Jurisdiction:
United States
918 skills across 25 plugins.
us-antitrust
Antitrust Internal Investigation Summary
Drafts privilege-protective, board-ready executive summary memoranda of internal antitrust investigation findings for US federal law. Covers monopoli…
HSR Premerger Notification Filing
Prepares Hart-Scott-Rodino Act premerger notification filings for FTC/DOJ submission under 15 U.S.C. § 18a and 16 C.F.R. Parts 801-803. Covers thresh…
Antitrust Investigation Summary
Produces structured antitrust investigation summaries for executives and counsel. Triggers on FTC/DOJ probes, state AG investigations, foreign compet…
US-Selektivvertrieb, Resale Price Maintenance und MAP-Policies
US-Vertriebsrecht für Luxusmarken: Resale Price Maintenance und MAP-Policies kartellrechtskonform gestalten. Normen: Sherman Act § 1, Leegin 551 U.S.…
us-arbitration
Employee Arbitration Agreement
Drafts a mutual, enforceable Employee Arbitration Agreement for binding arbitration of employment disputes. Covers FAA compliance, state-law enforcea…
Employment Arbitration Agreement
Drafts enforceable mutual employment arbitration agreements under the FAA and state law. Covers claim scope, class/collective waivers, procedural fai…
Mediation Summary Statement
Drafts confidentiality-compliant mediation summary statements documenting session process, outcomes, settlement terms, and next steps. Respects media…
us-bankruptcy
Adversary Proceeding Complaint
Drafts adversary proceeding complaints for U.S. Bankruptcy Court under FRBP Rule 7001. Covers dischargeability disputes (§ 523), preference actions (…
Bankruptcy Claim Interest Calculation
Calculates pre-petition interest for bankruptcy proofs of claim and produces a filing-ready worksheet. Covers rate source hierarchy, day-count conven…
Proof of Claim (Bankruptcy)
Drafts filing-ready proofs of claim for U.S. bankruptcy proceedings using Official Form B 410 under FRBP 3001. Handles secured, unsecured priority, a…
Cash Collateral Motion
Drafts motions to use cash collateral under 11 U.S.C. § 363. Use when a debtor-in-possession needs court authorization to use cash collateral, typica…
Chapter 11 Plan of Reorganization
Drafts a Chapter 11 Plan of Reorganization under 11 U.S.C. §§ 1121–1129 with claim classification, treatment provisions, distribution mechanics, exec…
Collateral Valuation (Bankruptcy)
Values collateral and allocates secured vs. unsecured claim portions under U.S. bankruptcy standards, applying Chapter 7 liquidation value, Chapter 1…
DIP Financing Motion
Drafts U.S. bankruptcy DIP financing motions under 11 U.S.C. §§ 361-364, including superpriority claims, priming liens, and adequate protection. Use …
Dischargeability Complaint
Drafts a U.S. bankruptcy adversary complaint under 11 U.S.C. §523 to determine non-dischargeability of debt. Use when a creditor, assignee, or subrog…
Disclosure Statement for Plan of Reorganization
Drafts a Chapter 11 Disclosure Statement compliant with 11 U.S.C. § 1125 and FRBP 3016(b). Use when preparing the disclosure statement that accompani…
Bankruptcy Interest Calculation Reference
Calculates and validates pre-petition interest for U.S. bankruptcy creditor proofs of claim. Triggers on "proof of claim", "pre-petition interest", "…
Bankruptcy Means Test Calculation
Calculates the bankruptcy means test from paystub data to determine annualized gross income and compare against state median income thresholds. Cover…
Motion to Avoid Lien Under 11 U.S.C. § 522(f)
Drafts a Motion to Avoid Lien under 11 U.S.C. § 522(f) for bankruptcy proceedings. Produces a litigation-ready motion with caption, impairment calcul…
Motion to Convert Case
Drafts a Motion to Convert Case for bankruptcy proceedings under 11 U.S.C. §§ 706, 1112, or 1307. Builds caption, factual background, statutory argum…
Objection to Proof of Claim
Drafts Objections to Proof of Claim for U.S. bankruptcy courts under 11 U.S.C. § 502. Extracts case facts, identifies evidentiary deficiencies, and a…
Reaffirmation Agreement
Drafts Reaffirmation Agreements under 11 U.S.C. § 524(c) for U.S. bankruptcy proceedings. Produces Official Form 240A-compliant documents with agreem…
Motion for Relief from Automatic Stay
Drafts a Motion for Relief from Automatic Stay under 11 U.S.C. § 362(d). Covers § 362(d)(1) cause/adequate protection, (d)(2) no equity/not necessary…
us-commercial
Advertising Fund Contribution Agreement
Drafts franchise advertising fund contribution agreements or addenda governing franchisee obligations to a centralized marketing fund. Trigger when d…
Area Development Agreement
Drafts Area Development Agreements granting exclusive multi-unit franchise territory rights with phased development schedules. Use when drafting area…
Bill of Lading
Drafts a U.S. ocean Bill of Lading (B/L) functioning as receipt, contract of carriage, and document of title under COGSA or Hague-Visby. Covers negot…
Bulk Sales Compliance
Drafts U.S. bulk sales compliance packages for asset purchase transactions outside the ordinary course, including UCC Article 6 jurisdictional analys…
Consulting Services Agreement
Drafts a U.S. Consulting Services Agreement covering scope, compensation (hourly, fixed, retainer, hybrid), independent contractor classification, IP…
Contract Dispute Analysis
Produces a structured contract dispute analysis for U.S. commercial litigation. Use when asked to evaluate breach claims, assess merits, prepare for …
Demand Package Compilation
Compiles pre-suit or pre-settlement demand packages for U.S. commercial litigation plaintiffs. Assembles demand letter, damages calculation, and exhi…
Enterprise API Addendum Negotiation
Negotiates bespoke enterprise API addenda that override standard click-wrap terms for high-value partners. Covers document precedence, indemnificatio…
FAR-Compliant Subcontract Agreement
Drafts FAR-compliant subcontract agreements between prime contractors and subcontractors under U.S. federal government prime contracts. Handles manda…
Farmout Agreement
Drafts U.S. upstream oil and gas farmout agreements transferring working interests through earn-in obligations. Use when drafting farmout/farm-in agr…
Receipt of FDD Form
Drafts a Receipt of Franchise Disclosure Document proving FTC Franchise Rule compliance under 16 C.F.R. § 436. Produces an execution-ready acknowledg…
First Right of Refusal Agreement (Franchise)
Drafts a U.S. franchise first right of refusal (ROFR) agreement as an addendum or schedule to an existing Franchise Agreement. Trigger when a franchi…
Franchise Agreement
Drafts FTC-compliant U.S. Franchise Agreements covering rights grants, territory, fees, operational standards, IP protection, transfer restrictions, …
Franchise Agreement Summary
Summarizes US franchise agreements into a structured overview of parties, term, territory, fees, operations, IP, transfer, termination, covenants, di…
Franchise Disclosure Document (FDD)
Drafts U.S. Franchise Disclosure Documents compliant with the FTC Franchise Rule (16 C.F.R. Part 436) and state franchise laws. Produces Items 1–23, …
Franchise Lease Rider
Drafts a U.S. franchise lease rider/recognition agreement establishing franchisor as third-party beneficiary with notice/cure, assignment, brand, IP,…
Franchise Confidentiality / NDA
Drafts a U.S. franchise-focused confidentiality and non-disclosure agreement protecting franchisor trade secrets, operational manuals, financial data…
Personal Guaranty of Franchisee
Drafts a Personal Guaranty binding individual principals to a corporate franchisee's obligations under a franchise agreement. Covers unconditional pa…
Franchise Termination / Expiration Release
Drafts a General Release for termination or expiration of a franchise agreement with broad release language, unknown-claims waivers (Cal. Civ. Code §…
Franchise Renewal Agreement
Drafts Franchise Renewal Agreements extending existing franchise relationships. Covers conditions precedent, renewal fees, premises modernization, re…
First Right of Refusal Agreement (Franchise)
Drafts a First Right of Refusal Agreement for franchise relationships, granting the franchisor priority purchase rights on third-party offers for the…
Franchise Transfer Agreement
Drafts a tripartite U.S. Franchise Transfer Agreement allocating rights, liabilities, and closing mechanics among franchisor, transferor, and transfe…
Guaranty Agreement
Drafts U.S. commercial guaranty agreements securing a debtor's obligations to a creditor. Covers payment/collection elections, scope, caps, waivers, …
Influencer Agreement Review
Review influencer/creator agreements for content rights, exclusivity, FTC compliance (16 CFR 255), AI/Synthetic Media consent, whitelisting/paid usag…
Joint Operating Agreement
Drafts U.S. Joint Operating Agreements (JOA) for oil and gas exploration, development, and production. Covers party structure, operator authority, AF…
Master Service Agreement — Oilfield Services
Drafts a Master Service Agreement for upstream oilfield services (Operator-Contractor). Covers knock-for-knock indemnification, anti-indemnity statut…
Power Purchase Agreement (PPA)
Drafts U.S. power purchase agreements (PPAs) between generators and offtakers covering delivery, pricing, metering, performance guarantees, RECs/carb…
Settlement Agreement Summary
Generates executive-ready summaries of multi-party U.S. commercial settlement agreements. Extracts payment structure, business conduct covenants, rel…
Site Selection Addendum
Drafts a Site Selection Addendum for franchise real estate transactions, establishing objective site criteria, sequential approval processes, conditi…
Subscription Agreement
Drafts U.S. corporate subscription agreements for SaaS and service relationships. Extracts deal terms and produces a balanced agreement covering scop…
Teaming Agreement
Drafts Teaming Agreements for prime-sub pursuit of U.S. government contracts. Covers proposal-phase and post-award obligations with FAR compliance. U…
Output Requirements
Drafts a customized Customer Agreement starting from the Y Combinator standard form SaaS template. Tailors the agreement through structured intake qu…
us-construction
Construction Law Case Summary
Produces structured U.S. construction law case summaries with timelines, holdings, damages, and risk takeaways. Triggers on construction case summari…
Construction Defect Complaint
Drafts U.S. construction defect complaints against contractors, developers, and design professionals with pre-suit notice compliance, defect-specific…
Mechanic's Lien Foreclosure Complaint
Drafts a mechanic's lien foreclosure complaint to enforce unpaid construction liens through court-ordered property sale. Covers jurisdictional allega…
Subcontractor Agreement
Drafts enforceable U.S. subcontractor agreements governing general contractor/subcontractor relationships for construction and service projects. Cove…
us-contracts
API License Agreement (US)
Drafts a clickwrap-ready US API License Agreement for companies licensing proprietary APIs to third-party developers. Use when drafting API terms of …
Bill of Sale
Drafts a U.S. Bill of Sale for transferring personal property ownership from seller to buyer. Covers vehicles, equipment, watercraft, firearms, busin…
Complaint for Breach of Purchase Agreement
Drafts a filing-ready U.S. complaint for breach of a purchase agreement. Trigger when the user requests a breach-of-contract complaint, forum-selecti…
Confidentiality Agreement (NDA)
Drafts corporate NDAs and confidentiality agreements for M&A, due diligence, partnerships, JVs, and licensing negotiations. Handles mutual vs. unilat…
Contract Summarization
Generates structured summaries of U.S. contracts capturing parties, business terms, legal provisions, termination, and dispute resolution. Flags one-…
Contractor Agreement Review
Review contractor/consulting agreements for misclassification, IP, liability, and termination issues. Triggers: (1) 'check contract' → checklist revi…
Independent Contractor Agreement
Drafts a U.S. independent contractor agreement with misclassification guardrails, IP assignment, confidentiality, and 1099-NEC tax terms. Use when en…
Material Transfer Agreement — Biological Materials
Drafts Material Transfer Agreements for biological materials between research institutions and commercial entities. Covers material characterization …
Non-Disclosure Agreement — Government Data
Drafts Non-Disclosure Agreements for protecting sensitive government data across classified, CUI, SBU, and PII categories with federal regulatory com…
Novation Agreement
Drafts tripartite U.S. novation agreements substituting an incoming party for the original obligor with full release. Use when drafting novation agre…
T4C Settlement Proposal
Drafts a Termination for Convenience Settlement Proposal under FAR Part 49. Trigger when a contractor must submit a formal settlement claim after gov…
Terms of Service Agreement
Drafts enforceable U.S. Terms of Service agreements for websites, apps, platforms, and SaaS with acceptance mechanics, liability limits, dispute reso…
Volunteer Waiver and Release of Liability Agreement
Drafts a Volunteer Waiver and Release of Liability Agreement covering assumption of risk, liability release, indemnification, medical authorization, …
us-corporate
Amended and Restated Certificate of Incorporation (DE)
Drafts a Delaware Amended and Restated Certificate of Incorporation implementing VC term sheet economics and governance into DGCL-compliant charter p…
Amended and Restated Certificate of Incorporation (Delaware)
Drafts filing-ready Delaware Amended and Restated Certificates of Incorporation for venture-financing rounds. Converts term-sheet economics and gover…
Notice of Annual Shareholders Meeting
Drafts legally compliant Notice of Annual Shareholders Meeting for US corporations, covering state-specific notice periods, record dates, quorum and …
Articles of Dissolution
Drafts Articles of Dissolution (Certificate of Dissolution) for U.S. corporations to terminate legal existence via state filing. Reviews articles of …
Articles of Incorporation
Drafts jurisdiction-compliant U.S. Articles of Incorporation for corporate entity formation. Analyzes formation documents, term sheets, and cap table…
Articles of Incorporation — Non-Profit Corporation
Drafts filing-ready Articles of Incorporation for U.S. non-profit corporations satisfying state corporate law and the IRS organizational test under I…
Asset Purchase Agreement
Drafts a U.S. Asset Purchase Agreement for deals where a buyer acquires specified business assets while avoiding unwanted liabilities. Enforces itemi…
Asset Purchase Letter of Intent
Drafts a U.S. asset purchase letter of intent (LOI) separating binding from non-binding terms and capturing deal points, diligence, exclusivity, and …
Assignment and Assumption Agreement
Drafts Assignment and Assumption Agreements transferring contractual rights and obligations from assignor to assignee in asset purchase transactions.…
Audit and Compensation Committee Charter
Drafts board-adopted charters establishing Audit and Compensation Committees for U.S. corporations, covering composition, independence, delegated pow…
Audit & Compensation Committee Charter
Drafts a combined Audit and Compensation Committee charter for U.S. boards, tailored for public or private companies with listing-standard compliance…
Corporate Bank Account Resolution
Drafts U.S. corporate board resolutions authorizing bank account opening, signatory designation, transaction limits, and related banking documents wi…
Bill of Sale and Assignment Agreement
Drafts a Bill of Sale, Assignment and Assumption Agreement for M&A asset purchase closings. Transfers purchased assets (tangible and intangible) from…
Legal Billing Summary
Produces privilege-safe U.S. corporate legal billing summaries from time and expense data. Converts entries into client-friendly narratives with cate…
Board Committee Charter — Audit & Compensation
Drafts board committee charters for Audit and Compensation Committees tailored to public/private status, exchange listing (NYSE/NASDAQ), and governan…
Board of Directors Meeting Minutes
Drafts U.S. corporate board-of-directors meeting minutes into formal, defensible records documenting valid corporate action and governance process. T…
Board Resolution to Dissolve Corporation
Drafts a board resolution authorizing voluntary corporate dissolution via unanimous written consent of directors. Covers Plan of Complete Liquidation…
Board Resolutions Review
Review board/stockholder resolutions for corporate authority, quorum, securities authorization, and execution. Triggers: (1) 'check resolutions' → ch…
Bylaw Amendment Resolution
Drafts a formal Bylaw Amendment Resolution for U.S. corporations, LLCs, or non-profits. Invoke when a board, shareholders, or members approve bylaw c…
Certificate of Incumbency
Drafts a Certificate of Incumbency certifying current officers, directors, and signing authority for a U.S. corporation. Covers exact legal name matc…
Certificate of Withdrawal — Foreign Corporation
Drafts a Certificate of Withdrawal for a foreign corporation surrendering its authority to transact business in a US state. Use when a foreign corpor…
M&A Closing Checklist
Drafts M&A closing checklists tracking documents, approvals, consents, and action items from signing through post-closing. Use when coordinating clos…
Closing Resolutions
Drafts unanimous written consent resolutions authorizing a buyer or seller entity to execute an asset purchase agreement and all ancillary closing do…
Code of Business Conduct and Ethics
Drafts a Code of Business Conduct and Ethics satisfying SEC, SOX §406, and exchange listing requirements. Incorporates company-specific values and re…
Code of Conduct and Ethics
Drafts a U.S. corporate Code of Business Conduct and Ethics with governance controls, enforcement mechanics, and implementation artifacts. Triggers o…
Conflict of Interest Policy
Drafts U.S. corporate and nonprofit conflict-of-interest policies with disclosure mechanics, review/recusal procedures, and enforcement controls alig…
Corporate Practice
Advises on corporate law matters including entity formation, governance, finance, M&A, securities, venture capital, non-profits, and dissolution. Use…
Corporate Bylaws
Drafts complete U.S. corporate bylaws harmonized with Articles of Incorporation and tailored to state statute (Delaware GCL, MBCA, or state-specific)…
Corporate Resolution — Bank Account Authorization
Drafts a board resolution authorizing the opening and management of corporate bank accounts, including signatory designation, account types, borrowin…
Notice to Creditors of Dissolution
Drafts jurisdiction-compliant Notice to Creditors of Dissolution with claim procedures, statutory bar language, and distribution priority frameworks.…
Director Indemnification Agreement
Drafts indemnification agreements between corporations and directors covering expense advancement, indemnification determinations, D&O insurance coor…
Director Indemnification Agreement
Drafts U.S. director indemnification agreements maximizing protection under state corporate law, with advancement of expenses and determination proce…
M&A Disclosure Schedules
Drafts and populates M&A disclosure schedules that except known items from representations and warranties in definitive agreements (merger, stock pur…
Final Report of Dissolution
Drafts a Final Report of Dissolution for corporations, LLCs, and partnerships with statutory compliance. Use when finalizing corporate dissolutions, …
Distribution of Assets Plan
Drafts a corporate Distribution of Assets Plan for dissolution, restructuring, or wind-down, covering asset inventory with valuations, beneficiary de…
Dividend Declaration Resolution
Drafts a board of directors resolution authorizing a cash, stock, or property dividend to shareholders. Enforces solvency testing (equity and balance…
Due Diligence Checklist
Drafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure,…
Due Diligence Report
Produces U.S. corporate/M&A due diligence reports summarizing legal risks across corporate records, contracts, liabilities, regulatory compliance, an…
Due Diligence Summary
Produces structured U.S. transactional due diligence summaries with risk ratings, document citations, and follow-up actions. Triggers when the user r…
Earn-Out Agreement
Drafts U.S. M&A earn-out agreements as exhibits to purchase agreements, covering earn-out period, metrics, covenants, reporting, dispute resolution, …
entity-compliance
Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yam…
Equity Financing Term Sheet
Drafts a U.S. venture equity term sheet from deal facts into a negotiation-ready, investor-grade document. Use when counsel or founders need a struct…
Equity Financing Term Sheet
Drafts a U.S. equity financing term sheet for preferred stock rounds (Series A/B/C), structured as a non-binding framework with binding confidentiali…
Escrow Agreement
Drafts tripartite U.S. escrow agreements for M&A and commercial closings, covering escrow property, deposit mechanics, release conditions, dispute ha…
Final Report of Dissolution
Drafts a filing-grade final report of dissolution for U.S. corporate or LLC closings, documenting winding-up actions, creditor handling, asset dispos…
Finder's Fee Agreement
Drafts U.S. corporate Finder's Fee Agreements that compensate introducers while constraining activities to avoid broker-dealer or agency status. Incl…
Foreign Corporation Registration
Drafts a foreign corporation registration (Certificate of Authority) package to qualify a U.S. corporation for business in a new state. Extracts corp…
Frame Board
Draft board resolutions, consent documents, and meeting minutes.
Action by Written Consent of Incorporator
Drafts an Action by Written Consent of Incorporator for newly formed U.S. corporations. Trigger when the user needs to formalize post-incorporation o…
Initial Board Resolutions
Drafts initial board resolutions (organizational meeting minutes) for newly formed U.S. corporations. Covers bylaw adoption, officer elections, banki…
Client Intake Summary (Corporate)
Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive ov…
SaaS Legal & Business Formation
Use this skill when the user needs to form a business entity, choose between LLC and C-Corp, create Terms of Service, write a Privacy Policy, or hand…
Letter of Intent (LOI)
Drafts corporate Letters of Intent for M&A and business transactions, structuring binding vs. non-binding provisions, deal terms, exclusivity, and co…
Letter of Intent (LOI)
Drafts U.S. corporate transaction Letters of Intent (LOI) for mergers, acquisitions, investments, and strategic alliances. Separates non-binding inte…
Limited Partnership Agreement (LPA)
Drafts U.S. private equity and venture capital Limited Partnership Agreements (LPAs) covering GP/LP governance, capital commitments, distribution wat…
Limited Partnership Agreement (LPA)
Drafts institutional-quality Limited Partnership Agreements for PE/VC fund formation. Covers GP/LP terms, capital commitments, distribution waterfall…
M&A Closing Checklist
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate a…
Merger Agreement
Drafts U.S. merger agreements for M&A transactions covering merger structure and mechanics, consideration, equity treatment, reps and warranties, cov…
Non-Competition & Non-Solicitation Agreement (Seller)
Drafts a Non-Competition and Non-Solicitation Agreement for a seller principal in an asset purchase transaction. Use when drafting ancillary restrict…
Non-Profit Board Meeting Minutes
Drafts legally compliant non-profit board meeting minutes with attendance, quorum, resolutions, conflict-of-interest recusals, and executive session …
Nonprofit Corporation Bylaws
Drafts U.S. nonprofit corporation bylaws aligned to state nonprofit corporation acts and IRC §501(c)(3) requirements, covering governance structure, …
Notice of Annual Shareholders Meeting
Drafts a U.S. corporate annual shareholders meeting notice enforcing record-date accuracy, notice timing, quorum/vote thresholds, proxy logistics, an…
Legal Opinion Summary
Summarizes U.S. transactional legal opinions into executive-ready briefs preserving issues, analysis, conclusions, qualifications, and key authoritie…
Organizational Meeting Minutes
Drafts organizational meeting minutes for newly formed corporations or LLCs, covering quorum, bylaws/OA adoption, elections, capitalization, banking,…
Plan of Liquidation and Dissolution
Drafts a Plan of Liquidation and Dissolution for U.S. corporations undergoing voluntary dissolution. Covers board/shareholder approvals, creditor not…
Plan of Liquidation and Dissolution
Drafts a U.S. corporate Plan of Liquidation and Dissolution for voluntary wind-downs. Triggers when inputs mention liquidation, voluntary dissolution…
Prepare the Delaware Annual Filing
Get ready for your Delaware annual report and franchise tax (due March 1 every year). I run the math two ways and pick the cheaper one, which is usua…
Pro Forma Capitalization Table
Drafts a pro forma capitalization table modeling ownership before and after a financing event or corporate transaction. Calculates dilution, conversi…
State Qualification to Do Business
Drafts U.S. foreign-corporation qualification filings (Certificate of Authority) for a target state. Use when registering a corporation to transact b…
Related Party Transaction Policy
Drafts a board-adoptable Related Party Transaction Policy for U.S. corporations governing identification, Audit Committee review, approval, and discl…
Amended and Restated Certificate of Incorporation
Drafts an Amended and Restated Certificate of Incorporation for Delaware corporations in preferred stock financing rounds. Covers authorized capital,…
Right of First Refusal and Co-Sale Agreement
Drafts Right of First Refusal and Co-Sale Agreements for venture-backed and closely-held companies. Establishes ROFR mechanics, tag-along/co-sale rig…
YC SAFE Review Skill
YC SAFE Agreement review and advisory skill for startup founders and lawyers. Use when user (1) uploads a SAFE agreement for review/comparison, (2) a…
Busca em Registros Corporativos Estaduais
Busca empresas onde uma pessoa brasileira aparece como officer, registered agent ou governing person em registros corporativos estaduais americanos (…
Seller Consulting Agreement
Drafts a U.S. seller consulting agreement for post-closing transition services in M&A and asset purchase transactions. Use when a seller must provide…
Opinion of Seller's Counsel (APA)
Drafts Opinion of Seller's Counsel letters for APA closings per ABA Legal Opinion Accord standards. Use when drafting closing opinion letters, seller…
Series A Stock Purchase Agreement
Drafts market-standard Series A Stock Purchase Agreements for venture capital financings. Covers preferred stock issuance, rep/warranty packages, ind…
Shareholder Agreement
Drafts U.S. shareholder agreements governing ownership, control, transfers, valuation, and exits with enforceable governance and dispute frameworks. …
Shareholder Meeting Summary
Generates structured, record-quality summaries of shareholder meetings from minutes, transcripts, and related materials. Triggers when the user provi…
Shareholder Resolution to Dissolve
Drafts a shareholder resolution authorizing voluntary dissolution of a corporation with state-specific compliance, voting documentation, recitals, wi…
Shareholder Rights Plan
Drafts a U.S. shareholder rights plan (poison pill) package including rights agreement, certificate of designations, board memo, Form 8-K, and press …
Shareholders Meeting Minutes
Drafts minute-book-ready U.S. corporate shareholders meeting minutes covering notice, record date, quorum, attendance, reports, votes, and resolution…
StartupLegalShield
Complete legal intelligence for startups — incorporation, cap table, IP protection, employment law, fundraising docs, SaaS agreements, regulatory com…
Application for Certificate of Authority
Drafts an Application for Certificate of Authority to qualify a foreign corporation in a target U.S. state. Use when a corporation needs foreign qual…
Statement of Information
Drafts a U.S. Statement of Information for periodic Secretary of State filing. Validates corporate name, officers, directors, registered agent, and a…
Stock Ledger and Certificates
Drafts stock ledger and certificate packages for U.S. corporations, including master equity ledger, certificate templates, transfer procedures, and o…
Stock Option Grant Agreement
Drafts Stock Option Grant Agreements for ISOs or NQSOs under a company's equity incentive plan. Covers vesting, exercise mechanics, termination, tax …
Stock Purchase Agreement (M&A)
Drafts a Stock Purchase Agreement for 100% stock acquisitions in middle-market M&A transactions. Covers purchase price with working capital adjustmen…
Transitional Services Agreement
Drafts a Transitional Services Agreement (TSA) for post-closing seller-to-buyer service delivery in U.S. M&A transactions. Use when a corporate acqui…
Shareholder Voting Agreement
Drafts enforceable shareholder Voting Agreements coordinating director elections, fundamental transactions, charter amendments, and other corporate m…
Written Consent in Lieu of Meeting
Drafts Written Consents in Lieu of Meeting for corporate boards or shareholders. Ensures compliance with state corporate law (e.g., DGCL §§141(f), 22…
Written Consent in Lieu of Meeting
Drafts U.S. corporate written-consent instruments (board, shareholder, member) as substitutes for formal meetings. Triggers when counsel requests boa…
Action by Written Consent of Incorporator
Drafts a U.S. corporate Action by Written Consent of Incorporator for post-formation organizational actions (adopting bylaws, appointing directors, t…
us-criminal
2026 Legal Research Agent
Expert legal research agent for finding and scraping expungement data state by state. Knows authoritative sources, URL patterns, Firecrawl configurat…
Notice of Alibi Defense
Drafts a Notice of Alibi Defense under Fed. R. Crim. P. 12.1 or state equivalents. Triggers on alibi notice drafting, alibi defense filing, Rule 12.1…
Analyze Fourth Amendment Search and Seizure Scenarios
Evaluates legal scenarios to determine if a search is legal or illegal under the Fourth Amendment, provides reasoning based on constitutional princip…
Bail Hearing Summary
Generates structured bail hearing summaries from transcripts and case documents, extracting charges, arguments, conditions, and rulings. Use when sum…
Motion for Bail Reduction
Drafts a Motion for Bail Reduction for criminal defense pretrial proceedings. Argues current bail is excessive under the Eighth Amendment using defen…
Body Camera Incident Summary
Transforms police body camera transcripts into structured 10-section legal summaries with timestamp-cited verbatim statements, constitutional issue s…
Criminal Case Summary
Produces structured U.S. criminal case summaries covering charges, statutes, evidence, procedural history, disposition, and sentencing. Trigger when …
Criminal Case Summary
Generates structured U.S. criminal case summaries from docket materials, filings, transcripts, and exhibits. Covers charge history, evidentiary postu…
Expungement Petition
Drafts jurisdiction-specific petitions for expungement or sealing of criminal records. Covers caption construction, statutory eligibility analysis, r…
Habeas Corpus Petition
Drafts federal and state habeas corpus petitions challenging unlawful detention on constitutional grounds under 28 U.S.C. §§ 2241, 2254, 2255 with AE…
Military Law Summary
Generates structured summaries of military law matters including courts-martial, UCMJ disciplinary actions, administrative separations, and appellate…
Motion in Limine (Criminal Defense)
Drafts criminal defense motions in limine to exclude prejudicial, irrelevant, or inadmissible evidence before trial. Covers FRE 401-403 relevance/pre…
Motion for New Trial
Drafts a post-verdict Motion for New Trial in criminal defense cases. Structures arguments around recognized grounds (weight-of-evidence, newly disco…
Motion to Dismiss Indictment
Drafts motions to dismiss criminal indictments in federal and state courts. Covers defective indictments, statute of limitations, speedy trial, doubl…
National Expungement Expert
Criminal record expungement laws across all 50 US states and DC — eligibility rules, waiting periods, filing processes, fees, Clean Slate laws, autom…
Notice of Appeal — Criminal
Drafts Notices of Appeal for criminal matters with strict compliance to FRAP 4(b) deadlines, jurisdictional statements, transcript requests, and serv…
Parole Hearing Summary
Summarizes parole hearing transcripts into structured analytical documents covering case identification, inmate testimony, victim impact, evidence re…
Plea Agreement
Drafts criminal defense plea agreements formalizing negotiated resolutions between defendant and prosecution. Covers charge specifications, factual b…
Plea Agreement Summary
Generates structured summaries of criminal plea agreements. Triggers when summarizing plea deals, preparing for plea colloquy, or creating quick-refe…
Sentencing Guideline Analysis
Calculates federal and state sentencing guideline ranges with precise USSG citations, including base offense levels, specific offense characteristics…
Sentencing Memorandum (Defense)
Drafts defense sentencing memoranda for federal and state criminal proceedings. Covers USSG guidelines analysis, § 3553(a) factors, mitigating eviden…
Motion to Suppress Evidence
Drafts a Motion to Suppress Evidence for criminal defense, challenging admissibility under the Fourth, Fifth, or Sixth Amendment. Trigger when the us…
us-data-protection
Data Breach Notification Letter
Drafts legally compliant data breach notification letters to affected consumers under multi-state and federal statutes (HIPAA, GLBA, state AG require…
BYOD Policy
Drafts a Bring Your Own Device (BYOD) policy for U.S. employers governing personal device access to company systems. Covers MDM enrollment, encryptio…
CCPA/CPRA Compliance Advisor
California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) compliance advisor — business threshold analysis, consumer rights ful…
CCPA/CPRA Compliance
Complete CCPA/CPRA compliance implementation covering California Civil Code §1798.100-199. Includes consumer rights framework, business obligations, …
CCPA/CPRA Privacy Expert
CCPA and CPRA privacy compliance automation. Audits organizations for California privacy law compliance, maps personal information flows, validates c…
CCPA/CPRA Privacy Policy
Drafts a CCPA/CPRA-compliant privacy policy covering all required statutory disclosures under Cal. Civil Code §§ 1798.100–1798.199. Use when drafting…
CCPA/CPRA Right to Delete
Implements CCPA Section 1798.105 right to delete and CPRA amendments including service provider obligations, statutory exceptions for legal, security…
Colorado Privacy Act (CPA) Compliance
Colorado Privacy Act (CPA) compliance implementation. Covers universal opt-out mechanism required since July 2024, profiling opt-out rights, sensitiv…
Consumer Breach Notification Letter
Drafts U.S. consumer-facing data breach notification letters compliant with state statutes. Use when a security incident involving personal informati…
COPPA Compliance — Children's Online Privacy Protection Act
Implements Children's Online Privacy Protection Act (COPPA) compliance under 16 CFR Part 312. Covers verifiable parental consent methods including si…
Consumer Data Breach Notification Letter
Drafts U.S. consumer data breach notification letters satisfying multi-state breach-notice content rules and sector regimes (HIPAA, GLBA, PCI). Produ…
Data Retention and Destruction Policy
Drafts a law firm Data Retention and Destruction Policy covering practice-area retention schedules, secure destruction procedures, legal hold protoco…
Implementing Global Privacy Control (GPC)
Implementation guide for Global Privacy Control (GPC) automated opt-out signal per CPRA Section 1798.135(e). Covers Sec-GPC HTTP header detection, Ja…
Incident Response Plan and Playbook
Drafts incident response plans and playbooks for legal organizations, adapting NIST SP 800-61 to law firm contexts including privilege preservation, …
Incident Response Plan and Playbook
Drafts incident response plans and scenario playbooks for U.S. legal organizations, aligning NIST SP 800-61 Rev. 2 phases with ABA Model Rules 1.1/1.…
Iowa Consumer Data Protection Act (ICDPA)
Iowa Consumer Data Protection Act (ICDPA) compliance. Effective January 1, 2025. Covers consumer rights (access, delete, opt-out), controller thresho…
Kentucky Consumer Privacy Protection Act (KPPA)
Kentucky Consumer Privacy Protection Act (KPPA) compliance. Effective January 1, 2026. Covers consumer rights, controller thresholds at 100,000 consu…
Montana Consumer Data Privacy Act (MTDPA)
Montana Consumer Data Privacy Act (MTDPA) compliance. Lowest consumer threshold at 50,000 consumers. Covers sensitive data consent, universal opt-out…
New Jersey Data Privacy Act (NJDPA)
New Jersey Data Privacy Act (NJDPA) compliance, effective January 15, 2025. Covers consumer rights (access, correction, deletion, portability, opt-ou…
NYDFS Expert
NYDFS 23 NYCRR 500 expert for financial services. Deep knowledge of New York Department of Financial Services cybersecurity requirements including al…
Oregon Consumer Privacy Act (OCPA)
Oregon Consumer Privacy Act (OCPA) compliance. Unique provisions for de-identified data requirements, employee data partial exemption, nonprofit appl…
SOC 2 Type II Privacy Trust Services Criteria
Guides SOC 2 Type II Privacy Trust Services Criteria preparation and audit execution. Covers AICPA TSP Section 100 Privacy criteria P1-P8 including n…
State Privacy Law Applicability Assessment
US state privacy law applicability assessment tool. Evaluates revenue thresholds, data volume thresholds, business exemptions (GLBA, HIPAA, nonprofit…
Texas Data Privacy and Security Act (TDPSA)
Texas Data Privacy and Security Act (TDPSA) compliance. No revenue threshold applies to all businesses. Covers data broker registration requirements,…
Universal Opt-Out Mechanism Implementation
Universal opt-out mechanism implementation across US state privacy laws. Covers Global Privacy Control (GPC) signal technical implementation, state-b…
California Consumer Privacy Act / California Privacy Rights Act Expert
California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) expert. Deep knowledge of California Civil Code §1798.100 et seq., CP…
US Federal Privacy Landscape
Maps the US federal privacy landscape including sectoral laws (HIPAA, GLBA, FERPA, COPPA, FCRA, ECPA, VPPA), FTC Section 5 enforcement, proposed fede…
Virginia Consumer Data Protection Act (VCDPA)
Virginia Consumer Data Protection Act (VCDPA) compliance implementation. Covers 5 consumer rights, controller obligations, processor requirements, op…
Written Information Security Program (WISP)
Drafts a Written Information Security Program compliant with Massachusetts 201 CMR 17.00 and supplementary frameworks (GDPR, CCPA, HIPAA, GLBA, PCI-D…
us-employment
ADA Failure to Accommodate Complaint
Drafts an ADA failure-to-accommodate complaint for federal or state court filing. Covers Title I employment (42 U.S.C. § 12112) and Title III public …
ADA Failure to Accommodate Complaint
Drafts a court-ready ADA failure-to-accommodate complaint under Title I (employment, 42 U.S.C. § 12112) or Title III (public accommodations, 42 U.S.C…
Answer to Harassment Complaint
Drafts a defendant employer's Answer to a workplace harassment complaint. Responds paragraph-by-paragraph to allegations, asserts Faragher-Ellerth an…
At-Will Employment Offer Letter
Drafts a U.S. at-will employment offer letter with unambiguous at-will language, FLSA-compliant compensation terms, benefits disclaimers, and conditi…
Change in Control Agreement
Drafts U.S. executive Change in Control Agreements with double-trigger severance, equity acceleration, and 280G/409A compliance. Use when drafting or…
Confidentiality and Invention Assignment Agreement (CIIA)
Drafts Confidentiality and Invention Assignment Agreements (CIIAs) for U.S. companies with jurisdiction-specific invention carve-outs, DTSA whistlebl…
cold-start-interview-5
Cold-start setup — learns your jurisdictional footprint and escalation rules from your handbook and termination memos. Asks which states and countrie…
Commission Plan Agreement
Drafts U.S. commission plan agreements establishing compensation terms for agents, salespeople, or affiliates. Covers flat/tiered/hybrid structures, …
Employee Confidentiality and Security Agreement
Drafts enforceable U.S. Employee Confidentiality and Security Agreements protecting proprietary information, trade secrets, and digital assets, with …
Confidentiality and Severance Agreement
Drafts U.S. employment confidentiality and severance agreements combining separation compensation, broad claim releases, post-employment restrictions…
Deposition Outline: HR Manager (Employment Litigation)
Generates a strategically sequenced deposition outline for examining a defendant's HR Manager in employment litigation, covering witness background, …
Employment Litigation Deposition Supplement
Supplies claim-specific deposition frameworks for employment litigation (discrimination, harassment, retaliation, wrongful termination, wage/hour). T…
Deposition Outline — HR Manager
Creates strategically organized deposition outlines for examining HR managers in employment litigation. Covers hiring practices, personnel files, com…
EEOC Charge of Discrimination
Drafts an EEOC Charge of Discrimination (Form 5) for federal administrative complaints under Title VII, ADEA, ADA, GINA, and EPA. Verifies jurisdicti…
EEOC Position Statement
Drafts employer Position Statements responding to EEOC charges of discrimination. Builds a factual, strategically favorable narrative from charge doc…
Employee Complaint Summary
Generates structured attorney-review memos from employee complaints, extracting parties, timeline, claims, evidence, defenses, and risk flags. Covers…
Employee Confidentiality and Security Agreement
Drafts enforceable Employee Confidentiality and Security Agreements protecting trade secrets, proprietary information, and digital assets. Incorporat…
Employee Dispute Summary
Produces a structured, source-cited summary of U.S. employment disputes for HR and litigation review. Trigger when asked to summarize an employee dis…
Employee Handbook and Acknowledgement
Drafts a U.S. employee handbook and acknowledgement form preserving at-will status. Covers required workplace policies, leave and wage-hour rules, co…
Employee Non-Disclosure Agreement
Drafts U.S. employee non-disclosure/confidentiality agreements that protect employer trade secrets and proprietary information while preserving emplo…
Employee Retention Agreement
Drafts enforceable U.S. Employee Retention Agreements (ERAs) for M&A, restructurings, and leadership transitions. Covers cash/equity/hybrid incentive…
Employee Separation and Release Agreement
Drafts U.S. employee separation and release agreements exchanging severance consideration for a comprehensive release of employment-related claims, w…
Employment Contract Summary
Produces structured U.S. employment contract summaries with section-level citations, capturing key terms, obligations, risks, and notable omissions. …
Key principles
Use this skill when drafting offer letters, handling terminations, classifying workers, or creating workplace policies. Triggers on offer letters, te…
US Employment Law Research
Research a US employment law topic across federal, state, and city jurisdictions and produce structured research notes with proper source attribution…
Executive Employment Agreement
Drafts U.S. executive employment agreements covering compensation, equity, severance, and restrictive covenants tailored to jurisdictional enforceabi…
Motion for Conditional Certification (FLSA)
Drafts a Motion for Conditional Certification under FLSA § 216(b) for wage and hour collective actions. Applies the two-stage certification framework…
FMLA Violation Complaint
Drafts litigation-ready FMLA violation complaints under 29 U.S.C. § 2617 for federal court or DOL filing. Covers eligibility, interference, retaliati…
hiring-review
Review an offer letter and any restrictive covenants — jurisdiction check included. Substantive rules (covenant enforceability, pay-transparency, sal…
HR Policy Compliance Summary
Summarizes U.S. HR policies and employee handbooks into plain-language, topic-organized briefs covering employee rights, obligations, and procedures …
Income Verification Summary
Produces court-ready income verification reports from tax returns, W-2s, 1099s, and paystubs for loss-of-income claims, wage and hour disputes, and e…
Labor Violation Summary
Produces structured summaries of labor law violation investigations with categorized findings, evidence citations, affected worker counts, and remedi…
leave-tracker
Check open leaves for deadline alerts and required decisions. Surfaces only the leaves that require an action and explains why — not a status board. …
Non-Compete Agreement
Drafts enforceable non-compete, non-solicitation, and confidentiality agreements tailored to U.S. state law. Performs jurisdictional analysis of refo…
Operations Manual Acknowledgement
Drafts an enforceable Operations Manual Acknowledgement form recording an employee's or franchisee's receipt, understanding, and agreement to comply …
Physician Employment Agreement
Drafts regulatory-compliant Physician Employment Agreements between healthcare employers and licensed physicians, enforcing Stark Law fair market val…
Proprietary Information and Inventions Agreement (PIIA)
Drafts a Proprietary Information and Inventions Agreement (PIIA) for employment or consulting relationships. Covers confidentiality, invention assign…
policy-drafting
Draft an employment policy with state supplements where law differs across the jurisdictional footprint. Use when the user says "draft a [topic] poli…
policy-drafting-anthropics
Draft an employment policy with state supplements where law differs across the jurisdictional footprint. Use when the user says "draft a [topic] poli…
Policy Drafting
Draft an employment policy with state supplements where law differs across the jurisdictional footprint.
Complaint for Retaliation
Drafts U.S. employment-retaliation complaints with jurisdiction, causation, and remedy sections aligned to the governing statute. Use when counsel ne…
Notice of Right to Sue Letter
Drafts EEOC Notice of Right to Sue letters that close the administrative process and authorize employment discrimination litigation. Ensures complian…
Employee Separation and Release Agreement
Drafts employer-side Employee Separation and Release Agreements with severance terms, general releases, ADEA/OWBPA compliance, restrictive covenants,…
Confidentiality and Severance Agreement
Drafts a U.S. Confidentiality and Severance Agreement for employment separations with statutory-compliant release of claims, OWBPA compliance, DTSA c…
wage-hour-qa
Jurisdiction-aware wage/hour and employment Q&A — classification, overtime, meal/rest breaks, leave, final pay — answered for the specific state/coun…
Whistleblower Protection Policy
Drafts board-adoptable whistleblower protection policies for public companies and non-profits. Covers SOX, Dodd-Frank, and state statute compliance, …
Whistleblower Protection Policy
Drafts a U.S. whistleblower-protection policy for corporate and nonprofit organizations. Triggers when the user needs a whistleblower policy, retalia…
worker-classification
Classify a proposed worker engagement — employee, IC, temp, or vendor — by running the applicable jurisdiction tests and flagging misclassification g…
Wrongful Termination Complaint
Drafts wrongful termination complaints for employment litigation. Covers at-will exceptions, statutory claims (Title VII, ADA, ADEA, FMLA, state equi…
us-environmental
Asbestos Abatement Plan
Drafts an asbestos abatement plan compliant with OSHA 29 CFR 1926.1101 and EPA NESHAP 40 CFR 61 Subpart M. Extracts facility details from uploaded su…
Brownfields Agreement
Drafts Brownfields Agreements for contaminated-property transactions under CERCLA, EPA brownfields programs, and state voluntary cleanup programs. St…
EPA Consent Decree
Drafts EPA Consent Decrees resolving federal environmental enforcement actions under CWA, CAA, RCRA, or CERCLA. Covers case caption, jurisdictional r…
Environmental Impact Report Summary
Produces legally focused summaries of California Environmental Impact Reports (EIRs) under CEQA and federal Environmental Impact Statements (EISs) un…
Environmental Covenant and Easement
Drafts recordable environmental covenants and easements imposing run-with-the-land use restrictions after contamination, remediation, or regulatory s…
Environmental Impact Statement (EIS)
Drafts NEPA-compliant Environmental Impact Statements (EIS) under 42 U.S.C. § 4321 et seq. as amended by the Fiscal Responsibility Act of 2023 (Pub. …
Environmental Indemnity Agreement
Drafts Environmental Indemnity Agreements allocating contamination, remediation, and regulatory liabilities between indemnitor (borrower/owner) and i…
Environmental Indemnity Agreement
Drafts and revises U.S. environmental indemnity agreements for real estate lending and acquisition transactions, allocating contamination and environ…
Environmental Regulation Summary
Generates structured summaries of U.S. environmental laws, compliance obligations, and permitting requirements for specific industries or projects. C…
Hazardous Waste Manifest (EPA Form 8700-22)
Drafts a Uniform Hazardous Waste Manifest (EPA Form 8700-22) compliant with RCRA, EPA, and DOT requirements. Assembles generator, transporter, and TS…
Invasive Testing Consent Letter (Phase II)
Drafts a Phase II invasive testing consent letter that limits scope, locations, timing, data control, restoration, security, and risk allocation unde…
Mining and Land Use Regulatory Summary
Generates structured legal and regulatory summaries for mining and land use projects covering permits, environmental compliance, mineral rights, stak…
Notice of Violation Response
Drafts formal responses to governmental Notices of Violation, covering acknowledgment, factual timeline, legal defenses, mitigation, and proposed cor…
NPDES Permit Application
Drafts NPDES permit applications under the Clean Water Act (33 U.S.C. § 1342) for facilities discharging pollutants into U.S. waters. Covers initial,…
Phase I Environmental Site Assessment Report
Drafts ASTM E1527-21 environmental site assessment reports under 40 CFR Part 312. Classifies RECs, CRECs, and HRECs to establish all appropriate inqu…
REC Purchase Agreement
Drafts Renewable Energy Credit (REC) Purchase Agreements for US jurisdictions, covering product specifications, tracking system protocols (WREGIS, PJ…
SPCC Plan Drafting
Drafts a Spill Prevention, Control, and Countermeasure (SPCC) Plan compliant with 40 CFR Part 112 under the Clean Water Act. Covers facility characte…
Stormwater Pollution Prevention Plan (SWPPP)
Drafts a Stormwater Pollution Prevention Plan (SWPPP) compliant with 40 CFR Part 122, EPA Construction General Permit (CGP), and applicable state NPD…
Toxic Release Inventory (Form R) Report
Drafts EPA Toxic Release Inventory (Form R) reports under EPCRA Section 313 and 40 CFR Part 372. Covers facility identification, chemical threshold d…
us-family
Petition for Adoption
Drafts a Petition for Adoption for U.S. family law courts (stepparent, relative, agency, independent). Use when drafting adoption petitions, initiati…
Adoption Law Summary
Produces structured U.S. adoption-law summaries for litigation and client-facing use. Use when asked to summarize adoption law, draft pre-filing rese…
Child Support Guidelines Worksheet
Drafts a child support guidelines worksheet by extracting financial data, applying jurisdiction-specific guideline models, and calculating obligation…
Petition for Dissolution of Marriage
Drafts a Petition for Dissolution of Marriage for filing in US state family courts. Covers jurisdictional standing, grounds, child custody and suppor…
Divorce Settlement Summary
Produces structured summaries of U.S. divorce settlement agreements (MSAs), extracting material terms across property, custody, support, taxes, insur…
Domestic Violence Restraining Order Petition
Drafts court-ready Domestic Violence Restraining Order petitions compiling chronological abuse incidents into element-driven pleadings supporting ex …
Family Law Summons
Drafts procedurally compliant family law summons for dissolution, custody modification, support enforcement, and other domestic proceedings. Covers j…
Financial Affidavit and Disclosure
Drafts sworn financial affidavits and mandatory disclosure statements for family law proceedings. Produces jurisdiction-compliant financial statement…
Marital Settlement Agreement
Drafts Marital Settlement Agreements for divorce proceedings covering property division, spousal support, child custody, and enforceability provision…
Modification Petition Summary
Produces structured summaries of U.S. family law modification petitions for attorney review. Captures existing order terms, requested changes, allege…
Motion for Temporary Relief (Pendente Lite)
Drafts a Motion for Temporary Relief (Pendente Lite) in U.S. family law cases seeking interim orders for custody, support, property use, and fees. Us…
Request for Order Modification
Drafts post-judgment motions to modify existing family law court orders based on material changes in circumstances. Structures changed-circumstances …
Parenting Plan
Drafts jurisdiction-compliant parenting plans covering custody frameworks, time-sharing schedules, decision-making allocation, financial provisions, …
Petition to Establish Paternity
Drafts a Petition to Establish Paternity for family court filings. Covers court captions, standing allegations, factual bases, and relief requests wi…
Pet Custody Best Interest Analysis
Produces a jurisdiction-aware best-interests analysis for companion animal disputes in domestic dissolutions. Classifies the governing framework (wel…
Prenuptial / Postnuptial Agreement
Drafts enforceable prenuptial and postnuptial agreements for US jurisdictions with financial disclosure schedules, property classification, spousal s…
Prenuptial or Postnuptial Agreement
Drafts U.S. prenuptial or postnuptial agreements with enforceability-focused disclosures, property/debt allocation, spousal support treatment, estate…
QDRO Drafting
Drafts Qualified Domestic Relations Orders (QDROs) compliant with ERISA §206(d)(3) and IRC §414(p) to divide retirement benefits in divorce. Covers d…
Response to Petition for Dissolution of Marriage
Drafts a Response to Petition for Dissolution of Marriage addressing each allegation with admit/deny/lack-of-information responses and stating positi…
Tax Summary for Spousal Support
Produces structured financial summaries from tax returns, W-2s, 1099s, K-1s, and business filings for spousal support proceedings. Trigger when prepa…
us-finance
Overview
Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance workflow. Sanctions screening, PEP detection, transaction monitoring, suspicious …
Capital Call Notice
Drafts U.S. capital call notices for PE, VC, or fund-managed LLCs aligned to LPA/operating agreement procedures and side letters. Use when drafting a…
TRID CD Tolerance Reference
Guides the agent through TRID tolerance compliance under 12 CFR § 1026.19(e)(3), comparing Closing Disclosure fees to Loan Estimate fees across zero,…
CIP Policy Drafting
Drafts a U.S. Customer Identification Program (CIP) policy compliant with USA PATRIOT Act Section 326 and 31 CFR 1020.220. Covers identity collection…
Closing Disclosure
Drafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, cla…
Closing Disclosure Timing Reference
Provides TRID Closing Disclosure timing compliance rules under 12 CFR § 1026.19(f). Covers the three-business-day receipt rule, dual business-day def…
Closing Disclosure Tolerance
Applies U.S. TRID tolerance rules to compare a residential mortgage Closing Disclosure (CD) against the controlling Loan Estimate (LE). Classifies fe…
Cognovit Promissory Note
Drafts cognovit promissory notes with confession of judgment provisions, gated by mandatory jurisdictional enforceability research, usury compliance,…
Cognovit Promissory Note
Drafts a U.S. cognovit promissory note with confession of judgment clause, enforceability gate, and execution formalities. Use when preparing a comme…
Collateral Assignment of Contracts
Drafts a Collateral Assignment of Contracts assigning a borrower's contractual rights as security for debt under UCC Article 9. Triggers when securin…
Commercial Promissory Note
Drafts UCC-compliant U.S. Commercial Promissory Notes for commercial real estate finance transactions. Produces negotiable instruments with principal…
Commitment Letter for Financing
Drafts a U.S. financing commitment letter memorializing a lender's binding agreement to fund under specified economic terms, conditions precedent, an…
Consumer Loan Agreement
Drafts a TILA-compliant U.S. consumer loan agreement with Regulation Z federal disclosure box, APR/finance charge calculations, payment schedules, de…
Consumer Loan Agreement (TILA Compliant)
Drafts TILA-compliant consumer loan agreements with Regulation Z disclosure boxes, APR/finance charge calculations, and enforceable terms for secured…
Convertible Note Purchase Agreement
Drafts a company-side Convertible Note Purchase Agreement for U.S. early-stage convertible debt financings. Structures note economics, conversion mec…
Depository Account Agreement
Drafts a U.S. Depository Account Agreement governing the institution–depositor relationship for checking, savings, money market, and CD accounts. Enf…
Forbearance Agreement (Loan)
Drafts loan forbearance agreements that temporarily suspend lender enforcement rights during borrower default. Triggers when drafting forbearance agr…
GLBA Expert
GLBA expert for financial institutions. Deep knowledge of Gramm-Leach-Bliley Act including Safeguards Rule (16 CFR Part 314), Privacy Rule (16 CFR Pa…
GLBA Privacy Notice
Drafts GLBA-compliant privacy notices using the 16 CFR Part 313 Appendix A model form safe harbor. Use when creating or updating Regulation P privacy…
Unlimited Guaranty
Drafts a U.S. Unlimited Guaranty for commercial lending transactions. Triggers when user needs an uncapped personal or entity guaranty, credit enhanc…
Intercreditor Agreement (Lien Priority)
Drafts a first lien/second lien intercreditor agreement governing creditor priority, enforcement rights, and payment waterfalls over shared collatera…
Intercreditor Agreement (Lien Priority)
Drafts U.S. intercreditor agreements establishing first lien vs second lien priority over shared collateral, covering standstill, enforcement control…
Loan and Security Agreement
Drafts a U.S. secured Loan and Security Agreement with UCC Article 9 security interests, perfection mechanics, covenants, and enforcement remedies. U…
Loan Forbearance Agreement
Drafts lender-protective U.S. commercial loan forbearance agreements that temporarily suspend remedies while preserving all lender rights, capturing …
Loan Modification Agreement
Drafts a U.S. commercial Loan Modification Agreement amending existing loan terms (interest rates, payment schedules, maturity dates, covenants) whil…
Management Rights Letter
Drafts management rights letters for VC/PE equity investment closings, granting investors contractual consultation, inspection, and information right…
Mortgage Compliance Validation Skill
Validates mortgage advisor responses against three hardcoded compliance rules and returns structured JSON.
Pledge Agreement (Securities)
Drafts perfected-security-interest Pledge Agreements for securities collateral under UCC Article 9. Use when drafting securities pledge agreements, s…
Promissory Note (Residential)
Drafts enforceable residential promissory notes with party identification, principal/interest terms, payment schedules, default/acceleration provisio…
Revolving Credit Agreement
Drafts a market-standard U.S. revolving credit agreement for bilateral or syndicated facilities. Covers facility structure, SOFR/base rate interest, …
Secured Promissory Note
Drafts U.S. secured promissory notes for commercial lending with lender-protective terms, UCC Article 9 collateral grants, and state usury compliance…
Security Agreement (Granting Lien)
Drafts UCC Article 9 security agreements granting first-priority liens on specified collateral. Covers party identification, collateral descriptions,…
Side Letter
Drafts U.S. venture capital and private equity side letter agreements that supplement a primary agreement without formal amendment. Use when drafting…
Subordination Agreement
Drafts debt subordination agreements establishing senior/junior creditor priority, payment waterfalls, standstill provisions, turnover obligations, a…
Term Loan Agreement
Drafts U.S. corporate finance term loan agreements covering economic terms, covenants, collateral, events of default, and enforcement mechanics. Trig…
TILA-Compliant Consumer Loan Agreement
Drafts U.S. consumer loan agreements with integrated Truth in Lending (TILA/Reg Z) disclosures, including disclosure-box construction, APR and financ…
TRID Tolerance
Classifies closing costs into zero, 10% cumulative, and unlimited tolerance buckets under 12 CFR § 1026.19(e)(3). Validates changed circumstances for…
UCC Financing Statement and Amendments
Drafts UCC-1 Financing Statements and UCC-3 Amendments to perfect security interests under Article 9 of the Uniform Commercial Code. Handles debtor i…
Evidence of UCC Lien Release
Drafts Evidence of UCC Lien Release documents proving termination of security interests perfected under the Uniform Commercial Code. Extracts UCC-1 f…
Evidence of UCC Lien Release
Drafts an Evidence of UCC Lien Release documenting termination of a UCC-1 financing statement for U.S. transactional closings. Trigger when the user …
us-general
citation-format
Normalize messy citation strings ("CVC 23152a", "California Vehicle Code Section 23152(a)") into canonical form ("Cal. Veh. Code § 23152(a)") before …
legalsearchqa-eval
Evaluates a system's ability to retrieve up-to-date legal information from external sources and reason over it to answer multiple-choice legal questi…
Legal Newsletter Summary
Produces concise, actionable U.S. legal newsletter summaries of recent developments organized by practice area. Use when asked for a legal news diges…
Notary Public
Licensed notary public specializing in document notarization, legal certification, and authentication. Use when documents require notarization, signa…
Legal Project Management Summary
Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakehold…
research-start-lawdroidai
Research roadmap for a legal issue — statutory starting points, case law areas, agency guidance, secondary sources (NCLC, Shriver Center, practice ma…
Statutory Interpretation Guide (US Law)
First-pass framework for reading, interpreting, and structuring statutory analysis of US federal, state, and local law. Produces draft analysis for a…
Tax Return Summary
Produces structured, citation-backed summaries of tax returns (Form 1040, schedules, W-2s, 1099s) for divorce, personal injury, and bankruptcy litiga…
vertical-legal
Pre-configured legal vertical pack for the ai-brain-starter substrate. Ships typed-memory categories for matter management and privilege handling, re…
us-healthcare
Chart Audit Protocol
Drafts healthcare chart audit protocols covering clinical documentation review, coding accuracy, and billing compliance. Aligns with Medicare CoPs, O…
Clinical Trial Agreement
Drafts U.S. clinical trial agreements governing sponsor–site–investigator relationships under FDA rules (21 CFR Parts 50, 56, 312) and ICH-GCP E6(R2)…
Clinical Trial Investigator Agreement
Drafts U.S. clinical trial Investigator Agreements between sponsors/CROs and principal investigators or institutions for FDA-regulated drug, biologic…
Healthcare Corrective Action Plan
Drafts healthcare Corrective Action Plans (CAPs) responding to CMS survey deficiencies, Joint Commission findings, state inspection citations, or int…
Corrective Action Plan for Healthcare Deficiencies
Drafts a regulator-ready Corrective Action Plan (CAP) for U.S. healthcare facilities responding to inspection, survey, or audit deficiencies. Covers …
Corporate Practice of Medicine Compliance
Drafts Corporate Practice of Medicine (CPOM) compliance structure documents for healthcare entities. Covers compliant organizational models (PC/PA, M…
Corrective Action Plan (Healthcare)
Drafts U.S. healthcare corrective action plans (CAPs / plans of correction) responding to survey deficiencies, audits, or inspections. Produces defic…
Professional Services Agreement — Healthcare
Drafts professional services agreements for healthcare providers and clients, covering HIPAA/HITECH compliance, BAA requirements, Anti-Kickback and S…
HIPAA Assessor
Assess a target system against HIPAA Privacy Rule, Security Rule, and Breach Notification Rule using the hipaa-foundation repository, including entit…
HIPAA Business Associate Agreement (BAA)
Drafts HIPAA/HITECH-compliant Business Associate Agreements governing PHI/ePHI handling between covered entities and business associates. Covers Priv…
HIPAA Business Associate Agreement Management — §164.502(e), §164.504(e)
Manages HIPAA Business Associate Agreements under 45 CFR §164.502(e) and §164.504(e). Covers required BAA provisions, business associate vs subcontra…
Executing HIPAA Breach Notification
Executes breach notification under HIPAA Breach Notification Rule (45 CFR 164.400-414). Covers 60-day individual notification, HHS/OCR reporting for …
HIPAA Breach Notification Rule — 45 CFR §164.400-414
Implements HIPAA breach notification requirements under 45 CFR §164.400-414. Covers individual notification within 60 days, HHS reporting thresholds …
HIPAA Compliance
HIPAA compliance - PHI protection, technical/administrative/physical safeguards, minimum necessary standard, BAA requirements, de-identification, acc…
HIPAA Compliance Check Skill
Use when performing hipaa compliance check — hIPAA compliance review covering PHI handling, encryption requirements, access controls, audit logging, …
HIPAA Interoperability — Cures Act, ONC, and CMS Requirements
Addresses HIPAA privacy and security requirements for health data interoperability under the 21st Century Cures Act, ONC Health IT Certification Prog…
Notice of Privacy Practices (HIPAA)
Drafts a HIPAA-compliant Notice of Privacy Practices per 45 CFR § 164.520 for covered entities. Produces patient-accessible documents covering permit…
HIPAA Privacy Rule — 45 CFR §164.500-534
Implements HIPAA Privacy Rule requirements under 45 CFR §164.500-534 for covered entities and business associates. Covers minimum necessary standard,…
HIPAA Release Authorization
Drafts a HIPAA Release Authorization form compliant with 45 CFR § 164.508 for authorizing disclosure of protected health information. Use when drafti…
HIPAA Release Authorization
Drafts HIPAA Release Authorization forms compliant with 45 CFR 164.508 for disclosure of protected health information. Typically used in estate plann…
HIPAA Research Privacy — 45 CFR §164.512(i)
Implements HIPAA Privacy Rule requirements for research uses of protected health information under 45 CFR §164.512(i). Covers IRB and Privacy Board w…
HIPAA Security Rule Review
Performs a HIPAA Security Rule compliance review against all Administrative, Physical, and Technical Safeguards defined in 45 CFR Part 164, Subpart C…
HIPAA Security Rule — Technical Safeguards 45 CFR §164.312
Implements HIPAA Security Rule technical safeguards under 45 CFR §164.312 for electronic protected health information. Covers access controls with un…
HITECH Act Privacy and Security Requirements
Implements HITECH Act privacy and security requirements including breach notification expansion, four-tier penalty structure, state attorney general …
Incident-To Billing Policy
Drafts Medicare incident-to billing compliance policies for healthcare practices. Covers eligibility criteria, direct supervision, documentation stan…
Informed Consent Form
Drafts regulatory-compliant informed consent forms for healthcare procedures, clinical trials, research participation, or professional services. Inco…
Informed Consent Form — Clinical Trial
Drafts an IRB-ready Informed Consent Form (ICF) for FDA-regulated clinical trials compliant with 21 CFR 50.25, 50.27, and ICH-GCP. Use when drafting …
Investigator Agreement
Drafts Investigator Agreements for FDA-regulated clinical trials between sponsors and principal investigators. Covers 21 CFR Parts 50, 56, 312/812, I…
Managed Care Contract
Drafts managed care contracts between MCOs and healthcare providers covering payment methodology (FFS/capitation), credentialing, utilization managem…
Medical Director Agreement
Drafts a Medical Director Agreement between a healthcare organization and a physician, structured for Anti-Kickback Statute and Stark Law safe harbor…
Patient Consent Simplifier
Simplify informed consent documents into patient-friendly language while maintaining regulatory compliance (FDA 21CFR50, ICH-GCP, HIPAA) and required…
Public Health Law Summary
Generates structured, plain-language summaries of public health legislation and case law with Bluebook citations. Use when summarizing health statute…
Stark Law & AKS Compliance Plan
Drafts Stark Law and Anti-Kickback Statute compliance plans for healthcare organizations. Use when drafting physician self-referral compliance docume…
Telehealth Privacy Compliance
Implements telehealth privacy compliance covering HIPAA requirements for virtual care, state licensing and recording consent laws, platform security …
Telemedicine Consent and Policy Document
Drafts dual-purpose telemedicine consent and policy documents covering informed consent, HIPAA privacy architecture, prescribing limitations, clinica…
HIPAA Security Rule Expert
HIPAA Security Rule expert for US healthcare compliance. Deep knowledge of 45 CFR Part 164 Subpart C, Administrative/Physical/Technical Safeguards, R…
us-immigration
Immigration Case Summary
Produces structured U.S. immigration case summaries covering applicant background, legal basis, procedural history, posture, and outcomes. Use when p…
Immigration Support Letter
Drafts formal immigration support letters from employers, family members, or community supporters for USCIS petitions, asylum claims, removal proceed…
us-insurance
Time-Limited Policy Limits Demand
Drafts time-limited policy-limits demand letters that create an opportunity-to-settle record for third-party bad faith exposure. Use when the user me…
CRE Insurance Certificate Compliance Review
Reviews CRE insurance certificates (ACORD 25) and endorsements against Access Agreement insurance requirements, producing a pass/fail compliance dete…
Insurance Coverage Opinion
Drafts structured insurance coverage opinions analyzing duty to defend and duty to indemnify for carriers. Applies eight corners rule, policy exclusi…
CRE Insurance Certificate Compliance Review
Produces requirement-by-requirement CRE insurance certificate compliance reviews by analyzing ACORD 25 certificates and endorsements against Access A…
Insurance Certificate Compliance Check
Performs contract-driven compliance review of insurance certificates and endorsements against CRE/site-access and vendor agreement requirements. Prod…
Insurance Claim Summary
Generates structured summaries of U.S. insurance claim files covering identification, incident narrative, party positions, coverage analysis, and res…
Insurance Correspondence Summarization
Produces structured summaries of insurance claims correspondence including coverage letters, reservation of rights (ROR), denial letters, and claim f…
Insurance Policy Summary
Produces structured, citation-backed summaries of U.S. insurance policies, endorsements, claims files, and coverage correspondence for coverage analy…
Compliance Research Analyst
Collect and maintain upstream compliance intelligence for financial services and life insurance marketing across company, industry, federal, and stat…
Tender Letter Denial
Drafts legally defensible denial letters rejecting tendered defense and indemnification demands. Analyzes indemnification provisions, builds substant…
us-ip
Answer with Invalidity Contentions
Drafts a defendant's Answer with Invalidity Contentions responding to a U.S. patent infringement complaint. Covers FRCP 8(b) admissions/denials, affi…
Art Law Summaries
Generates structured U.S. art law summaries with Bluebook citations, doctrinal analysis, and stakeholder guidance. Use when researching art law prece…
Biotechnology Patent Summaries
Summarizes biotech patent families and disputes into litigation-ready intelligence briefs. Trigger when the user provides patent applications, issued…
Check a Trademark
Quickly check if a name is free to use as a trademark. I search the official US trademark database for exact, sound-alike, and look-alike hits, then …
Joint Claim Construction Chart
Drafts Joint Claim Construction Charts for patent litigation Markman hearings in US federal courts. Organizes disputed claim terms with competing par…
Claim Construction Order
Drafts a U.S. federal court Claim Construction Order (Markman order) applying the Phillips v. AWH Corp. intrinsic/extrinsic evidence hierarchy to con…
clearance-anthropics
Trademark clearance first pass — knockout + similar-marks check producing a flag list, not a clearance opinion. Use when a new mark is proposed, when…
Complaint for Copyright Infringement
Drafts a federal court complaint for copyright infringement under 17 U.S.C. § 101 et seq. Produces a Twombly/Iqbal-plausible pleading with caption, j…
Confidentiality and Invention Assignment Agreement
Drafts U.S. Confidentiality and Invention Assignment Agreements (PIIA/CIIA) for employees or contractors. Covers DTSA immunity notice, present-tense …
Consent Judgment and Injunction
Drafts enforceable consent judgments with injunctive relief for IP litigation settlement. Triggers when drafting consent judgments, agreed judgments,…
Copyright License Agreement (Media)
Drafts a U.S. Copyright License Agreement for media content (film, music, photography, video, software, artwork). Structures reproduction, distributi…
Copyright License Agreement (Media)
Drafts a Copyright License Agreement for media content between a Licensor and Licensee. Covers exclusive/non-exclusive grants, enumerated §106 rights…
IP Litigation Deposition Supplement
Supplements general deposition preparation with IP-specific examination frameworks for patent, trademark, copyright, and trade secret cases. Covers w…
IP Litigation Deposition Supplement
Provides IP-specific deposition examination frameworks for patent, trademark, copyright, and trade secret cases. Covers inventor, infringer, licensin…
DMCA Takedown Notice
Drafts a DMCA takedown notice compliant with 17 U.S.C. § 512(c)(3) for removing infringing content from online service providers. Enforces all six st…
Ex Parte Seizure Order
Drafts U.S. ex parte seizure orders authorizing immediate property or asset seizure without notice. Enforces the four-factor ex parte standard, FRCP …
Field of Use Restriction Clause
Drafts field-of-use restriction clauses for U.S. IP licensing agreements, limiting licensee exploitation to a defined permitted field by industry, ap…
Field of Use Restriction Clause
Drafts enforceable Field of Use restriction clauses for U.S. IP licensing agreements (patent, software, trade secret, know-how). Covers permitted and…
infringement-triage-anthropics
Infringement triage across trademark, copyright, patent, and trade secret — a flag list with the factors cutting each way, not a finding. Use when as…
Confidentiality and Invention Assignment Agreement (CIAA/PIIA)
Drafts a U.S. Confidentiality and Invention Assignment Agreement (CIAA/PIIA) for employee or contractor onboarding. Covers confidential information, …
invention-intake
Invention disclosure first-pass screen — novelty, obviousness, §101 eligibility, bar dates, detectability, and strategic value. Use when an invention…
invention-intake-anthropics
Invention disclosure first-pass screen — novelty, obviousness, §101 eligibility, bar dates, detectability, and strategic value. Use when an invention…
IP Infringement Analysis
Produces structured IP infringement memoranda evaluating patents, trademarks, copyrights, and trade secrets. Performs claim-by-claim patent compariso…
IP Portfolio Summary
Summarizes and analyzes a U.S. corporate IP portfolio covering patents, trademarks, copyrights, and trade secrets. Use when conducting an IP audit, d…
Know-How License Agreement
Drafts U.S. know-how (trade secret) license agreements covering scope, exclusivity, field-of-use, territory, consideration, confidentiality, tech tra…
IP License Agreement Summary
Produces a structured U.S. IP license agreement summary covering parties, grant scope, exclusivity, territory, financial terms, restrictions, IP mana…
Assignment of License
Drafts Assignment of License agreements transferring rights and obligations under existing IP licenses from assignor to assignee. Covers patent, trad…
Markman Hearing Brief
Drafts Markman Hearing Briefs for patent claim construction under the Phillips framework. Structures disputed-term analysis from intrinsic evidence (…
MPEP Search Skill
Expert system for searching USPTO MPEP, 35 USC statutes, 37 CFR regulations, and post-Jan 2024 updates.
Notice of Prior Art
Drafts a Notice of Prior Art disclosing references material to patentability under 35 U.S.C. §§ 102 and 103, with element-by-element claim charts and…
Trademark Opposition Summary
Generates structured analytical summaries of trademark opposition proceedings before the TTAB. Use when summarizing opposition filings, analyzing TTA…
Patent Application Creator Skill
Complete end-to-end patent application creation from invention disclosure to USPTO-ready filing - prior art search, claims drafting, specification wr…
Patent Drafting
Use when drafting patent applications, writing claims, analyzing prior art, or responding to office actions - covers USPTO practice, claim strategies…
Patent Infringement Analysis
Generates a structured patent infringement analysis mapping claims to accused product features via claim charts. Covers Phillips claim construction, …
Patent Infringement Complaint
Drafts a federal patent infringement complaint for U.S. District Court satisfying FRCP Rules 8, 10, 11 and Twombly/Iqbal plausibility. Covers direct …
Patent Infringement Case Summary
Generates structured summaries of patent infringement cases covering parties, patents-at-issue, infringement theories, claim construction, damages, a…
Patent Novelty and Non-Obviousness Check
Assess patent novelty and non-obviousness against prior art. Use when user says "专利查新", "patent novelty", "可专利性评估", "patentability check", or wants t…
Patent Novelty and Non-Obviousness Check
Assess patent novelty and non-obviousness against prior art. Use when user says "专利查新", "patent novelty", "可专利性评估", "patentability check", or wants t…
Patent Creator Skill
Expert system for reviewing utility patent applications against USPTO MPEP guidelines.
patent-search — USPTO 专利搜索
Use when the user wants USPTO patent discovery, patent metadata lookup, application lookup, or downloadable patent candidates before ingest.
Proprietary Information and Inventions Agreement (PIIA)
Drafts U.S. Proprietary Information and Inventions Agreements (PIIA) for employee or consultant onboarding. Use when drafting a PIIA, inventions assi…
Quality Control Provisions (Trademark License Exhibit)
Drafts Quality Control Provisions as an exhibit to a Trademark License Agreement, covering quality standards, inspection rights, sample approval, non…
Scope Recon
Survey project IP assets — trademarks, patents, OSS licenses, assignments.
takedown
Draft a DMCA takedown notice, triage one you received, or draft a §512(g) counter-notice. Use when asserting copyright through a §512(c)(3) takedown …
takedown-anthropics
Draft a DMCA takedown notice, triage one you received, or draft a §512(g) counter-notice. Use when asserting copyright through a §512(c)(3) takedown …
Takedown
Draft a DMCA takedown notice, triage one you received, or draft a §512(g) counter-notice.
Technology Tutorial for Court
Drafts a neutral, educational slide-deck technology tutorial for courts in patent litigation. Covers the technical problem, prior art, invention oper…
Trademark Cease-and-Desist Letter
Drafts a U.S. trademark cease-and-desist letter for pre-litigation enforcement. Converts case facts into a demand letter that establishes standing, d…
Trademark Cease-and-Desist Letter
Drafts U.S. trademark cease-and-desist letters asserting ownership, documenting infringement, and issuing cure demands with deadlines. Trigger when t…
Trademark Clearance Search Report
Generates a trademark clearance search report evaluating mark availability and registrability across federal (USPTO TESS), state, common law, and int…
Trademark Coexistence Agreement
Drafts U.S. trademark coexistence agreements defining permitted use boundaries, differentiation requirements, and confusion-prevention protocols for …
Trademark License Agreement
Drafts a U.S. Trademark License Agreement governing a licensor's grant of rights to a licensee for authorized use of registered or common law marks. …
TTAB — Trademark Trial and Appeal Board
TTAB-Opposition und Cancellation in den USA führen: aeltere Marke kollidiert mit US-Anmeldung oder eingetragener Marke. Normen: 37 C.F.R. § 2.101 ff.…
US Counterfeit Enforcement und CBP Recordation
US-Counterfeit-Enforcement und CBP-Recordation: Luxusmarke will gefaelschte Ware in den USA stoppen. Normen: 18 U.S.C. § 2320 (Trademark Counterfeiti…
US Trade Dress und Secondary Meaning
US Trade Dress Protection für Produktaufmachung und Produktgestaltung: Luxusmarke will Gesamterscheinungsbild oder Produktform in den USA schützen. N…
USPTO Database
Access USPTO APIs for patent/trademark searches, examination history (PEDS), assignments, citations, office actions, TSDR, for IP analysis and prior …
USPTO-Anmeldung und Lanham Act
USPTO-Markenanmeldung nach Lanham Act durchführen: Modehaus will Markenschutz in den USA. Normen: 15 U.S.C. § 1051 ff. (Lanham Act), 37 C.F.R. § 2.21…
USPTO Database
Access USPTO APIs for patent/trademark searches, examination history (PEDS), assignments, citations, office actions, TSDR, for IP analysis and prior …
USPTO Database
Access USPTO APIs for patent/trademark searches, examination history (PEDS), assignments, citations, office actions, TSDR, for IP analysis and prior …
USPTO Database
公式記録の検索、PatentSearch クエリ、TSDR チェック、譲渡データ、および再現可能な IP 調査ログのための USPTO 特許・商標データワークフロー。
USPTO Office Actions und TESS/TSDR-Recherche
USPTO Office Actions beantworten und TESS/TSDR-Datenbankrecherche: Prüfungsbescheid des USPTO nach Markenanmeldung erhalten. Normen: 15 U.S.C. § 1052…
Work for Hire Agreement
Drafts a U.S. Work for Hire Agreement under 17 U.S.C. §§ 101 and 201(b) with fallback IP assignment, creator warranties, and indemnification. Trigger…
us-litigation
Rule 30(b)(6) Corporate Representative Deposition
Manages Rule 30(b)(6) corporate representative deposition workflows — drafting notice topics with reasonable particularity, building examination outl…
30(b)(6) Corporate Representative Deposition
Guides taking and defending Rule 30(b)(6) corporate representative depositions. Drafts topic lists with reasonable particularity, builds examination …
Abstract of Judgment
Drafts a recordable Abstract of Judgment to create a judgment lien on a debtor's real property. Extracts party names, monetary components, and judgme…
Amicus Brief
Drafts and analyzes U.S. appellate amicus curiae briefs for non-parties with Rule 29/Rule 37 compliance, unique perspective development, and Bluebook…
Amicus Coalition Management
Manages end-to-end workflow for multi-organization amicus coalition briefs in appellate courts. Covers single-pen drafting governance, position align…
Amicus Coalition Management
Manages multi-organization appellate amicus briefs with single-pen drafting, coalition sign-offs, conflict triage, and compliant disclosures. Use whe…
Amicus Curiae Brief
Drafts filing-ready U.S. amicus curiae briefs with rule-anchored compliance, additive thesis selection, record-safe fact handling, and verified autho…
Amicus Interest Statement
Drafts the "Interest of Amicus Curiae" section of an amicus brief. Establishes institutional credibility, tethers the amicus's interest to the specif…
Animal Law Case Summary
Produces litigation-grade case summaries for animal law disputes including cruelty/neglect prosecutions, ownership/custody, dangerous animal designat…
Answer and Affirmative Defenses
Drafts U.S. civil litigation Answers with paragraph-by-paragraph admissions/denials, affirmative defenses, and counterclaim triage. Trigger when user…
Appeal Document Summary
Produces structured U.S. appellate document summaries mapping procedural posture, issues on appeal, standards of review, and competing arguments into…
Appellate Brief — Appellant
Drafts the appellant's opening brief challenging a lower court decision in federal or state appellate courts. Covers issue selection, standard of rev…
Appellate Document Formatting
Generates appellate-filing-ready Tables of Contents, Tables of Authorities, and Certificates of Compliance under FRAP 32(g) and related rules. Produc…
Appellate TOC/TOA and Compliance Certificate
Generates appellate-brief TOC, TOA, and Certificate of Compliance with defensible word-count methodology. Triggers on TOC/TOA rebuilds, certificate o…
Appellate Mandate
Drafts formal appellate mandates that conclude the appeal process and direct trial courts to implement appellate decisions. Extracts disposition lang…
Appellee's Response Brief
Drafts appellee response briefs for federal and state appellate courts, exploiting standards of review and record evidence to defend trial court deci…
Appellee's Response Brief
Drafts an Appellee's Response Brief defending the trial court's judgment and arguing for affirmance. Covers standard of review analysis, record-based…
Post-Judgment Asset & Enforcement Report
Generates a post-judgment asset and enforcement report synthesizing debtor asset investigations, exemption analysis, fraudulent transfer assessment, …
Attorney Representation Agreement
Drafts U.S. litigation attorney representation agreements for client onboarding, covering scope, fees, retainers, confidentiality, conflicts, duties,…
Motion for Attorneys' Fees
Drafts post-judgment motions for attorneys' fees using the lodestar method. Covers prevailing party analysis, rate justification, hours documentation…
Bill of Costs on Appeal
Drafts an itemized Bill of Costs on Appeal under FRAP 39 or state equivalent for the prevailing party to recover allowable appellate expenses. Trigge…
Bill of Costs on Appeal
Drafts a verified U.S. appellate Bill of Costs itemizing taxable costs under FRAP 39 or state analogs. Trigger when the user needs to prepare, file, …
California Case Deadlines
Use this skill whenever the user asks about timing or deadlines in a California civil case. Triggers include "when is my answer due California", "com…
California Discovery Response Builder
Drafts code-compliant California responses to Requests for Production (CCP § 2031.010 et seq.) for Superior Court. Use when the user mentions Califor…
California Discovery Verification
Drafts California Superior Court discovery verification pages under CCP §§ 2030.250 and 2031.250 with proper CCP § 2015.5 perjury declarations. Trigg…
California Law References — General Civil Practice
This skill should be used when the user needs to cite, apply, or research law that bears on California civil court practice across any subject matter…
California Privilege Log
Generates California-compliant privilege logs for withheld or redacted discovery materials under CCP 2031.240. Use when the user mentions privilege l…
Pro Se Drafting for California Courts
Use when drafting California court documents for a self-represented (pro se / "In Pro Per") litigant. Triggers include "pro se", "in pro per", "self-…
California SC-100 Small Claims Form Guide
California Small Claims Court SC-100 form field mapping and filling guide. Use this skill when filling out California SC-100 Plaintiff's Claim forms,…
California SC-100 Form Field Mapping
California SC-100 Small Claims Court form field mapping and filling guide.
California Statewide Court Document Formatting
This skill should be used when the user asks to "draft a pleading", "format a California court document", "apply California Rules of Court", "CRC 2.1…
CAFA Notice of Removal
Drafts a Notice of Removal under the Class Action Fairness Act (CAFA), 28 U.S.C. § 1332(d), transferring a state court class action to federal court.…
California SC-100 Form Filling Guide
Guidance for filling California SC-100 Small Claims forms. Use this skill when filling out, validating, or processing California judicial council for…
California Small Claims Court Form SC-100
Understand the structure and fields of the California Small Claims Court Form SC-100
California Small Claims Court SC-100 Form
How to fill out the California Small Claims Court SC-100 form, including field mapping and required vs. optional fields.
California small claims data mapping
Use this skill to map specific natural language case details to the legal requirements of the SC-100 form.
California Small Claims Court Form (SC-100)
How to fill out California Small Claims Court forms (SC-100 and related). Use this skill whenever the user needs to complete a California small claim…
Case Chronology
Produces U.S. litigation case chronologies with dated timelines, executive summaries, source attribution, gap analysis, and investigation recommendat…
Case Intake & Initial Fact Memo
Generates a structured attorney work product memorandum from an initial client consultation for commercial litigation. Extracts verifiable facts from…
Caselaw Access Project API
Query 360+ years of US case law via the Harvard Caselaw Access Project
CDA Certified Claim
Drafts U.S. Contract Disputes Act (CDA) certified claims for federal government contracts, covering FAR Part 33 compliance, entitlement/quantum secti…
Petition for Writ of Certiorari
Drafts a Petition for Writ of Certiorari to the U.S. Supreme Court under Rules 10, 13, 14, and 33. Enforces Rule 10 criteria (circuit splits, precede…
Certificate of Interested Persons
Drafts a FRAP 26.1-compliant Certificate of Interested Persons identifying all parties, entities, and affiliates with financial or legal interests in…
Certificate of Service
Drafts certificates of service (proofs of service) for court filings. Use when a filing must be accompanied by proof that copies were served on all p…
Bluebook Citation Format
Formats legal citations per The Bluebook (21st ed.) using Bluepages practitioner conventions. Use when citing authority in court filings, checking ci…
Class Action Claim Form
Drafts official class action claim forms balancing plain-language accessibility with FRCP 23 enforceability. Trigger when creating settlement claim f…
Class Action Complaint
Drafts federal or state class action complaints satisfying FRCP Rule 23 certification prerequisites. Use when filing class actions, representative pl…
Fairness Hearing Notice
Drafts FRCP 23(e)-compliant fairness hearing notices for class action settlements. Covers settlement terms, opt-out rights, objection procedures, and…
Class Action Notice
Drafts Rule 23-compliant class action notices to absent class members for certification or settlement. Agent uses this skill when drafting class acti…
Class Action Settlement Agreement
Drafts class action settlement agreements for court approval under FRCP 23(e), covering settlement fund terms, class definitions, release provisions,…
Class Action Lawsuit Summary
Produces structured U.S. class action lawsuit summaries covering claims, class definition, Rule 23 analysis, procedural history, and outcomes. Use wh…
Motion for Class Certification
Drafts a Motion for Class Certification under FRCP 23 or state equivalents, arguing numerosity, commonality, typicality, adequacy, predominance, and …
Order Certifying Class
Drafts a federal or state court order certifying a class action under Rule 23. Triggers when formalizing class certification after a granted motion, …
Class Member Claim Form
Drafts U.S. class action settlement claim forms compliant with FRCP 23 and court approval orders. Triggers on claim form drafting, settlement adminis…
Class Notice Communication Plan
Drafts a Rule 23 class notice communication plan for U.S. federal class actions, covering notice content, delivery methods, timelines, budgets, and r…
Motion for Preliminary Approval of Class Action Settlement
Drafts a Motion for Preliminary Approval of Class Action Settlement under Rule 23(e), covering settlement class certification, notice plan, claims ad…
Denver District Court (2nd Judicial District)
This skill should be used when drafting or filing documents in the Denver District Court (2nd Judicial District) or Denver County Court. Triggers inc…
Reserve a Hearing Date (Colorado)
This skill should be used when the user needs to reserve a motion hearing date in a Colorado court. Triggers include "schedule a hearing in Colorado"…
Westlaw (connector optional; not enabled in v1) Deep Research
Use this skill whenever a user specifically requests legal research or Westlaw (connector optional; not enabled in v1) Deep Research, asks for CoCoun…
Westlaw Deep Research
Use this skill whenever a user specifically requests legal research or Westlaw Deep Research, asks for CoCounsel Legal or cocounsel legal support, or…
Westlaw Deep Research
Use this skill whenever a user specifically requests legal research or Westlaw Deep Research, asks for CoCounsel Legal or cocounsel legal support, or…
Complaint for Breach of Contract
Drafts a U.S. plaintiff-side breach of contract complaint with caption, jurisdiction/venue, four-element cause of action, and prayer for relief. Trig…
Contract Dispute Analysis Report
Generates a structured litigation analysis report for US commercial contract disputes, covering breach theories, defenses, remedies, and settlement p…
Counterclaim & Crossclaim
Drafts court-ready counterclaims and crossclaims for commercial litigation. Analyzes case documents, classifies compulsory vs. permissive counterclai…
Court Document Formatting
Builds a filing-ready formatting blueprint for U.S. litigation pleadings, motions, and briefs by applying caption, spacing, pagination, certificate, …
Court Document Formatting
Standardizes U.S. court-filing formatting for pleadings, motions, and briefs. Enforces caption structure, margins, fonts, spacing, pagination, line n…
Court Order Summaries
Generates structured summaries of court orders and decisions, extracting obligations, deadlines, monetary awards, injunctive relief, and procedural r…
CourtListener REST API v4
Search U.S. case law, PACER dockets, judges, oral arguments, and citations via CourtListener REST API v4. Use bash+curl+jq against https://www.courtl…
CourtListener API Guide
Legal case law database with PACER data and judge profiles
demand-draft
Draft a demand letter from a completed intake, gated on a privilege / FRE 408 / waiver / admission checklist, with a .docx output, post-send checklis…
demand-draft-anthropics
Draft a demand letter from a completed intake, gated on a privilege / FRE 408 / waiver / admission checklist, with a .docx output, post-send checklis…
Demand Draft
Draft a demand letter from a completed intake, gated on a privilege / FRE 408 / waiver / admission checklist, with a .docx output, post-send checklis…
Pre-Suit Demand Letter
Drafts litigation-ready U.S. pre-suit demand letters that function as settlement instruments and defensible future exhibits. Enforces element-driven …
Demand Package Compilation
Compiles pre-suit and settlement demand packages for U.S. commercial litigation plaintiff matters. Assembles demand letter with chronological facts, …
Deponent Coaching Guide
Generates behavioral coaching materials for deposition witnesses, covering the SHAQ method, golden rules, difficult question handling, composure tech…
Deposition Analysis
Produces litigation-grade U.S. deposition summaries with exact page-line citations, topical organization, and strategic analysis of admissions, incon…
Apex Witness Deposition
Guides strategy for apex witness depositions of C-suite executives and senior government officials. Covers asserting and overcoming the apex doctrine…
Deposition Document Assembly
Assembles and organizes documents for deposition preparation, producing a document inventory, exhibit list, impeachment index, and gap analysis. Use …
Deposition Errata Sheet
Guides the FRCP 30(e) errata sheet process — submitting corrections for your witness and challenging improper opposing corrections. Covers change per…
Deposition Impeachment Builder
Drafts deposition-ready impeachment sequences using the Commit–Credit–Confront (CCC) method. Use this skill when the user mentions impeachment prepar…
Deposition Notice Package
Drafts U.S. deposition notices (party, non-party subpoena, Rule 30(b)(6)), cover letters, scheduling letters, and proofs of service. Use when prepari…
Deposition Notice and Subpoena
Drafts federal civil deposition notices (FRCP 30(b)(1), 30(b)(6)) and Rule 45 subpoenas for testimony and/or documents. Use when the user mentions de…
Deposition Objection Reference
Provides a quick reference for deposition objections under FRCP 30(c)(2), including form objections, substantive objections, waiver rules, and the th…
Deposition Objections
Provides deposition objection reference under FRCP 30(c)(2) covering form objections, substantive objections, instructions not to answer, and strateg…
Deposition Preparation: Strategic Planning and Execution
Produces a comprehensive deposition preparation package for taking or defending depositions in U.S. civil litigation. Use this skill whenever the use…
Deposition Notice & Subpoena Drafter
Drafts U.S. federal deposition notices and subpoenas under FRCP 30(b)(1), 30(b)(6), and 45. Trigger when the user needs a deposition notice, 30(b)(6)…
Deposition Summary with Exhibit Index
Produces a topic-based U.S. deposition summary with page/line citations and a keyed exhibit index linking testimony to documents. Use when creating d…
Deposition Summary with Key Document Index
Creates topic-based deposition summaries with exhibit-to-transcript citation mapping for U.S. commercial litigation. Use when a user provides a depos…
Deposition Summary — Page-Line Format
Generates page-line deposition summaries from U.S. litigation transcripts with citation-anchored flagging for admissions, inconsistencies, objections…
Demand for Discovery and Bill of Particulars
Drafts a combined Demand for Discovery and Bill of Particulars for U.S. criminal or civil litigation. Extracts case details, identifies underspecifie…
Discovery Deficiency and Meet-and-Confer Tracker
Builds and maintains a litigation-grade discovery deficiency and meet-and-confer tracker for compulsion motion practice. Use this skill when the user…
Discovery Dispute Resolution Letter
Drafts discovery dispute resolution letters documenting meet-and-confer efforts and unresolved issues in U.S. litigation. Use when drafting meet-and-…
Discovery Document Summaries
Summarizes discovery documents (depositions, emails, contracts, interrogatories, medical/financial records) with Bates citations, impeachment flags, …
Joint Discovery Plan & Proposed Scheduling Order
Drafts Joint Discovery Plans and Proposed Scheduling Orders under FRCP 26(f) or state equivalents. Analyzes pleadings, court requirements, and case c…
Discovery Response Summary
Synthesizes interrogatories, RFPs, RFAs, deposition transcripts, and privilege logs into a thematic, issue-based analytical memorandum with gap analy…
California Discovery Separate Statement
Drafts a California-compliant discovery Separate Statement for motions to compel under Cal. Rules of Court rule 3.1345. Trigger when the user mention…
Discovery Verification and Proof of Service Audit
Produces an attorney-grade audit memorandum assessing whether written discovery responses are legally binding and timely. Use this skill when the use…
Document Production Log & Summary
Generates a structured log and strategic summary of opposing-party document productions in U.S. litigation discovery. Categorizes by type, date, cust…
E-Discovery Protocol Agreement
Drafts court-ready ESI Protocol Agreements governing electronically stored information exchange in U.S. federal litigation. Covers FRCP 26(f)/34 comp…
E-Discovery Collection & Review Summary
Produces an internal U.S. litigation e-discovery status summary covering ESI collection, processing, search-term hits, review throughput, relevance a…
E-Discovery Status Report
Generates a structured internal e-discovery status report tracking ESI from collection through attorney review. Covers custodian volumes, search term…
ESI Protocol
Drafts stipulated ESI protocols for federal e-discovery. Produces court-ready agreements governing preservation, collection, processing, review, and …
Core competencies
Federal Rules of Evidence expertise — auto-activates when assessing admissibility for depositions or trial
Expert Witness Deposition
Guides taking or defending U.S. expert witness depositions with Daubert/Frye methodology testing, Rule 26(a)(2) compliance, and Rule 702/703 foundati…
Expert Witness Impeachment
Surfaces inconsistencies, opinion shifts, methodological flaws, and credential discrepancies across expert reports, transcripts, CVs, and publication…
Expert Report on Class Damages
Drafts a litigation-ready expert report on class-wide damages for class action proceedings. Structures analysis to satisfy Daubert/FRE 702 admissibil…
Expert Report on Damages
Generates a structured expert report on economic damages for U.S. commercial litigation. Produces Daubert-ready, FRE 702-compliant analyses covering …
Expert Witness Report Summary
Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materi…
Expert Testimony Summarization
Produces structured expert witness analyses covering qualifications, opinions, methodology, admissibility (Daubert/Frye), and cross-examination vulne…
Expert Witness Deposition
Drafts litigation-ready expert witness deposition workflows for U.S. federal and state matters, covering preparation, examination, and defense strate…
Expert Witness Designation
Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, com…
Expert Witness Impeachment Analysis
Analyzes expert witness materials (reports, depositions, CVs, publications) to identify inconsistencies, opinion drift, and methodological failures f…
Expert Witness Report Analysis
Critiques opposing expert witness reports for admissibility challenges, disclosure deficiencies, and cross-examination vulnerabilities. Triggers when…
Expert Witness Report Summary
Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications…
Motion to Extend Time to File Brief
Drafts appellate motions to extend time for filing briefs (opening, answering, or reply) in U.S. appellate courts. Demonstrates good cause through sp…
Class Action Fairness Hearing Notice
Drafts FRCP 23(e)-compliant class action fairness hearing notices. Extracts settlement terms, class definition, deadlines, and court-mandated languag…
Fill California Small Claims Form SC-100
Use this skill to fill the California Small Claims Court form (SC-100) with plaintiff and defendant information, case details, and amounts. Requires …
Final Order and Judgment
Drafts court-ready Final Orders and Judgments for class action litigation with caption, procedural history, findings of fact, conclusions of law, and…
Motion for Final Approval of Class Action Settlement
Drafts a Motion for Final Approval of Class Action Settlement under FRCP 23(e) or state equivalents, covering fairness analysis, notice compliance, f…
Fraudulent Conveyance Complaint
Drafts a U.S. fraudulent conveyance complaint to avoid and recover debtor asset transfers under UFTA, UVTA, or state equivalents. Covers actual fraud…
Indiana Hearings — Preparation and Conduct
This skill should be used when the user asks to "prepare for an Indiana hearing", "oral argument Indiana", "Indiana courtroom etiquette", "Marion zoo…
Reserve a Hearing Date — Indiana
This skill should be used when the user asks to "reserve a hearing date Indiana", "Marion JA email", "schedule a motion hearing Indiana", "request a …
Interrogatory Response Summaries
Generates structured summaries of interrogatory responses in commercial litigation, extracting key facts, objections, evasions, patterns, and inconsi…
JNOV Motion
Drafts a Motion for Judgment Notwithstanding the Verdict (JNOV) under FRCP 50(b) or state equivalents, with alternative new-trial request. Builds ele…
Judgment Summary
Produces structured U.S. litigation judgment summaries from court opinions or final orders. Use when summarizing a judgment, opinion, final decision,…
Jurisdictional Statement
Drafts jurisdictional statements for U.S. appellate courts establishing authority to hear an appeal, procedural compliance, and timeliness. Covers 28…
Jury Duty Exemption Email Generator
Drafts a formal, respectful email to a sheriff requesting exemption from jury duty based on caregiver hardship and health risks.
Jury Instructions
Drafts complete proposed jury instruction sets for U.S. litigation, including preliminary charges, elements, burden of proof, evidence evaluation, an…
Request for Jury Trial
Drafts a formal Request for Jury Trial invoking Sixth Amendment (criminal) or Seventh Amendment (civil) rights. Covers federal FRCP Rule 38, FRCrP Ru…
Legal Document Handling
Specialized instructions for reading, modifying, and filling PDF legal forms (e.g., California judicial council forms). Use this for any task involvi…
legal-hold-anthropics
Issue, refresh, release, or report on legal holds — drafts the hold notice as .docx, updates legal_hold fields in _log.yaml, and calendars the next r…
Legal Memorandum
Drafts U.S. internal legal memoranda using IRAC structure to analyze issues, synthesize authority, assess risks, and recommend strategy. Use when ask…
Core competencies
Civil litigation, contract law, legal research methodology, rules of professional conduct, and legal citation format
Core competencies
Legal research expertise — auto-activates when locating cases, statutes, and procedural rules for litigation tasks
Legal Research Summary
Synthesizes U.S. statutes, case law, and regulatory guidance into attorney-ready litigation research summaries with counterarguments and strategic im…
Litigation Deadline Calendar
Calendar litigation and arbitration deadlines from a scheduling order. Parses a PDF scheduling order, identifies key dates, computes backward deadlin…
Case management
Civil litigation workflow expertise — case management, deposition prep, evidence chain, and Federal Rules of Evidence
Maritime Case Summary
Produces structured summaries of maritime law cases covering admiralty jurisdiction, collisions, liens, salvage, cargo damage, charter parties, and p…
Motion to Compel Discovery
Drafts filing-ready motions to compel discovery in civil litigation with deficiency matrix, declaration, memorandum, and proposed order. Covers inter…
Motion to Dismiss
Drafts FRCP 12(b) motions to dismiss for commercial litigation. Triggers on requests to draft motions to dismiss, 12(b)(6) motions, jurisdictional ch…
Notice of Appeal
Drafts a Notice of Appeal to initiate appellate review of a trial court judgment or order in US federal and state courts. Use when filing a notice of…
Notice of Appearance of Counsel
Drafts a Notice of Appearance of Counsel for federal or state court with caption formatting, bar admission verification, e-filing signatures, and cer…
Post-Hearing Order Submission in New York
Use after a hearing or motion decision when the prevailing party needs to submit a proposed order for signature. Triggers include 'NY post-hearing or…
Ohio Statewide Format — Civ. R. 10 + Per-Court Local Rules
Use when drafting any Ohio court filing — applies Ohio Civ. R. 10 caption + signature requirements, the common local-rule format conventions adopted …
Opt-Out Form
Drafts opt-out forms and notices of exclusion for class actions, settlements, arbitration clauses, and privacy programs. Covers party identification,…
Draft an Oregon Declaration
Use this skill when the user asks to draft a declaration for an Oregon court filing. Triggers include "draft a declaration", "declaration in support"…
Order and Judgment on Appeal
Drafts a U.S. appellate Order and Judgment memorializing disposition after review of a lower-court ruling. Covers captioning, jurisdictional recitals…
Party Deposition
Builds element-driven deposition outlines and witness preparation plans for U.S. party depositions (plaintiff or defendant), covering admissions unde…
Pre-Trial Statement
Drafts U.S. civil/commercial pre-trial statements that narrow issues, fix trial assumptions, and prevent evidentiary surprises. Converts pleadings, d…
Motion for Preliminary Injunction
Drafts a Motion for Preliminary Injunction applying the Winter four-factor test with jurisdiction-specific procedural compliance. Covers merits analy…
Preservation Letter
Drafts litigation hold and document preservation letters under FRCP 37(e) and state equivalents. Covers custodian identification, ESI scope, hold imp…
Pre-Trial Statement / Report
Drafts U.S. commercial litigation pre-trial statements and joint pretrial reports presenting stipulated facts, contested issues, witness/exhibit list…
Procedural Rule Summary
Generates structured, stage-organized summaries of procedural rules from federal, state, local, or administrative sources with deadlines, responsibil…
Stipulated Protective Order
Drafts a Stipulated Protective Order for federal litigation discovery under FRCP 26(c), covering confidentiality designation tiers, access restrictio…
Record Designation on Appeal
Drafts a Record Designation on Appeal identifying trial court materials for transmission to the appellate court. Covers appellant designations and ap…
Petition for Rehearing En Banc
Drafts a Petition for Rehearing En Banc under FRAP 35 or state equivalents. Guides threshold analysis for precedent conflicts and exceptional importa…
Reply Brief for Appellant
Drafts an appellant's Reply Brief that rebuts the appellee's response and reinforces the case for reversal. Triggers when drafting appellant reply br…
Representation Agreement (Litigation)
Drafts a U.S. litigation representation agreement covering scope, fees, costs, duties, conflicts, and termination. Use when preparing an engagement l…
Request for Admissions
Drafts Requests for Admissions under FRCP 36 or state equivalents for personal injury litigation. Extracts facts from case documents to produce numbe…
SC-100 Form Field Mapping Reference
SC-100 California Small Claims form field ID mappings and data entry guidelines
Filling CA SC-100 Small Claims Court Form (Improved)
How to fill California SC-100 Small Claims Court PDF form using fillable field IDs; includes complete field mapping, checkbox behavior, and field fil…
Extracting Case Data for SC-100 Form
Use this skill to extract and organize case data from a natural language case description for filling the SC-100 form. Maps case facts to form fields.
Filling the SC-100 Form
How to map and fill the California Small Claims Court form SC-100 (Plaintiff's Claim and ORDER to Go to Small Claims Court). Use this skill whenever …
Settlement Agreement
Drafts execution-ready settlement agreements for commercial litigation with mutual releases, payment schedules, confidentiality provisions, and dismi…
Motion for Stay Pending Appeal
Drafts a Motion for Stay Pending Appeal using the four-factor balancing test and supersedeas bond analysis. Use when drafting stay motions, bond requ…
Subpoena Duces Tecum
Drafts a Subpoena Duces Tecum compelling document production without testimony under Federal Rule 45 or state equivalents. Covers recipient designati…
Summary Judgment Motion Brief
Drafts FRCP 56 summary judgment motion briefs for U.S. commercial litigation. Synthesizes discovery evidence with controlling authority to show no ge…
Motion for Summary Judgment
Drafts a Motion for Summary Judgment package for personal injury litigation under FRCP 56 or state equivalent. Trigger when the user needs an MSJ, su…
Tax Return Analysis
Produces litigation-ready financial memoranda from multi-year tax returns, covering income trends, filing status changes, deduction patterns, red fla…
Third-Party Complaint (Impleader)
Drafts a Third-Party Complaint (impleader) under FRCP 14 or state equivalents. Use when a defendant needs to implead a party for indemnification, con…
Trial Brief
Drafts persuasive trial briefs for commercial litigation. Triggers when the user needs a pre-trial brief to frame the case theory, secure favorable r…
Trial Preparation Summary
Generates a structured courtroom-ready trial preparation summary synthesizing procedural history, facts, legal issues, evidence, witnesses, and strat…
Verdict Form
Drafts civil trial verdict forms with sequentially numbered jury questions covering liability, affirmative defenses, damages, comparative fault, and …
Verdict/Judgment Summary
Produces structured post-trial verdict and judgment analysis memoranda for commercial litigation. Triggers when summarizing a jury verdict, bench tri…
Case Viability & Conflict Check Report
Drafts a pre-filing litigation intake memo combining conflict screening, legal/procedural viability, and economic triage for an accept-or-decline dec…
Washington Case Deadlines
Use this skill whenever the user asks about timing or deadlines in a Washington civil case. Triggers include "when is my answer due", "when is the re…
Spokane County Superior Court — Venue Skill
Use when handling a Spokane County, Washington Superior Court case — civil practice at the **Spokane County Courthouse** (1116 West Broadway Avenue, …
Deposition Witness Preparation
Guides attorneys through deposition witness preparation using a two-session model with document review, practice examination, and day-of logistics. C…
Witness Preparation Ethics Boundaries
Evaluates witness preparation activities for ethical compliance under ABA Formal Opinion 508 and Model Rules 3.3, 3.4, 8.4. Distinguishes permissible…
Deposition Witness Preparation
Runs ethics-compliant deposition witness-prep workflows for US civil litigation. Use when preparing party, fact, expert, or 30(b)(6) witnesses for de…
Writ of Execution
Drafts writs of execution and supporting levy instructions for post-judgment enforcement of money judgments. Covers application for writ, interest ca…
us-personal-injury
Authorization Packet Summary
Validates and summarizes the four required authorization forms in a personal injury matter (retainer, HIPAA release, insurance authorization, employm…
Case Viability & Conflict Check Report
Produces internal case viability and conflict check memos for personal injury litigation intake. Screens conflicts, assesses liability and damages, c…
Complaint for Negligence
Drafts a court-ready Complaint for Negligence establishing duty, breach, causation, and damages with jurisdiction-aware pleading standards (Twombly-I…
Personal Injury Damages Calculator
Builds auditable personal injury damages calculations separating special damages (medical, wage loss, out-of-pocket) from general damages (pain and s…
Lost Wage & Economic Loss Report
Generates a Lost Wage & Economic Loss Report for personal injury litigation. Calculates past/future lost wages, diminished earning capacity, medical …
Evidence & Liability Summary
Generates a structured evidence and liability summary for plaintiff-side personal injury negligence claims. Triggers when the user needs liability an…
Expert Medical Record Omissions
Analyzes expert witness reports, depositions, and testimony to identify gaps in medical record review, map conflicts to the full record set, and prod…
Expert Omissions Analysis
Analyzes expert witness reports against complete medical record sets to identify omissions, bias patterns, and methodology gaps. Generates impeachmen…
Expert Witness Medical Records Omissions Analysis
Identifies medical records an expert witness failed to review, cite, or address by cross-referencing the expert's materials-reviewed list against the…
IME Report Critical Analysis
Analyzes defense Independent Medical Examination (IME) reports for personal injury litigation, producing a plaintiff-side strategic memorandum with f…
IME Report Critical Analysis
Critically analyzes defense IME reports by auditing record completeness, comparing findings against treating physician records, and surfacing bias in…
Interrogatories to Defendant — Personal Injury
Drafts plaintiff's interrogatories to defendant in personal injury litigation with caption, definitions, instructions, and substantive questions. Tri…
Law Firm Wiki Compiler
Compile institutional PI practice knowledge from FirmVault activity logs into a structured Obsidian wiki using Karpathy's LLM Knowledge Base architec…
Legal Letter Drafting
Drafts professional legal letters for personal injury litigation including settlement demands, cease-and-desist, notice letters, and response corresp…
Lien Resolution Summary
Generates a structured internal lien resolution summary for personal injury settlement cases. Triggers when resolving liens post-settlement, preparin…
marketing-claims-review
Review marketing copy for claims that need substantiation, reframing, or cutting. Use when the user says "review this marketing copy", "check these c…
Medical Malpractice Summary
Produces structured medical malpractice case summaries from medical records for personal injury litigation. Extracts chronological care narratives, i…
Medical Billing Analysis
Produces a litigation-ready analysis of medical bills and supporting records for personal injury, medical-malpractice, workers'-compensation, and dis…
Medical Record Chronology
Creates verified, Bates-cited chronological summaries of medical records for litigation. Extracts treatment timelines, providers, diagnoses, procedur…
PFS Analyzer
Extracts and reconciles medical provider, wage-loss, and insurance/lien data from personal injury plaintiff fact sheets and initial disclosures again…
Personal Injury Demand Summary
Generates structured personal injury demand summaries covering liability analysis, chronological injury documentation, itemized damages, and settleme…
Personal Injury Client Intake Form
Drafts a structured personal injury client intake form for initial consultations covering client identification, incident details, injury/treatment h…
Insurance Defense Pre-Trial Report
Drafts objective pre-trial reports for insurance carriers in personal injury defense litigation. Covers liability analysis, damages evaluation, venue…
Product Liability Case Summary
Generates structured summaries of product liability cases covering liability theories, outcomes, and strategic implications. Use when summarizing def…
Release of All Claims — Personal Injury
Drafts enforceable Release of All Claims documents for personal injury settlement resolution. Produces general releases with broad discharge language…
Settlement Distribution Statement
Drafts settlement distribution statements for personal injury cases with itemized accounting of gross proceeds, attorney fees, litigation costs, lien…
Spoliation Letter (Evidence Preservation Demand)
Drafts spoliation and evidence preservation demand letters for personal injury litigation. Generates case-specific evidence itemization, litigation h…
Summons and Service Packet
Drafts court-ready summons and service packets for civil personal injury litigation. Produces civil cover sheet, summons, complaint shell, service in…
us-real-estate
Access and Indemnity Agreement
Drafts U.S. commercial real estate access and indemnity (right-of-entry) agreements for pre-closing due diligence. Covers license grants, non-invasiv…
Adverse Possession Claim
Drafts adverse possession complaints and quiet title pleadings. Structures jurisdictional foundations, legal property descriptions, and element-by-el…
ALTA Settlement Statement
Drafts a mathematically balanced ALTA Settlement Statement for U.S. real estate closings, allocating debits and credits between buyer and seller with…
Assignment and Assumption of Leases
Drafts an Assignment and Assumption of Leases transferring tenant leases from seller (Assignor) to buyer (Assignee) as a closing document to a commer…
Personal Property Bill of Sale (CRE)
Drafts a U.S. CRE personal property Bill of Sale transferring equipment, fixtures, FF&E, inventory, and other tangible assets. Handles inclusion/excl…
Boundary Dispute Complaint
Drafts a U.S. state-court complaint to establish the true boundary line between adjoining properties, with optional trespass/encroachment claims. Tri…
Complaint for Breach of Purchase Agreement
Drafts a state-court complaint for breach of a real property purchase agreement. Triggers when the user needs to initiate a lawsuit for breach of a r…
Build-Out Allowance Agreement
Drafts a Build-Out Allowance Agreement as a commercial lease addendum governing landlord-provided TI allowance terms. Use when structuring TI allowan…
Commencement Date Memorandum
Drafts a U.S. commencement-date memorandum for commercial leases and related agreements, confirming the operative start date and its evidentiary basi…
Commercial Lease Summary
Produces structured U.S. commercial lease abstracts covering business terms, financial obligations, operating covenants, risk allocation, and deadlin…
Purchase and Sale Agreement — Commercial Real Estate
Drafts Purchase and Sale Agreements for commercial real estate transactions (office, retail, industrial, multifamily). Triggers when the user needs a…
Letter of Intent — Commercial Real Estate Purchase
Drafts a Letter of Intent for commercial real estate purchase transactions. Covers purchase price, earnest money, due diligence, financing contingenc…
Commercial Real Estate Purchase LOI
Drafts a U.S. commercial real estate purchase letter of intent (LOI) framing core deal terms as non-binding while isolating binding provisions (confi…
Complaint for Trespass and Nuisance
Drafts a U.S. civil complaint asserting trespass and private nuisance causes of action in real property disputes. Use when initiating litigation for …
Compliance Audit
Run a compliance audit on any real estate transaction, listing, or marketing piece. Use this skill whenever a user asks to check if a transaction is …
Conservation Easement
Drafts recordable conservation easement documents that permanently restrict land use to protect conservation values while preserving landowner rights…
Contingency Removal Form
Drafts residential real estate contingency removal forms that waive buyer contingencies from a purchase agreement. Handles inspection, financing, app…
CRE Legal Suite
CRE Legal review suite — 6 specialist skills for PSA review, title & survey analysis, estoppel tracking, loan document review, insurance coordination…
Deed in Lieu of Foreclosure Agreement
Drafts a Deed in Lieu of Foreclosure Agreement for U.S. real estate transactions where a borrower voluntarily conveys property to a lender in full sa…
Deed of Gift
Drafts a recordable U.S. Deed of Gift for voluntary, no-consideration transfers of real or personal property. Enforces party identification, unambigu…
Deed of Trust and Security Agreement
Drafts combined Deed of Trust and Security Agreement instruments creating real property and UCC Article 9 personal property security interests for co…
Development Agreement
Drafts U.S. commercial real estate owner-developer agreements covering scope, entitlements, schedule, pricing (fixed, GMP, cost-plus), change orders,…
Easement Dispute Complaint
Drafts a plaintiff-side U.S. complaint for easement disputes covering interference, trespass, declaratory judgment, and injunctive relief. Triggers w…
Residential Real Estate Escrow Instructions
Drafts binding escrow instructions for residential real estate closings. Extracts key terms from purchase agreements, identifies gaps or conflicts, a…
Eviction Complaint (Unlawful Detainer)
Drafts jurisdiction-compliant Unlawful Detainer complaints for eviction proceedings covering non-payment, lease violations, and holdover tenancies. A…
Foreclosure Complaint
Drafts U.S. judicial foreclosure complaints pleading standing, chain of title, default, and amounts due with jurisdiction-specific compliance and exh…
Foreclosure Proceedings Summary
Generates structured chronological summaries of U.S. foreclosure proceedings from case documents. Extracts parties, property, loan info, procedural t…
Grant Deed / Warranty Deed
Drafts execution-ready Grant Deeds and Warranty Deeds for residential real property transfers, enforcing state-specific granting language, legal desc…
Ground Lease Agreement
Drafts U.S. ground lease agreements for long-term land leases (49–99 years) where tenants construct improvements on landlord-retained fee property. C…
HOA Addendum
Drafts an HOA Addendum to a residential purchase agreement covering mandatory membership, financial obligations, governing documents, use restriction…
Industrial / Warehouse Lease
Drafts NNN-structured U.S. Industrial or Warehouse Lease agreements. Covers base rent escalations, operating expense pass-throughs, hazardous materia…
Inverse Condemnation Complaint
Drafts inverse condemnation complaints seeking just compensation for government takings without formal eminent domain. Use when a user needs a taking…
Lead-Based Paint Disclosure
Drafts federal lead-based paint disclosure forms for pre-1978 residential sales or leases under 42 U.S.C. § 4852d, HUD/EPA rules, and 24 CFR Part 35.…
Lead-Based Paint Disclosure
Drafts execution-ready lead-based paint disclosure documents compliant with 42 U.S.C. § 4852d and 24 CFR Part 35 for sales or leases of pre-1978 resi…
Lease Amendment Agreement
Drafts lease amendment agreements that modify specific provisions of existing commercial or residential leases while preserving the original agreemen…
Lease Guaranty
Drafts unconditional guaranty agreements for commercial lease obligations, maximizing landlord protection with enforceable payment-and-performance gu…
Commercial Lease Summary
Summarizes U.S. commercial lease agreements into structured transactional abstracts. Use when asked for a commercial lease summary, lease abstract, k…
Lease Termination Agreement
Drafts a mutual early lease termination agreement for U.S. commercial and residential properties. Covers party identification, termination mechanics,…
Lis Pendens (Notice of Pending Action)
Drafts a U.S. Lis Pendens (Notice of Pending Action) for recording against real property. Covers intake, statutory authority mapping, legal descripti…
Irrevocable Standby Letter of Credit — Security Deposit
Drafts irrevocable standby letters of credit serving as security deposits in commercial lease transactions. Use when a tenant provides an LOC alterna…
Mortgage / Deed of Trust
Drafts recording-ready residential Mortgages or Deeds of Trust with jurisdiction-appropriate instrument selection, uniform covenants, default/foreclo…
Notice to Perform
Drafts a U.S. residential real estate Notice to Perform (cure notice) identifying contractual defaults, demanding specific cure actions, and preservi…
Notice to Perform — Residential Real Estate
Drafts jurisdiction-aware residential real-estate notices to perform (cure demands) for lease, purchase, or construction agreements where a counterpa…
Oil and Gas Lease
Drafts enforceable U.S. Oil and Gas Leases conveying subsurface mineral rights from lessor to lessee while reserving surface rights, royalty interest…
Option to Purchase Real Estate
Drafts Option to Purchase Real Estate agreements granting an optionee the exclusive right to buy property within a specified timeframe. Trigger when …
Parking License Agreement
Drafts a revocable Parking License Agreement for commercial office tenancies that avoids creating a lease, easement, or bailment. Trigger when user n…
Partition Complaint
Drafts a U.S. civil complaint for partition of real property by co-owners, pleading jurisdiction, ownership interests, property description, encumbra…
Payoff Letter Request
Drafts formal payoff letter requests to lenders for the precise amount needed to satisfy a loan obligation on a given date. Extracts loan details fro…
Pipeline Easement Agreement
Drafts pipeline easement agreements granting construction, operation, and maintenance rights across private property. Balances Grantor protections wi…
Historic Preservation Law Summary
Generates structured legal memoranda on historic preservation law covering NHPA, Penn Central takings analysis, designation processes, and state-loca…
Proration Schedule
Drafts a legally compliant proration schedule for real estate closings, allocating taxes, HOA fees, rent, utilities, and other obligations between bu…
Complaint for Breach of Purchase Agreement
Drafts a U.S. civil complaint for breach of a real estate purchase agreement, covering jurisdiction, venue, parties, contract terms, breach allegatio…
Purchase Agreement Summary
Produces structured operational summaries from fully executed residential purchase agreements for title closers and processors. Extracts parties, pro…
Complaint to Quiet Title
Drafts a court-ready Complaint to Quiet Title for real property disputes. Guides through intake, chain-of-title verification, adverse claim identific…
Real Estate Agency Disclosure
Drafts state-compliant real estate agency disclosure documents for residential transactions. Triggers at first substantive contact with buyers or sel…
Real Estate Transaction Summary
Generates structured summaries of real estate transactions from purchase agreements, addenda, disclosures, financing documents, title commitments, an…
Realty Command
Answer Colorado and U.S. real-estate regulation and compliance questions using the Realty Command corpus. Use for first-time homebuyer requirement qu…
Reciprocal Easement Agreement
Drafts recordable Reciprocal Easement Agreements (REAs) with perpetual cross-easements and operating covenants between adjacent commercial parcels. U…
Repair Request Addendum
Drafts a Repair Request Addendum modifying an existing residential or commercial lease to establish enforceable repair obligations with timelines, co…
Residential Lease Agreement
Drafts jurisdictionally compliant U.S. residential lease agreements with required disclosures, security deposit compliance, and Fair Housing Act conf…
Residential Purchase Agreement
Drafts enforceable U.S. Residential Purchase Agreements covering parties, property description, price/earnest money, financing contingencies, inspect…
Retail Lease Agreement
Drafts a U.S. retail lease agreement for shopping center or commercial property tenancies, covering base rent, percentage rent with gross sales defin…
Royalty Deed
Drafts U.S. oil and gas royalty deeds conveying NPRI or participating royalty interests with fractional interest, land description, lease burden, cos…
Rules and Regulations Exhibit
Drafts enforceable Rules and Regulations Exhibits for attachment to commercial leases and transactional agreements. Triggers when preparing lease exh…
Standby Letter of Credit — Security Deposit
Drafts an irrevocable standby letter of credit securing a commercial lease deposit under ISP98 and UCC Article 5. Covers documentary draw conditions,…
Seller Disclosure Statement
Drafts residential Seller Disclosure Statements for U.S. real estate transactions covering structural systems, environmental hazards, title encumbran…
Seller Disclosure Statement (Residential)
Drafts a U.S. residential Seller Disclosure Statement covering property condition, system ages, defects, environmental hazards, title/HOA matters, an…
SNDA
Drafts a Subordination, Non-Disturbance, and Attornment Agreement (SNDA) for commercial real estate. Extracts key terms from lease and loan documents…
SNDA Agreement
Drafts a tri-party Subordination, Non-Disturbance, and Attornment Agreement (SNDA) for commercial real estate. Use when a lender requires lease subor…
Solar Site Lease Agreement
Drafts U.S. solar site lease agreements between landowners and solar developers for long-term ground leases of solar PV facilities. Covers option and…
Complaint for Specific Performance
Drafts a Complaint for Specific Performance compelling contractual fulfillment through equitable relief. Use when filing suit for specific performanc…
Tenant Estoppel Certificate
Drafts tenant estoppel certificates for commercial real estate acquisitions and financings. Produces numbered certifications binding tenants to lease…
Tenant Improvement Work Letter
Drafts a U.S. commercial lease Tenant Improvement Work Letter exhibit governing design approvals, construction standards, TI allowance funding, and c…
Tenant Improvement Work Letter
Drafts a Tenant Improvement Work Letter exhibit for commercial leases. Trigger when the user needs a work letter, TI letter, tenant build-out exhibit…
Title Commitment and Policy
Drafts ALTA-compliant Title Commitment documents for commercial real estate transactions including Schedule A, Schedule B Parts I and II. Use when pr…
Title Researcher Agent
Title and due diligence agent. Verifies clear title and researches liens.
Transfer Document Preparer
Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions. Branches by entity type (LLC, LP, DST, …
Triple Net Lease (NNN)
Drafts U.S. triple net (NNN) commercial lease agreements allocating taxes, insurance, and maintenance to the tenant. Trigger when the user needs an N…
Commercial Triple Net Lease Agreement
Drafts U.S. commercial triple-net (NNN) lease agreements from deal materials. Triggers on term sheets, LOIs, or due-diligence packets where rent, tax…
Texas Title Analysis Skill
Texas title examination for residential and commercial real estate. Analyzes commitments, recorded instruments, surveys, HOA docs, and searches. Outp…
Urban Planning Law Summary
Summarizes legal issues in urban development projects covering zoning, land use disputes, and environmental compliance. Generates structured briefing…
us-regulatory
FDA 510(k) Premarket Notification
Drafts FDA 510(k) Premarket Notification submissions demonstrating substantial equivalence under 21 CFR Part 807. Supports Traditional, Special, and …
Adverse Event Reporting Policy
Drafts an Adverse Event Reporting Policy compliant with 21 CFR 312.32 (IND safety reporting), 21 CFR 314.80 (postmarketing), and ICH E2A, with multi-…
Client Advisory Summary
Drafts U.S. regulatory client advisory summaries translating legal developments into actionable risk and compliance guidance. Use when a client needs…
AML Compliance Program
Drafts board-ready Anti-Money Laundering compliance programs for U.S. financial institutions under BSA/FinCEN requirements. Covers CIP, CDD, EDD, SAR…
Annual Report for State Charity Bureau
Generates a cross-referenced U.S. nonprofit annual filing package for state charity-bureau registration. Produces Full Compliance Package, Form-Field…
Legal Audit Summary
Produces structured U.S. legal audit summaries that distill compliance findings into executive-ready risk prioritization and remediation plans, cover…
US EAR, ITAR und Extraterritorialität
US-Exportkontrolle EAR ITAR und OFAC für Unternehmen mit US-Bezug im Aussenhandel. Anwendungsfall Produkt enthaelt US-Komponenten oder unterliegt US-…
Aviation Law Summary
Generates structured U.S. aviation-law summaries by synthesizing FAA, DOT, and TSA rules, treaties, and precedent into actionable legal analysis. Use…
AWA Compliance Audit (USDA/APHIS)
Produces an enforcement-aware Animal Welfare Act compliance audit for USDA/APHIS-regulated facilities. Maps Form 7002 inspection citations to verifie…
Legislative Bill Summary
Produces neutral, section-pinned U.S. legislative bill summaries translating statutory language into plain terms with identifying data, provisions, f…
BSA/AML Risk Assessment
Drafts a BSA/AML Risk Assessment for U.S. financial institutions per FinCEN, FFIEC, and OCC standards. Evaluates inherent risks (customer, product, g…
C-TPAT Security Profile
Drafts a U.S. C-TPAT Security Profile for CBP submission covering physical, personnel, procedural, conveyance, and IT security domains. Use when prep…
CBP Binding Ruling Request (19 CFR Part 177)
Drafts U.S. Customs and Border Protection binding ruling requests under 19 CFR Part 177 for tariff classification, valuation, origin, and marking det…
USMCA/NAFTA Certificate of Origin
Drafts USMCA/NAFTA Certificates of Origin for preferential tariff treatment on US-Mexico-Canada goods. Verifies origin criteria, HS classifications, …
Charitable Solicitation Registration
Prepares jurisdiction-specific charitable solicitation registration packages for U.S. nonprofits. Covers multi-state nexus analysis, exemption eligib…
Annual Report for State Charity Bureau
Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts or…
State Charity Filing Threshold Research
Researches state-specific charitable solicitation filing requirements keyed to gross revenue, producing a citation-backed state-by-state compliance m…
Client Advisory Summary
Produces client-ready U.S. regulatory advisory summaries translating legal developments into actionable impacts with effective-date tracking and Blue…
CMMC 2.0 Compliance Skill
Expert CMMC 2.0 (Cybersecurity Maturity Model Certification) advisor for US defense contractors and subcontractors in the Defense Industrial Base (DI…
Compliance Auditor
Federal acquisition compliance auditor for the active Theseus workspace, backed by live FAR/DFARS text via the vendored `ecfr` MCP. USE WHEN the user…
Compliance Checker
Check affiliate content for FTC compliance and platform rules. Triggers on: "check my content for compliance", "FTC disclosure check", "is this legal…
Congressional Testimony Preparation
Prepares witnesses for U.S. congressional hearings with committee member profiling, predicted question matrices, mock Q&A rounds, and procedural guid…
Corporate Compliance Checklist
Drafts a U.S. corporate compliance program checklist anchored in DOJ ECCP, Federal Sentencing Guidelines Chapter 8, and SEC enforcement priorities. C…
C-TPAT Security Profile
Drafts a submission-ready C-TPAT Security Profile from verified company records for U.S. CBP enrollment, recertification, or validation prep. Use whe…
Customs Power of Attorney
Drafts a U.S. Customs Power of Attorney authorizing a licensed customs broker to transact customs business on behalf of an importer or exporter under…
CBP Form 19 — Protest of Customs Decision
Drafts CBP Form 19 protests under 19 U.S.C. § 1514 and 19 C.F.R. Part 174 challenging tariff classification, valuation, origin, and trade preference …
DD Form 254 — Contract Security Classification Specification
Drafts DD Form 254 Contract Security Classification Specifications for classified government contracts. Use when preparing security classification sp…
Pages: Disclosure
When the user wants to create, optimize, or audit an affiliate, sponsor, or paid partnership disclosure page. Also use when the user mentions "disclo…
Export Administration Regulations (EAR) Compliance Skill
Export Administration Regulations (EAR, 15 CFR Parts 730-774) compliance advisor — ECCN classification across all 10 CCL categories and 5 product gro…
Export Compliance Program (ECP) Manual
Drafts an audit-ready Export Compliance Program manual covering EAR, ITAR, and OFAC requirements. Use when creating or updating an export compliance …
Energy Regulation Summary
Generates structured summaries of U.S. energy sector regulations and landmark cases with compliance-focused analysis. Use when summarizing FERC order…
Exporter of Record (EOR) Agreement
Drafts a U.S.-compliant Exporter of Record (EOR) Agreement appointing a third party as USPPI for international export transactions. Allocates complia…
ExChek Deemed Export / Foreign National Review
Walk through 15 CFR 734.2(b) to determine if a release of technology or source code to a foreign national is a deemed export. Covers nationality, tec…
FCPA Compliance Policy
Drafts an implementable Foreign Corrupt Practices Act (FCPA) Compliance Policy for U.S.-jurisdictional corporations with international operations. Co…
FDA Establishment Registration & Device Listing
Drafts FDA Establishment Registration and Device Listing documents compliant with 21 CFR Part 807. Structures filings with establishment details, own…
FDA MedTech Compliance Auditor
FDA MedTech Compliance Auditor workflow skill. Use this skill when the user needs Expert AI auditor for Medical Device (SaMD) compliance, IEC 62304, …
FDA MedTech Compliance Auditor
Expert AI auditor for Medical Device (SaMD) compliance, IEC 62304, and 21 CFR Part 820. Reviews DHFs, technical files, and software validation.
FDA MedTech Compliance Auditor
FDA MedTech Compliance Auditor workflow skill. Use this skill when the user needs Expert AI auditor for Medical Device (SaMD) compliance, IEC 62304, …
Input: poam_tsv = "fedramp_poam_2025.tsv"
Validates FedRAMP Plan of Action and Milestones (POAM) files for structural integrity, naming conventions, deduplication, and cross-sheet consistency
FERC Market-Based Rate Tariff
Drafts eTariff-ready FERC Market-Based Rate Tariffs for wholesale electric energy, capacity, and ancillary services sales. Use when preparing MBR tar…
Fintech Regulatory Summaries
Generates structured regulatory summaries for fintech compliance covering crypto, payments, lending, mobile banking, and money transmission. Covers C…
FDA Food Facility Registration
Drafts an FDA Food Facility Registration under FSMA and 21 CFR Part 1, Subpart H (21 U.S.C. 350d). Covers facility identity, food product categories,…
Professional Fundraiser Contract Compliance Check
Audits professional solicitor, fundraising counsel, and commercial co-venturer contracts for state charitable solicitation compliance. Classifies rel…
Gambling Law Regulatory Summary
Produces jurisdiction-specific U.S. gambling law regulatory summaries covering legal status, licensing, taxes, enforcement, and pending reforms. Use …
Gas Gathering Agreement
Drafts a Gas Gathering Agreement for receipt, compression, dehydration, and transportation of natural gas from wellhead to delivery point. Enforces F…
GMP Standard Operating Procedure
Drafts inspection-ready GMP standard operating procedures for regulated manufacturing. Covers document control, role accountability, process controls…
GSA Schedule Contract
Drafts FAR/GSAR-compliant GSA Schedule (MAS/FSS) contracts with clause matrices, SIN scope, pricing/PRC/EPA mechanics, IFF reporting, TAA, Section 50…
HACCP Plan
Drafts U.S. HACCP plans for food production under FDA or USDA regimes. Triggers on requests involving HACCP plans, food safety plans, hazard analysis…
Historic Preservation Law Summary
Produces a structured U.S. historic preservation law summary covering federal, state, and local authorities, key cases, takings analysis, designation…
Import Compliance Manual
Drafts a U.S. import compliance manual demonstrating reasonable care under 19 U.S.C. § 1484. Covers HTS classification, customs valuation (19 U.S.C. …
IND Application
Drafts FDA Investigational New Drug (IND) applications under 21 CFR Part 312, including Form 1571, Investigator's Brochure, clinical protocols, CMC s…
Interconnection Agreement
Drafts U.S. telecommunications Interconnection Agreements (ICAs) under 47 U.S.C. §§ 251-252 and FCC Part 51, covering POIs, traffic classification, r…
ITAR Compliance Skill
Expert ITAR compliance advisor for US defense contractors, exporters, and manufacturers. Use this skill for any question about 22 CFR Parts 120-130, …
ITAR Technology Control Plan (TCP)
Drafts ITAR Technology Control Plans (TCPs) for managing USML defense articles and technical data under 22 CFR Parts 120-130. Covers DDTC registratio…
ITAR Technology Control Plan
Drafts an ITAR Technology Control Plan (TCP) for U.S. export control compliance under 22 CFR 120-130. Use when a user needs to create or update a TCP…
FDA Labeling Compliance Review
Conducts FDA labeling compliance reviews for drugs, foods, dietary supplements, and medical devices. Analyzes principal display panels and informatio…
New Drug Application (NDA)
Drafts an eCTD-compliant New Drug Application (NDA) for FDA submission under 21 CFR Part 314. Compiles clinical trial data, CMC documentation, noncli…
NYDFS Information Security Program (23 NYCRR 500)
Drafts a comprehensive Information Security Program compliant with NYDFS Cybersecurity Regulation (23 NYCRR 500). Covers CISO designation, risk asses…
OCI Mitigation Plan
Drafts FAR 9.5-compliant Organizational Conflict of Interest mitigation plans for federal government contractors. Analyzes unequal access, impaired o…
Past Performance Questionnaire
Drafts a Past Performance Questionnaire for evaluating legal service providers or contractors in government contract contexts. Trigger when the user …
Pharmaceutical Regulation Compliance Summary
Generates structured pharmaceutical regulatory compliance summaries covering FDA approval pathways, patent/IP intersections (Orange Book, Hatch-Waxma…
Promotional Materials Review Policy
Drafts an internal Promotional Materials Review Policy for life sciences and pharmaceutical companies under FDA oversight. Covers promotional review …
Notice of Intent to Protest Award
Drafts a formal Notice of Intent to Protest Award for federal contracts under FAR 33.103, 33.104, and 4 C.F.R. Part 21. Use when a client receives an…
Quality Agreement for Contract Manufacturing
Drafts Quality Agreements for pharmaceutical contract manufacturing. Assigns quality roles between product owners and CMOs under FDA cGMP (21 CFR 210…
Request for Equitable Adjustment (REA)
Drafts a Request for Equitable Adjustment (REA) for U.S. federal government contracts under FAR provisions. Enforces element-driven cost/schedule nar…
Recall Plan and Procedure
Drafts FDA product recall plans compliant with 21 CFR Part 7, covering Recall Committee governance, health hazard evaluation, recall classification, …
Regulatory Practice
Navigates regulatory compliance, government relations, and administrative law across financial services, healthcare, environmental, FDA, privacy, ene…
Regulatory Analysis
Analyzes documents and processes against FINRA, SEC, Federal Reserve, and CFPB regulatory frameworks. Identifies compliance gaps, classifies findings…
Thesis
Track legislation, regulatory actions, and legal developments affecting prediction markets, crypto, and AI agents — triaged by stage × impact for dec…
Regulatory Submission Summary
Produces structured summaries of regulatory submission packages (FDA NDAs, 510(k)s, BLAs, ANDAs, environmental permits, rate filings) for government …
RFP Response
Drafts evaluation-ready U.S. federal RFP responses across all standard proposal volumes (cover letter, technical, cost/price, reps and certs). Enforc…
SAM.gov Representations and Certifications
Drafts Representations and Certifications documents for SAM.gov federal contractor registration. Use when registering entities in SAM.gov, updating a…
SAR Filing
Drafts FinCEN Suspicious Activity Reports (Form 111) for BSA/AML regulatory filing. Compiles subject identification, transaction timelines, red-flag …
Shipper's Letter of Instruction (SLI)
Drafts a U.S.-focused Shipper's Letter of Instruction (SLI) authorizing a freight forwarder, capturing EEI/AES filing intent, and documenting export-…
Space Law Case Summary
Generates structured summaries of space law cases involving satellite deployment, space debris, orbital conflicts, launch licensing, and internationa…
State Charity Bureau Annual Report
Drafts U.S. state charity bureau annual report packages for nonprofit charitable solicitation compliance. Use when preparing a state charitable solic…
Small Business Subcontracting Plan
Drafts a FAR 52.219-9-compliant Small Business Subcontracting Plan for federal prime contractors. Sets percentage goals for SB, SDB, WOSB, HUBZone, V…
Telecommunications Law Summary
Generates executive-level summaries of recent US telecommunications law developments covering spectrum rights, network access, privacy, infrastructur…
International Trade Law Summary
Produces structured U.S.-focused international trade law summaries covering tariffs, customs, export controls, sanctions, trade remedies, and trade a…
Escheatment and Unclaimed Property Policy
Drafts an enterprise Escheatment and Unclaimed Property Policy covering property identification, dormancy matrices, due diligence notices, NAUPA-form…
US Export Controls Expert
US Export Controls expert covering ITAR and EAR. Provides comprehensive guidance on defense articles (USML), dual-use commercial items (CCL), jurisdi…
us-securities
ATM Equity Distribution Agreement
Drafts a market-standard At-The-Market (ATM) Equity Distribution Agreement for public issuers conducting continuous shelf offerings under Rule 415(a)…
Bad Actor Disqualification Review (Rule 506(d))
Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnai…
Blue Sky Filings Compliance Workflow
Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities pree…
Broker-Dealer Customer Agreement
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration,…
Form ADV Part 1A — Filing Data
Fetches Form ADV Part 1A filing data and generates an interactive HTML filing guide + Excel filing reference. Covers Items 5.D/F/H, Schedule D §7.B.(…
Client Disclosures
Guide the creation, content, and delivery of required client disclosure documents for investment advisers and broker-dealers. Use when the user asks …
Comfort Letter from Auditors
Drafts PCAOB AS 6101-compliant auditor comfort letters (cold comfort letters) providing negative assurance on unaudited financial information for und…
Directed Share Program
Drafts a Directed Share Program (DSP) agreement governing share allocation and purchase by designated participants in a U.S. public offering or IPO. …
Director and Officer Questionnaire
Drafts Director and Officer (D&O) questionnaires for SEC disclosure compliance under Reg S-K Items 401, 402, 404, and 407. Covers biographical data, …
Document Review
Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use…
FINRA Rule 4512 — Customer Account Information
Drafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or prepari…
FINRA Rule 4512 — Customer Account Information
Drafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitabilit…
Form 10-Q Quarterly Report
Drafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certific…
Form 10-K Annual Report
Drafts SEC Form 10-K Annual Reports under the Securities Exchange Act of 1934. Structures all four Parts with Regulation S-K compliance and GAAP fina…
Form 8-K Current Report
Drafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must discl…
Form ADV Parts 1 and 2
Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements…
Form D Notice of Exempt Offering
Drafts SEC Form D Notice of Exempt Offering for EDGAR filing under Regulation D. Captures issuer details, related persons, offering structure, exempt…
Form D Notice of Exempt Offering
Drafts U.S. SEC Form D notice data sets for Regulation D exempt offerings (Rule 504, 506(b), 506(c)), ready for EDGAR submission. Use when preparing …
Fund Subscription Agreement
Drafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents…
Insider Trading Policy
Drafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted…
Intrastate Offering Compliance (Rule 147/147A)
Produces a compliance memo and execution plan for U.S. intrastate securities offerings under Rule 147 or Rule 147A with state registration by qualifi…
Investment Advisory Agreement
Drafts a U.S. Investment Advisory Agreement (IAA) for SEC- or state-registered advisers under the Investment Advisers Act of 1940, SEC Rules 204-3, 2…
Investors' Rights Agreement
Drafts a U.S. Investors' Rights Agreement for VC/private equity financings, covering registration rights, information/management rights, pro rata rig…
Lock-Up Agreement
Drafts U.S. IPO/secondary offering lock-up agreements restricting securityholder transfers and hedging during the post-offering period. Trigger when …
State Merit Review Analysis
Analyzes state merit review for non-covered securities offerings, applying NASAA Statements of Policy to cheap stock, promoter equity investment, vot…
Private Placement Memorandum (PPM)
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including…
Private Placement Memorandum (PPM)
Drafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription p…
Securities Prospectus
Drafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of p…
SEC Prospectus Draft
Drafts SEC-compliant prospectuses for securities offerings, structuring company data, financials, risk factors, and offering terms into a regulatory …
Annual Meeting Proxy Statement
Drafts a SEC Regulation 14A / Rule 14a-3 compliant annual meeting proxy statement (DEF 14A) covering notice, governance, executive compensation, rela…
Suitability and Best Interest Policy (Reg BI)
Drafts board-ready Suitability and Best Interest policies for broker-dealers under FINRA Rule 2111 and SEC Regulation Best Interest (Reg BI). Covers …
Simple Agreement for Future Equity (SAFE)
Drafts Simple Agreements for Future Equity (SAFE) for early-stage venture capital financing with valuation cap/discount mechanics, investor qualifica…
Opinion of Counsel for SEC Filing
Drafts Opinion of Counsel letters for SEC registration statements, covering due incorporation, valid issuance, fully-paid and non-assessable opinions…
SEC Regulation D Compliance
SEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sk…
Securities Regulation Summary
Generates thematic compliance summaries of US securities regulation developments. Triggered when a user needs briefings on SEC rulemaking, enforcemen…
Shelf Registration Statement (Form S-3)
Drafts SEC Form S-3 shelf registration statements for eligible U.S. public companies under the Securities Act of 1933. Verifies issuer eligibility (p…
Transfer Agent Agreement
Drafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rul…
Underwriting Agreement
Drafts a firm-commitment underwriting agreement for SEC-registered U.S. public offerings, covering purchase terms, greenshoe, reps and warranties, co…
FINRA Broker-Dealer Cybersecurity Guidance Expert
FINRA Broker-Dealer Cybersecurity Guidance expert. Stub-depth framework plugin that routes to the SCF crosswalk. Level up by adding framework-specifi…
Sarbanes-Oxley Act of 2002 (SOX) Expert
Sarbanes-Oxley Act of 2002 (SOX) expert for ICFR-relevant IT and security work. Deep knowledge of 15 U.S.C. §§ 7201 et seq., §302/§404/§906 certifica…
us-tax
California Property Tax Research (BOE Rules + PTLG Annotations)
California property tax research workflow using BOE Property Tax Rules (especially 462.* change in ownership, including 462.180 legal entities) and B…
Document Retention Policy (Nonprofit)
Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and liti…
Donation Agreement
Drafts a U.S. Donation Agreement governing charitable transfers of cash, property, or securities from a donor to a 501(c)(3) nonprofit. Enforces IRC …
Corporate Final Tax Return Filing
Prepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year r…
Final Tax Return Filing
Drafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, l…
Fiscal Sponsorship Agreement
Drafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor co…
IRS Form 1023 — 501(c)(3) Exemption Application
Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations t…
IRS Form 1023 Application
Drafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. Use when preparing Form 1023 filings, nonprofit ta…
Form 1099-NEC — Nonemployee Compensation
Use this skill when a US business needs to issue Form 1099-NEC to a nonemployee (contractor, freelancer, gig worker, vendor) for services, OR when a …
Form 1099-SA — Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Use this skill when an individual taxpayer has RECEIVED a Form 1099-SA from the custodian of their HSA, Archer MSA, or Medicare Advantage MSA after t…
Grant Agreement
Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility…
Nonprofit Compliance Summary
Generates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state chari…
Schedule 8812 — Credits for Qualifying Children and Other Dependents
Use this skill when an individual taxpayer needs to claim the Child Tax Credit (CTC), the refundable Additional Child Tax Credit (ACTC), or the Credi…
IRS Form SS-4 — EIN Application
Drafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a …
Request for Tax Clearance Certificate
Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities. Triggers on tax clearance re…
Key principles
Use this skill when planning corporate tax strategy, claiming R&D credits, managing transfer pricing, or ensuring tax compliance. Triggers on corpora…
Taxpayer Correspondence
Drafts structured taxpayer correspondence summarizing tax records, income, deductions, credits, and tax positions. Covers IRS/state inquiry responses…
us-trusts-and-estates
Advance Directive vs. POLST Comparison
Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, …
Advance Health Care Directive
Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, org…
Certificate of Trust
Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust t…
Charitable Remainder Trust (CRT)
Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax co…
Durable Power of Attorney for Finances
Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapaci…
Elder Law Summary
Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with priori…
Endowment Policy Statement
Drafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, …
Estate Administration Summary
Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax r…
Estate Administration Summary
Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributio…
Family Limited Partnership (FLP) Agreement
Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 wi…
Nomination of Guardian for Minor Children
Drafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primar…
Guardianship Nomination for Minors
Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state…
Petition for Guardianship
Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-…
Instruction Letter to Health Care Agent
Drafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care agent, translating personal val…
Healthcare Agent Instruction Letter
Drafts a non-binding healthcare values/instruction letter for a designated health care agent to guide substituted-judgment decisions during incapacit…
Healthcare Power of Attorney
Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers s…
HIPAA Release Authorization
Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare PO…
Irrevocable Life Insurance Trust (ILIT)
Drafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life insurance from the grantor's taxable…
Last Will and Testament
Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, gu…
Last Will and Testament
Drafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardi…
Notice of Assets and Request for Claims
Drafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a pro…
Pour-Over Will
Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianshi…
Psychiatric Advance Directive (PAD)
Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric…
Qualified Personal Residence Trust (QPRT) Agreement
Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2…
Revocable Living Trust
Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrativ…
Third-Party Special Needs Trust
Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties to supplement government benefi…
Assignment of Property to Trust
Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, fi…