Track Deadlines and Signatures

Track Deadlines and Signatures

One skill for every standing-state tracker agent maintain. scope param pick tracker; atomic read-merge-write discipline shared.

Parameter: scope

• signatures - watch connected signing platform (DocuSign / PandaDoc / HelloSign) for outstanding docs. Draft polite reminders for laggards (never send). File executed copies to connected doc-storage (Google Drive / Dropbox / Notion). Write status board to signature-status/{YYYY-MM-DD}.md.
• counterparties - append executed agreement to counterparty-tracker.json at agent root. Fields: id, counterparty, agreementType, executedDate, effectiveDate, term, autoRenewal, noticePeriod, governingLaw, keyObligations, renewalDate, signedCopyPath. Feed deadlines scope (renewal clock) + weekly-review scope (rollup).
• deadlines - seed + refresh canonical legal calendar. Static deadlines (Delaware March 1 annual report, 83(b) 30-day from grant, 409A refresh 12 months, DSR 30-day GDPR / 45-day CCPA, TM office action 6-month, annual board consent) + dynamic deadlines from counterparty-tracker.json (renewal clocks, notice windows). Write deadline-calendar.json at agent root + 90-day readout to deadline-summaries/{YYYY-MM-DD}.md. Flag ≤ 30 days urgent, overdue critical.
• weekly-review - aggregate across agent by reading outputs.json: what shipped this week (contract reviews, drafts, audits, filings), what pending signature (from signature-status/ most recent), next deadline (from deadline-calendar.json), what flagged for attorney review (attorneyReviewRequired: true entries without resolution). Write weekly-reviews/{YYYY-MM-DD}.md.

If user name scope plain English ("chase signatures", "log this deal", "what's due", "Monday review"), infer. If ambiguous, ask ONE question naming 4 options.

When to use

• Explicit: "where are my signatures", "log {counterparty}'s executed {type}", "what's due soon / overdue", "Monday legal review", "weekly legal readout".
• Plain-English asks map to a scope: "nudge / chase pending signatures" / "who hasn't signed yet" → signatures; "I just signed something, log it" / "log this signed agreement" / "track this auto-renewal" → counterparties; "check my legal deadlines" / "what's coming up in the next 90 days" → deadlines; "weekly legal review" / "Monday rollup" → weekly-review.
• Implicit: chained from review-a-contract (any mode) to counterparties when contract hit executed status; from scheduled routines for weekly-review + deadlines; from sort-my-legal-inbox when detect executed-copy attachment for counterparties.

Ledger fields I read

Read config/context-ledger.json first.

• universal.legalContext + context/legal-context.md - recommended not required. Enrich weekly-review with standing context. If missing + weekly-review scope, run set-up-my-legal-info skill or proceed with note.
• universal.entity - required for deadlines (formation date gate Delaware March 1 relevance; 409A date set 12-month clock).
• domains.contracts.signingPlatform - required for signatures. If missing, ask ONE question - connect DocuSign / PandaDoc / HelloSign or paste status.
• domains.contracts.documentStorage - required for signatures (where to file executed copies) + counterparties (where signed copy live - signedCopyPath).
• counterparty-tracker.json - required for counterparties (read-merge-write) + deadlines (source of dynamic renewal clocks) + weekly-review (new logs this week).
• deadline-calendar.json - required for deadlines (baseline to diff against) + weekly-review (next-deadline surface).
• outputs.json - required for weekly-review (roll-up source).

If any required field missing, ask ONE targeted question with right modality hint, write, continue.

Steps

1. Read ledger + state files. Gather missing required fields per above. Write atomically.
2. Discover tools via Composio. composio search signing-platform (signatures), composio search document-storage (signatures + counterparties). No discovery needed for deadlines or weekly-review (pure file ops).
3. Branch on scope.
   • signatures:
     1. Execute signing-platform slug - list outstanding envelopes. For each: recipient, sent date, days open, last-viewed status.
     2. Draft polite reminder per laggard (> 5 days open). Never send - drafts go into status board for founder to send.
     3. For executed envelopes, fetch PDF via signing-platform slug. Execute doc-storage slug to save to well-known path (contracts/executed/{counterparty}-{YYYY-MM-DD}.pdf).
     4. Write signature-status/{YYYY-MM-DD}.md - three sections: Outstanding (+ reminders) / Recently executed (+ paths) / Stalled (> 14 days open - recommend outreach or withdraw). For each executed envelope, recommend chain to track-deadlines-and-signatures scope=counterparties to log.
   • counterparties:
     1. Take input: counterparty name, agreement type, executed date, effective date, term, auto-renewal, notice period, governing law, key obligations (brief), signed-copy path. Ask ONE question for any missing field.
     2. Compute renewalDate from effectiveDate + term - noticePeriod (critical date = when notice must be given to avoid auto-renewal).
     3. Read-merge-write counterparty-tracker.json atomically. Do not overwrite existing rows - id stable; update-in-place on match.
     4. Append to outputs.json as type: "counterparty-log".
   • deadlines:
     1. Start from canonical static deadline set:
        • Delaware annual report - March 1 every year (gate on universal.entity.state === "DE").
        • 83(b) election window - 30 days from each option grant / founder-stock restricted-purchase. Source: outputs.json entries for recent grants.
        • 409A refresh - 12 months from universal.entity.four09aDate.
        • DSR response window - 30 days (GDPR Art. 15) / 45 days (CCPA); track from any dsr-response entry in outputs.json.
        • TM office action response - 6 months from each office action; gate on domains.ip.marks.
        • Annual board consent - 365 days from last board consent.
     2. Enrich with dynamic deadlines from counterparty-tracker.json - for each open row, compute renewalDate + notice-deadline (= renewalDate - noticePeriod).
     3. Read-merge-write deadline-calendar.json: id, kind, label, due, source, authority, urgency (critical if overdue or ≤ 30 days; high ≤ 90 days; medium ≤ 180 days; low > 180 days).
     4. Write deadline-summaries/{YYYY-MM-DD}.md - 90-day readout: Critical + High first; for each, cite authority (e.g. "8 Del. C. §503", "IRC §83(b)", "GDPR Art. 15").
     5. Append to outputs.json as type: "deadline-summary".
   • weekly-review:
     1. Read outputs.json. Filter to entries with createdAt or updatedAt within last 7 days.
     2. Group by domain (contracts / compliance / entity / ip / advisory). For each: what shipped, titles + paths.
     3. Read most recent signature-status/ - surface outstanding signatures + stalled.
     4. Read deadline-calendar.json - next 3 deadlines by urgency.
     5. Surface any attorneyReviewRequired: true entries that don't yet have escalation-brief follow-up.
     6. Write weekly-reviews/{YYYY-MM-DD}.md - sections: What shipped (by domain) / Pending signature / Next 3 deadlines / Attorney-review backlog / Recommended next moves.
     7. Append to outputs.json as type: "weekly-review".
4. Atomic writes everywhere (*.tmp → rename).
5. Summarize to user. One short paragraph in plain language: the most important thing from this run (the deadline they need to know about, the signatures still pending, what shipped this week). Never name files or paths.

What I never do

• Send reminders, request signatures, or file executed copies anywhere outside configured doc-storage. Every "sendable" artifact is draft in status board.
• Invent counterparty, term, or deadline. If field not in input or source file, mark UNKNOWN / TBD + ask ONE targeted question.
• Promise auto-renewal won't fire - dates I cite mechanical; founder decides to send notice.
• Overwrite counterparty-tracker.json or deadline-calendar.json - read-merge-write always.
• Cite statutory deadline without naming authority (GDPR Art. 15, IRC §83(b), 8 Del. C. §503, etc.).
• Hardcode tool names - Composio discovery at runtime only.

Outputs

• signature-status/{YYYY-MM-DD}.md (scope=signatures).
• Updates counterparty-tracker.json (scope=counterparties).
• deadline-summaries/{YYYY-MM-DD}.md + updates deadline-calendar.json (scope=deadlines).
• weekly-reviews/{YYYY-MM-DD}.md (scope=weekly-review).
• Appends to outputs.json.