |
| Patent Freedom-to-Operate Triage | Use when a user needs a structured first-pass review of potential patent blocking issues for a product, process, or feature against a set of identified patents, to flag risk areas and route findings to patent counsel for a formal freedom-to-operate opinion. |
| Trademark Clearance Triage | Use when a user wants a preliminary triage of a proposed brand name, product name, or logo before engaging trademark counsel for a formal clearance search. |
Financial Crime / AML
| Skill | Agent trigger description |
|---|---|
| KYC Onboarding Review | Use when reviewing a client or investor onboarding packet to inventory documents, extract KYC fields, apply the firm's KYC/AML rules grid, propose a customer risk rating, and assemble an escalation packet for compliance and attorney review. |
| Sanctions Screening Review | Use when reviewing sanctions, PEP, or adverse-media screening results for named parties to compare identifiers, classify each potential match by confidence, separate likely false positives from genuine hits, and recommend a disposition for compliance and attorney review. |
Real Estate
| Skill | Agent trigger description |
|---|---|
| Closing Deliverables Tracker | Use when building a closing checklist of deliverables for a real estate transaction, tracking responsible party, status, and dependencies. |
| Commercial Lease Review | Use when reviewing a commercial lease from a specified party's perspective to spot business and legal issues and produce a risk matrix for attorney review. |
| Estoppel and SNDA Review | Use when reviewing tenant or landlord estoppel certificates, SNDAs, and recognition agreements, and comparing them against the lease where provided. |
| Lease Abstract | Use when extracting the key business and legal terms of a commercial lease into a structured, source-cited abstract for attorney review. |
| Lease Amendment Reconciliation | Use when reconciling a base lease against its amendments, side letters, assignments, and related documents to determine the current controlling terms. |
| Purchase and Sale Agreement Review | Use when reviewing a real estate purchase and sale agreement from a specified party's perspective to spot issues and produce a risk matrix for attorney review. |
| Real Estate Diligence Checklist | Use when generating a tailored real estate due-diligence checklist based on the transaction type, property type, jurisdiction, party role, and document set. |
| Title and Survey Objection Tracker | Use when organizing title commitment exceptions and survey matters into a tracked, source-cited objection list for attorney review. |
| Zoning and Use Restriction Issue Spotter | Use when issue-spotting zoning, permitted-use, recorded-restriction, and use-clause concerns from provided materials and producing questions for local counsel. |
Mergers & Acquisitions
| Skill | Agent trigger description |
|---|---|
| Acquisition Diligence Request List | Use when generating a tailored M&A due-diligence request list, organized by workstream, for a buyer or seller in an acquisition. |
| Data Room Index Review | Use when reviewing an M&A data room index or file list to identify missing diligence categories, coverage gaps, and follow-up requests for attorney review. |
| Indemnity and Escrow Risk Review | Use when analyzing the indemnification and escrow architecture of an M&A purchase agreement — survival, caps, baskets, escrow, and recovery mechanics — for attorney review. |
| Integration Legal Issues Checklist | Use when generating a legal integration checklist after signing or closing an M&A transaction, organized by workstream for legal and business owners. |
| LOI and Term Sheet Review | Use when reviewing a letter of intent, term sheet, or indication of interest for an M&A transaction to surface the deal terms, the binding-versus-non-binding provisions, and negotiation issues for attorney review. |
| M&A Closing Deliverables Tracker | Use when building a closing checklist of deliverables for an M&A transaction, tracking responsible party, status, dependencies, and signature and delivery needs. |
| Post-Closing Obligations Tracker | Use when extracting and organizing the post-closing covenants and obligations from an M&A acquisition agreement and its ancillary documents into a tracked, source-cited obligation list. |
| Purchase Agreement Issue List | Use when reviewing an M&A purchase agreement — a merger, stock purchase, asset purchase, or membership-interest purchase agreement — from a buyer or seller perspective to produce an issue list and risk matrix for attorney review. |
| Reps and Warranties Disclosure Schedule Review | Use when comparing the representations and warranties in an M&A purchase agreement against the disclosure schedules to surface gaps, mismatches, and unresolved items for attorney review. |
| Third-Party Consents and Assignment Review | Use when identifying contractual consent, notice, change-of-control, and anti-assignment issues from M&A diligence contracts or summaries, organized into a consent tracker for attorney review. |
Antitrust / Competition
| Skill | Agent trigger description |
|---|---|
| Antitrust Compliance Policy Review | Use when reviewing a company's antitrust compliance policy and supporting program (training, dawn-raid protocol, document-creation guidance, reporting and discipline) — to produce a draft topic-coverage matrix, jurisdiction-coverage matrix, training/reporting/enforcement assessment, dawn-raid-protocol assessment, audience-fit notes, and drafting-suggestion list for attorney review — without attesting compliance, approving the policy, or representing it meets any jurisdiction's legal requirements. |
| Antitrust Risk Intake | Use when intaking facts about proposed or existing conduct with potential competition-law exposure into a structured triage matrix that buckets each conduct item, flags any time-critical track, and routes to the relevant deep-dive antitrust skill — without classifying conduct, defining markets, or assessing legality, reportability, or enforcement likelihood. |
| Competitor Collaboration Review | Use when reviewing a proposed or existing collaboration between actual or potential competitors (JV, R&D pact, joint purchasing, benchmarking, standard-setting, joint bidding) to produce a draft hardcore-restraint flag list, information-flow matrix, ancillarity-question table, spillover-effect flags, and jurisdiction-specific safe-harbor questions for attorney review — without applying any safe harbor, deciding per se vs. rule-of-reason, or approving the collaboration. |
| Distribution Restraints Review | Use when reviewing distribution, dealer, franchise, or marketplace arrangements (RPM/MAP, territory or customer restrictions, online-sales or marketplace bans, dual pricing, selective distribution, tying) to produce a draft restraint inventory with per-jurisdiction character flags (hardcore candidates, online-sales callouts, dual-distribution issues, state-law and sector overlays) for attorney review — without concluding enforceability, VBER applicability, or market power. |
| Exclusivity MFN Pricing Review | Use when reviewing exclusivity, MFN/parity, loyalty discount, rebate, or requirements provisions to produce a draft restraint-classification matrix, foreclosure-relevant facts table, narrow-vs-wide MFN map, loyalty/rebate structure analysis, and jurisdiction-specific framework questions (Sherman §1/§2, Article 101/102, UK CA98) for attorney review — without finding dominance, foreclosure, or legality. |
| Gun Jumping Clean Team Checklist | Use when assessing pre-closing coordination between signed-but-not-yet-closed merger parties — to produce a draft pre-closing covenant inventory, actual-conduct-vs-covenants deviation log, information-sharing log, clean-team design summary, external-communications inventory, and integration-planning guardrail list for attorney review — without concluding HSR/Article 7 compliance or approving any pre-closing conduct. |
| Information Sharing Clean Team Review | Use when reviewing a proposed or in-progress exchange of competitively sensitive information between actual or potential competitors (M&A diligence, JV, benchmarking, trade association, supply-chain reasonableness) — to produce a draft information-item matrix, per-item sensitivity flag, clean-team design summary, spillover/carryover flags, control-gap notes, and jurisdiction-specific framework questions for attorney review — without authorizing any exchange or concluding lawfulness. |
| Merger Antitrust Issue Spotter | Use when issue-spotting antitrust theories of harm in a contemplated or signed transaction — to produce a draft horizontal-overlap matrix, vertical-relationship matrix, potential/nascent-competition flags, adjacent-overlap (data/IP/labor/innovation) flags, per-jurisdiction filing-question list, diligence-request list, and pre-closing integration guardrails for attorney review — without defining markets, reaching reportability conclusions, predicting clearance, or evaluating competitive effects. |
| Pricing Algorithm Risk Triage | Use when triaging antitrust risk in a pricing recommender, dynamic-pricing engine, optimizer, or pricing-as-a-service deployment — to produce a draft data-flow map, hub-and-spoke risk assessment (vendor-driven coordination), signaling-risk flags, override/audit-posture review, vendor-diligence questions, and jurisdiction-specific framework questions (Sherman §1, Article 101, UK CMA/DMCC algorithm guidance) for attorney review — without concluding concerted practice, hub-and-spoke conspiracy, signaling violation, or approving deployment. |
| Trade Association Meeting Review | Use when reviewing a trade-association meeting (agenda, minutes, attendee list, recordings) for antitrust risk — to produce a draft attendee competitive-relationship map, per-agenda-item risk matrix, high-risk discussion excerpts, output-product inventory, standard-setting and boycott flags, and side-meeting/informal-contact inventory for attorney review — without approving attendance, output products, or concluding lawfulness of any discussion. |
Securities / Capital Markets
| Skill | Agent trigger description |
|---|---|
| Capital Markets Closing Checklist | Use when organizing the closing universe for a public or private capital-markets transaction (IPO, follow-on, secondary, debt issuance, registered direct, private placement) — to produce a draft closing-workstream tracker covering issuer/underwriter approvals, purchase/underwriting agreement bring-down, legal opinions (validity, exemption, 10b-5 disclosure letter), officer/secretary certificates, comfort letter and bring-down, lock-ups, transfer agent/DTC/legend matters, listing/FINRA items, blue-sky/Form D items, funds flow, and post-closing filings for attorney review — without approving closing or any closing condition. |
| Comfort and Backup Request Tracker | Use when assembling the comfort-letter backup request universe for a securities offering — to produce a draft tracker of each factual assertion in the offering document (financial figures, percentages and ratios, share counts, operational metrics, market-position claims, customer/employee counts, regulatory/litigation/IP claims, ESG/cybersecurity/AI claims) keyed to source, requested support, and proposed comfort treatment for attorney and accountant review — without concluding what level of comfort can be provided or approving any disclosure. |
| Form D and Blue Sky Tracker | Use when, after a Reg D triggering fact (typically first sale in a 506(b) or 506(c) offering), organizing the Form D and state notice-filing universe — to produce a draft state-by-state tracker capturing each state of sale, the user-supplied notice fee, consent-to-service-of-process status, EDGAR/coordinated-review/EFD posture, and amendment triggers for attorney review — without computing any filing deadline or asserting filing completeness. |
| Insider Trading Policy Review | Use when reviewing a company's insider-trading policy — to produce a draft gap matrix against current SEC rule architecture for covered persons, MNPI definition, trading windows, blackout periods, pre-clearance, Rule 10b5-1 plan provisions, gifts/pledges/hedging/margin restrictions, restricted/watch lists, training, escalation, enforcement, and recordkeeping for attorney review — without asserting which rule version is current or concluding policy adequacy [verify current SEC rule version at time of review]. |
| Investor Rights Agreement Review | Use when reviewing an investor rights agreement, side letter, or related governance instrument (information / inspection / observer / preemptive / pro-rata / ROFR / co-sale / drag-along / protective provisions / registration rights / transfer restrictions / MFN / confidentiality / termination) — to produce a draft term-by-term risk-and-issue matrix from the client's role (issuer, lead investor, follow-on, founder), with side-letter conflict flags, for attorney review — without concluding enforceability or approving the agreement. |
| Offering Document Disclosure Review | Use when reviewing an offering document (S-1, S-3, S-4, prospectus supplement, PPM, OM) for disclosure completeness — to produce a draft section-by-section disclosure-gap matrix covering business description, risk factors, use of proceeds, MD&A consistency, related-party transactions, material developments not yet disclosed, forward-looking-statement framing, and selling-stockholder posture for attorney review — without concluding adequacy of disclosure or approving the filing. |
| Private Placement Checklist | Use when organizing a Reg D 506(b) or 506(c) (or §4(a)(2)) private placement workflow — to produce a draft pre-closing diligence checklist covering accredited-investor verification posture, investor-questionnaire and purchaser-rep status, bad-actor diligence universe, transfer-restriction and legend posture, Form D triggers, and state-by-state notice-filing map for attorney review — without concluding exemption availability or approving any sale. |
| Public Company Reporting Calendar Intake | Use when intaking a public company's reporting cadence (filer status, fiscal year end, exchange/listing, recurring forms, committee/board cadence, earnings-release process, proxy/annual-meeting timing, 8-K trigger inventory, Section 16 workflow, insider-trading windows, 10b5-1 process, beneficial-ownership monitoring) — to produce a draft calendar-fact map for attorney review — without computing any filing deadline or asserting compliance with any reporting requirement. |
| Risk Factor Review | Use when reviewing the risk-factor section of an S-1, 10-K, 10-Q, S-4, proxy, PPM, or OM — to produce a draft specificity-vs-boilerplate matrix, MD&A and other-filing consistency notes, duplication and known-trend flags, and category-coverage gaps (cybersecurity / AI / privacy / supply chain / customer concentration / regulatory / litigation / liquidity) for attorney review — without concluding adequacy of risk-factor disclosure. |
| SEC Filing Consistency Check | Use when checking a set of SEC filings (10-K, 10-Q, 8-K, S-1/3/4, proxy, prospectus supplement, Form D) for cross-filing consistency — to produce a draft cross-reference matrix covering business descriptions, risk factors, MD&A narrative, financial-statement figures cited outside the financials, share counts, executive/director information, related-party disclosures, material-contract references, forward-looking-statement framing, and defined-term usage for attorney review — without concluding adequacy or correctness of any filing. |
| Section 16 and Beneficial Ownership Triage | Use when triaging Section 16 and beneficial-ownership reporting facts (Forms 3/4/5 universe, Schedule 13D vs. 13G analysis, group-formation indicators, derivative securities, voting/investment power) — to produce a draft reporting-person fact map and threshold-trigger flag list for attorney review — without concluding insider status, beneficial ownership, group formation, or any reporting obligation or deadline. |
| Securities Exemption Issue Spotter | Use when surfacing candidate exemption pathways (Reg D 506(b)/(c), Reg S, Reg A+, Reg CF, Rule 147/147A, §4(a)(2)) for a contemplated private offering — to produce a draft decision-tree-driven issue map with the facts needed to evaluate each candidate path (general-solicitation posture, accredited-investor mix, integration lookback, bad-actor universe, state-by-state blue-sky map) for attorney review — without concluding which exemption applies or that any exemption is available. |
Tax
| Skill | Agent trigger description |
|---|---|
| Crypto Digital Asset Tax Intake | Use when intaking crypto and digital-asset activity and organizing wallet, exchange, and transaction records into a source-cited intake matrix for tax professional review. |
| Employment Tax Worker Classification Intake | Use when intaking worker, engagement, and payroll facts into a source-cited facts-to-verify table for employment-tax and worker-classification review by qualified counsel. |
| Entity Tax Classification Checklist | Use when organizing entity formation, ownership, and election facts into a source-cited facts table so qualified tax counsel can evaluate tax classification. |
| International Tax Issue Spotter | Use when issue-spotting cross-border tax questions into a source-cited issue map and missing-facts list for tax counsel, without concluding treaty, withholding, PE, or CFC/PFIC treatment. |
| Sales Use Tax Nexus Triage | Use when intake-mapping sales and use tax nexus facts by jurisdiction into a source-cited fact map and open-question tracker for tax professional review. |
| Tax Covenants Indemnities Review | Use when reviewing the tax covenants and indemnities of a transaction agreement and mapping their architecture and negotiation issues for tax counsel verification. |
| Tax Document Organizer | Use when organizing a tax-related document set into a source-cited inventory with masked identifiers, missing-document list, and reviewer notes for supervised tax review. |
| Tax Issue Intake | Use when capturing and structuring the facts of a tax-sensitive matter or transaction into a source-cited working paper and tax issue map for qualified tax professional review. |
| Tax Provision Review Checklist | Use when reviewing the tax provisions of a contract and producing a source-cited issue checklist and negotiation-point list for tax professional review. |
| Transaction Tax Diligence Request List | Use when building a transaction tax diligence request list and follow-up tracker organized by tax workstream for attorney-supervised diligence. |
Bankruptcy / Restructuring
| Skill | Agent trigger description |
|---|---|
| Automatic Stay Issue Spotter | Use when issue-spotting automatic stay concerns from user-provided facts into a source-cited stay-risk fact map for attorney review, without concluding whether the stay applies. |
| Bankruptcy Deadline Tracker Intake | Use when intaking user-provided bankruptcy dates and notices into a draft deadline tracker for attorney verification, without calculating any deadline. |
| Bankruptcy Diligence Request List | Use when generating a bankruptcy or distressed-transaction diligence request list organized by workstream for attorney-supervised diligence. |
| Bankruptcy Matter Intake | Use when capturing the facts of a bankruptcy or restructuring matter into a structured, source-cited working paper for attorney review. |
| Cash Collateral DIP Financing Issue Spotter | Use when issue-spotting a cash collateral or DIP financing document into a source-cited key terms table and issue list for attorney review, without approving terms or determining lien priority. |
| Creditor Claim Intake | Use when organizing a creditor's facts and documents for a potential bankruptcy claim into a source-cited claim facts table for attorney review. |
| Distressed Asset Sale Checklist | Use when building a bankruptcy or distressed asset-sale checklist, contract/cure tracker, and closing-deliverables tracker for attorney review. |
| Executory Contract Assumption Rejection Checklist | Use when organizing executory contract and unexpired lease facts into a source-cited contract status table and assumption/rejection issue list for attorney review. |
| Plan Disclosure Statement Issue Spotter | Use when issue-spotting a Chapter 11 plan and disclosure statement into a source-cited treatment table and issue list for attorney review, without concluding confirmability. |
| Preference Demand Response Triage | Use when organizing the facts for responding to a preference demand into a source-cited transfer timeline and defense-facts checklist for attorney review. |
| Proof of Claim Checklist | Use when building a proof-of-claim preparation checklist and supporting-document tracker for attorney review, without preparing a filing-ready claim. |
| Restructuring Term Sheet Review | Use when reviewing a restructuring support agreement, forbearance agreement, workout term sheet, or related restructuring document into a source-cited key terms table and issue list for attorney review. |
Insurance
| Skill | Agent trigger description |
|---|---|
| Bad Faith Risk Triage | Use when issue-spotting potential claim-handling and bad-faith risk themes from claim file materials into a source-cited risk-theme list for attorney review. |
| Certificate of Insurance Review | Use when reviewing certificates of insurance and related endorsements against contract insurance requirements into a source-cited comparison table for attorney review. |
| Claims Chronology Builder | Use when building a source-cited claim chronology from notices, correspondence, adjuster notes, pleadings, demands, and payment history for attorney review. |
| Coverage Issue Spotter | Use when issue-spotting insurance coverage questions from a policy, claim facts, tender, pleadings, and correspondence into a source-cited coverage issue matrix for attorney review. |
| Coverage Position Outline | Use when assembling a draft coverage-position outline from supplied policy and claim materials for a coverage attorney to develop and decide. |
| Insurance Policy Summary | Use when summarizing an insurance policy into a source-cited overview of declarations, coverage parts, limits, exclusions, endorsements, and conditions for attorney review. |
| Insurance Requirements Contract Review | Use when reviewing the insurance and indemnity clauses of a contract, lease, or MSA into a source-cited requirements table and risk matrix for attorney review. |
| Insurer Insured Communications Review | Use when reviewing insurer, insured, claimant, or broker communications for clarity, consistency, privilege concerns, and claim-handling risk for attorney review. |
| Policy Renewal Placement Diligence Checklist | Use when generating a legal and compliance diligence checklist for an insurance policy renewal or placement for attorney and broker review. |
| Reservation of Rights Review | Use when reviewing a reservation of rights letter or coverage correspondence into a source-cited issue list and provision-reference table for attorney review. |
| Subrogation Recovery Tracker | Use when organizing potential subrogation, reimbursement, salvage, contribution, and recovery facts from a loss into a source-cited recovery fact map for attorney review. |
| Tender Letter Review | Use when reviewing a tender letter, notice of claim, or additional insured or contractual indemnity tender into a completeness checklist and risk flags for attorney review. |
Trusts & Estates
| Skill | Agent trigger description |
|---|---|
| Asset Liability Inventory Builder | Use when building a structured, source-cited inventory of estate or trust assets and liabilities for attorney review, without valuing assets. |
| Beneficiary Designation Review | Use when reviewing beneficiary designations and account titling into a source-cited table and inconsistency list for attorney review. |
| Capacity Undue Influence Facts Organizer | Use when organizing the facts relevant to capacity and undue-influence questions into a source-cited chronology for attorney review, without determining capacity or undue influence. |
| Estate Document Summary | Use when producing a source-cited summary of a will, trust, codicil, amendment, power of attorney, or advance directive for attorney review. |
| Estate Litigation Facts Chronology | Use when building a source-cited factual chronology for a will contest, trust contest, or fiduciary dispute for attorney review, without assessing the merits. |
| Estate Planning Intake | Use when capturing the facts of an estate-planning matter into a structured, source-cited working paper and planning issue map for attorney review. |
| Estate Tax Issue Intake | Use when capturing the facts of an estate, gift, GST, or inheritance tax matter into a source-cited issue map for tax professional review, without calculating taxes. |
| Fiduciary Duty Issue Spotter | Use when issue-spotting potential fiduciary-duty questions from provided facts and documents into a source-cited issue matrix for attorney review. |
| Post Death Administration Task Tracker | Use when building a source-cited post-death administration task tracker for attorney review, without calculating deadlines or approving distributions. |
| Probate Document Checklist | Use when building a probate document checklist and missing-document list for attorney review, without preparing filing-ready probate forms. |
| Trust Administration Tracker | Use when building a source-cited trust administration task tracker for attorney review, without approving distributions or determining entitlement. |
| Trust Funding Checklist | Use when building a checklist for funding or reviewing the funding of a trust into a source-cited tracker for attorney review. |
Family Law
| Skill | Agent trigger description |
|---|---|
| Asset / Debt Schedule Builder | Use when building a source-cited property and debt schedule from user-provided facts and documents for a family law matter, for attorney review. |
| Child Support Facts Intake | Use when gathering the facts relevant to a child support review into a structured intake table, missing-documents list, and questions for counsel — without calculating support. |
| Custody / Parenting Facts Chronology | Use when building a source-cited chronology of parenting and caregiving facts for a custody or parenting dispute, for attorney review. |
| Custody Order Review Checklist | Use when reviewing an existing or proposed custody or parenting order for clarity and administration issues, producing an order-clarity checklist and ambiguity table for attorney review. |
| Divorce Intake Organizer | Use when organizing the facts of a divorce or dissolution matter into a structured facts table, missing-documents list, and issue map for attorney review. |
| Domestic Violence Safety Referral Checklist | Use when organizing facts and referral/escalation considerations for a domestic violence or abuse-related concern in a family law matter, for attorney review — without creating a safety plan. |
| Family Law Discovery Tracker | Use when organizing family-law discovery requests, responses, disclosures, subpoenas, authorizations, deficiencies, and meet-and-confer items into a tracker for attorney review. |
| Family Law Hearing Prep Checklist | Use when building a hearing-preparation checklist for a family law hearing — pleadings, declarations, exhibits, disclosures, witnesses, and open questions — for attorney review. |
| Family Law Matter Intake | Use when opening a new family law matter and you need a structured intake summary, issue map, missing-facts list, document request list, and safety/escalation flags for attorney review. |
| Parenting Schedule Facts Organizer | Use when organizing the facts relevant to a parenting schedule discussion into a facts table, conflict/ambiguity list, and logistics checklist for attorney review. |
| Settlement Agreement Issue Spotter | Use when reviewing a marital settlement, parenting, support, or custody-stipulation agreement to produce a key-terms table, issue list, ambiguity list, and missing-provisions list for attorney review. |
| Spousal Support Facts Intake | Use when gathering the facts relevant to a spousal support or alimony review into a structured intake table, missing-documents list, and questions for counsel — without calculating support. |
Legal Methodology
| Skill | Agent trigger description |
|---|---|
| Assumption Audit | Use when extracting and auditing explicit assumptions, hidden assumptions, missing facts, missing documents, jurisdiction gaps, deadline gaps, client-role ambiguity, escalation items, business decision points, and professional-responsibility concerns in draft legal work product. |
| Attorney Review Gate | Use when running a final quality gate before legal draft work product is sent, filed, relied upon, or delivered for attorney review, producing must-confirm facts, law, citations, client decisions, ethics flags, privilege flags, jurisdiction/deadline flags, and a ready-or-not-ready status. |
| Citation Integrity Check | Use when reviewing legal citations, authorities, quotations, and authority-backed propositions to classify citation source status, flag unverifiable or malformed authorities, and prepare attorney verification items without claiming automated legal citation verification. |
| Hallucination Red-Team | Use when stress-testing draft legal work product for hallucination risk by separating factual claims, legal claims, cited authorities, user-provided information, model-generated information, unsupported claims, uncertainty, and safer revisions. |
| Legal Prose Polish | Use when revising draft legal work product to remove AI-sounding filler, vague risk language, unsupported certainty, and style defects while preserving citations, defined terms, quotations, privilege labels, client instructions, and attorney-review warnings. |
| Output Format Compliance Check | Use when checking whether draft legal work product matches the requested format, required sections, labels, tables, chronology, checklist, matrix, memo, email, demand letter, client update, or research-summary structure. |
| Privilege and Confidentiality Check | Use when reviewing draft legal work product for confidential client information, privileged communications, work-product labeling, redaction/anonymization needs, external-facing disclosure risk, and safer versions for the intended recipient. |
| Red-Team Verifier | Use when checking whether a legal memo, contract review, demand letter, risk matrix, research summary, draft filing, or other legal AI output is reliable enough to rely on — adversarially stress-testing it before attorney review to surface invented authority, unsupported claims, weak reasoning, jurisdiction and deadline gaps, and professional-responsibility issues. |
| Risk Assessment | Use when applying a structured, jurisdiction-agnostic method to identify, rate, and prioritize legal risks in a situation, producing a risk register with severity bands and a prioritized summary for attorney review. |
| Source Validation | Use when classifying whether cited sources, authorities, quotations, dates, and factual claims in draft legal work product are supported by materials available in the session, applying the source hierarchy in core/source-and-citation-discipline.md. |
| Statutory Interpretation | Use when applying a disciplined analytical method to parse and interpret a statutory, regulatory, or contractual provision — mapping structure, defined terms, and competing readings — to produce a structured interpretation worksheet for attorney review. |
Legal Operations
| Skill | Agent trigger description |
|---|---|
| Legal Meeting Briefing | Use when preparing a structured briefing for a meeting with legal relevance — assembling background, participants, agenda, key documents, open issues, legal considerations, talking points, and a follow-up action-item tracker from the materials provided. |
| Signature Routing Checklist | Use when a document is believed final and ready to sign — to run a pre-signature completeness checklist, identify signers and signing order, flag blockers, and produce a routing plan for attorney review before the document is sent for execution. |
| Templated Legal Response | Use when drafting a response to a routine, recurring legal inquiry from a configured template, with a built-in escalation gate that stops the templated path when the matter shows characteristics that require individualized counsel review. |
Setup
| Skill | Agent trigger description |
|---|---|
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |