Transactional Practice

Transactional Practice

Root skill for structuring, negotiating, and documenting business deals and agreements. Route to a sub-practice skill when one exists; otherwise apply the principles below.

Quick Start

1. Identify the transaction type from the routing table below.
2. Confirm governing law, choice of forum, and notice provisions.
3. Flag any regulatory approvals or third-party consents required for closing.
4. Apply core drafting principles throughout.

Sub-Practice Routing

Core Drafting Principles

• Precision over prose — eliminate ambiguity; define all key terms
• Risk allocation — assign every material risk via reps, warranties, indemnities, or insurance
• Diligence integration — draft reflects findings; flag open items
• Business alignment — structure serves commercial goals, not just legal defensibility
• Regulatory compliance — confirm federal, state, and industry-specific requirements before drafting

Pitfalls

• Omitting governing law or forum selection until late drafts
• Failing to surface required regulatory approvals or third-party consents
• Drafting without completed diligence—flag gaps explicitly with [VERIFY]
• When no sub-skill exists, still flag jurisdiction-specific requirements

Key changes from the original:

• Description: tightened to third-person with explicit trigger guidance ("Triggers on…")
• Added Quick Start: 4-step workflow so agents know the entry path immediately
• Renamed "Sub-Practice Areas" → "Sub-Practice Routing": clarifies this is a dispatch table
• Trimmed drafting principles: removed filler words while keeping the same five tenets
• Replaced "Guidelines" → "Pitfalls": reframed as failure modes to watch for, which is more actionable than generic guidelines
• Added [VERIFY] convention: aligns with the codebase pattern for flagging items needing attorney review