casemark
1581 verified skills26,280 total stars
blue-sky-filings
Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities preemption, classifies offerings under Regulation D/Rule 506 or alternative federal exemptions, maps state jurisdictional nexus distinguishing offers from sales, and generates a state-by-state filing plan with Form D/EFD workflow, fee schedules, amendment triggers, and renewal calendars. Use this skill when advising on private placement Blue Sky compliance, Reg D notice filings, multi-state offering coordination, state securities registration exemptions, Form D filings, EFD submissions, or state fee budgeting. Also trigger when the user mentions covered securities preemption, NSMIA analysis, or asks about state notice filing requirements. Even if the user just says "Blue Sky" or "state filings for our raise," use this skill.
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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 on requests to create or update ethics policies, SOX 406 compliance, corporate conduct codes, conflict-of-interest frameworks, non-retaliation programs, or executive waiver policies for public, private, or regulated entities.
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skills/legal/automated-contract-summary
name: automated-contract-summary language: en description: Generates structured executive summaries of contracts using ML — captures key terms, party obligations, risk allocations, and compliance requirements in a standardized format. Optimized for high-volume review where speed and consistency matter. tags: - summarization - agreement - corporate --- # Automated Contract Summarization Produces standardized executive summaries of contracts using machine learning, capturing essential term
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deposition-objections
Provides deposition objection reference under FRCP 30(c)(2) covering form objections, substantive objections, instructions not to answer, and strategy for taking and defending depositions. Use when preparing for depositions, making or responding to objections during testimony, defending witnesses, handling 30(b)(6) corporate representative depositions, or drafting deposition-related motions.
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commencement-date-memorandum
Drafts a U.S. commencement-date memorandum for commercial leases and related agreements, confirming the operative start date and its evidentiary basis. Use when users request a defensible record of "commencement date," "effective date," "lease start," conditions precedent satisfaction, or timing of rent, termination, or performance triggers — typically after execution, at closing, or during post-signature administration.
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deposition-errata-sheet
Guides the FRCP 30(e) errata sheet process — submitting corrections for your witness and challenging improper opposing corrections. Covers change permissibility, jurisdictional splits, errata formatting, motions to strike, and impeachment use. Use when reviewing a deposition transcript for corrections, responding to an opposing errata sheet, or preparing cross-examination on changed testimony.
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depository-account-agreement
Drafts a U.S. Depository Account Agreement governing the institution–depositor relationship for checking, savings, money market, and CD accounts. Enforces Regulation CC (funds availability), Regulation E (electronic fund transfers), Regulation DD (truth in savings), BSA/AML, PATRIOT Act, and OFAC. Embeds required disclosures, liability limits, error resolution, fee structures, and ownership provisions. Trigger keywords: "depository account agreement", "deposit account terms", "checking account agreement", "savings account agreement", "funds availability", "Reg CC", "Reg E", "Reg DD".
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deposition-summary-index
Creates topic-based deposition summaries with exhibit-to-transcript citation mapping for U.S. commercial litigation. Use when a user provides a deposition transcript and requests a witness summary, deposition digest, exhibit index, cross-examination prep, or discovery-analysis packet.
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contract-analysis
Analyzes contracts to identify key terms, obligations, risks, and negotiation opportunities. Produces structured risk assessments with executive summary, provision review, risk matrix, and prioritized recommendations. Use when reviewing agreements before execution, during negotiation, at closing, or for compliance monitoring.
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client-advisory-summary
Produces client-ready U.S. regulatory advisory summaries translating legal developments into actionable impacts with effective-date tracking and Bluebook citations. Trigger when the user requests a client advisory, regulatory update, compliance memo, law-change summary, or industry alert.
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client-advisory
Drafts client advisory memoranda translating legal developments into actionable guidance with impact analysis, Bluebook citations, and compliance recommendations. Use when preparing client alerts, regulatory updates, legal bulletins, or proactive advisory summaries.
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client-memo
Drafts structured client memoranda translating legal analysis and strategic recommendations into plain language for non-lawyer audiences. Covers corporate governance, fiduciary duties, compliance, and transactional advice. Enforces standard memo architecture: heading block, executive summary, background, analysis, options, and recommendations. Use when preparing client-facing memos, opinion letters, or governance briefings.
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class-action-complaint
Drafts federal or state class action complaints satisfying FRCP Rule 23 certification prerequisites. Use when filing class actions, representative plaintiff complaints, Rule 23 certification pleadings, or multi-party consumer/securities/antitrust actions.
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claim-construction-chart
Drafts Joint Claim Construction Charts for patent litigation Markman hearings in US federal courts. Organizes disputed claim terms with competing party constructions, intrinsic/extrinsic evidence citations, and agreement status. Use when preparing claim construction charts, Markman hearing exhibits, or joint prehearing statements in IP litigation.
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chapter-11-reorg-plan
Drafts a Chapter 11 Plan of Reorganization under 11 U.S.C. §§ 1121–1129 with claim classification, treatment provisions, distribution mechanics, executory contract determinations, and confirmation compliance. Use when preparing reorganization plans, restructuring debts, classifying claims, drafting Chapter 11 plans, or helping debtors emerge from bankruptcy. Trigger keywords: reorganization plan, Chapter 11, plan of reorganization, debt restructuring, cramdown, claim classification, confirmation order.
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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 parties or counsel. Covers FRCP Rule 5, state equivalents, ECF/e-service, U.S. mail, hand delivery, and overnight courier methods.
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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 negotiating CIC agreements, change in control protections, executive severance in M&A, or golden parachute provisions.
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ccpa-policy
Drafts a CCPA/CPRA-compliant privacy policy covering all required statutory disclosures under Cal. Civil Code §§ 1798.100–1798.199. Use when drafting or updating a California privacy policy, CCPA compliance notice, or consumer privacy disclosure for a business meeting CCPA applicability thresholds.
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cert-petition
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, precedent conflicts, important federal questions), jurisdictional verification under 28 U.S.C. §§ 1254/1257, timeliness, document structure, and booklet formatting. Use when seeking discretionary Supreme Court review, filing a cert petition, or drafting a writ of certiorari.
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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, 10% cumulative, and unlimited tolerance categories. Use when reviewing a CD for tolerance variances, determining whether a revised LE is permitted, calculating cure amounts, or resolving post-closing tolerance violations.
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case-viability-report
Produces internal case viability and conflict check memos for personal injury litigation intake. Screens conflicts, assesses liability and damages, checks statute of limitations, and outputs an accept/decline recommendation. Use when evaluating new PI intake, running conflict checks, assessing case merit pre-filing, or preparing acceptance memos.
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consumer-breach-notice-letter
Drafts U.S. consumer-facing data breach notification letters compliant with state statutes. Use when a security incident involving personal information requires consumer notice — first, interim, or follow-up. Covers jurisdiction-aware content, incident disclosure, compromised-data specificity, mitigation steps, support services, and delivery requirements. Trigger: data breach notice, consumer notification, personal information incident, identity theft letter, substitute notice.
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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 capital call notice, drawdown notice, capital contribution demand, unfunded commitment call, or LP/GP capital call letter.
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cbp-binding-ruling
Drafts U.S. Customs and Border Protection binding ruling requests under 19 CFR Part 177 for tariff classification, valuation, origin, and marking determinations. Trigger when input mentions "binding ruling," "CBP ruling request," "19 CFR Part 177," "classification request," "HTSUS analysis," "transaction value," "country of origin," or "marking for import."
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cpom-compliance
Drafts Corporate Practice of Medicine (CPOM) compliance structure documents for healthcare entities. Covers compliant organizational models (PC/PA, MSO, friendly PC), MSA architecture, operational compliance checklists, and state-specific regulatory analysis. Use when structuring healthcare operations, reviewing CPOM compliance, drafting MSO/MSA arrangements, or advising on physician practice ownership in CPOM-restricted jurisdictions.
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case-chronology
Produces U.S. litigation case chronologies with dated timelines, executive summaries, source attribution, gap analysis, and investigation recommendations. Use when asked for a chronology, timeline, case summary, or executive summary of a legal matter, or during case intake, deposition prep, or trial prep.
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ca-privilege-log
Generates California-compliant privilege logs for withheld or redacted discovery materials under CCP 2031.240. Use when the user mentions privilege log drafting, California privilege log, CCP 2031.240, attorney-client privilege logging, work product designation, Evid. Code 952/954, CCP 2018.030, redaction logging, meet-and-confer privilege disputes, waiver analysis, common interest doctrine, or asks for help documenting withheld documents. Also trigger on references to Hernandez v. Superior Court, Costco Wholesale, or Wellpoint.
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bill-of-sale-personal-property
Drafts a U.S. CRE personal property Bill of Sale transferring equipment, fixtures, FF&E, inventory, and other tangible assets. Handles inclusion/exclusion schedules, price allocation, tax responsibility, and risk of loss. Trigger when the user needs a bill of sale, asset schedule, equipment transfer document, or personal property conveyance tied to a CRE closing.
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bill-summary
Produces neutral, section-pinned U.S. legislative bill summaries translating statutory language into plain terms with identifying data, provisions, fiscal impacts, and controversy. Use when summarizing bills, analyzing proposed legislation, preparing bill briefs, digesting committee reports or fiscal notes, or writing legislative updates.
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attorney-representation-agreement
Drafts U.S. litigation attorney representation agreements for client onboarding, covering scope, fees, retainers, confidentiality, conflicts, duties, withdrawal, and dispute resolution. Use when converting consultations into enforceable engagement terms for civil litigation matters including personal injury. Trigger: engagement letter, litigation retainer, representation agreement, fee contract, conflict disclosure, attorney withdrawal, client acknowledgment.
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bankruptcy-proof-of-claim
Drafts filing-ready proofs of claim for U.S. bankruptcy proceedings using Official Form B 410 under FRBP 3001. Handles secured, unsecured priority, and general unsecured claims with proper valuation, documentation, and bar date compliance. Use when a creditor needs to file or amend a proof of claim in a bankruptcy case.
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bill-of-costs-appeal
Drafts an itemized Bill of Costs on Appeal under FRAP 39 or state equivalent for the prevailing party to recover allowable appellate expenses. Triggers on appellate cost bill drafting, post-judgment cost recovery filings, or prevailing party cost submissions.
data-ai21
bank-account-resolution
Drafts U.S. corporate board resolutions authorizing bank account opening, signatory designation, transaction limits, and related banking documents with ratification, supersession, and secretary certification language. Use when preparing board resolutions, written consents, bank account opening packets, signatory authority letters, or banking authorization documents. Trigger keywords: bank account resolution, banking resolution, board consent, signatory authority, account opening, ACH, wire, signature card.
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dsar-form
Drafts a GDPR- and CCPA-compliant Data Subject Access Request (DSAR) intake form for collecting requester information and processing privacy rights. Use when drafting DSAR forms, privacy rights request templates, or data subject rights workflows for EU/US-regulated organizations.
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boundary-dispute-complaint
Drafts a U.S. state-court complaint to establish the true boundary line between adjoining properties, with optional trespass/encroachment claims. Trigger when a user needs to initiate litigation over conflicting property descriptions, ambiguous deed language, or unauthorized encroachments by an adjoining landowner.
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breach-of-purchase-agreement-complaint
Drafts a filing-ready U.S. complaint for breach of a purchase agreement. Trigger when the user requests a breach-of-contract complaint, forum-selection analysis, or remedy package for a real-estate or asset purchase dispute.
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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 commercial property PSA. Trigger when closing a commercial property sale with existing tenant leases or when a user needs lease assignment/assumption language for a real estate transaction.
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annual-meeting-notice
Drafts legally compliant Notice of Annual Shareholders Meeting for US corporations, covering state-specific notice periods, record dates, quorum and voting thresholds, proxy procedures, and SEC Regulation 14A compliance for public companies. Use when preparing annual meeting notices, shareholder meeting notifications, or proxy notice and access mailings.
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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 action notices, class member notifications, settlement notices, opt-out notices, or fairness hearing notices.
data-ai21
breach-purchase-complaint
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 real estate purchase contract, purchase agreement breach, or buyer/seller contract dispute. Covers caption, jurisdiction/venue, party allegations, chronological facts, contract elements, damages, and prayer for relief.
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asset-enforcement-report
Generates a post-judgment asset and enforcement report synthesizing debtor asset investigations, exemption analysis, fraudulent transfer assessment, and prioritized collection strategies. Use when preparing judgment enforcement plans, debtor asset profiles, collection status reports, or post-trial recovery analysis.
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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 allowance financing, negotiating landlord work letters, or documenting tenant improvement funds at lease execution.
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awa-compliance-audit
Produces an enforcement-aware Animal Welfare Act compliance audit for USDA/APHIS-regulated facilities. Maps Form 7002 inspection citations to verified 9 C.F.R. Parts 1-3 requirements, analyzes NCI severity and recurrence patterns, evaluates core compliance programs (PVC, IACUC, housing, records, transport), and outputs a prioritized corrective action plan with proof artifacts. Use when auditing AWA compliance, reviewing USDA inspection reports, preparing for license renewal, conducting diligence, or assessing enforcement risk. Trigger: Animal Welfare Act, AWA, USDA, APHIS, Form 7002, IACUC, PVC, exhibitor, dealer, research facility.
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attorneys-fees-motion
Drafts post-judgment motions for attorneys' fees using the lodestar method. Covers prevailing party analysis, rate justification, hours documentation, billing judgment, lodestar enhancements, and supporting declarations. Trigger when user needs a fee motion, fee petition, lodestar calculation, or post-trial fee application.
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article-summary
Generates structured 500-800 word summaries of legal articles distilling thesis, methodology, arguments, authorities, conclusions, and significance. Triggers when summarizing legal scholarship, reviewing law review articles, preparing literature reviews, or triaging articles for full reading.
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bail-hearing-summary
Generates structured bail hearing summaries from transcripts and case documents, extracting charges, arguments, conditions, and rulings. Use when summarizing bail hearings, pretrial detention decisions, bond hearings, or release condition orders.
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demand-letter-generator
Drafts persuasive, case-specific demand letters grounded in facts, medical chronology, and damages calculation. Use when preparing pre-suit demand packages for PI, medmal, nursing home, or personal injury cases. Trigger keywords: demand letter, demand package, settlement demand, pre-suit demand, demand drafting, claim demand, settlement letter.
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api-acceptable-use-policy
Drafts a standalone API Acceptable Use Policy (AUP) for incorporation by reference into a master API license or terms-of-service agreement. Produces a publication-ready template with prohibited-use matrix, developer security checklist, graduated enforcement framework, AI/ML training restrictions, and versioning playbook. Trigger when a user needs to draft or update an API AUP, separate behavioral rules from core API terms, define prohibited API uses, add enforcement or change-management mechanics, or mentions acceptable use policy, developer security requirements, or API enforcement.
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plaintiff-case-agentic-workflow
Orchestrates an end-to-end agentic workflow for plaintiff complex litigation: intake triage, investigation, discovery review, and trial prep. Use when managing a full plaintiff case lifecycle with AI agents that analyze records, surface case theory, and automate repetitive tasks. Trigger keywords: plaintiff workflow, case triage, agentic litigation, case automation, nursing home case, medmal workflow, verdict preparation.
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aviation-law-summary
Produces structured aviation law summaries with Bluebook citations covering U.S. and international regulatory frameworks, treaties, and case law. Use when drafting an aviation law summary, FAA/DOT/TSA compliance overview, Montreal/Warsaw Convention liability analysis, air service agreement review, accident liability synopsis, or aviation regulatory research memo.
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articles-of-incorporation
Drafts jurisdiction-compliant U.S. Articles of Incorporation for corporate entity formation. Analyzes formation documents, term sheets, and cap tables to produce a filing-ready charter with name, purpose, capital structure, registered agent, and governance provisions. Use when forming a new corporation, drafting a charter document, or structuring equity for venture-backed or closely held companies.
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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, affirmative defenses, and PLR 3-3 invalidity contentions with claim charts under 35 U.S.C. §§ 101, 102, 103, 112. Use when representing a defendant in the pleadings phase of federal patent litigation who must respond to an infringement suit and assert prior art, anticipation, obviousness, or § 112 defenses.
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answer-affirmative-defenses
Drafts U.S. civil litigation Answers with paragraph-by-paragraph admissions/denials, affirmative defenses, and counterclaim triage. Trigger when user needs a responsive pleading to a complaint, mentions affirmative defenses, admit/deny responses, Rule 8, or insufficient knowledge responses.
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bill-of-sale-and-assignment
Drafts a Bill of Sale, Assignment and Assumption Agreement for M&A asset purchase closings. Transfers purchased assets (tangible and intangible) from seller to buyer and memorializes assumption of specified liabilities. Use when drafting closing deliverables for asset purchase transactions, including IP assignments, contract rights transfers, and goodwill conveyances.
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appellee-response-brief
Drafts appellee response briefs for federal and state appellate courts, exploiting standards of review and record evidence to defend trial court decisions. Trigger when the user needs to respond to an appellant's opening brief or defend a favorable lower court ruling on appeal.
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tracking-sector-rotation
Monitors sector performance rotation with factor exposure and macro sensitivity analysis. Use when tracking sector rotation, analyzing factor exposures, or identifying sector trends.
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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 judgment details from case documents, then applies jurisdiction-specific formatting and certification requirements. Use post-judgment in commercial litigation when enforcing monetary awards, perfecting judgment liens, or preparing lien filings with the county recorder.
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tracking-regulatory-changes
Monitors regulatory developments with impact assessment, gap analysis, and implementation timeline planning. Use when tracking regulatory changes, assessing compliance gaps, or planning implementation.
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reviewing-kyc-documentation
Evaluates customer identification and verification documentation against CIP/CDD/EDD requirements. Use when reviewing KYC files, validating customer identification, or assessing customer risk.
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writing-investment-committee-memos
Creates IC presentation materials with deal thesis, risk analysis, and recommendation structure. Use when preparing IC memos, presenting deal opportunities, or documenting investment decisions.
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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-ready citations. Use when asked to draft or review an amicus brief, friend-of-the-court brief, non-party brief, or anything involving FRAP 29, Supreme Court Rule 37, or appellate amicus practice.
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amicus-coalition-management
Manages multi-organization appellate amicus briefs with single-pen drafting, coalition sign-offs, conflict triage, and compliant disclosures. Use when coordinating a coalition amicus brief, managing amicus sign-on, handling FRAP 29 or Supreme Court Rule 37.6 disclosures, or preparing cover and interest sections for multiple amici.
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30b6-deposition
Guides taking and defending Rule 30(b)(6) corporate representative depositions. Drafts topic lists with reasonable particularity, builds examination outlines for binding corporate admissions, analyzes noticed topics for objections, and prepares designees. Use when drafting 30(b)(6) notices, preparing corporate deposition topics, selecting or preparing designees, or defending corporate representative depositions.
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writing-engagement-letters
Structures investment banking engagement terms with scope, fees, indemnification, and tail provisions. Use when drafting engagement letters, negotiating fee structures, or documenting advisory mandates.
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appellees-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 rebuttal, authority distinction, and procedural compliance. Trigger when drafting appellee briefs, response briefs, answering briefs, or defending trial court judgments on appeal.
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adoption-petition
Drafts a Petition for Adoption for U.S. family law courts (stepparent, relative, agency, independent). Use when drafting adoption petitions, initiating adoption proceedings, or preparing pre-filing adoption pleadings.
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screening-equity-opportunities
Applies quantitative and qualitative screens to filter investable equity universe by financial and strategic criteria. Use when screening stocks, filtering investment candidates, or building watchlists.
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summarizing-earnings-calls
Transforms earnings call transcripts into structured summaries with financial guidance, KPI changes, management sentiment, and analyst Q&A highlights. Use when processing quarterly earnings calls, preparing investment research, or tracking company performance narratives.
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alphalaw-medical-chronology
Build structured medical chronologies from treatment records for PI case evaluation and expert presentation
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advisory-summary
Drafts U.S. regulatory client advisory summaries translating legal developments into actionable risk and compliance guidance. Use when a client needs a proactive memo, client alert, or legal-update brief for a new law, case, rulemaking, agency guidance, or pending reform. Trigger on requests for "client advisory," "regulatory update," "legal alert," "compliance briefing," "new law summary," or "quarterly advisory."
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reconciling-accounts
Compares multiple data sources to produce reconciliation reports with break identification and aging analysis. Use when reconciling accounts, identifying breaks, or performing bank reconciliations.
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pricing-interest-rate-derivatives
Structures interest rate swap, cap, floor, and swaption pricing with curve construction and valuation. Use when pricing IR derivatives, building yield curves, or valuing swap portfolios.
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class-action-claim-form
Drafts official class action claim forms balancing plain-language accessibility with FRCP 23 enforceability. Trigger when creating settlement claim forms, proof-of-claim documents, or class member claim submissions.
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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 construe disputed patent claim terms. Use when drafting Markman orders, claim construction memoranda, or disputed-term rulings in U.S. patent litigation.
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breach-summary
Summarizes cybersecurity breach incidents into structured legal and compliance records. Trigger when synthesizing incident reports, forensics, logs, or notifications into a defensible chronology, scope-impact analysis, response ledger, or regulatory-risk assessment. Keywords: data breach, incident response, unauthorized access, ransomware, exfiltration, GDPR, CCPA, HIPAA.
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pricing-equity-options
Structures equity option pricing with Black-Scholes, binomial models, and implied volatility analysis. Use when pricing options, calculating Greeks, or analyzing implied volatility.
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advance-health-care-directive
Drafts jurisdiction-specific Advance Health Care Directive packages with agent appointment, living will instructions, HIPAA authorization bridge, organ donation preferences, and execution compliance checklists. Trigger when the user mentions advance directive, healthcare proxy, living will, health care agent, HIPAA authorization, medical power of attorney, end-of-life planning, capacity trigger planning, state-specific directive forms, witness/notary requirements for healthcare documents, or cross-state directive portability.
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class-action-summary
Produces structured U.S. class action lawsuit summaries covering claims, class definition, Rule 23 analysis, procedural history, and outcomes. Use when summarizing class actions, class certification rulings, MDL proceedings, or settlement approvals for litigation evaluation, due diligence, or compliance monitoring.
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class-action-fairness-hearing
Drafts FRCP 23(e)-compliant fairness hearing notices for class action settlements. Covers settlement terms, opt-out rights, objection procedures, and hearing logistics. Use when notifying class members of a proposed settlement pending court approval.
data-ai21
charitable-solicitation-registration
Prepares jurisdiction-specific charitable solicitation registration packages for U.S. nonprofits. Covers multi-state nexus analysis, exemption eligibility, URS filing strategy, financial disclosures, and professional fundraiser documentation. Use when a nonprofit plans fundraising campaigns, online donation drives, direct mail, telephone solicitation, or any cross-state charitable solicitation.
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child-support-worksheet
Drafts a child support guidelines worksheet by extracting financial data, applying jurisdiction-specific guideline models, and calculating obligations. Triggers when preparing child support calculations, modification filings, or guideline worksheets for court submission.
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certificate-of-origin
Drafts USMCA/NAFTA Certificates of Origin for preferential tariff treatment on US-Mexico-Canada goods. Verifies origin criteria, HS classifications, and regional value content. Use when preparing trade certificates, customs origin documentation, duty preference claims, or cross-border shipment certifications.
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charitable-remainder-trust
Drafts IRC 664–compliant Charitable Remainder Trust agreements (CRAT/CRUT), covering payout math, remainder qualification, trustee powers, and tax compliance. Use when drafting a CRT, CRAT, CRUT, unitrust, annuity trust, or charitable remainder planning document, or when ensuring IRC 664 compliance.
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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 a federal appeal. Adapts to circuit-specific local rules. Use when filing appeals, corporate disclosure statements, or conflict-of-interest certificates in U.S. Courts of Appeals.
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certificate-of-incumbency
Drafts a Certificate of Incumbency certifying current officers, directors, and signing authority for a U.S. corporation. Covers exact legal name matching, incumbency tables with specimen signatures, board resolution certification, authority limitations, reliance language, and execution formalities. Use when banks, lenders, investors, or counterparties require verification of corporate authority for closings, financings, or transactions.
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cda-certified-claim
Drafts U.S. Contract Disputes Act (CDA) certified claims for federal government contracts, covering FAR Part 33 compliance, entitlement/quantum sections, certification language, and final-decision demand. Use when preparing a CDA claim, certified claim, or submission to a contracting officer under the Contract Disputes Act.
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obligation-mapping
Extracts regulatory obligations from dense regulations across jurisdictions. Breaks down multi-level regulations into clear article-level obligations, classifies applicability to a business, and prioritizes by risk level. Use when translating regulations into actionable compliance requirements.
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certificate-of-trust
Drafts a Certificate of Trust (Abstract/Memorandum of Trust) that verifies trustee authority for third-party reliance without disclosing full trust terms. Use when preparing trust certificates for real estate closings, bank account openings, business transactions, or any context requiring trustee authority verification with UTC-compliant, privacy-preserving disclosure.
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chart-audit-protocol
Drafts healthcare chart audit protocols covering clinical documentation review, coding accuracy, and billing compliance. Aligns with Medicare CoPs, OIG Compliance Program Guidance, RAC preparedness, federal sentencing guidelines, and the 60-day overpayment rule. Use when drafting routine periodic audits, targeted risk reviews, proactive compliance measures, or post-regulatory-update assessments.
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ca-discovery-verification
Drafts California Superior Court discovery verification pages under CCP §§ 2030.250 and 2031.250 with proper CCP § 2015.5 perjury declarations. Trigger when the user needs a verification page for interrogatory or inspection/RPD responses, mentions California discovery verification, party vs. attorney signing, information-and-belief clauses, or fixing unverified responses. CA Superior Court only — not federal.
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ciia-agreement
Drafts Confidentiality and Invention Assignment Agreements (CIIAs) for U.S. companies with jurisdiction-specific invention carve-outs, DTSA whistleblower notices, and restrictive covenants. Use when drafting employee confidentiality agreements, invention assignment agreements, proprietary information agreements, or IP assignment provisions for onboarding, corporate formation, or employment contexts.
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ca-discovery-response
Drafts code-compliant California responses to Requests for Production (CCP § 2031.010 et seq.) for Superior Court. Use when the user mentions California RFP responses, CCP 2031, discovery objections, compliance statements, inability to comply, privilege objections, Bates numbering, verification requirements, or responding to document requests in California state court. California Superior Court only — not for federal court without substantial modification.
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byod-policy
Drafts a Bring Your Own Device (BYOD) policy for U.S. employers governing personal device access to company systems. Covers MDM enrollment, encryption, remote wipe authority, privacy expectations, data classification, and regulatory overlays (HIPAA, GLBA, SOX, GDPR). Use when creating or updating BYOD policies, mobile device security policies, or personal device programs.
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bulk-sales-compliance
Drafts U.S. bulk sales compliance packages for asset purchase transactions outside the ordinary course, including UCC Article 6 jurisdictional analysis, creditor schedules, notice of intended bulk sale, seller affidavit, escrow framework, and closing checklist. Use when handling bulk sale, bulk transfer, inventory sale, asset purchase compliance, creditor notice, or successor liability avoidance.
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bulk-document-extraction-review
Extracts structured data from large sets of legal documents into tabular format for review, analysis, and reporting. Processes contracts, agreements, correspondence, filings, and other legal documents in bulk — extracting key terms, dates, parties, obligations, risks, and custom fields into organized tables. Use when conducting due diligence document review, bulk contract extraction, compliance audits across document sets, lease portfolio analysis, employment agreement review, regulatory filing review, or any task requiring structured extraction from multiple documents. Trigger keywords: tabular review, bulk extraction, document review table, data room review, batch document analysis, contract extraction, portfolio review, structured extraction, document comparison table.
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broker-dealer-customer-agreement
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
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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 preparing C-TPAT enrollment, certification, validation, or recertification profiles, or assembling a CBP-ready security narrative. Trigger: C-TPAT, CBP security profile, supply chain security, trusted trader, customs validation.
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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 changes and need an auditable WHEREAS/RESOLVED record with amendment text, vote tallies, effective date, and secretary certification for minute books, bank submissions, or state filings.
testing21
botmediation-negotiation-strategy
Prepare AI-guided mediation negotiation strategy with settlement positioning and concession planning
development21
botmediation-adr-settlement
Analyze alternative dispute resolution outcomes and prepare settlement proposals for ADR proceedings
content-media21
board-meeting-summary
Produces a structured, objective summary of corporate board meetings covering metadata, quorum, attendance, conflicts, resolutions with vote counts, committee reports, and significant corporate actions. Use when summarizing board minutes, creating a corporate governance record, or preparing a post-meeting recap for officers, shareholders, or regulators.
development21
board-meeting-minutes
Drafts U.S. corporate board-of-directors meeting minutes into formal, defensible records documenting valid corporate action and governance process. Triggers on board minutes, directors meeting record, board resolutions, quorum validation, motion and vote capture, corporate secretary records, governance drafting. Requires source materials such as agenda, attendance, bylaws, notices, reports, prior minutes, and resolutions.
development21
board-committee-charter
Drafts board committee charters for Audit and Compensation Committees tailored to public/private status, exchange listing (NYSE/NASDAQ), and governance requirements. Covers composition, independence, authority, meeting procedures, and reporting. Use when creating or updating audit committee charters, compensation committee charters, or corporate oversight committee formations.
development21
brownfields-agreement
Drafts Brownfields Agreements for contaminated-property transactions under CERCLA, EPA brownfields programs, and state voluntary cleanup programs. Structures BFPP liability protections, All Appropriate Inquiries documentation, remediation obligations, institutional controls, cost allocation, and long-term stewardship covenants. Use when drafting brownfields purchase agreements, prospective purchaser agreements, voluntary cleanup MOAs, or environmental covenant frameworks.
development21
biotech-patent-summaries
Summarizes biotech patent families and disputes into litigation-ready intelligence briefs. Trigger when the user provides patent applications, issued patents, PTAB filings, prosecution histories, licensing materials, or litigation documents in biotechnology domains and requests a summary, risk assessment, or FTO analysis.
documentation21
board-resolution-dissolution
Drafts a board resolution authorizing voluntary corporate dissolution via unanimous written consent of directors. Covers Plan of Complete Liquidation adoption, shareholder approval directive, officer authorizations, and execution provisions. Use when initiating voluntary dissolution, preparing corporate wind-down records, or drafting pre-shareholder dissolution authority under state corporation law.
tools21
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 negotiable and straight B/Ls, cargo description, freight allocation, and core carriage clauses. Use when drafting or reviewing a bill of lading, master/house B/L, ocean shipment documentation, or title transfer. Trigger keywords: bill of lading, B/L, ocean carriage, COGSA, Hague-Visby, negotiable, straight, master bill, house bill.
development21
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, or tax appellate costs after judgment, or references FRAP 39, bill of costs on appeal, or appellate cost taxation.
tools21
bates-citation-verification
Citation format and verification protocol for legal documents that draw on Bates-stamped source records. Defines the bracket citation format, multi-source citation rules, quotation handling, the verification pass that runs before output, and the [UNVERIFIED] flag protocol. Use this skill any time another skill produces a legal work product that cites Bates-stamped pages, including medical chronologies, deposition summaries, demand letters, case briefs, and discovery responses. Also use any time the user asks how to format a citation or verify that a claim is supported by the source.
development21
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, typically as a first-day pleading.
tools21
bill-of-sale
Drafts a U.S. Bill of Sale for transferring personal property ownership from seller to buyer. Covers vehicles, equipment, watercraft, firearms, business assets, and general personal property. Enforces party identification, property description, consideration, condition representations, title warranty, lien disclosure, and jurisdiction-specific execution requirements. Use when drafting a bill of sale, asset transfer document, or ownership transfer instrument.
testing21
bankruptcy-interest-calculation
Calculates pre-petition interest for bankruptcy proofs of claim and produces a filing-ready worksheet. Covers rate source hierarchy, day-count conventions, simple interest formulas, post-petition rules under 11 U.S.C. § 506(b), and fee inclusion standards. Use when preparing interest components of a proof of claim, calculating creditor claim amounts, or verifying interest calculations.
testing21
bail-reduction-motion
Drafts a Motion for Bail Reduction for criminal defense pretrial proceedings. Argues current bail is excessive under the Eighth Amendment using defendant financial circumstances, community ties, and flight-risk factors adapted to jurisdictional bail standards. Use when seeking bail modification, bail reduction, pretrial release, or excessive bail challenges.
testing21
bad-faith-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 mentions time-limited demand, policy limits demand, bad faith notice, Stowers demand, civil remedy notice, failure to settle demand, excess exposure letter, insurer settlement opportunity, or needs help with acceptance mechanics for a policy-limits offer. Also trigger for Georgia O.C.G.A. § 9-11-67.1 compliance, Florida statutory bad faith prerequisites, or documenting insurer refusal to settle.
testing21
background-check-summary
Summarizes raw background check data into structured executive reports with risk categorization (GREEN/YELLOW/RED). Use when processing criminal records, court filings, employment/education verification, sanctions screening, or adverse media for pre-employment screening, executive due diligence, or investment-grade investigations.
development21
bad-actor-disqualification-review
Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnaires mapping to each disqualifying event category, a documented reasonable-care diligence record, and classification analysis of flagged events with remediation or disclosure recommendations. Use this skill when conducting Rule 506(d) diligence, identifying covered persons for a Regulation D offering, drafting bad actor questionnaires, or analyzing potential disqualifying events involving criminal convictions, SEC orders, SRO sanctions, or state regulatory actions. Also trigger when the user mentions bad actor screening, covered persons analysis, Rule 506(d) questionnaire, disqualification waiver, or reasonable care defense. Even if the user just says "bad actor check" or "506(d) diligence," use this skill.
development21
authority-verification
Verifies legal citations and retrieves source material using the case.dev Legal Research API and CLI. Use when validating a citation, confirming a case exists, pulling source text, finding related authorities, extracting citations from a brief or opinion, or building a filing-ready authority check without branded citator terminology.
tools21
aviation-summary
Generates structured U.S. aviation-law summaries by synthesizing FAA, DOT, and TSA rules, treaties, and precedent into actionable legal analysis. Use when briefing on air traffic rights, aircraft operations, airworthiness, carrier liability, or incident/compliance exposure. Trigger: aviation law, FAA, DOT, TSA, 14 CFR, Part 121/125/135, Montreal Convention, Warsaw Convention, ICAO, route authority, code-sharing, slot allocation, accident liability.
development21
auth-packet-summary
Validates and summarizes the four required authorization forms in a personal injury matter (retainer, HIPAA release, insurance authorization, employment record release). Confirms signatures, dates, scope, and completeness to determine readiness for the investigation phase. Use when reviewing client onboarding packets, verifying authorization forms before discovery, or checking HIPAA and record-release compliance.
tools21
billing-summary
Produces privilege-safe U.S. corporate legal billing summaries from time and expense data. Converts entries into client-friendly narratives with categorized hours, rates, expenses, and milestones while enforcing engagement-letter rules and ethical billing safeguards. Use when asked to create a billing summary, invoice narrative, timekeeper breakdown, expense summary, or fee narrative.
tools21
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 conditions precedent. Use when extending formal job offers, issuing written employment offers, or drafting offer letters for new hires in U.S. jurisdictions.
data-ai21
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, independence criteria, and SOX readiness. Triggers when the user needs a board committee charter, audit committee charter, compensation committee charter, or governance mandate for SEC/NYSE/NASDAQ compliance.
development21
asset-liability-summaries
Produces structured asset and liability summaries from financial documents for legal proceedings. Extracts valuations, ownership classifications, and encumbrances, then outputs net-worth overview, categorized schedules, disputed items, and documentation gaps. Use when preparing financial summaries for divorce/dissolution, estate planning, bankruptcy, business valuation, or settlement negotiations. Trigger on: net worth summary, marital estate, balance sheet, asset schedule, liability schedule, community/separate property.
development21
audit-compensation-charter
Drafts board-adopted charters establishing Audit and Compensation Committees for U.S. corporations, covering composition, independence, delegated powers, meeting protocol, reporting, and annual review. Adapts for public (SEC/SOX/exchange) or private governance regimes. Use when creating or refreshing committee charters, preparing for IPO governance readiness, onboarding directors, or conducting governance cleanup. Trigger keywords: audit committee charter, compensation committee charter, board governance, SOX compliance, Rule 10A-3, exchange-standard committees.
development21
asset-purchase-loi
Drafts a U.S. asset purchase letter of intent (LOI) separating binding from non-binding terms and capturing deal points, diligence, exclusivity, and closing path. Trigger on "letter of intent", "LOI", "asset purchase", "M&A LOI", "no-shop", "exclusivity", "purchase price", "due diligence".
tools21
bsa-risk-assessment
Drafts a BSA/AML Risk Assessment for U.S. financial institutions per FinCEN, FFIEC, and OCC standards. Evaluates inherent risks (customer, product, geographic, transaction, third-party), control adequacy, and residual risk. Use when preparing annual BSA compliance assessments, post-acquisition integration reviews, or when business changes trigger reassessment under 31 U.S.C. § 5318(h).
testing21
asset-purchase-agreement
Drafts a U.S. Asset Purchase Agreement for deals where a buyer acquires specified business assets while avoiding unwanted liabilities. Enforces itemized asset/liability schedules, purchase price mechanics with working capital true-ups, IRS Form 8594 tax allocation, seller and buyer reps and warranties with disclosure schedules, pre- and post-closing covenants, closing conditions and deliveries, and indemnification with basket/cap limits. Use when drafting an asset purchase agreement, APA, asset acquisition, purchase and sale of assets, asset deal, or excluded liabilities agreement.
development21
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 surveys and contractor documents to produce a regulatory filing and operational guide. Use when preparing pre-abatement regulatory submissions, contractor work plans, or facility owner compliance documentation for asbestos removal projects.
testing21
articles-of-dissolution
Drafts Articles of Dissolution (Certificate of Dissolution) for U.S. corporations to terminate legal existence via state filing. Reviews articles of incorporation, bylaws, board resolutions, and shareholder consents for jurisdiction-specific compliance. Use when preparing dissolution filings, terminating a corporation, or drafting dissolution certificates for Secretary of State submission.
testing21
articles-of-incorporation-nonprofit
Drafts filing-ready Articles of Incorporation for U.S. non-profit corporations satisfying state corporate law and the IRS organizational test under IRC § 501(c)(3). Enforces mandatory exempt-purpose language, private inurement prohibition, dissolution clause, and political activity limitations. Use when forming a new non-profit, charitable corporation, or tax-exempt entity seeking 501(c)(3) recognition.
testing21
art-law-summaries
Generates structured U.S. art law summaries with Bluebook citations, doctrinal analysis, and stakeholder guidance. Use when researching art law precedents, advising on art transactions, preparing for art market litigation, or surveying a doctrine or statute across ownership, provenance, copyright, VARA, NAGPRA, authentication, NFTs, or AI-generated art.
testing21
area-development-agreement
Drafts Area Development Agreements granting exclusive multi-unit franchise territory rights with phased development schedules. Use when drafting area development agreements, multi-unit franchise expansions, territorial franchise grants, or phased development commitments. Enforces FTC Franchise Rule compliance and state registration requirements.
development21
appellate-mandate
Drafts formal appellate mandates that conclude the appeal process and direct trial courts to implement appellate decisions. Extracts disposition language, remand directives, and procedural history from appellate records to construct jurisdiction-specific mandate orders. Use when preparing mandate orders, returning jurisdiction to lower courts, or formalizing appellate dispositions after ruling.
testing21
breach-notification
Drafts legally compliant data breach notification letters to affected consumers under multi-state and federal statutes (HIPAA, GLBA, state AG requirements). Use when drafting breach notices, security incident consumer notifications, or data compromise letters.
testing21
body-camera-incident-summary
Transforms police body camera transcripts into structured 10-section legal summaries with timestamp-cited verbatim statements, constitutional issue spotting, evidence inventory, and probable cause articulation. Maintains strict neutrality for all parties. Use when analyzing BWC footage for discovery, pre-trial prep, or trial. Trigger: body camera, BWC, body worn camera, officer footage, use of force review, incident summary.
testing21
appellant-brief
Drafts the appellant's opening brief challenging a lower court decision in federal or state appellate courts. Covers issue selection, standard of review framing, record citation, argument structure, and procedural compliance under FRAP 28/32 or state equivalents. Use when preparing an appellant's opening brief, selecting appellate issues, structuring appellate arguments, or demonstrating reversible error on appeal.
testing21
appeal-document-summary
Produces structured U.S. appellate document summaries mapping procedural posture, issues on appeal, standards of review, and competing arguments into memo-ready format. Use when summarizing appellate briefs, notices of appeal, records on appeal, or preparing for oral argument. Triggers: appeal, appellate, notice of appeal, standard of review, cross-appeal, appellate brief intake, record on appeal synthesis.
development21
api-license-agreement
Drafts a clickwrap-ready US API License Agreement for companies licensing proprietary APIs to third-party developers. Use when drafting API terms of service, developer agreements, API access agreements, or click-through license terms. Produces full agreement (17 sections), condensed terms, or developer quick-reference. Cross-references DPA, SLA, AUP, trademark guidelines, and privacy policy modules.
tools21
antitrust-investigation-summary
Drafts privilege-protective, board-ready executive summary memoranda of internal antitrust investigation findings for US federal law. Covers monopolization, vertical restraints, acquisitions, FTC Act Section 5, tech-platform conduct, risk assessment, and remediation. Use when drafting antitrust investigation summaries, board memos on competition risk, or internal compliance investigation reports.
development21
appellate-formatting
Generates appellate-filing-ready Tables of Contents, Tables of Authorities, and Certificates of Compliance under FRAP 32(g) and related rules. Produces defensible word-count calculations with transparent exclusions and anti-hallucination guardrails for pagination and citations. Covers federal circuits, state appellate courts, and U.S. Supreme Court variations. Use when building TOC, TOA, compliance certificates, formatting briefs for filing, or when the user mentions word count calculation, FRAP 32 compliance, appellate brief assembly, or page numbering.
development21
answer-to-harassment-complaint
Drafts a defendant employer's Answer to a workplace harassment complaint. Responds paragraph-by-paragraph to allegations, asserts Faragher-Ellerth and other affirmative defenses, and follows federal/state civil procedure rules. Use when defending employers at the pleadings phase against Title VII, state FEHA, or other employment harassment claims.
testing21
animal-law-case-summary
Produces litigation-grade case summaries for animal law disputes including cruelty/neglect prosecutions, ownership/custody, dangerous animal designations, veterinary malpractice, and service/assistance animal accommodations. Builds exhibit-cited factual timelines, maps evidence to statutory elements, evaluates expert evidence, and assesses remedies with jurisdiction-specific legal research. Use when summarizing animal law cases, analyzing animal cruelty charges, pet custody disputes, dangerous dog hearings, veterinary malpractice claims, or assistance animal accommodation matters. Also trigger for animal forfeiture, bite liability, wildlife possession, or animal-related court filings.
development21
appellate-formatting-certification
Generates appellate-brief TOC, TOA, and Certificate of Compliance with defensible word-count methodology. Triggers on TOC/TOA rebuilds, certificate of compliance drafting, FRAP 32(g) compliance, word-count certification, or final brief formatting before filing.
development21
api-constraints-exhibit
Extracts technical API constraints from OpenAPI/Swagger specs and developer docs into a contract-ready API Access & Constraints Schedule with source traceability, risk flags, and change-control language. Use when drafting legal exhibits or schedules covering API access scope, rate limits, authentication, data fields, or deprecation terms for MSAs, SOWs, or order forms.
development21
amicus-interest-statement
Drafts the "Interest of Amicus Curiae" section of an amicus brief. Establishes institutional credibility, tethers the amicus's interest to the specific legal question, articulates non-party impacts, and embeds disclosure guardrails under FRAP 29 and Supreme Court Rule 37. Trigger when drafting amicus briefs, friend-of-the-court filings, interest statements, amicus disclosures, or when the user asks why an organization belongs in a case.
testing21
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/CTR reporting, OFAC screening, risk assessment, training, independent testing, and governance structures. Use when creating or updating AML policies, BSA compliance programs, or financial institution regulatory documentation. Trigger keywords: AML, BSA, FinCEN, Bank Secrecy Act, anti-money laundering, SAR, CTR, OFAC, CIP, CDD, KYC, compliance program.
development21
amicus-curiae-brief
Drafts filing-ready U.S. amicus curiae briefs with rule-anchored compliance, additive thesis selection, record-safe fact handling, and verified authority control. Trigger when asked to draft an amicus or friend-of-the-court brief, prepare FRAP 29/32 or Supreme Court Rule 37 amicus filings, draft consent/leave or disclosure language, or handle amicus procedural requirements at any stage.
tools21
assignment-assumption
Drafts Assignment and Assumption Agreements transferring contractual rights and obligations from assignor to assignee in asset purchase transactions. Covers assignment mechanics, liability assumption with temporal cutoff, third-party consent handling, reps and warranties, indemnification, and Exhibit A contract schedule. Trigger keywords: "assignment and assumption", "contract transfer", "assign contracts", "assume obligations", "asset purchase closing document", "assignor assignee agreement".
documentation21
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 prorations, payoffs, lender fees, title charges, and transfer taxes. Enforces balance verification (seller credits minus debits equals cash to seller; buyer debits minus credits equals cash from buyer) and cross-references title commitment, loan documents, and purchase agreement. Use when preparing closing financials, settlement statements, HUD-equivalent documents, or real estate closing allocations.
testing21
case-summary-report
Synthesizes multiple case summaries into one unified Case Summary Report. Triggers when the user has two or more case summaries, document analyses, or memoranda and needs them consolidated into a single report with patterns, contradictions, and gaps identified.
documentation21
case-intake-initial-fact-memo
Generates a structured attorney work product memorandum from an initial client consultation for commercial litigation. Extracts verifiable facts from uploaded documents, builds a chronological narrative, identifies parties and contracts, flags preliminary legal claims and defenses, and produces a prioritized action plan. Triggers at matter intake when a business client needs a foundational case evaluation document for a pre-filing commercial dispute.
tools21
amended-restated-certificate-of-incorporation
Drafts filing-ready Delaware Amended and Restated Certificates of Incorporation for venture-financing rounds. Converts term-sheet economics and governance terms into a defensible charter document under DGCL 242/245. Trigger when user needs to reauthorize capital structure, designate preferred stock series, set investor protections, or prepare a charter filing for closing.
development21
alphalaw-demand-letter-generation
Generate comprehensive demand letters for personal injury claims using evidence synthesis and damages calculation
data-ai21
medical-chronology-builder
Transforms voluminous medical records into structured, cited timelines mapping causation, standard-of-care deviations, and damages. Use when plaintiff firms need medical chronologies from EHR, facility notes, treatment records, or pharmacy data for PI, medmal, nursing home, or personal injury cases. Trigger keywords: medical chronology, treatment timeline, causation timeline, medical overview, record review, standard of care deviation, clinical events timeline.
tools21
adr-outcomes-summary
Generates structured summaries of mediation and arbitration proceedings, extracting outcomes, settlement terms, monetary amounts, obligations, releases, and enforcement steps. Trigger when the user needs to document mediation settlements, arbitration awards, or partial ADR resolutions from transcripts, agreements, mediator reports, or awards.
documentation21
audit-summary
Produces structured U.S. legal audit summaries that distill compliance findings into executive-ready risk prioritization and remediation plans, covering likelihood/impact scoring, consequence analysis, and corrective actions with timelines and owners. Use for legal audits, compliance audits, regulatory audits, compliance gap analyses, risk assessments, audit report summaries, or remediation roadmaps. Trigger keywords: audit summary, compliance findings, audit report, risk prioritization, remediation plan, regulatory exposure, corrective action plan.
testing21
adversary-proceeding-complaint
Drafts adversary proceeding complaints for U.S. Bankruptcy Court under FRBP Rule 7001. Covers dischargeability disputes (§ 523), preference actions (§ 547), fraudulent transfers (§ 548), and stay violations (§ 362). Produces a filing-ready pleading with caption, jurisdictional basis, numbered allegations, count structure, and prayer for relief. Triggers when a trustee, creditor, or party in interest needs to initiate litigation within an existing bankruptcy case.
development21
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)(4). Use when establishing or renewing an ATM program under an effective Form S-3, drafting a sales agent agreement, or structuring a continuous equity offering program.
data-ai21
adoption-summary
Produces structured U.S. adoption-law summaries for litigation and client-facing use. Use when asked to summarize adoption law, draft pre-filing research briefs, create jurisdiction-specific issue memoranda, or prepare client education documents. Triggers: adoption summary, domestic adoption, intercountry adoption, Hague adoption, foster care adoption, TPR in adoption, stepparent/relative adoption, post-adoption rights.
tools21
amended-restated-certificate
Drafts a Delaware Amended and Restated Certificate of Incorporation implementing VC term sheet economics and governance into DGCL-compliant charter provisions. Use when drafting or revising a Delaware A&R certificate, preferred stock charter terms, Series Seed/A/B financing charter, blank check preferred authority, or implementing cap structure from a term sheet or SPA.
development21
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. § 12182). Structures jurisdiction, EEOC exhaustion, factual allegations, causes of action, and relief. Use when drafting ADA disability discrimination complaints, reasonable accommodation pleadings, or civil rights complaints for plaintiffs with disabilities.
testing21
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-jurisdictional overlays (EMA, PMDA, Health Canada). Covers seriousness/causality frameworks, expedited reporting timelines, roles, documentation standards, training mandates, and QA mechanisms. Use when drafting or updating an adverse event reporting policy, pharmacovigilance policy, AE/SAE reporting SOP, or safety reporting framework for a pharmaceutical company, CRO, biotech, or clinical research institution.
tools21
advance-directive-vs-polst
Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, clinical appropriateness, and document coordination. Use when the user asks about advance directive vs. POLST, living will vs. DNR, which document EMS follows, POLST vs. MOLST vs. POST, whether a healthy person needs a POLST, or document coordination in elder law, estate planning, or serious illness contexts.
tools21
ada-accommodation-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 accommodations (42 U.S.C. § 12182), including EEOC exhaustion, interactive process failures, and prayer for relief. Use when drafting an ADA complaint, disability discrimination pleading, failure-to-accommodate lawsuit, or right-to-sue complaint.
devops21
ad-fund-agreement
Drafts franchise advertising fund contribution agreements or addenda governing franchisee obligations to a centralized marketing fund. Trigger when drafting ad fund agreements, marketing fund addenda, or franchise contribution agreements involving fund administration, contribution calculations, or financial reporting.
development21
access-indemnity-agreement
Drafts U.S. commercial real estate access and indemnity (right-of-entry) agreements for pre-closing due diligence. Covers license grants, non-invasive vs invasive testing gates, insurance/endorsement requirements, indemnity with discovery carve-outs, restoration and lien remedies, confidentiality, and anti-indemnity guardrails. Trigger: access agreement, right of entry, due diligence access, Phase I/II, invasive testing, pre-PSA site inspection.
testing21
horizon-scanning
Continuously monitors regulatory landscapes for changes relevant to a specific business. Ingests global regulatory updates, filters by relevance, summarizes impact, and produces an actionable change advisory. Use when tracking regulatory developments affecting a particular product or market.
development21
510k-premarket-notification
Drafts FDA 510(k) Premarket Notification submissions demonstrating substantial equivalence under 21 CFR Part 807. Supports Traditional, Special, and Abbreviated pathways. Use when preparing Class II medical device regulatory filings, substantial equivalence analyses, or FDA premarket submissions.
development21
30b6-corporate-rep
Manages Rule 30(b)(6) corporate representative deposition workflows — drafting notice topics with reasonable particularity, building examination outlines, defending designees, handling objections, and preserving binding admissions for summary judgment or trial. Use when drafting or responding to 30(b)(6) notices, selecting and preparing designees, building topic-by-topic outlines, or triaging scope and privilege disputes. Trigger keywords: 30(b)(6), corporate representative deposition, topic list, designee, notice analysis, deposition objections, corporate admissions.
development21
writing-investment-theses
Formulates structured bull/bear investment theses with variant perception and key risk identification. Use when developing investment theses, articulating variant views, or structuring bull/bear arguments.
development21
annual-report-charity-bureau
Generates a cross-referenced U.S. nonprofit annual filing package for state charity-bureau registration. Produces Full Compliance Package, Form-Field Mode, or Executive Briefing with source citations, disclosure cross-checks, and filing instructions. Trigger when the user drafts annual report submissions, renewal packets, penalty-of-perjury certifications, or charity bureau filings. Also trigger on Form RRF-1, CHAR500, BCO-10, nonprofit annual report, charity registration renewal, or fundraiser disclosure attachments.
testing21
writing-equity-research-notes
Creates structured equity research notes with thesis, valuation, risks, and rating justification. Use when initiating coverage, updating research opinions, or writing investment notes.
data-ai21
amicus-coalition
Manages end-to-end workflow for multi-organization amicus coalition briefs in appellate courts. Covers single-pen drafting governance, position alignment, conflict resolution, documented sign-offs, FRAP 29/Rule 37.6 disclosures, FRAP 26.1 corporate disclosures, cover formatting for multiple amici, and compliant filing. Use when coordinating coalition amicus briefs, managing sign-offs, drafting joint friend-of-court briefs, handling multi-amici filing, or resolving inter-organization conflicts. Triggers on phrases like "coalition brief," "12 orgs joining this amicus," or "coordinate the amicus."
development21
tracking-consensus-estimates
Monitors sell-side consensus estimates with revision tracking and surprise analysis. Use when tracking estimate revisions, analyzing consensus changes, or monitoring analyst expectations.
research21
synthesizing-financial-statements
Analyzes 10-K/10-Q filings to extract key metrics, identify trends, and create structured YoY comparisons. Use when analyzing SEC filings, comparing financial statements, or tracking company financial trends.
testing21
structuring-debt-financing
Designs acquisition financing structures with leverage analysis, covenant negotiation, and capital structure optimization. Use when structuring deal financing, analyzing debt capacity, or negotiating loan terms.
development21
appeal-summary
Generates structured analytical summaries of appellate documents covering procedural posture, issues on appeal, standards of review, and strategic assessment. Use when onboarding to an appeal, preparing for oral argument, evaluating appellate risk, or summarizing the appellate record.
documentation21
ecp-manual
Drafts an audit-ready Export Compliance Program manual covering EAR, ITAR, and OFAC requirements. Use when creating or updating an export compliance policy, international trade compliance program, or preparing enforcement defense documentation for regulatory review.
testing21
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 § 170 tax compliance, IRS substantiation thresholds, restricted/unrestricted use terms, and cy pres fallback. Use when documenting charitable gifts, restricted endowments, naming-rights donations, or conditional pledges requiring formal memorialization.
development21
employee-complaint-summaries
Generates structured attorney-review memos from employee complaints, extracting parties, timeline, claims, evidence, defenses, and risk flags. Covers Title VII, ADA, ADEA, FMLA, FLSA, and state analogs. Use when summarizing initial complaints, EEOC charges, investigation reports, or personnel files to assess litigation risk and develop response strategy.
development21
economic-loss-report
Generates a Lost Wage & Economic Loss Report for personal injury litigation. Calculates past/future lost wages, diminished earning capacity, medical expenses, and out-of-pocket costs with source-cited, present-value projections. Use when quantifying economic damages for plaintiff-side personal injury matters during discovery, pre-trial, or settlement. Trigger: lost wages, economic damages, earning capacity, wage loss, damages calculation, personal injury damages.
testing21
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 compliance, FRE 502(d) clawback, TAR methodology, privilege logs, and production format specs. Use when drafting e-discovery stipulations, ESI protocols, meet-and-confer agreements, or joint discovery plans.
development21
eeoc-position-statement
Drafts employer Position Statements responding to EEOC charges of discrimination. Builds a factual, strategically favorable narrative from charge documents, personnel files, policies, and comparator evidence. Covers Title VII, ADA, ADEA claims including disparate treatment, harassment, and retaliation defenses. Use when responding to an EEOC charge, drafting a position statement, defending against employment discrimination allegations, or preparing an agency investigation response.
development21
elder-law-summary
Generates structured elder law summaries covering estate planning, elder abuse, healthcare rights, Medicaid eligibility, and guardianship with prioritized action plans. Triggers when the user requests an elderly client matter summary, elder care legal overview, long-term care planning review, or guardianship assessment.
tools21
eir-summary
Produces legally focused summaries of California Environmental Impact Reports (EIRs) under CEQA and federal Environmental Impact Statements (EISs) under NEPA. Extracts impacts, mitigation, alternatives, and compliance vulnerabilities. Reflects the 2025 CEQA reforms (AB 130 + SB 131) and the April 2025 rescission of CEQ NEPA implementing regulations. Triggers on requests for EIR/EIS summary, CEQA/NEPA review, mitigation analysis, alternatives analysis, cumulative impacts review, permit challenge prep, or administrative record review.
testing21
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 underspecified allegations or evidence gaps, and produces numbered discovery requests paired with particularization demands. Use after initial pleadings or return date when charges or claims lack specificity, evidence is opaque, or trial-preparation disclosures are incomplete. Trigger keywords include discovery demand, bill of particulars, motion to compel, FRCP 16, FRCP 26, FRCP 33, FRCP 34, FRCP 37, particularity.
testing21
disclosure-schedules
Drafts and populates M&A disclosure schedules that except known items from representations and warranties in definitive agreements (merger, stock purchase, asset purchase). Use when drafting, reviewing, or negotiating disclosure schedules, reps and warranties exceptions, seller disclosures, or transaction closing schedules.
development21
durable-poa-finances
Drafts state-specific Durable Power of Attorney for Finances documents authorizing an agent to manage a principal's financial affairs during incapacity. Use when a user needs a financial POA, DPOA, attorney-in-fact authorization, or incapacity planning document. Triggers on requests involving durable power of attorney, financial agency designation, or springing power of attorney drafting.
testing21
due-diligence-summary
Produces structured U.S. transactional due diligence summaries with risk ratings, document citations, and follow-up actions. Triggers when the user requests a due diligence summary, diligence report, red-flag memo, or data room analysis for M&A, investment, or partnership transactions.
testing21
employee-confidentiality-agreement
Drafts enforceable Employee Confidentiality and Security Agreements protecting trade secrets, proprietary information, and digital assets. Incorporates DTSA whistleblower notice, state-specific enforceability, NLRA carveouts, and data privacy compliance. Use when onboarding employees, updating confidentiality policies, or creating security agreements for data privacy and cybersecurity contexts.
development21
divorce-settlement-summary
Produces structured summaries of U.S. divorce settlement agreements (MSAs), extracting material terms across property, custody, support, taxes, insurance, fees, and deadlines. Triggers on requests for divorce settlement summary, MSA summary, marital settlement agreement, property division, child custody, parenting plan, child support, or alimony extraction.
tools21
dissolution-report
Drafts a Final Report of Dissolution for corporations, LLCs, and partnerships with statutory compliance. Use when finalizing corporate dissolutions, drafting winding-up reports, or creating official dissolution records to protect officers/directors from future liability.
testing21
discovery-dispute-letter
Drafts discovery dispute resolution letters documenting meet-and-confer efforts and unresolved issues in U.S. litigation. Use when drafting meet-and-confer letters, discovery conference follow-ups, or pre-motion to compel correspondence during the discovery phase.
documentation21
discovery-summary
Generates structured, citeable summaries of discovery documents (interrogatories, RFPs, RFAs, depositions, productions). Extracts admissions, inconsistencies, evidentiary gaps, and objections with precise source citations. Use when summarizing discovery responses, preparing for depositions, identifying discovery gaps, or building trial preparation materials.
development21
dividend-declaration-resolution
Drafts a board of directors resolution authorizing a cash, stock, or property dividend to shareholders. Enforces solvency testing (equity and balance sheet), WHEREAS/RESOLVED clause structure, critical date triad (declaration/record/payment), officer authorization, and Secretary certification under Delaware DGCL §170 or equivalent state statute. Use when documenting board approval of a dividend distribution or when corporate governance records require a formal profit-distribution authorization.
development21
dissolution-petition
Drafts a Petition for Dissolution of Marriage for filing in US state family courts. Covers jurisdictional standing, grounds, child custody and support, property and debt division, spousal support, and prayer for relief. Use when preparing initial divorce petitions, dissolution pleadings, or family law filing documents.
documentation21
discovery-response-summary
Synthesizes interrogatories, RFPs, RFAs, deposition transcripts, and privilege logs into a thematic, issue-based analytical memorandum with gap analysis and deficiency tracking. Trigger when the user asks to summarize discovery responses, review discovery, analyze privilege logs, plan follow-up discovery, prepare for summary judgment or trial from discovery materials, or cross-reference voluminous discovery across multiple methods.
testing21
discovery-deficiency-tracker
Builds and maintains a litigation-grade discovery deficiency and meet-and-confer tracker for compulsion motion practice. Use this skill when the user mentions deficient discovery responses, motion to compel preparation, meet-and-confer tracking, FRCP 37 sanctions, discovery dispute charts, joint discovery letters, informal discovery conferences, deficiency logging, or California Separate Statements. Also trigger when the user references boilerplate objections, privilege log deficiencies, incomplete productions, evasive answers, discovery conferral documentation, or asks for help organizing disputes for court. Even if the user just says "track these discovery problems" or "help me build a compel motion," use this skill.
development21
director-indemnification
Drafts indemnification agreements between corporations and directors covering expense advancement, indemnification determinations, D&O insurance coordination, and successor obligations. Use when drafting director indemnification agreements, expense advancement provisions, or D&O indemnity contracts.
tools21
deposition-notice
Drafts U.S. deposition notices (party, non-party subpoena, Rule 30(b)(6)), cover letters, scheduling letters, and proofs of service. Use when preparing or serving deposition notices or subpoenas in federal or state court. Triggers: deposition notice, notice of deposition, 30(b)(6), corporate representative, subpoena, subpoena duces tecum, AO 88A, witness fee, proof of service, scheduling letter.
tools21
discovery-document-summaries
Summarizes discovery documents (depositions, emails, contracts, interrogatories, medical/financial records) with Bates citations, impeachment flags, timeline extraction, and privilege alerts. Use when summarizing produced documents during discovery or pre-trial phases of U.S. commercial litigation.
testing21
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. Covers eligibility, allocation methodology, pricing, settlement, lock-up, indemnification, and SEC/FINRA compliance. Use when preparing DSP documentation for underwritten public offerings, IPO directed share programs, or controlled share purchase programs for employees, directors, and business associates.
development21
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 when preparing a DIP financing motion, Section 364(c)/(d) motion, priming lien motion, or emergency post-petition financing request.
testing21
deposition-apex-witness
Guides strategy for apex witness depositions of C-suite executives and senior government officials. Covers asserting and overcoming the apex doctrine on both plaintiff and defense sides. Drafts motions to compel, protective orders, objection letters, examination outlines, and witness prep plans. Use when seeking or defending a deposition of a CEO, CFO, board member, agency head, or other apex witness.
development21
deposition-summary-page-line
Generates page-line deposition summaries from U.S. litigation transcripts with citation-anchored flagging for admissions, inconsistencies, objections, and exhibits. Trigger when summarizing depositions, preparing cross-examination outlines, identifying impeachment material, or building evidentiary records.
development21
deposition-ip
Supplements general deposition preparation with IP-specific examination frameworks for patent, trademark, copyright, and trade secret cases. Covers witness strategies for inventors, accused infringers, licensing witnesses, and experts. Use alongside @deposition-preparation and @deposition-expert-witness when planning IP depositions, drafting outlines, or analyzing witness strategy.
development21
deposition-document-assembly
Assembles and organizes documents for deposition preparation, producing a document inventory, exhibit list, impeachment index, and gap analysis. Use before building a deposition outline for any deponent type (fact witness, party, corporate rep/30(b)(6), expert) in US federal or state litigation.
development21
deposition-ip-supplement
Provides IP-specific deposition examination frameworks for patent, trademark, copyright, and trade secret cases. Covers inventor, infringer, licensing, and expert witnesses with question maps for claim construction, prior art, willfulness, Georgia-Pacific factors, likelihood of confusion, and trade secret identification. Use when preparing IP litigation depositions alongside @deposition-preparation and @deposition-expert-witness.
development21
cross-examination-summaries
Generates thematic cross-examination summaries from deposition transcripts, sworn statements, and discovery materials with precise page-and-line citations. Highlights inconsistencies, impeachable admissions, and favorable concessions in a trial-ready format. Use when preparing witness cross-examination, building impeachment strategy, or synthesizing testimony across multiple witnesses.
development21
demand-letter
Drafts litigation-ready U.S. pre-suit demand letters that function as settlement instruments and defensible future exhibits. Enforces element-driven narratives, verified authority, damages methodology, and ethics guardrails. Use this skill when the user mentions demand letter, pre-suit demand, breach and cure notice, settlement demand, insurance policy-limits demand, Stowers demand, FDCPA collection letter, notice of intent to file, cease and desist demand for payment, or pre-litigation correspondence. Also trigger when the user asks about FRE 408 framing, contractual notice compliance, statutory pre-suit prerequisites, evidence preservation notices, or quantifying damages for a demand package. Skill includes 14 verified real-letter exemplars referenced from `references/ARCHETYPE-INDEX.md`.
data-ai21
deposition-transcript-analyzer
Analyzes deposition transcripts to extract litigation work product including executive summaries, testimony indexes, admission compilations, impeachment maps, credibility assessments, motion/trial designations, and follow-up checklists. Use when reviewing a deposition for case strategy, summary judgment prep, trial prep, or post-deposition analysis. Triggers: deposition analysis, transcript review, testimony index, admissions, impeachment, trial designations.
testing21
deed-of-trust
Drafts combined Deed of Trust and Security Agreement instruments creating real property and UCC Article 9 personal property security interests for commercial financing. Use when drafting trust deeds, security agreements, commercial real estate financing documents, or combined real/personal property security instruments.
development21
customs-protest-form19
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 decisions. Use when drafting customs protests, contesting liquidation decisions, or preparing Form 19 filings within the 180-day jurisdictional deadline.
testing21
criminal-summary
Generates structured U.S. criminal case summaries from docket materials, filings, transcripts, and exhibits. Covers charge history, evidentiary posture, procedural timeline, plea/trial outcome, and sentencing. Use when asked to summarize a criminal matter, produce a case recap, compile a charge-to-sentencing timeline, or create a neutral case brief.
development21
court-formatting
Standardizes U.S. court-filing formatting for pleadings, motions, and briefs. Enforces caption structure, margins, fonts, spacing, pagination, line numbering, and e-filing constraints. Use when formatting court documents, preparing filings, or validating local-rules compliance.
development21
coverage-opinion
Drafts structured insurance coverage opinions analyzing duty to defend and duty to indemnify for carriers. Applies eight corners rule, policy exclusion analysis, and state-specific law. Use when a carrier receives a claim or lawsuit, needs a coverage determination, reservation of rights analysis, or defense obligation assessment.
testing21
creditor-dissolution-notice
Drafts jurisdiction-compliant Notice to Creditors of Dissolution with claim procedures, statutory bar language, and distribution priority frameworks. Use when drafting creditor notices during corporate dissolution, winding up, or liquidation. Triggers on dissolution notice, creditor notification, claim bar date, corporate wind-up.
development21
copyright-license-agreement
Drafts a U.S. Copyright License Agreement for media content (film, music, photography, video, software, artwork). Structures reproduction, distribution, display, performance, and derivative works grants with scope, territory, term, and compensation. Use when drafting IP licensing agreements, media content licenses, sync licenses, editorial or commercial use agreements, or royalty-bearing copyright deals.
testing21
contract-abstracts
Generates structured contract abstracts distilling key terms, obligations, rights, and liabilities from agreements into a standardized reference. Flags ambiguities, non-standard provisions, and missing terms. Use when abstracting commercial contracts, NDAs, licensing agreements, M&A ancillaries, or any multi-page agreement requiring rapid comprehension, due diligence, or portfolio management.
development21
consent-judgment
Drafts enforceable consent judgments with injunctive relief for IP litigation settlement. Triggers when drafting consent judgments, agreed judgments, permanent injunctions, settlement judgments, or stipulated orders resolving disputes without trial.
tools21
contract-playbook-review
Reviews contracts clause-by-clause against a defined negotiation playbook, grading each clause as acceptable, needs review, or unacceptable and generating specific redline suggestions with winning language. Supports playbook creation from existing contracts, precedent language, or policy documents. Use when reviewing incoming contracts against firm standards, running playbook-based contract reviews, creating or maintaining negotiation playbooks, standardizing contract language across teams, or conducting high-volume contract review with consistent quality. Trigger keywords: playbook, contract review, clause grading, redline, winning language, contract compliance, clause-by-clause, contract standards, playbook review.
development21
corporate-resolution-bank-account
Drafts a board resolution authorizing the opening and management of corporate bank accounts, including signatory designation, account types, borrowing authority, and secretary certification. Triggers when a financial institution requires formal board authorization to establish or manage accounts, when updating authorized signatories, or when documenting banking authority during entity formation or reorganization.
development21
consent-to-sublease
Drafts a Landlord's Consent to Sublease for commercial leasing transactions, producing recitals identifying the master lease and sublease, operative consent provisions, and protective conditions safeguarding landlord interests. Use when a tenant requests landlord approval to sublet premises, sublease consent, commercial subletting, or assignment of leasehold.
testing21
consumer-loan-agreement
Drafts a TILA-compliant U.S. consumer loan agreement with Regulation Z federal disclosure box, APR/finance charge calculations, payment schedules, default provisions, and required consumer notices. Applies 15 U.S.C. § 1601 et seq. and 12 CFR Part 1026. Use when drafting consumer installment loan agreements, personal loan contracts, or any consumer credit transaction requiring federal disclosure compliance.
data-ai21
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, jurisdiction (28 U.S.C. §§ 1331, 1338(a)), venue (28 U.S.C. §§ 1391, 1400(a)), ownership allegations, infringement count, damages, and prayer. Use when initiating copyright litigation in U.S. federal court at the pleadings phase.
data-ai21
consulting-services-agreement
Drafts a U.S. Consulting Services Agreement covering scope, compensation (hourly, fixed, retainer, hybrid), independent contractor classification, IP ownership, confidentiality, indemnification, liability caps, insurance, and dispute resolution. Use when drafting consulting contracts, professional services agreements, or independent contractor agreements.
data-ai21
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 unauthorized property entry, encroachment, excessive noise, odors, pollution, vibration, or other conduct substantially interfering with use and enjoyment of real property.
testing21
compliance-summaries
Generates structured compliance summaries assessing regulatory posture, identifying gaps, and producing prioritized remediation roadmaps across finance (SEC, FINRA), healthcare (HIPAA, FDA), environmental (EPA), and data privacy (GDPR, CCPA) sectors. Use when drafting regulatory compliance reports, audit readiness assessments, or governance documents for executives, boards, or regulators. For sector-specific depth, defer to dedicated sibling skills (environmental-regulation-summaries, hipaa-privacy-notice, fcpa-compliance-policy, etc.).
development21
conference-summary
Produces structured legal conference summaries capturing session substance, speaker credentials, cited authorities, and practical takeaways. Use when preparing CLE recaps, seminar notes, symposium summaries, panel or keynote reports, or post-event knowledge sharing.
testing21
confidentiality-security-agreement
Drafts enforceable U.S. Employee Confidentiality and Security Agreements protecting proprietary information, trade secrets, and digital assets, with layered confidential-information definitions, security and acceptable-use obligations, incident reporting protocols, termination property-return procedures, and post-employment restrictive covenants. Incorporates state-specific enforceability standards, DTSA whistleblower immunity notice, and NLRA Section 7 savings clauses. Use when onboarding employees, updating confidentiality policies, or drafting NDA-style employment agreements (trigger keywords: confidentiality agreement, employee NDA, security agreement, trade secret, acceptable use, incident reporting, post-employment restrictions).
development21
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, classifying tolerance buckets, flagging re-disclosure triggers, and producing a compliance review memo. Use when working with closing disclosures, CDs, TRID, Regulation Z, LE comparison, tolerance cures, cash-to-close reconciliation, settlement statements, or pre-consummation closing compliance review. Defers tolerance math to closing-disclosure-tolerance and timing math to closing-disclosure-timing-reference.
testing21
commercial-real-estate-loi
Drafts a U.S. commercial real estate purchase letter of intent (LOI) framing core deal terms as non-binding while isolating binding provisions (confidentiality, exclusivity). Triggers on LOI/term-sheet requests for commercial property acquisition, PSA pre-wire, exclusivity, or due-diligence entry.
testing21
commission-plan-agreement
Drafts U.S. commission plan agreements establishing compensation terms for agents, salespeople, or affiliates. Covers flat/tiered/hybrid structures, payment mechanics, clawbacks, territory definitions, termination effects, independent contractor classification, and restrictive covenants. Use when drafting or negotiating commission-based compensation in employment, consulting, or affiliate contexts.
development21
commercial-promissory-note
Drafts UCC-compliant U.S. Commercial Promissory Notes for commercial real estate finance transactions. Produces negotiable instruments with principal, interest, payment, default, and enforcement provisions protecting lender interests. Use when drafting promissory notes secured by real property, deed of trust, or mortgage in commercial lending.
development21
code-of-conduct
Drafts a Code of Business Conduct and Ethics satisfying SEC, SOX §406, and exchange listing requirements. Incorporates company-specific values and regulatory context into an enforceable ethical framework. Use when drafting corporate governance documents, ethics codes, compliance policies, or business ethics frameworks for public companies or regulated industries.
development21
commercial-re-loi
Drafts a Letter of Intent for commercial real estate purchase transactions. Covers purchase price, earnest money, due diligence, financing contingencies, closing mechanics, and binding provisions (confidentiality, exclusivity). Use when drafting LOIs, CRE purchase proposals, or pre-contract term sheets.
testing21
class-certification-motion
Drafts a Motion for Class Certification under FRCP 23 or state equivalents, arguing numerosity, commonality, typicality, adequacy, predominance, and superiority from case materials. Use when drafting class certification motions, seeking class treatment, or preparing Rule 23 briefing in discovery or pre-trial phases.
tools21
cognovit-note
Drafts cognovit promissory notes with confession of judgment provisions, gated by mandatory jurisdictional enforceability research, usury compliance, and statutory disclosure requirements. Advises on alternatives where cognovit clauses are prohibited. Use when drafting cognovit notes, confession of judgment instruments, or loan documents requiring waiver-of-defense provisions.
documentation21
class-claim-form
Drafts U.S. class action settlement claim forms compliant with FRCP 23 and court approval orders. Triggers on claim form drafting, settlement administrator packets, online claim workflows, or class member submission forms.
data-ai21
client-intake-summary
Produces a structured corporate-client intake brief from intake forms, consultation notes, and initial communications. Use when onboarding a new corporate matter, processing an intake packet, summarizing consult notes, running a conflict check, or triaging deadlines for a corporate governance matter.
tools21
employee-arbitration-agreement
Drafts a mutual, enforceable Employee Arbitration Agreement for binding arbitration of employment disputes. Covers FAA compliance, state-law enforceability (Armendariz factors, PAGA carve-outs), class/collective action waivers, cost allocation, and agency carve-outs. Use when onboarding new hires, updating arbitration policy, or replacing existing dispute resolution procedures.
testing21
climate-legislation-summary
Produces structured, citation-ready summaries of climate change legislation for compliance and policy analysis. Use when summarizing climate laws, carbon pricing (tax, cap-and-trade), emissions targets, renewable mandates, adaptation requirements, or international climate agreements.
tools21
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 jurisdiction and timeliness, builds a prima facie narrative from uploaded documents, and structures relief. Use when drafting employment discrimination, harassment, retaliation, failure-to-accommodate, or hostile work environment charges requiring EEOC filing before federal litigation.
development21
ediscovery-status-report
Generates a structured internal e-discovery status report tracking ESI from collection through attorney review. Covers custodian volumes, search term hit rates, review coding statistics, reviewer productivity, and projected timelines. Use when counsel, case managers, or clients need a progress report during the discovery phase of U.S. commercial litigation.
tools21
ediscovery-review-summary
Produces an internal U.S. litigation e-discovery status summary covering ESI collection, processing, search-term hits, review throughput, relevance and privilege rates, and completion forecasts. Triggers when the user requests an e-discovery status report, collection log summary, processing report, review statistics, coding report, search-term results, or privilege review summary.
business21
easement-dispute-complaint
Drafts a plaintiff-side U.S. complaint for easement disputes covering interference, trespass, declaratory judgment, and injunctive relief. Triggers when user needs to initiate litigation to enforce, clarify, or establish easement rights against interference, blockage, or encroachment on real property.
data-ai21
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, payment mechanics, tax treatment, and change-of-control outcomes. Use when drafting earn-out provisions, contingent purchase price schedules, post-closing performance payments, EBITDA or revenue targets, earn-out statements, or purchase agreement exhibits.
business21
dvro-petition
Drafts court-ready Domestic Violence Restraining Order petitions compiling chronological abuse incidents into element-driven pleadings supporting ex parte TRO and permanent protective order relief. Covers personal conduct orders, stay-away orders, custody/visitation, move-out orders, property control, and firearms relinquishment. Use when drafting DVRO petitions, protective order requests, ex parte TRO applications, or domestic violence pleadings.
testing21
due-diligence-checklist
Drafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure, financials, tax, contracts, IP, litigation, employment, benefits, insurance, and environmental compliance. Surfaces change-of-control triggers, consent requirements, and red flags. Use when preparing for deal closing, board presentations, or investor disclosure.
testing21
due-diligence-report
Produces U.S. corporate/M&A due diligence reports summarizing legal risks across corporate records, contracts, liabilities, regulatory compliance, and IP. Use when drafting a diligence report, red flags memo, or legal risk summary for acquisitions, asset purchases, minority investments, or financing. Trigger keywords: due diligence, diligence report, red flags, M&A, acquisition, target review, HSR, CFIUS, reps and warranties, indemnity.
testing21
document-retention-policy
Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and litigation hold procedures. Use when creating retention policies, records management governance, document destruction schedules, or compliance frameworks for 501(c)(3) and other tax-exempt entities.
development21
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, custodian, and relevance; flags hot documents; tracks privilege assertions per FRCP 26(b)(5); identifies production gaps. Use when organizing voluminous productions, surfacing critical evidence, assessing completeness, or supporting meet-and-confer and motion to compel decisions.
development21
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 statutory elements, good faith and perjury statements, and exact infringing URL identification. Use when drafting DMCA notices, copyright takedown requests, or pre-suit infringement enforcement letters against platforms or hosts.
development21
client-friendly-tone
Rewrites legal communications in plain-language, client-friendly tone. Triggers when drafting or revising engagement letters, status updates, strategy memos, settlement recommendations, invoice cover letters, or any client-facing correspondence. Replaces jargon, leads with conclusions, and highlights action items.
tools21
discovery-summarization
Summarizes discovery documents (interrogatories, RFPs, RFAs, depositions, privilege logs) into structured attorney-ready memoranda. Triggers when the user needs to summarize discovery materials, identify key admissions, spot response gaps, cross-reference answers, or prepare a discovery status report.
documentation21
cognovit-promissory-note
Drafts a U.S. cognovit promissory note with confession of judgment clause, enforceability gate, and execution formalities. Use when preparing a commercial loan note with cognovit language, confession of judgment, warrant of attorney, or waiver of notice/hearing rights. Triggers: cognovit, confession of judgment, warrant of attorney, waiver of defenses.
testing21
discovery-plan
Drafts Joint Discovery Plans and Proposed Scheduling Orders under FRCP 26(f) or state equivalents. Analyzes pleadings, court requirements, and case complexity to produce discovery timelines, ESI protocols, privilege procedures, and scheduling deadlines. Use when preparing Rule 26(f) reports, proposed scheduling orders, case management plans, or discovery frameworks after meet-and-confer.
development21
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 subrogee needs a complaint for Bankruptcy Court with §523 theories (fraud, fiduciary defalcation, willful/malicious injury). Trigger when inputs include debtor case data, petition/§341 dates, transaction facts, and target §523 subsections.
testing21
director-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, board service, conflicts of interest, related party transactions, legal proceedings, and beneficial ownership. Use when preparing annual proxy questionnaires, pre-IPO governance documentation, M&A due diligence packages, or independence assessments.
development21
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 mentions a California motion to compel, Separate Statement, "sep stat," Rule 3.1345, CCP 2023.030 sanctions, interrogatory/RFP/RFA/deposition disputes, or verbatim request-response formatting for CA Superior Court discovery motions.
development21
director-indemnification-agreement
Drafts U.S. director indemnification agreements maximizing protection under state corporate law, with advancement of expenses and determination procedures. Use when drafting or updating a director indemnification agreement, onboarding directors, strengthening governance beyond bylaws, or coordinating with D&O coverage. Triggers: indemnification agreement, director advancement, corporate governance, D&O, DGCL 145.
development21
development-agreement
Drafts U.S. commercial real estate owner-developer agreements covering scope, entitlements, schedule, pricing (fixed, GMP, cost-plus), change orders, payment and retainage, insurance, indemnity, IP, confidentiality, termination, and disputes. Use when user mentions "development agreement", "owner-developer agreement", "project development contract", "real estate development", "GMP", "cost-plus", "milestones", or "change orders".
development21
digital-media-law-summary
Generates Bluebook-cited summaries of digital media law across copyright/IP, privacy/data protection, and content liability pillars. Trigger when tracking digital media law developments, advising platforms or creators, preparing regulatory updates, or researching Section 230, DMCA, GDPR/CCPA, or online speech frameworks.
development21
deposition-summary
Generates topic-based deposition summaries for commercial litigation with exhibit cross-referencing. Produces a two-column table (page:line | neutral summary) with embedded exhibit citations. Use when summarizing depositions, creating deposition digests, indexing exhibits, or preparing witness testimony summaries during discovery.
testing21
disclosure-statement-plan-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 accompanies a proposed reorganization plan, covering debtor background, class treatments, liquidation analysis, projections, risk factors, and voting procedures.
research21
closing-checklist
Drafts M&A closing checklists tracking documents, approvals, consents, and action items from signing through post-closing. Use when coordinating closings for mergers, acquisitions, stock purchases, asset deals, or any corporate transaction requiring multi-party document tracking and funds flow management.
testing21
deposition-summary-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 deposition digests, exhibit-linked summaries, key document indexes, or discovery testimony maps in commercial litigation.
testing21
deposition-summarization
Summarizes deposition transcripts with precise page:line citations. Supports sequential, topic-based, and strategic deep-analysis formats. Use when a user provides a deposition transcript and requests a summary, depo digest, testimony analysis, or impeachment identification.
development21
deposition-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) topic list, Rule 45 subpoena, subpoena duces tecum, or discovery enforcement package. Also trigger on mentions of AO 88A/88B, witness fees, motion to compel, or deposition scheduling.
tools21
deposition-outline-hr-manager
Creates strategically organized deposition outlines for examining HR managers in employment litigation. Covers hiring practices, personnel files, complaint investigations, termination procedures, comparative treatment, policy compliance, and impeachment preparation. Use when deposing an employer's HR representative or preparing for HR manager examination.
data-ai21
deposition-objection-reference
Provides a quick reference for deposition objections under FRCP 30(c)(2), including form objections, substantive objections, waiver rules, and the three exclusive grounds for instructing a witness not to answer. Use when preparing for depositions, assisting during live depositions, conducting witness prep, or analyzing deposition transcripts for objection issues.
data-ai21
deposition-preparation
Produces a comprehensive deposition preparation package for taking or defending depositions in U.S. civil litigation. Use this skill whenever the user mentions deposition prep, depo outlines, witness examination planning, deposition strategy, cross-examination preparation, 30(b)(6) witness prep, expert deposition planning, impeachment materials, or asks for help preparing to take or defend any deposition. Also trigger when the user references FRCP 30, deposition notices, deposition exhibit strategy, witness profiling for depositions, or asks about deposition time allocation. Even if the user just says "I have a depo next week" or "help me prep for questioning this witness," use this skill.
testing21
deposition-questioning-techniques
Generates deposition question sequences using six core examination techniques (Funnel, Boxing-In, Looping, Three C's impeachment, evasive witness handling, admission ladders). Use when preparing deposition outlines, building question sequences for specific topics, impeaching with prior inconsistent statements, or controlling evasive witnesses.
development21
deposition-notice-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 deposition notice, 30(b)(1), 30(b)(6), Rule 45, subpoena, subpoena duces tecum, nonparty deposition, Schedule A, AO 88A/88B, 30(b)(6) topic lists, witness fee tenders, Rule 45(c) location limits, or pre-service notice requirements. Also trigger for "I need to depose someone" or "draft a subpoena for documents."
testing21
deposition-impeachment-builder
Drafts deposition-ready impeachment sequences using the Commit–Credit–Confront (CCC) method. Use this skill when the user mentions impeachment preparation, prior inconsistent statements, Commit-Credit-Confront, CCC method, deposition cross-examination, FRE 613, witness contradictions, impeachment scripts, prior testimony conflicts, or asks for help building impeachment sequences. Also trigger when the user references creating transcript clips for summary judgment, preparing confrontation questions, or analyzing contradictions between deposition testimony and prior documents. Even if the user just says "this witness changed their story" or "build me an impeachment sequence," use this skill.
tools21
deposition-employment-supplement
Supplies claim-specific deposition frameworks for employment litigation (discrimination, harassment, retaliation, wrongful termination, wage/hour). Triggers when preparing or conducting depositions in employment cases under Title VII, ADA, ADEA, FLSA, or state equivalents. Use alongside @deposition-preparation.
development21
deponent-coaching
Generates behavioral coaching materials for deposition witnesses, covering the SHAQ method, golden rules, difficult question handling, composure techniques, and phrase scripts. Use when preparing a witness for deposition, running a witness prep session, or creating take-home coaching materials. Companion to deposition-witness-prep-session. Applies to U.S. federal and state civil litigation.
development21
deposition-analysis
Produces litigation-grade U.S. deposition summaries with exact page-line citations, topical organization, and strategic analysis of admissions, inconsistencies, objections, and exhibits. Use when asked for deposition summaries, page-line or P&L citations, depo analysis, impeachment review, cross-exam prep, or motion-support summaries.
testing21
depo-outline-hr-manager
Generates a strategically sequenced deposition outline for examining a defendant's HR Manager in employment litigation, covering witness background, policy compliance, employment history, termination pretext testing, document authentication, and comparator analysis. Use when preparing HR manager deposition, employment discrimination discovery, wrongful termination deposition prep, or structuring employment case examination.
testing21
demand-package
Compiles pre-suit or pre-settlement demand packages for U.S. commercial litigation plaintiffs. Assembles demand letter, damages calculation, and exhibit set. Use when drafting demand packages, pre-litigation settlement demands, or breach-and-cure notices.
development21
demand-package-compilation
Compiles pre-suit and settlement demand packages for U.S. commercial litigation plaintiff matters. Assembles demand letter with chronological facts, liability theories, itemized damages, and indexed exhibits. Use when drafting pre-filing demand packages, settlement demand letters with exhibit bundles, or structured pre-litigation claim presentations.
development21
deed-of-gift
Drafts a recordable U.S. Deed of Gift for voluntary, no-consideration transfers of real or personal property. Enforces party identification, unambiguous property descriptions, jurisdiction-specific execution formalities, donative intent recitals, and recordability requirements. Trigger keywords: "deed of gift", "gift deed", "property gift", "donative transfer", "estate planning gift", "charitable gift conveyance".
testing21
decision-record-verification
Cross-references a judge's decision, court opinion, or final order against one or more hearing/trial/deposition transcripts to verify whether the record supports each finding. Produces strict dual-citation blocks with document names, page/line references, and verbatim quotes from both sources. Use when preparing appellate review, post-trial motions, record discrepancy audits, or transcript-based fact checks of judicial findings.
testing21
deed-in-lieu-of-foreclosure
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 satisfaction of defaulted debt. Use when documenting a deed-in-lieu transaction during default, workout, or settlement phases of a secured real estate loan.
documentation21
dd-form-254
Drafts DD Form 254 Contract Security Classification Specifications for classified government contracts. Use when preparing security classification specs for prime contractors, subcontractors, SAP/SCI access, or facility clearance documentation per NISPOM (32 CFR Part 117) and DCSA regulations.
development21
data-retention-and-destruction-policy
Drafts a law firm Data Retention and Destruction Policy covering practice-area retention schedules, secure destruction procedures, legal hold protocols, and compliance infrastructure. Trigger when establishing or updating records management frameworks, drafting retention schedules by matter type, or implementing secure destruction procedures for paper and electronic records.
development21
data-breach-consumer-notice
Drafts U.S. consumer data breach notification letters satisfying multi-state breach-notice content rules and sector regimes (HIPAA, GLBA, PCI). Produces compliance scoping tables, data-element disclosures, remediation summaries, and consumer protection guidance tailored to incident facts and recipient cohorts. Use for multi-state breach letters, consumer breach notification, security incident notice, PII exposure notice, or sector-specific breach compliance.
testing21
cybersecurity-breach-summary
Produces structured cybersecurity breach summary documents for regulatory and compliance use. Use when drafting breach summaries, incident response reports, forensic report syntheses, board updates, or regulatory notification prep. Triggers: data breach, cybersecurity incident, breach summary, incident report, forensic analysis, notification timeline, GDPR, CCPA/CPRA, HIPAA, state breach law.
testing21
cyber-law-compliance-summary
Produces structured cyber law compliance memoranda covering GDPR, CCPA, state privacy laws, and sector-specific regulations for US and EU operations. Includes Bluebook citations, jurisdiction comparison tables, penalty exposure, and regulatory trends. Use when advising on digital operations compliance, privacy program design, incident response readiness, or preparing compliance gap assessments.
testing21
damages-calculator
Builds auditable personal injury damages calculations separating special damages (medical, wage loss, out-of-pocket) from general damages (pain and suffering) using multiplier and per diem methods. Trigger when the user mentions PI damages calculation, personal injury valuation, demand package damages, special damages compilation, general damages multiplier, per diem pain and suffering, collateral source analysis, comparative fault adjustment, lien accounting, net-to-client modeling, billed vs. paid medical expenses, future care present value, or building a damages section for a demand letter or mediation statement.
tools21
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 19 CFR Part 141. Covers grant of authority, scope, limitations, revocation, and execution requirements. Trigger keywords: "customs power of attorney", "customs POA", "broker authorization", "CBP power of attorney", "customs broker agency", "19 CFR 141", "entry filing authority".
tools21
data-processing-addendum
Drafts a GDPR Article 28-compliant Data Processing Addendum (DPA) between data controllers and processors. Extracts party details, processing scope, and service terms from uploaded documents. Produces an execution-ready DPA with all mandatory Art. 28(3) elements and four schedules. Use when supplementing a service agreement with data protection terms, negotiating processor contracts, or establishing GDPR-compliant EU data processing relationships.
development21
cultural-heritage-summary
Produces structured, citation-ready summaries of legal developments in cultural heritage protection covering repatriation, site protection, illicit trafficking, and treaty updates. Use when tracking heritage law, preparing government or NGO briefings, or summarizing international and national decisions. Trigger keywords include cultural heritage, repatriation, restitution, UNESCO 1970, Hague Convention 1954, UNIDROIT 1995, illicit trafficking, underwater heritage, and intangible heritage.
development21
ctpat-security-profile
Drafts a submission-ready C-TPAT Security Profile from verified company records for U.S. CBP enrollment, recertification, or validation prep. Use when preparing security profiles for importers, brokers, freight forwarders, or logistics participants. Trigger keywords: C-TPAT, CTPAT, CBP, security profile, customs compliance, validation visit, revalidation.
testing21
cross-exam-summary
Generates a structured cross-examination summary from depositions, exhibits, and discovery organized by witness and theme with pinpoint citations. Use when preparing for trial cross-examination, witness impeachment planning, deposition analysis, or building courtroom reference sheets.
development21
criminal-case-summary
Produces structured U.S. criminal case summaries covering charges, statutes, evidence, procedural history, disposition, and sentencing. Trigger when the user requests a criminal case summary, charge overview, procedural history, trial or plea summary, verdict recap, or sentencing breakdown.
testing21
custody-evaluation-summary
Summarizes custody evaluation reports into a structured memorandum covering evaluator credentials, methodology, parental findings, recommendations, and best-interests factor mapping. Use when reviewing custody evaluations, preparing for custody hearings or settlement conferences, or onboarding to contested parenting matters.
testing21
court-order-summaries
Generates structured summaries of court orders and decisions, extracting obligations, deadlines, monetary awards, injunctive relief, and procedural requirements into an action-oriented reference. Flags ambiguities for attorney review. Converts relative timeframes to calendar dates. Use when summarizing court orders, judgments, injunctions, consent decrees, or compliance orders.
testing21
court-document-formatting
Builds a filing-ready formatting blueprint for U.S. litigation pleadings, motions, and briefs by applying caption, spacing, pagination, certificate, and e-filing requirements with court-specific local-rule overrides. Use when preparing court documents, checking filing compliance, generating exhibit packages, or converting drafts for e-filing. Triggers: court filing format, caption, page limits, line numbers, service certificate, PDF/A, local rules, judge instructions.
development21
counterclaim-crossclaim
Drafts court-ready counterclaims and crossclaims for commercial litigation. Analyzes case documents, classifies compulsory vs. permissive counterclaims, ensures procedural compliance with federal/state rules, and structures causes of action with proper element pleading. Use when a defendant must assert affirmative claims against the plaintiff or crossclaims against co-defendants during pleadings.
testing21
corrective-action-plan-deficiencies
Drafts a regulator-ready Corrective Action Plan (CAP) for U.S. healthcare facilities responding to inspection, survey, or audit deficiencies. Covers root-cause analysis, remediation steps, accountability, milestones, monitoring, and validation. Trigger when the user mentions CAP, plan of correction, deficiency citation, scope/severity remediation, correction timeline, or sustainability monitoring for CMS, state, or Joint Commission findings.
testing21
corporate
Advises on corporate law matters including entity formation, governance, finance, M&A, securities, venture capital, non-profits, and dissolution. Use when drafting governance documents, structuring transactions, selecting entity types, or navigating fiduciary duties and corporate formalities.
development21
corporate-compliance-checklist
Drafts a U.S. corporate compliance program checklist anchored in DOJ ECCP, Federal Sentencing Guidelines Chapter 8, and SEC enforcement priorities. Covers governance, risk assessment, training, monitoring, reporting, domain-specific obligations, documentation, and phased implementation. Use when building, evaluating, or strengthening a compliance program, preparing for regulatory inquiry, or conducting annual program assessments.
development21
corporate-bylaws
Drafts complete U.S. corporate bylaws harmonized with Articles of Incorporation and tailored to state statute (Delaware GCL, MBCA, or state-specific). Use for new corporation formations, governance overhauls, or updating existing bylaws for closely-held or emerging-growth corporations.
development21
corrective-action-plan
Drafts healthcare Corrective Action Plans (CAPs) responding to CMS survey deficiencies, Joint Commission findings, state inspection citations, or internal audit results. Structures root cause analysis, remediation steps, accountability, timelines, and monitoring. Use when drafting plans of correction, responding to immediate jeopardy findings, condition-level citations, or standard-level deficiencies.
testing21
contract-summarization
Generates structured summaries of U.S. contracts capturing parties, business terms, legal provisions, termination, and dispute resolution. Flags one-sided, ambiguous, or missing standard provisions. Use when summarizing agreements for due diligence, contract review, compliance monitoring, or transaction management — including multi-document sets with exhibits, schedules, and amendments.
documentation21
deficiency-corrective-action-plan
Drafts U.S. healthcare corrective action plans (CAPs / plans of correction) responding to survey deficiencies, audits, or inspections. Produces deficiency statements, root cause analysis, corrective actions, accountability assignments, timelines, monitoring, and validation aligned to CMS, Joint Commission, and state health department standards. Triggers on CAP, plan of correction, statement of deficiencies, survey findings, accreditation response, regulatory remediation, QAPI corrective action.
development21
contract-portfolio-intelligence
Analyzes an entire portfolio of contracts at scale — extracting key terms, obligations, renewal dates, risk provisions, and financial commitments across hundreds or thousands of agreements simultaneously. Produces structured reports, obligation trackers, renewal calendars, and risk matrices. Also supports playbook-based redlining where contracts are compared against preferred positions and automatically marked up. Use when an in-house legal team, GC, legal ops, procurement, or finance team needs portfolio-wide visibility into contract terms, upcoming renewals, obligation compliance, or batch contract review against organizational standards.
testing21
contract-dispute-report
Generates a structured litigation analysis report for US commercial contract disputes, covering breach theories, defenses, remedies, and settlement posture. Use when counsel needs a pre-filing, pre-trial, or settlement-stage assessment of merits, evidence strength, and exposure. Trigger on: contract dispute, breach analysis, settlement strategy, demand letter prep, discovery planning, arbitration election, pre-filing evaluation.
testing21
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, territory, term, compensation, audit rights, attribution, termination, and sell-off periods. Use when the user needs an IP license for media assets (images, video, music, software, written works, multimedia).
testing21
cookie-consent-policy
Drafts publication-ready cookie policies, banner copy, and consent-flow language under GDPR/ePrivacy, CCPA/CPRA, and major U.S. state privacy laws. Converts a verified cookie inventory into enforceable policy sections with lawful-basis mapping, granular opt-in controls, withdrawal mechanics, and user-rights handling. Use when asked for cookie policy, cookie banner, tracking notice, consent management, do-not-sell notice, or privacy rights messaging.
testing21
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 mediation, or develop settlement strategy. Trigger: contract dispute, breach analysis, commercial litigation report, merits assessment, damages analysis, settlement evaluation.
development21
contingency-removal
Drafts residential real estate contingency removal forms that waive buyer contingencies from a purchase agreement. Handles inspection, financing, appraisal, and HOA contingencies with jurisdiction-specific compliance and earnest money forfeiture acknowledgments. Use when drafting contingency removal notices, waiver of contingencies, or notice of removal of contingencies in residential transactions.
testing21
deposition-summary-narrative
Transforms deposition transcripts into topic-organized narrative memoranda with page-line citations, flagged admissions, contradictions, and credibility issues. Use when summarizing depositions, condensing transcripts for trial prep, or building case strategy during discovery or pre-trial phases.
development21
consumer-loan-tila
Drafts TILA-compliant consumer loan agreements with Regulation Z disclosure boxes, APR/finance charge calculations, and enforceable terms for secured and unsecured consumer credit. Use when drafting consumer loan agreements, TILA disclosure documents, promissory notes for consumer credit, or Reg Z compliant financing contracts.
testing21
construction-defect-complaint
Drafts U.S. construction defect complaints against contractors, developers, and design professionals with pre-suit notice compliance, defect-specific allegations, and element-based causes of action. Use when drafting a construction defect complaint, defective construction lawsuit, builder defect pleading, or Right to Repair/NOR compliant complaint.
development21
construction-case-summary
Produces structured U.S. construction law case summaries with timelines, holdings, damages, and risk takeaways. Triggers on construction case summaries, defect analyses, payment dispute summaries, bond or mechanic's lien reviews, OSHA violation briefs, or construction precedent digests.
tools21
conservation-easement
Drafts recordable conservation easement documents that permanently restrict land use to protect conservation values while preserving landowner rights. Ensures IRC §170(h) qualified conservation contribution compliance and state enabling statute conformity. Use when drafting conservation easements, land preservation agreements, perpetual restrictions, or qualified conservation contributions for tax deduction purposes.
documentation21
consent-decree-epa
Drafts EPA Consent Decrees resolving federal environmental enforcement actions under CWA, CAA, RCRA, or CERCLA. Covers case caption, jurisdictional recitals, compliance obligations, civil penalties (referencing 40 CFR § 19.4 inflation-adjusted maximums), stipulated penalties, dispute resolution, force majeure, covenants not to sue, public comment requirements, and emerging-issue considerations including PFAS releases. Use when settling EPA enforcement actions, drafting environmental consent judgments, or preparing judicial settlement agreements with the EPA.
testing21
congressional-testimony-preparation
Prepares witnesses for U.S. congressional hearings with committee member profiling, predicted question matrices, mock Q&A rounds, and procedural guidance. Use when executives or organizational representatives face House or Senate testimony in oversight, regulatory, or public controversy proceedings.
testing21
confidentiality-nda
Drafts enforceable confidentiality and non-disclosure agreements for corporate transactions, M&A, partnerships, and due diligence. Covers mutual and unilateral structures, defined-term confidential information, permitted disclosures, non-solicitation, standstill, return/destruction obligations, and equitable remedies. Use when drafting an NDA, confidentiality agreement, or mutual confidentiality agreement for business transactions.
development21
convertible-note-purchase-agreement
Drafts a company-side Convertible Note Purchase Agreement for U.S. early-stage convertible debt financings. Structures note economics, conversion mechanics, reps and warranties, closing conditions, covenants, default provisions, and miscellaneous terms. Use when drafting a convertible note purchase agreement, bridge note, convertible debt financing, or SAFE alternative for a startup or early-stage company.
testing21
confidentiality-invention-assignment
Drafts U.S. Confidentiality and Invention Assignment Agreements (PIIA/CIIA) for employees or contractors. Covers DTSA immunity notice, present-tense invention assignment, prior-inventions schedule, return-of-property, and optional non-solicit/non-compete clauses with state-specific carve-outs. Use when onboarding workers, protecting IP, or forming a company. Trigger: confidentiality agreement, invention assignment, PIIA, CIIA, proprietary information, trade secrets, DTSA, prior inventions, work made for hire.
development21
case-summary
Produces an attorney-ready memo from a corpus of legal documents supplied by the user. Use when a user shows up with a folder, zip, or vault of case documents and asks for a case summary, case evaluation, litigation package, intake memo, matter overview, or "can you summarize this case for me." The skill ingests the corpus into a searchable index, OCRs anything non-searchable, inventories and diagnoses the practice area, loads the appropriate practice-area playbook module(s) (PI/tort, commercial litigation, IP infringement, or user-authored extensions), iteratively searches the corpus across eight core dimensions plus any module-specific dimensions, defers specialized document clusters (depositions, medical records, discovery, liens) to dedicated sibling skills, and synthesizes a cited memo.
tools21
conflict-of-interest-policy
Drafts U.S. corporate and nonprofit conflict-of-interest policies with disclosure mechanics, review/recusal procedures, and enforcement controls aligned to IRS governance guidance and state corporate/nonprofit standards. Use when creating or updating COI policies, board disclosure rules, related-party transaction procedures, or Form 990 governance practices. Trigger: conflict of interest, COI, related party, interested person, board disclosure, nonprofit governance, Form 990, recusal.
development21
confidentiality-severance-agreement
Drafts U.S. employment confidentiality and severance agreements combining separation compensation, broad claim releases, post-employment restrictions, and enforcement architecture. Handles OWBPA timing, DTSA notice, non-compete and non-solicit tailoring, non-disparagement, and unknown-claims waivers. Triggers on severance, separation agreement, release of claims, termination package, confidentiality waiver, non-compete, non-solicit, non-disparagement, OWBPA, arbitration clause, or DTA notice.
testing21
complaint-for-negligence
Drafts a court-ready Complaint for Negligence establishing duty, breach, causation, and damages with jurisdiction-aware pleading standards (Twombly-Iqbal federal vs. state notice/fact pleading). Use when filing a negligence complaint, initiating a personal injury suit, or pleading tort claims such as motor vehicle collisions, premises liability, or professional negligence.
data-ai21
communication-summarization
Generates structured memorandum-style summaries of legal communications (email threads, meeting notes, correspondence, negotiation records). Captures decisions, commitments, deadlines, party positions, and legally significant language. Triggers when the user asks to summarize communication chains for corporate matters, discovery review, settlement negotiations, or matter file management.
development21
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, and fees. Covers commercial real estate acquisition, construction, business expansion, and general commercial lending. Use when drafting loan commitment letters, lender commitment letters, financing commitments, or pre-closing funding commitments.
testing21
complaint-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. Trigger when user needs to draft a breach of contract complaint for state or federal court filing.
data-ai21
commercial-psa
Drafts Purchase and Sale Agreements for commercial real estate transactions (office, retail, industrial, multifamily). Triggers when the user needs a commercial PSA, purchase agreement, sale contract, or acquisition agreement. Extracts deal terms from uploaded documents and structures all major provisions.
testing21
commercial-invoice-for-export
Drafts a compliant Commercial Invoice for Export satisfying customs, banking (L/C), logistics, and insurance requirements. Enforces Incoterms 2020, HS tariff classification, country-of-origin determination, export control referencing, and certification language. Use when preparing export invoices for customs authorities, freight forwarders, banks, or insurance underwriters.
testing21
commercial-lease-summary
Produces structured U.S. commercial lease abstracts covering business terms, financial obligations, operating covenants, risk allocation, and deadlines. Use when summarizing a commercial lease, preparing a lease abstract, reviewing premises/term/rent/CAM, or identifying SNDA, assignment, default, and renewal issues. Triggers: commercial lease summary, lease abstract, CAM reconciliation, base rent escalation, SNDA, assignment/sublease, tenant default, guaranty.
testing21
commencement-date-memo
Drafts a Commencement Date Memorandum confirming when obligations take effect under an executed agreement. Triggers when formalizing lease commencement dates, documenting condition-precedent satisfaction, or recording the effective date of contractual obligations post-execution.
documentation21
comfort-letter-from-auditors
Drafts PCAOB AS 6101-compliant auditor comfort letters (cold comfort letters) providing negative assurance on unaudited financial information for underwriters in U.S. securities offerings. Use when drafting comfort letters for underwriting agreements, capital markets closings, IPOs, secondary offerings, or any securities transaction requiring auditor negative assurance at signing or closing.
development21
collateral-valuation
Values collateral and allocates secured vs. unsecured claim portions under U.S. bankruptcy standards, applying Chapter 7 liquidation value, Chapter 13 replacement value (Rash), the 910-day vehicle rule, and § 506(b) oversecured interest. Use when preparing proofs of claim, plan treatment analyses, cramdown disputes, deficiency calculations, or valuation motions under FRBP 3012.
testing21
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 securing lender interests in contract rights, drafting pre-closing security documents, or structuring collateral packages for U.S. commercial credit facilities.
testing21
coi-compliance-review
Reviews CRE insurance certificates (ACORD 25) and endorsements against Access Agreement insurance requirements, producing a pass/fail compliance determination with broker-ready deficiency instructions. Verifies coverage limits, Additional Insured status, primary/non-contributory language, waiver of subrogation, umbrella alignment, and carrier qualifications. Use when reviewing COIs, ACORD forms, vendor or contractor insurance, site access insurance, or Additional Insured endorsements in commercial real estate transactions.
testing21
closing-resolutions
Drafts unanimous written consent resolutions authorizing a buyer or seller entity to execute an asset purchase agreement and all ancillary closing documents. Covers corporate (board) and LLC (member/manager) governance formats, recitals, operative resolutions, officer authorization, ratification, and counterpart execution provisions. Use when preparing closing deliverables, board resolutions, member consents, or corporate authorization documents for US asset purchase transactions.
development21
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 definitions, delivery deemed-receipt rules, re-disclosure triggers, waiver procedures, and post-consummation deadlines. Use when calculating CD delivery deadlines, determining earliest permitted closing dates, evaluating whether a change triggers a new waiting period, or advising on emergency waiver procedures.
data-ai21
clinical-trial-investigator-agreement
Drafts U.S. clinical trial Investigator Agreements between sponsors/CROs and principal investigators or institutions for FDA-regulated drug, biologic, or device studies. Enforces 21 CFR Parts 50, 56, 312/812, ICH GCP E6(R2), HIPAA, IRB requirements, FMV/AKS payment compliance, data integrity, publication rights, IP ownership, indemnity, and audit access. Use when drafting investigator agreements, PI agreements, clinical trial site agreements, or sponsor-PI contracts; trigger keywords: investigator agreement, clinical trial agreement, PI agreement, FDA, IND, IDE, IRB, GCP, clinical research agreement, site agreement.
tools21
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). Use when drafting or negotiating CTAs, sponsor research agreements, or protocol-specific contracts for investigational drugs, devices, or biologics.
tools21
confidentiality-agreement
Drafts corporate NDAs and confidentiality agreements for M&A, due diligence, partnerships, JVs, and licensing negotiations. Handles mutual vs. unilateral structuring, CI definitions and exclusions, compelled-disclosure procedures, standstill and non-solicit provisions, return/destroy obligations, and equitable relief. Use when initiating any pre-deal evaluation or sensitive business discussion requiring enforceable confidentiality protections.
development21
class-notice-plan
Drafts a Rule 23 class notice communication plan for U.S. federal class actions, covering notice content, delivery methods, timelines, budgets, and reporting to satisfy the "best notice practicable" standard. Use after class certification or when seeking settlement approval. Trigger when user mentions class notice, notice plan, communication plan, Rule 23(c)(2)(B), claims administrator, or CAFA notice.
data-ai21
class-settlement-preliminary-approval
Drafts a Motion for Preliminary Approval of Class Action Settlement under Rule 23(e), covering settlement class certification, notice plan, claims administration, fairness analysis, and proposed scheduling order. Use when drafting preliminary approval motions, class action settlement filings, or Rule 23(e) submissions.
data-ai21
consent-letter
Drafts enforceable third-party consent letters for transactional matters such as asset purchases and deal closings. Identifies parties, transaction details, and regulatory considerations, then structures precise authorizations with scope limitations and protective provisions. Use when drafting third-party consents, authorization letters, access permissions, assignment consents, or disclosure authorizations.
testing21
board-minutes
Drafts corporate board of directors meeting minutes. Triggers on "board minutes", "minutes of board meeting", "board of directors meeting minutes", "corporate minutes", "board resolutions", or "bylaws compliance".
devops21
alphalaw-pi-case-workflow
AI-powered personal injury case management workflow — intake triage, case evaluation, pre-litigation tracking, and litigation scheduling
data-ai21
scoring-esg-factors
Structures ESG scoring methodology with environmental, social, and governance pillar assessment. Use when scoring ESG, evaluating sustainability, or building ESG frameworks.
development21
gap-analysis
Compares an organization's existing compliance controls, policies, and procedures against extracted regulatory obligations to identify coverage gaps. Produces a remediation plan with prioritized actions. Use when assessing compliance maturity or preparing for regulatory audits.
testing21
alibi-notice
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 disclosure, or pre-trial criminal defense notice tasks.
tools21
distribution-of-assets-plan
Drafts a corporate Distribution of Assets Plan for dissolution, restructuring, or wind-down, covering asset inventory with valuations, beneficiary designations, distribution methodology, contingency provisions, administrative powers, and execution formalities. Use when preparing dissolution plans, corporate wind-down documents, or asset allocation agreements among shareholders, creditors, or stakeholders; trigger keywords: distribution of assets, dissolution plan, wind-down, asset allocation, liquidating distribution.
testing21
discovery-verification-audit
Produces an attorney-grade audit memorandum assessing whether written discovery responses are legally binding and timely. Use this skill when the user mentions verification audit, discovery verification, proof of service review, signature authority, perjury clause compliance, deadline computation, mailbox rule extensions, service defects, waiver risk, or motion-to-compel deadline analysis. Also trigger when the user references FRCP 33(b)(3) verification, CCP 2015.5, 28 U.S.C. 1746, attorney vs. party verification, or asks for help checking whether discovery responses are properly executed. Even if the user just says "check these responses for defects" or "is this verification valid," use this skill.
tools21
closing-disclosure-tolerance
Applies U.S. TRID tolerance rules to compare a residential mortgage Closing Disclosure (CD) against the controlling Loan Estimate (LE). Classifies fees by tolerance bucket, validates changed-circumstance resets, computes violations, and calculates cure amounts. Use when reviewing LE-CD variance, 10% tolerance, revised LE validity, changed circumstances, tolerance cure, or pre-closing compliance QA.
testing21
class-certification-order
Drafts a federal or state court order certifying a class action under Rule 23. Triggers when formalizing class certification after a granted motion, drafting certification orders, or preparing rulings for appellate review. Covers Rule 23(a) findings, Rule 23(b) analysis, class definition, counsel appointment under Rule 23(g), and notice provisions.
research21
class-action-settlement
Drafts class action settlement agreements for court approval under FRCP 23(e), covering settlement fund terms, class definitions, release provisions, allocation plans, claims administration, notice programs, opt-out procedures, and fee structures. Use when drafting class action settlements, settlement agreements requiring judicial approval, or FRCP 23(e) fairness submissions.
testing21
citation-bluebook
Formats legal citations per The Bluebook (21st ed.) using Bluepages practitioner conventions. Use when citing authority in court filings, checking citation format, drafting briefs or memoranda, or formatting a table of authorities.
development21
cip-policy
Drafts a U.S. Customer Identification Program (CIP) policy compliant with USA PATRIOT Act Section 326 and 31 CFR 1020.220. Covers identity collection, verification, OFAC screening, CDD/beneficial ownership, recordkeeping, and governance. Trigger when the user needs to create or update a CIP policy, AML onboarding procedures, or exam-ready Section 326 documentation.
development21
charity-filing-thresholds
Researches state-specific charitable solicitation filing requirements keyed to gross revenue, producing a citation-backed state-by-state compliance matrix of audit thresholds, financial-statement tiers, filing fees, and due dates. Use when building charity compliance matrices, researching nonprofit filing thresholds, charitable solicitation registration renewals, comparing state audit requirements for 501(c)(3) organizations, or when the user mentions audit threshold, review threshold, compilation requirement, charity filing deadline, or multi-state nonprofit compliance.
development21
charity-annual-report
Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.
development21
certificate-of-withdrawal-foreign-corp
Drafts a Certificate of Withdrawal for a foreign corporation surrendering its authority to transact business in a US state. Use when a foreign corporation is withdrawing its certificate of authority, ceasing in-state operations, or completing dissolution in a non-home jurisdiction.
tools21
case-briefs
Generates structured case briefs from judicial opinions. Use when the user provides a court opinion and needs a case brief, case summary, or distillation of a judicial decision for legal research.
testing21
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. Covers minimal diversity, aggregate amount in controversy exceeding $5 million, 100+ class members, CAFA exceptions, unanimity, timeliness, and required exhibits. Use when a defendant needs to remove a state-filed class action to federal court within 30 days of service.
data-ai21
adverse-possession-claim
Drafts adverse possession complaints and quiet title pleadings. Structures jurisdictional foundations, legal property descriptions, and element-by-element proof of actual, open, continuous, exclusive, and hostile possession. Use when filing adverse possession claims, quiet title actions, or prescriptive ownership pleadings.
data-ai21
forecasting-economic-growth
Structures GDP growth forecasting with component analysis, nowcasting techniques, and revision tracking. Use when forecasting GDP, analyzing growth components, or building economic projections.
development20
managing-risk-reporting
Structures risk reporting dashboards with limit utilization, risk metric trends, and exception documentation. Use when creating risk reports, designing risk dashboards, or documenting risk positions.
documentation20
managing-climate-risk
Structures climate risk assessment with physical and transition risk analysis and scenario modeling. Use when assessing climate risk, modeling transition scenarios, or evaluating environmental exposure.
tools20
managing-equity-compensation-accounting
Structures stock-based compensation accounting with fair value measurement and expense recognition. Use when accounting for equity comp, calculating Black-Scholes values, or documenting share-based payments.
documentation20
managing-climate-scenario-analysis
Structures TCFD-aligned climate scenario analysis with transition and physical risk modeling. Use when conducting climate scenarios, modeling transition risk, or analyzing physical climate exposure.
tools20
managing-trade-operations
Structures trade lifecycle management with confirmation, settlement, and exception processing. Use when managing trade operations, processing confirmations, or resolving settlement exceptions.
tools20
analyzing-short-interest
Monitors short interest dynamics with days-to-cover calculations and squeeze risk assessment. Use when tracking short interest, analyzing borrowing costs, or assessing short squeeze risk.
tools20
analyzing-variance-swaps
Structures variance and volatility swap pricing with realized/implied vol analysis and hedging. Use when pricing variance swaps, analyzing vol risk premium, or hedging volatility exposure.
testing20
building-merger-models
Constructs merger consequence analysis with accretion/dilution, pro forma financials, and synergy assumptions. Use when modeling mergers, calculating accretion/dilution, or analyzing deal structures.
development20
calculating-value-at-risk
Computes VaR using parametric, historical simulation, and Monte Carlo methods with backtesting validation. Use when calculating VaR, comparing risk methodologies, or backtesting risk models.
testing20
managing-philanthropy-strategy
Structures philanthropic strategy with impact measurement, vehicle selection, and giving policy documentation. Use when developing philanthropy strategy, measuring charitable impact, or creating giving policies.
development20
managing-transfer-agency
Structures transfer agency operations with shareholder servicing, registration, and distribution management. Use when managing transfer agency, processing shareholder transactions, or maintaining shareholder records.
testing20
modeling-revenue-forecasts
Builds bottom-up revenue models from segment-level drivers with assumption documentation. Use when forecasting revenue, modeling growth drivers, or building segment-level projections.
development20
managing-concentrated-stock-positions
Evaluates strategies for concentrated equity positions with tax-efficient diversification and hedging analysis. Use when managing concentrated positions, planning diversification, or evaluating hedging strategies.
testing20
tracking-portfolio-company-metrics
Monitors portfolio company KPIs including burn rate, runway, MRR growth, CAC/LTV, and cohort performance. Use when tracking portfolio metrics, assessing company health, or preparing portfolio reviews.
tools20
ocr
Processes documents through case.dev OCR for text and table extraction. Supports PDF and image files up to 500MB with page-level and word-level output. Use when the user mentions "OCR", "text extraction", "scan document", "digitize", "extract text from PDF", or needs word-level positional data from documents.
development20
analyzing-alternative-investments
Evaluates alternative investment strategies (hedge funds, real assets, private markets) with risk-return and liquidity analysis. Use when analyzing alternatives, evaluating fund strategies, or assessing illiquidity premiums.
research20
analyzing-banking-system-health
Structures banking system assessment with capital adequacy, asset quality, and systemic risk evaluation. Use when analyzing banking systems, assessing financial stability, or evaluating systemic risk.
development20
structuring-whole-business-securitizations
Designs whole business securitization with IP collateral, franchise cash flows, and operating covenant structures. Use when structuring WBS transactions, analyzing franchise securitizations, or evaluating non-traditional collateral.
content-media20
analyzing-buy-now-pay-later
Evaluates BNPL business models with credit performance, merchant economics, and regulatory treatment. Use when analyzing BNPL, evaluating installment products, or assessing consumer lending innovation.
data-ai20
tracking-13d-and-13g-filing-patterns
Monitors beneficial ownership filings with accumulation pattern analysis, intent assessment, and historical activist progression. Use when tracking 13D filings, analyzing accumulation patterns, or identifying potential activist situations.
testing20
structuring-tracking-stock-arrangements
Designs tracking stock structures with attributed business economics, intergroup arrangements, and value realization mechanics. Use when evaluating tracking stocks, analyzing attributed value structures, or assessing partial separation alternatives.
content-media20
analyzing-annuity-products
Evaluates annuity structures with guaranteed benefit analysis, fee comparison, and surrender value modeling. Use when analyzing annuities, comparing guaranteed benefits, or evaluating annuity products.
data-ai20
tracking-net-revenue-retention-dynamics
Monitors NRR components with expansion, contraction, and churn decomposition across customer segments and cohorts. Use when analyzing revenue retention, decomposing NRR drivers, or assessing expansion revenue quality.
testing20
redline
Compares two document versions and produces AI-powered redline analysis with structured change summaries, risk flags, and clause-by-clause breakdowns. Use when the user mentions "redline", "compare documents", "what changed", "version comparison", "contract diff", "track changes", or needs to understand differences between document versions.
documentation20
transcription
Transcribes audio and video files through case.dev with speaker diarization. Supports MP3, WAV, M4A, FLAC, OGG, WEBM, MP4 up to 5GB. Use when the user mentions "transcribe", "transcription", "deposition recording", "hearing audio", "speaker labels", or needs to convert audio/video to text.
development20
tracking-value-creation-attribution
Decomposes PE returns into revenue growth, margin expansion, multiple expansion, leverage paydown, and multiple contraction components. Use when attributing value creation, analyzing return drivers, or preparing exit case studies.
data-ai20
search
Searches the web, legal databases, case law, patents, and case.dev knowledge base via the casedev CLI. Use when the user mentions "search", "legal research", "find cases", "case law", "patent search", "web search", "fetch URL", "webfetch", "legal skills", or needs to research legal topics, find similar cases, or retrieve web content.
tools20
setup
Installs and configures the case.dev CLI for legal AI workflows including document vaults, OCR, transcription, and search. Use when the user mentions "case.dev", "casedev", needs to authenticate with case.dev, run diagnostics, set focus targets, list API routes, track jobs, or make raw API calls. Gateway skill for all case.dev skills.
tools20
vaults
Manages case.dev encrypted document vaults for legal workflows. Creates vaults, uploads files and directories, lists and downloads objects, and runs semantic search across vault contents. Use when the user mentions "vault", "upload documents", "document storage", "download files", "vault search", or needs to manage case files and discovery documents.
development20
analyzing-add-on-acquisitions
Evaluates platform add-on opportunities with strategic fit, synergy potential, and return contribution. Use when analyzing add-on M&A, evaluating bolt-on targets, or building platform acquisition strategies.
development20
analyzing-ai-in-financial-services
Evaluates AI/ML applications in financial services with model governance, bias assessment, and regulatory considerations. Use when analyzing AI in finance, evaluating ML models, or assessing AI governance.
development20
analyzing-agency-mortgage-bonds
Evaluates agency MBS with prepayment modeling, OAS analysis, and convexity assessment. Use when analyzing agency MBS, modeling prepayments, or evaluating mortgage bond convexity.
data-ai20
analyzing-cap-rates
Structures capitalization rate analysis with market comparison, risk premium decomposition, and trend assessment. Use when analyzing cap rates, comparing market yields, or assessing pricing trends.
development20
analyzing-biodiversity-risk
Structures biodiversity risk assessment with nature-related dependency mapping and TNFD alignment. Use when analyzing biodiversity risk, mapping nature dependencies, or implementing TNFD disclosure.
testing20
analyzing-blockchain-applications
Evaluates blockchain use cases in financial services with DLT assessment and implementation feasibility. Use when analyzing blockchain applications, evaluating DLT solutions, or assessing crypto infrastructure.
testing20
analyzing-capital-allocation
Evaluates management capital allocation decisions across M&A, buybacks, dividends, and reinvestment. Use when assessing capital allocation, analyzing ROIC, or evaluating shareholder return strategies.
development20
analyzing-business-cycle-positioning
Structures business cycle analysis with phase identification, leading indicator tracking, and sector implications. Use when identifying cycle phase, tracking business cycles, or assessing cyclical positioning.
tools20
analyzing-bond-structures
Deconstructs bond indenture terms including covenants, call provisions, and credit support features. Use when analyzing bond structures, reviewing indentures, or evaluating bond terms.
tools20
analyzing-carbon-footprints
Structures carbon footprint analysis with Scope 1/2/3 measurement and intensity benchmarking. Use when measuring carbon emissions, analyzing Scope 3, or benchmarking carbon intensity.
research20
analyzing-central-bank-balance-sheets
Structures central bank balance sheet analysis with QE/QT impact assessment and reserve management. Use when analyzing central bank operations, evaluating QE effects, or tracking reserve management.
research20
analyzing-catastrophe-risk
Structures catastrophe risk assessment with model output interpretation and accumulation monitoring. Use when analyzing cat risk, interpreting cat model results, or managing cat exposure.
data-ai20
analyzing-inflation-dynamics
Structures inflation analysis with component decomposition, expectations tracking, and Phillips curve assessment. Use when analyzing inflation, decomposing CPI/PCE, or tracking inflation expectations.
research20
analyzing-commodity-markets
Structures commodity market analysis with supply/demand balances, inventory dynamics, and price driver attribution. Use when analyzing commodities, evaluating supply/demand, or forecasting commodity prices.
research20
analyzing-compensation-tax
Evaluates executive compensation tax with Section 409A, 280G golden parachute, and equity comp treatment. Use when analyzing compensation tax, evaluating 409A compliance, or structuring equity compensation.
development20
calculating-net-asset-value
Structures NAV calculation with security pricing, accruals, expense allocation, and reconciliation. Use when calculating fund NAV, pricing portfolios, or reconciling NAV components.
testing20
analyzing-commodity-derivatives
Structures commodity derivative pricing with forward curve construction and convenience yield estimation. Use when pricing commodity derivatives, analyzing forward curves, or modeling commodity markets.
testing20
analyzing-comparable-transactions
Structures precedent transaction analysis with deal multiples, premium calculation, and transaction characteristic comparison. Use when analyzing M&A precedents, calculating transaction multiples, or benchmarking deal terms.
research20
analyzing-competitive-dynamics
Maps competitive landscapes with market share tracking and Porter's Five Forces analysis. Use when analyzing competition, assessing market structure, or evaluating competitive threats.
research20
analyzing-continuation-vehicles
Evaluates GP-led continuation fund structures with existing LP options and new investor terms. Use when analyzing continuation vehicles, structuring GP-led transactions, or evaluating tender offers.
tools20
analyzing-corporate-restructuring
Evaluates restructuring alternatives with debt-for-equity analysis, 363 sale considerations, and recovery analysis. Use when analyzing restructurings, evaluating Chapter 11 options, or modeling recovery scenarios.
data-ai20
analyzing-convertible-bonds
Evaluates convertible bond structures with equity sensitivity, credit floor, and Greeks calculation. Use when analyzing convertibles, calculating conversion premiums, or evaluating hybrid instruments.
tools20
analyzing-covenant-compliance
Reviews financial covenant compliance calculations with cure provisions and default trigger analysis. Use when checking covenant compliance, calculating coverage ratios, or evaluating covenant headroom.
testing20
analyzing-credit-default-swaps
Interprets CDS markets with basis analysis, curve dynamics, and credit event monitoring. Use when analyzing CDS spreads, monitoring credit events, or evaluating CDS basis.
research20
analyzing-corporate-tax-structures
Structures corporate tax analysis with entity selection, state nexus, and effective tax rate optimization. Use when analyzing tax structures, selecting entity types, or optimizing corporate tax positions.
research20
analyzing-correlation-trading
Structures correlation analysis with index vs. tranche pricing and correlation skew assessment. Use when analyzing correlation products, pricing tranches, or evaluating dispersion trades.
testing20
analyzing-credit-ratings
Interprets and anticipates credit rating actions with methodology analysis and surveillance monitoring. Use when analyzing credit ratings, predicting rating changes, or understanding rating methodology.
testing20
analyzing-cryptocurrency-tax
Structures cryptocurrency tax analysis with cost basis tracking, gain classification, and reporting requirements. Use when analyzing crypto tax, tracking digital asset basis, or classifying crypto transactions.
data-ai20
analyzing-cross-border-transactions
Evaluates cross-border M&A considerations including currency, tax, regulatory, and cultural factors. Use when analyzing international deals, assessing cross-border risks, or structuring multinational transactions.
tools20
analyzing-digital-lending-platforms
Evaluates digital lending models with credit model assessment, funding structure, and regulatory analysis. Use when analyzing online lenders, evaluating credit models, or assessing lending platform risk.
data-ai20
analyzing-currency-exposure
Evaluates and manages portfolio currency risk with hedging strategy analysis and cost assessment. Use when analyzing FX exposure, planning currency hedges, or assessing hedging costs.
research20
analyzing-demographic-trends
Structures demographic analysis with population projections, dependency ratios, and economic impact assessment. Use when analyzing demographics, projecting population trends, or assessing demographic economic impact.
research20
analyzing-cyber-insurance
Structures cyber insurance evaluation with coverage assessment, limit adequacy, and claims scenario analysis. Use when evaluating cyber coverage, analyzing policy terms, or assessing cyber insurance adequacy.
data-ai20
analyzing-economic-indicators
Structures economic indicator analysis with leading, coincident, and lagging indicator interpretation. Use when analyzing economic data, interpreting economic releases, or tracking macro indicators.
testing20
analyzing-earnings-quality
Assesses earnings quality through accruals analysis, cash conversion, and accounting red flag identification. Use when evaluating earnings quality, detecting accounting anomalies, or analyzing accruals.
testing20
analyzing-development-feasibility
Evaluates real estate development projects with cost analysis, return projections, and risk assessment. Use when analyzing development deals, projecting development returns, or assessing feasibility.
development20
analyzing-deal-financing-alternatives
Compares financing alternatives including debt, equity, convertibles, and hybrid instruments for transactions. Use when evaluating financing options, comparing capital structure alternatives, or optimizing deal funding.
development20
analyzing-embedded-finance
Evaluates embedded finance opportunities with distribution economics and regulatory framework analysis. Use when analyzing embedded finance, evaluating BaaS models, or assessing embedded lending/insurance.
development20
analyzing-emerging-markets
Structures EM economic analysis with growth, inflation, external vulnerability, and political risk assessment. Use when analyzing emerging markets, assessing EM risk, or evaluating developing economy outlook.
development20
analyzing-esg-integration
Integrates ESG factors into investment analysis with scoring methodology and impact measurement. Use when implementing ESG integration, scoring ESG factors, or measuring sustainability impact.
data-ai20
analyzing-exit-strategies
Evaluates exit alternatives (IPO, strategic sale, secondary, recapitalization) with timing and return analysis. Use when planning exits, evaluating exit routes, or modeling exit scenarios.
development20
analyzing-factor-exposures
Decomposes portfolio factor exposures (value, growth, momentum, quality, size) with benchmark relative analysis. Use when analyzing factor tilts, decomposing returns, or managing style exposure.
testing20
analyzing-exotic-options
Structures exotic option analysis with barrier, Asian, lookback, and digital option pricing methodologies. Use when pricing exotic options, modeling path-dependent payoffs, or analyzing exotic structures.
testing20
analyzing-financial-conditions
Structures financial conditions index analysis with credit, equity, funding, and volatility component tracking. Use when analyzing financial conditions, tracking financial stress, or assessing market tightness.
testing20
analyzing-fairness-opinions
Evaluates fairness opinion analyses with valuation methodology review and conclusion assessment. Use when reviewing fairness opinions, analyzing board-level valuations, or evaluating transaction fairness.
data-ai20
analyzing-financial-ratios
Computes and interprets liquidity, profitability, leverage, and efficiency ratios with peer benchmarking. Use when analyzing financial statements, building comparable analyses, or evaluating company health metrics.
development20
analyzing-health-insurance-plans
Evaluates health insurance plan structures with actuarial value, network analysis, and cost projection. Use when analyzing health plans, comparing coverage, or projecting healthcare costs.
data-ai20
analyzing-geopolitical-risk
Structures geopolitical risk assessment with scenario planning, market impact analysis, and portfolio implications. Use when analyzing geopolitical events, assessing political risk, or evaluating conflict scenarios.
research20
analyzing-fx-derivatives
Structures FX option and forward pricing with cross-currency basis analysis and volatility assessment. Use when pricing FX derivatives, analyzing currency options, or evaluating cross-currency basis.
testing20
analyzing-global-capital-flows
Structures capital flow analysis with BOP interpretation, hot money tracking, and flow dynamics assessment. Use when analyzing capital flows, interpreting BOP data, or tracking cross-border investment.
development20
analyzing-fiscal-policy
Evaluates government fiscal policy with budget impact, multiplier effects, and deficit/debt trajectory analysis. Use when analyzing fiscal policy, evaluating budget proposals, or assessing government spending impact.
development20
analyzing-housing-markets
Structures housing market analysis with price trends, inventory dynamics, and affordability metrics. Use when analyzing housing data, tracking home prices, or assessing affordability.
data-ai20
analyzing-hospitality-investments
Structures hotel and hospitality investment analysis with RevPAR, ADR, and operational benchmarking. Use when analyzing hotel investments, benchmarking hospitality metrics, or evaluating hotel performance.
research20
analyzing-high-yield-credit
Structures high-yield credit analysis with recovery rate estimation and distressed debt evaluation. Use when analyzing high-yield bonds, estimating recovery rates, or evaluating distressed credits.
research20
analyzing-industry-supply-chains
Maps industry supply chain dynamics with upstream/downstream exposure and competitive positioning. Use when analyzing supply chains, assessing industry structure, or evaluating competitive moats.
data-ai20
analyzing-insider-transactions
Structures insider trading analysis with pattern identification and significance assessment. Use when tracking insider activity, analyzing Form 4 filings, or evaluating insider buying/selling patterns.
research20
analyzing-industrial-properties
Structures industrial real estate analysis with logistics market assessment and tenant credit evaluation. Use when analyzing industrial properties, evaluating warehouse investments, or assessing logistics demand.
research20
analyzing-insurance-financials
Structures insurance company financial analysis with combined ratio, reserve adequacy, and capital metrics. Use when analyzing insurance financials, evaluating combined ratios, or assessing reserve strength.
development20
analyzing-inflation-linked-bonds
Evaluates TIPS and inflation-linked securities with breakeven analysis and real yield assessment. Use when analyzing inflation bonds, calculating breakeven inflation, or evaluating real return.
research20
analyzing-insurance-investments
Evaluates insurance company investment portfolios with ALM considerations and regulatory constraints. Use when analyzing insurer investments, managing ALM, or evaluating portfolio compliance.
data-ai20
analyzing-insurtech-models
Evaluates insurtech business models with distribution innovation, underwriting technology, and claims automation. Use when analyzing insurtech, evaluating digital insurance, or assessing insurance technology.
tools20
analyzing-just-transition
Evaluates just transition implications of decarbonization with workforce impact and community assessment. Use when analyzing just transition, assessing workforce impacts, or evaluating community effects.
tools20
analyzing-loss-reserves
Evaluates loss reserve adequacy with development triangle analysis and actuarial methods. Use when analyzing reserves, interpreting loss triangles, or assessing reserve adequacy.
development20
analyzing-international-tax-planning
Evaluates international tax structures with BEPS considerations, treaty analysis, and repatriation planning. Use when planning international tax, analyzing tax treaties, or structuring cross-border operations.
research20
analyzing-life-insurance-products
Evaluates life insurance product structures with cash value analysis, cost comparisons, and suitability assessment. Use when analyzing life products, comparing insurance costs, or assessing product suitability.
research20
analyzing-labor-markets
Structures employment data analysis with payroll, wage, and participation rate interpretation. Use when analyzing employment, interpreting jobs data, or assessing labor market conditions.
testing20
analyzing-liquidity-risk
Assesses portfolio liquidity with redemption stress testing and market impact estimation. Use when analyzing liquidity risk, stress testing redemptions, or evaluating market impact.
testing20
analyzing-m-and-a-tax-implications
Evaluates tax implications of acquisition structures with 338(h)(10), 368 reorganization, and step-up analysis. Use when analyzing deal tax, structuring tax-efficient acquisitions, or evaluating tax-free reorganizations.
testing20
analyzing-lease-structures
Evaluates commercial lease terms with net effective rent, concession analysis, and tenant credit assessment. Use when analyzing leases, calculating effective rents, or comparing lease structures.
testing20
analyzing-leveraged-loans
Structures leveraged loan analysis with covenant assessment, amendment tracking, and repricing risk. Use when analyzing leveraged loans, reviewing loan covenants, or evaluating loan market dynamics.
testing20
analyzing-manager-selection
Evaluates and selects investment managers with quantitative screening and qualitative assessment. Use when selecting fund managers, conducting manager due diligence, or evaluating strategy fit.
tools20
analyzing-management-commentary
Extracts forward-looking signals from management commentary with sentiment analysis and guidance tracking. Use when analyzing earnings transcripts, tracking guidance changes, or assessing management credibility.
documentation20
analyzing-monetary-policy
Structures central bank policy analysis with rate decision assessment, forward guidance interpretation, and market impact. Use when analyzing Fed policy, interpreting FOMC statements, or assessing monetary policy impact.
testing20
analyzing-nonprofit-tax-compliance
Evaluates tax-exempt organization compliance with Form 990, UBIT, and private foundation requirements. Use when managing nonprofit tax, reviewing Form 990, or analyzing UBIT exposure.
tools20
analyzing-multi-asset-strategies
Evaluates multi-asset investment strategies with regime analysis and dynamic allocation models. Use when analyzing multi-asset funds, evaluating tactical allocation, or assessing regime-based strategies.
data-ai20
analyzing-neobank-models
Structures neobank business analysis with customer economics, funding structure, and growth sustainability. Use when analyzing neobanks, evaluating digital bank models, or assessing challenger bank viability.
data-ai20
analyzing-municipal-bonds
Evaluates municipal credit with revenue source analysis, tax considerations, and state/local economic assessment. Use when analyzing municipal bonds, evaluating GO vs revenue bonds, or assessing muni credit.
development20
analyzing-partnership-tax-structures
Evaluates partnership tax arrangements with allocation waterfall, basis tracking, and carried interest treatment. Use when analyzing partnership tax, modeling distribution waterfalls, or tracking outside basis.
data-ai20
analyzing-multifamily-investments
Structures multifamily property analysis with rent comps, expense benchmarking, and value-add assessment. Use when analyzing apartment investments, comparing rent levels, or evaluating value-add opportunities.
research20
analyzing-operating-leverage
Structures operating leverage analysis with fixed/variable cost decomposition and breakeven modeling. Use when analyzing operating leverage, modeling breakeven, or assessing cost structure.
data-ai20
analyzing-payment-flows
Structures payment system analysis with transaction flow mapping, interchange economics, and settlement timing. Use when analyzing payment systems, mapping transaction flows, or understanding interchange.
research20
analyzing-productivity-trends
Structures productivity analysis with labor productivity, TFP estimation, and growth accounting decomposition. Use when analyzing productivity, estimating TFP, or decomposing growth drivers.
research20
analyzing-premium-pricing
Structures actuarial pricing analysis with loss cost estimation, expense loading, and rate adequacy testing. Use when analyzing premium rates, calculating rate indications, or assessing pricing adequacy.
testing20
analyzing-private-market-allocations
Structures private market allocation strategy with commitment pacing, J-curve modeling, and liquidity planning. Use when allocating to private markets, modeling commitment pacing, or planning illiquid allocations.
testing20
analyzing-property-valuations
Structures real estate valuation with income, comparable sales, and cost approaches. Use when valuing properties, performing appraisal analysis, or comparing valuation methodologies.
data-ai20
analyzing-real-estate-markets
Structures real estate market analysis with supply/demand dynamics, absorption rates, and rent growth projections. Use when analyzing real estate markets, forecasting market conditions, or evaluating market fundamentals.
research20
building-monte-carlo-simulations
Constructs Monte Carlo simulation frameworks with variance reduction and convergence analysis. Use when building MC simulations, implementing variance reduction, or assessing simulation accuracy.
development20
analyzing-reit-financials
Evaluates REIT financial performance with FFO, AFFO, NAV, and leverage metrics. Use when analyzing REITs, calculating FFO/AFFO, or comparing REIT valuations.
testing20
analyzing-retail-properties
Structures retail property analysis with tenant sales productivity, co-tenancy evaluation, and redevelopment potential. Use when analyzing retail properties, evaluating tenant performance, or assessing redevelopment.
development20
analyzing-real-estate-tax-planning
Evaluates real estate tax strategies including 1031 exchanges, opportunity zones, and cost segregation. Use when planning real estate tax, structuring 1031 exchanges, or analyzing cost segregation studies.
tools20
analyzing-property-casualty-lines
Evaluates P&C insurance lines with market cycle analysis, loss cost trending, and competitive assessment. Use when analyzing P&C markets, tracking insurance cycles, or evaluating line profitability.
research20
analyzing-revenue-trends
Structures revenue analysis with growth decomposition, cohort analysis, and leading indicator tracking. Use when analyzing revenue, decomposing growth drivers, or tracking revenue leading indicators.
research20
analyzing-social-impact
Structures social impact measurement with theory of change, outcome metrics, and stakeholder analysis. Use when measuring social impact, designing impact metrics, or evaluating social outcomes.
testing20
analyzing-scenario-analysis
Structures forward-looking scenario analysis with macroeconomic assumptions and portfolio impact assessment. Use when conducting scenario analysis, modeling macro scenarios, or assessing portfolio vulnerability.
testing20
analyzing-shareholder-activism
Tracks activist investor campaigns with thesis analysis and outcome assessment. Use when monitoring activist situations, analyzing proxy fights, or evaluating activist theses.
data-ai20
analyzing-sector-theses
Develops investment sector theses with market mapping, trend analysis, and opportunity identification. Use when building sector strategies, mapping target markets, or identifying investment themes.
development20
analyzing-stranded-asset-risk
Evaluates stranded asset exposure for fossil fuel and carbon-intensive investments with transition modeling. Use when analyzing stranded assets, evaluating fossil fuel exposure, or modeling transition risk.
data-ai20
analyzing-secondary-transactions
Evaluates secondary market transactions with NAV assessment, discount/premium analysis, and portfolio evaluation. Use when analyzing secondary deals, pricing LP interests, or evaluating GP-led secondaries.
testing20
analyzing-state-income-tax
Evaluates multi-state income tax positions with apportionment, nexus, and combined reporting analysis. Use when analyzing state tax, calculating apportionment, or managing multi-state filing.
business20
analyzing-sovereign-debt
Evaluates sovereign credit with fiscal analysis, external vulnerability, and political risk assessment. Use when analyzing sovereign bonds, assessing country risk, or evaluating government creditworthiness.
development20
analyzing-spin-off-transactions
Evaluates corporate spin-off and separation transactions with standalone valuation and Remainco impact. Use when analyzing spin-offs, modeling separations, or evaluating corporate breakup value.
data-ai20
analyzing-structured-products
Evaluates ABS, MBS, CLO, and CDO structures with cash flow waterfall and subordination analysis. Use when analyzing structured products, modeling cash flow waterfalls, or evaluating tranche risk.
data-ai20
analyzing-sustainable-supply-chains
Structures supply chain sustainability assessment with Scope 3 attribution and risk identification. Use when analyzing supply chain ESG, mapping supplier risk, or assessing supply chain sustainability.
data-ai20
analyzing-synergy-cases
Structures revenue and cost synergy analysis with build-up methodology and realization timing. Use when estimating synergies, modeling cost savings, or analyzing revenue enhancement opportunities.
development20
analyzing-tax-reform-impacts
Evaluates legislative tax changes with modeling, transition planning, and compliance requirement analysis. Use when assessing tax reform, modeling legislative changes, or planning compliance transitions.
data-ai20
analyzing-tokenization-applications
Evaluates real-world asset tokenization with legal structure, market infrastructure, and liquidity analysis. Use when analyzing tokenization, evaluating security tokens, or assessing asset digitization.
testing20
analyzing-tail-risk
Evaluates portfolio tail risk with extreme value theory, expected shortfall, and tail hedge strategies. Use when analyzing tail risk, estimating expected shortfall, or evaluating tail protection.
data-ai20
analyzing-trade-and-currency
Structures trade balance analysis with currency dynamics, competitiveness assessment, and tariff impact modeling. Use when analyzing trade data, evaluating currency trends, or assessing trade policy impact.
data-ai20
analyzing-total-return-swaps
Structures TRS analysis with funding benefit, counterparty exposure, and economic equivalence assessment. Use when analyzing TRS, evaluating synthetic exposure, or comparing TRS to cash positions.
research20
analyzing-venture-deal-terms
Evaluates VC term sheet provisions with economic and control analysis and cap table impact. Use when analyzing term sheets, negotiating deal terms, or modeling cap table outcomes.
development20
building-quantitative-trading-models
Structures systematic trading strategy development with signal generation, backtesting, and validation. Use when building quant models, backtesting strategies, or validating trading signals.
development20
analyzing-volatility-surfaces
Constructs and interprets implied volatility surfaces with skew analysis and term structure assessment. Use when analyzing vol surfaces, interpreting skew, or modeling volatility dynamics.
data-ai20
analyzing-unit-economics
Structures unit economic analysis with CAC, LTV, payback period, and cohort-based measurement. Use when analyzing unit economics, calculating LTV/CAC, or evaluating customer economics.
research20
analyzing-water-risk
Structures water risk assessment with water stress mapping, usage analysis, and regulatory exposure evaluation. Use when analyzing water risk, mapping water stress, or evaluating water-related financial exposure.
testing20
analyzing-wealthtech-platforms
Evaluates wealth management technology with robo-advisory models, digital planning, and fee analysis. Use when analyzing wealthtech, evaluating robo-advisors, or assessing digital wealth platforms.
data-ai20
benchmarking-portfolio-performance
Conducts portfolio performance measurement with benchmark comparison, attribution, and risk-adjusted metrics. Use when measuring portfolio performance, calculating Sharpe/Sortino ratios, or conducting performance attribution.
tools20
auditing-aml-transactions
Screens transaction data for suspicious patterns using red flag typologies and structures SAR narrative elements. Use when reviewing transactions for AML, identifying suspicious activity, or drafting SAR narratives.
testing20
analyzing-yield-curves
Interprets yield curve shapes with term structure analysis and relative value identification. Use when analyzing yield curves, identifying curve trades, or interpreting interest rate expectations.
research20
assessing-credit-risk
Evaluates borrower creditworthiness using financial analysis, industry assessment, and qualitative factors with structured credit opinions. Use when assessing credit risk, writing credit opinions, or evaluating borrower quality.
testing20
building-driver-based-models
Constructs driver-based financial models with operational metric linkage and sensitivity analysis. Use when building driver-based forecasts, linking operational and financial metrics, or modeling business drivers.
development20
building-annual-operating-plans
Structures annual operating plan development with revenue, expense, and capital budget integration. Use when building annual budgets, creating operating plans, or developing financial targets.
development20
building-lbo-models
Constructs leveraged buyout models with debt capacity, returns analysis, and exit scenarios. Use when modeling LBOs, calculating sponsor returns, or analyzing leveraged transactions.
development20
building-equity-valuation-models
Constructs DCF, comparable company, and precedent transaction valuation models with sensitivity analysis. Use when valuing public companies, building financial models, or estimating fair value ranges.
development20
conducting-cost-of-capital-analysis
Calculates WACC components with equity risk premium, beta estimation, and debt cost measurement. Use when calculating cost of capital, estimating WACC, or analyzing discount rates.
development20
conducting-scenario-planning
Structures financial scenario analysis with assumption modeling, sensitivity testing, and decision frameworks. Use when modeling scenarios, testing assumptions, or evaluating strategic options.
development20
building-real-estate-pro-formas
Constructs property pro forma models with rent roll analysis, expense projections, and cash flow forecasting. Use when building real estate models, projecting property cash flows, or analyzing investment returns.
development20
building-financial-projections
Constructs integrated three-statement financial models with scenario analysis and assumption documentation. Use when building financial models, projecting financial statements, or creating forecast scenarios.
development20
building-rolling-forecasts
Structures rolling forecast process with driver-based projections and continuous planning methodology. Use when creating rolling forecasts, updating financial projections, or managing continuous planning.
development20
conducting-benchmarking-analysis
Structures financial and operational benchmarking against industry peers with gap identification. Use when benchmarking performance, comparing to industry metrics, or identifying improvement opportunities.
testing20
conducting-channel-checks
Structures industry channel check findings with data normalization and trend identification. Use when synthesizing channel check data, analyzing industry indicators, or documenting field research.
testing20
drafting-credit-memos
Creates structured credit memos with borrower analysis, risk assessment, and recommendation justification. Use when writing credit memos, documenting credit decisions, or presenting credit recommendations.
testing20
conducting-commercial-due-diligence
Structures commercial diligence with market sizing, competitive dynamics, and customer reference analysis. Use when conducting CDD, analyzing target markets, or validating commercial assumptions.
testing20
evaluating-fintech-business-models
Structures fintech company analysis with unit economics, customer acquisition, and regulatory moat assessment. Use when evaluating fintech companies, analyzing unit economics, or assessing fintech business models.
data-ai20
managing-counterparty-risk
Structures counterparty credit risk assessment with exposure calculation and mitigation monitoring. Use when assessing counterparty risk, calculating potential future exposure, or managing collateral.
tools20
evaluating-transition-bonds
Structures transition bond analysis with credibility assessment and transition plan evaluation. Use when evaluating transition bonds, assessing issuer transition plans, or analyzing climate transition financing.
tools20
conducting-risk-appetite-frameworks
Develops risk appetite statements with quantitative limits and qualitative boundaries documentation. Use when defining risk appetite, setting risk limits, or calibrating risk tolerances.
development20
conducting-compliance-risk-assessments
Structures compliance risk assessment with regulatory inventory and inherent/residual risk evaluation. Use when assessing compliance risk, inventorying regulatory obligations, or prioritizing compliance resources.
tools20
evaluating-sustainability-linked-loans
Structures SLL analysis with KPI assessment, margin ratchet evaluation, and ambition verification. Use when evaluating sustainability-linked loans, assessing SLL KPIs, or analyzing margin ratchets.
data-ai20
generating-client-portfolio-reports
Creates client-facing portfolio reports with performance, allocation, commentary, and outlook. Use when producing client reports, preparing quarterly reviews, or creating portfolio summaries.
tools20
conducting-working-capital-due-diligence
Analyzes target company working capital for M&A with normalization, peg calculation, and adjustment mechanics. Use when analyzing WC for transactions, calculating WC pegs, or structuring WC adjustment mechanisms.
development20
managing-accounting-policy-changes
Evaluates new accounting standard impacts with transition planning and disclosure preparation. Use when implementing new standards, assessing ASU impacts, or planning accounting transitions.
tools20
managing-advertising-compliance
Reviews marketing materials against SEC, FINRA, and state regulatory requirements. Use when reviewing investment advertising, ensuring compliance of marketing materials, or managing ad review.
data-ai20
managing-agricultural-lending
Structures agricultural loan analysis with crop budget evaluation, collateral assessment, and seasonal patterns. Use when underwriting agricultural loans, evaluating farm financials, or analyzing crop budgets.
testing20
generating-client-reports-wealth
Creates wealth management client reports with performance, net worth, and planning progress documentation. Use when preparing client reviews, creating wealth reports, or documenting planning progress.
tools20
conducting-risk-control-self-assessments
Designs and facilitates RCSA processes with risk identification, control evaluation, and action planning. Use when conducting RCSAs, evaluating internal controls, or identifying emerging risks.
testing20
conducting-profitability-analysis
Structures product, customer, and segment profitability analysis with cost allocation methodology. Use when analyzing profitability, allocating costs, or evaluating segment performance.
research20
managing-cash-flow-forecasting
Structures short and long-term cash flow forecasting with variance analysis and liquidity planning. Use when forecasting cash flows, planning liquidity, or analyzing cash flow variances.
research20
managing-capital-structure
Analyzes optimal capital structure with WACC minimization, rating implications, and financing alternatives. Use when optimizing capital structure, analyzing debt capacity, or evaluating leverage targets.
development20
managing-business-succession-planning
Structures business exit and succession planning with valuation, buyer identification, and tax strategy. Use when planning business succession, valuing private businesses, or structuring ownership transitions.
tools20
managing-capital-expenditure-planning
Structures capex evaluation with ROI analysis, approval workflows, and project tracking. Use when evaluating capital projects, analyzing investment returns, or managing capex budgets.
development20
managing-capital-allocation-fpna
Structures capital allocation analysis with project prioritization, ROI evaluation, and portfolio optimization. Use when prioritizing investments, evaluating capital projects, or managing capital budgets.
development20
managing-bank-regulatory-reporting
Structures regulatory report preparation including Call Reports, FR Y-9C, and other required filings. Use when preparing bank regulatory reports, filing Call Reports, or managing regulatory submissions.
business20
managing-board-financial-reporting
Structures board-level financial packages with executive summary, strategic metrics, and forward outlook. Use when preparing board packages, creating executive financial summaries, or presenting financial results.
testing20
managing-business-case-development
Structures business case documentation with financial impact, risk assessment, and decision criteria. Use when building business cases, justifying investments, or documenting project proposals.
development20
managing-business-combinations
Structures acquisition accounting with purchase price allocation, fair value measurement, and goodwill calculation. Use when accounting for acquisitions, allocating purchase price, or measuring fair values.
development20
managing-broker-dealer-compliance
Structures BD compliance monitoring with supervision, registration, and reporting requirements. Use when managing BD compliance, reviewing supervisory procedures, or monitoring registration requirements.
business20
managing-audit-preparation
Structures external audit preparation with PBC list management, supporting documentation, and inquiry responses. Use when preparing for external audit, organizing PBC items, or responding to audit inquiries.
testing20
conducting-stress-testing
Designs and executes portfolio and enterprise stress tests with scenario specification and result analysis. Use when stress testing portfolios, designing stress scenarios, or analyzing stress test results.
testing20
creating-financial-plans
Structures comprehensive financial plans with cash flow projection, goal analysis, and strategy integration. Use when building financial plans, projecting retirement needs, or creating comprehensive wealth strategies.
development20
creating-pitch-books
Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials.
tools20
constructing-portfolio-allocations
Builds strategic and tactical asset allocation models with risk-return optimization and constraint management. Use when constructing portfolios, optimizing asset allocation, or building model portfolios.
development20
conducting-management-assessments
Structures executive evaluation with leadership capabilities, organizational gaps, and bench strength analysis. Use when assessing management teams, evaluating CEO/CFO capabilities, or identifying talent gaps.
research20
conducting-wealth-transfer-analysis
Structures intergenerational wealth transfer with gifting strategies, trust design, and tax impact modeling. Use when planning wealth transfer, modeling gift strategies, or designing transfer structures.
development20
creating-management-dashboards
Designs management reporting dashboards with KPI selection, visualization, and drill-down structure. Use when building financial dashboards, selecting KPIs, or designing management reports.
development20
executing-month-end-close
Structures month-end close procedures with journal entry preparation, reconciliation, and variance analysis. Use when performing month-end close, preparing close checklists, or analyzing period variances.
testing20
managing-alternative-fund-operations
Structures operational processes for hedge fund, PE, and real estate fund specific workflows. Use when managing alternative fund ops, processing capital calls, or handling commitment tracking.
development20
managing-api-banking-analysis
Structures banking API evaluation with functionality assessment, security review, and integration planning. Use when evaluating banking APIs, planning API integration, or assessing API security.
development20
managing-algorithmic-trading-risk
Structures algo trading risk management with execution quality, market impact, and circuit breaker monitoring. Use when managing algo risk, evaluating execution quality, or monitoring trading algorithms.
development20
managing-alternative-investments-wealth
Evaluates alternative investment suitability for wealthy clients with liquidity analysis and portfolio fit assessment. Use when recommending alternatives, assessing suitability, or evaluating illiquid investments.
tools20
conducting-variance-analysis
Structures budget vs. actual variance analysis with driver decomposition and management narrative. Use when analyzing variances, explaining budget deviations, or preparing variance reports.
development20
conducting-country-risk-analysis
Structures sovereign and country risk assessment with economic, political, and financial system evaluation. Use when assessing country risk, evaluating sovereign creditworthiness, or analyzing political risk.
testing20
conducting-operational-due-diligence
Structures operational diligence with management assessment, systems evaluation, and integration planning. Use when evaluating target operations, assessing management capabilities, or planning post-close integration.
tools20
managing-insurance-programs
Structures corporate insurance program analysis with coverage adequacy and renewal documentation. Use when managing insurance programs, analyzing coverage, or documenting insurance renewals.
documentation20
managing-fund-accounting
Structures fund accounting processes with trade recording, income allocation, and financial statement preparation. Use when managing fund books, recording investment transactions, or preparing fund financials.
testing20
managing-pricing-analysis
Structures pricing analysis with margin impact, competitive positioning, and elasticity assessment. Use when analyzing pricing, evaluating margin impact, or assessing pricing strategies.
testing20
managing-sba-lending
Structures SBA loan origination with eligibility verification, packaging requirements, and guarantee documentation. Use when processing SBA loans, verifying eligibility, or preparing SBA packages.
testing20
modeling-cap-table-scenarios
Builds cap table models with round-by-round dilution, option pool, and exit waterfall analysis. Use when modeling cap tables, calculating ownership dilution, or projecting exit proceeds.
development20
managing-underwriting-analysis
Structures underwriting evaluation with risk assessment, pricing analysis, and terms documentation. Use when evaluating underwriting risk, analyzing pricing adequacy, or documenting underwriting decisions.
testing20
managing-deposit-operations
Structures deposit product analysis with pricing, retention analytics, and regulatory compliance. Use when analyzing deposits, evaluating pricing strategies, or managing deposit compliance.
testing20
managing-portfolio-rebalancing
Structures rebalancing processes with drift monitoring, tax-aware trading, and transaction cost optimization. Use when rebalancing portfolios, managing allocation drift, or optimizing trading costs.
testing20
modeling-margin-analysis
Deconstructs gross, operating, and net margin trends with driver attribution and normalization. Use when analyzing profitability, attributing margin changes, or benchmarking margins.
data-ai20
managing-segment-reporting
Structures segment reporting with operating segment identification, measurement, and disclosure requirements. Use when preparing segment disclosures, identifying operating segments, or allocating intersegment items.
business20
managing-esg-data-quality
Structures ESG data quality assessment with source comparison, estimation methodology, and disclosure gaps. Use when evaluating ESG data, comparing data providers, or assessing data quality.
testing20
managing-credit-facility-administration
Tracks revolving credit facility compliance with borrowing base, covenant calculations, and amendment documentation. Use when managing credit facilities, calculating borrowing availability, or tracking covenants.
testing20
managing-value-creation-plans
Structures 100-day and long-term value creation plans with initiative tracking and KPI targets. Use when building value creation plans, tracking improvement initiatives, or managing post-acquisition integration.
development20
managing-transfer-pricing-compliance
Structures transfer pricing documentation with comparable analysis, method selection, and intercompany agreement review. Use when managing transfer pricing, documenting arm's-length pricing, or preparing TP reports.
testing20
managing-construction-lending
Structures construction loan analysis with draw schedules, budget tracking, and completion risk assessment. Use when managing construction loans, tracking draw requests, or monitoring construction progress.
research20
managing-fund-tax-reporting
Structures fund tax reporting with K-1 preparation, PFIC reporting, and investor tax package coordination. Use when preparing K-1s, managing fund tax reporting, or coordinating investor tax packages.
business20
managing-construction-loan-administration
Structures construction loan management with draw processing, inspection tracking, and budget monitoring. Use when administering construction loans, processing draw requests, or monitoring construction budgets.
tools20
drafting-transaction-opinions
Structures transaction opinion analysis with solvency, capital adequacy, and reasonably equivalent value assessment. Use when preparing transaction opinions, evaluating solvency, or assessing transaction fairness.
development20
managing-cost-optimization
Structures cost reduction analysis with opportunity identification, implementation tracking, and savings verification. Use when identifying cost savings, tracking reduction initiatives, or verifying cost optimization.
testing20
drafting-offering-memoranda
Creates confidential information memoranda (CIM) for sell-side M&A with business description and financial presentation. Use when preparing CIMs, writing sell-side materials, or creating offering documents.
development20
evaluating-green-bonds
Structures green bond analysis with use-of-proceeds verification, impact reporting, and ICMA alignment. Use when evaluating green bonds, verifying green credentials, or analyzing sustainable debt.
testing20
evaluating-investment-opportunities
Structures PE/VC investment evaluation with business model assessment, market analysis, and return potential. Use when evaluating deals, screening investment opportunities, or assessing company fit.
data-ai20
managing-indirect-tax-analysis
Structures value-added tax and customs duty analysis with cross-border transaction considerations. Use when managing VAT, analyzing customs duties, or evaluating indirect tax positions.
research20
evaluating-social-bonds
Structures social bond analysis with eligible population targeting, impact metrics, and SBP alignment. Use when evaluating social bonds, assessing social bond frameworks, or measuring social outcomes.
development20
managing-correspondent-banking
Structures correspondent banking analysis with relationship assessment, risk evaluation, and regulatory requirements. Use when managing correspondent relationships, evaluating partner banks, or assessing correspondent risk.
research20
managing-cross-border-payment-analysis
Structures cross-border payment evaluation with corridor analysis, pricing, and regulatory requirements. Use when analyzing cross-border payments, evaluating remittance services, or assessing international payment solutions.
testing20
managing-credit-portfolio-risk
Structures credit portfolio analysis with concentration metrics, correlation assessment, and stress testing. Use when managing credit portfolios, measuring concentration risk, or stress testing credit exposure.
testing20
drafting-investment-memos
Creates structured investment memoranda with business description, financial analysis, valuation, and risk assessment for deal review. Use when writing investment memos, preparing deal summaries, or documenting investment recommendations.
testing20
managing-fund-expense-allocation
Structures fund expense allocation with methodology documentation, compliance, and investor disclosure. Use when allocating fund expenses, documenting allocation methods, or managing expense ratios.
documentation20
managing-claims-analysis
Structures claims data analysis with severity/frequency trending, case reserve monitoring, and litigation management. Use when analyzing claims data, trending claim frequency, or monitoring claim severity.
data-ai20
managing-impact-fund-reporting
Structures impact fund reporting with IRIS+ metrics, theory of change alignment, and additionality assessment. Use when reporting impact metrics, using IRIS+ indicators, or measuring fund impact.
business20
managing-concentrated-positions
Structures diversification strategies for concentrated single-stock positions with tax and risk considerations. Use when managing concentrated holdings, planning diversification, or evaluating exchange funds.
tools20
managing-cmbs-analysis
Evaluates CMBS structures with loan-level analysis, subordination assessment, and special servicing monitoring. Use when analyzing CMBS deals, reviewing loan pools, or monitoring CMBS performance.
testing20
managing-collateral-and-margining
Structures CSA terms analysis with initial/variation margin calculation and collateral optimization. Use when managing collateral, calculating margin requirements, or optimizing posting strategies.
research20
managing-commercial-loan-underwriting
Structures commercial loan underwriting with financial spreading, cash flow analysis, and risk rating. Use when underwriting commercial loans, analyzing borrower financials, or assigning risk ratings.
testing20
managing-community-reinvestment
Structures CRA compliance monitoring with lending, investment, and service test analysis. Use when managing CRA compliance, analyzing lending patterns, or documenting community investment.
testing20
managing-financial-data-aggregation
Structures data aggregation analysis with connectivity, accuracy assessment, and consumer consent frameworks. Use when evaluating data aggregation, analyzing financial data APIs, or assessing account linking.
development20
managing-expatriate-financial-planning
Structures cross-border financial planning for expatriates with tax treaty, retirement, and estate considerations. Use when planning for expatriates, managing cross-border taxes, or coordinating international retirement planning.
testing20
managing-fair-value-measurement
Applies ASC 820 fair value framework with hierarchy classification and valuation technique documentation. Use when measuring fair values, classifying in the fair value hierarchy, or documenting valuation approaches.
development20
managing-insurance-capital-modeling
Structures insurance capital model analysis with economic capital, regulatory capital, and rating agency capital comparison. Use when modeling insurance capital, comparing capital frameworks, or assessing capital adequacy.
development20
managing-insurance-regulatory-filings
Structures statutory filing preparation with SAP differences, risk-based capital, and annual statement schedules. Use when preparing statutory filings, calculating RBC, or managing regulatory submissions.
development20
managing-interest-rate-risk-banking
Structures bank interest rate risk analysis with EVE, NII sensitivity, and gap analysis. Use when managing bank IRR, modeling NII sensitivity, or analyzing repricing gaps.
testing20
managing-investment-adviser-compliance
Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.
development20
managing-loan-loss-provisioning
Structures CECL/ACL estimation with model methodology, qualitative factors, and forecast integration. Use when calculating loan loss provisions, implementing CECL, or estimating credit losses.
data-ai20
managing-long-range-planning
Structures long-range financial planning (3-5 year) with strategic initiative integration and investment phasing. Use when building long-range plans, modeling strategic scenarios, or projecting multi-year financials.
development20
managing-clearing-and-settlement
Structures central clearing analysis with CCP margin methodology and default waterfall assessment. Use when managing clearing relationships, analyzing CCP margins, or evaluating default waterfalls.
research20
managing-model-portfolio-governance
Structures investment committee processes with model approval, modification, and compliance documentation. Use when managing model portfolios, documenting investment decisions, or tracking portfolio changes.
development20
managing-loan-portfolio-monitoring
Structures loan portfolio review with credit quality trends, watch list management, and concentration analysis. Use when monitoring loan portfolios, tracking credit quality, or managing watch lists.
testing20
managing-next-generation-planning
Structures next-generation wealth education and involvement with financial literacy and responsibility programs. Use when preparing next generation, designing wealth education, or managing family learning programs.
testing20
managing-portfolio-company-governance
Structures board governance for portfolio companies with reporting cadence and strategic oversight documentation. Use when managing portfolio boards, structuring governance frameworks, or documenting board practices.
development20
managing-private-banking-reviews
Structures private banking relationship reviews with service assessment, fee analysis, and strategy evaluation. Use when reviewing banking relationships, analyzing fees, or evaluating service quality.
testing20
managing-proxy-voting
Structures proxy voting processes with policy application, vote execution, and disclosure requirements. Use when managing proxy votes, applying voting policies, or documenting vote rationale.
testing20
managing-redemption-processing
Structures redemption processing with NAV calculation, gate provisions, and liquidity management. Use when processing redemptions, managing liquidity, or applying gate provisions.
tools20
managing-regulation-best-interest
Evaluates compliance with Regulation Best Interest including disclosure, care, and conflict obligations. Use when implementing Reg BI, reviewing recommendation practices, or documenting BI compliance.
documentation20
managing-repo-and-funding
Structures repo market analysis with collateral valuation, haircut assessment, and funding cost optimization. Use when managing repo positions, evaluating collateral, or optimizing funding costs.
data-ai20
managing-reit-portfolio-analysis
Structures REIT portfolio evaluation with property-level analysis, geographic diversification, and tenant concentration. Use when analyzing REIT portfolios, evaluating property mix, or assessing concentration risk.
research20
managing-co-investment-processes
Structures co-investment offerings with allocation, terms, and LP communication documentation. Use when managing co-investments, structuring co-invest terms, or documenting LP allocations.
documentation20
managing-sec-reporting
Structures SEC filing preparation with 10-K, 10-Q, 8-K content requirements and XBRL tagging. Use when preparing SEC filings, reviewing filing content, or managing XBRL tagging.
business20
managing-consolidation-accounting
Structures consolidation procedures with intercompany elimination, minority interest, and foreign currency translation. Use when performing consolidations, eliminating intercompany transactions, or translating foreign subsidiaries.
tools20
managing-consolidation-reporting
Structures multi-entity consolidation reporting with elimination entries and intercompany reconciliation. Use when consolidating financial results, managing eliminations, or preparing consolidated reports.
testing20
managing-senior-investor-protection
Structures senior and vulnerable investor protection programs with exploitation identification and hold protocols. Use when protecting senior investors, identifying financial exploitation, or implementing hold procedures.
testing20
managing-separately-managed-accounts
Structures SMA operations with customization, compliance overlay, and performance composites. Use when managing SMAs, implementing custom portfolios, or maintaining performance composites.
data-ai20
managing-stewardship-and-engagement
Structures shareholder engagement programs with escalation frameworks and outcome documentation. Use when managing stewardship, planning engagement, or documenting shareholder activism outcomes.
development20
managing-structured-note-analysis
Structures structured note evaluation with payoff analysis, embedded option decomposition, and fair value assessment. Use when analyzing structured notes, decomposing embedded options, or evaluating note pricing.
testing20
managing-trade-finance-instruments
Structures letter of credit, bankers acceptance, and documentary collection processing and analysis. Use when managing LCs, processing trade documents, or evaluating trade finance instruments.
documentation20
managing-syndicated-loan-operations
Structures syndicated loan participation with allocation, settlement, and agent bank coordination. Use when managing syndicated loans, processing loan allocations, or coordinating agent bank functions.
testing20
managing-tax-controversy
Structures tax controversy management with audit defense, protest, and appeals documentation. Use when managing tax audits, preparing protest letters, or documenting audit defense positions.
testing20
managing-tax-loss-harvesting
Identifies and executes tax-loss harvesting opportunities with wash sale compliance and tracking. Use when harvesting tax losses, managing wash sale rules, or optimizing after-tax returns.
tools20
managing-tax-provision-preparation
Structures income tax provision calculations with ASC 740 requirements and rate reconciliation. Use when preparing tax provisions, calculating deferred taxes, or analyzing ETR components.
testing20
managing-trust-administration
Structures trust administration with distribution analysis, tax reporting, and beneficiary communication. Use when managing trusts, analyzing distribution decisions, or documenting trust administration.
development20
managing-xva-calculations
Structures CVA, DVA, FVA, and KVA calculation with methodology selection and counterparty exposure modeling. Use when calculating XVA, pricing counterparty credit risk, or analyzing funding valuation adjustments.
testing20
managing-whistleblower-programs
Structures whistleblower program operations with intake, investigation, and anti-retaliation documentation. Use when managing whistleblower reports, investigating complaints, or documenting anti-retaliation measures.
documentation20
modeling-bond-valuations
Calculates bond pricing with duration, convexity, OAS, and Z-spread analysis. Use when pricing bonds, calculating risk metrics, or evaluating relative value.
testing20
modeling-portfolio-company-returns
Builds PE return models with entry/exit multiples, leverage analysis, and value creation attribution. Use when modeling PE returns, calculating IRR/MOIC, or attributing value creation drivers.
development20
modeling-sum-of-parts-valuations
Builds SOTP valuations for conglomerates and multi-segment companies with segment-appropriate methodologies. Use when valuing diversified companies, calculating conglomerate discounts, or modeling segment breakups.
development20
managing-concentration-risk
Identifies and monitors portfolio concentration across counterparties, sectors, geographies, and instruments. Use when analyzing concentration risk, setting exposure limits, or monitoring concentration breaches.
tools20
managing-compliance-testing
Designs and executes compliance testing programs with sampling methodology and findings documentation. Use when conducting compliance testing, designing test procedures, or documenting testing results.
testing20
managing-commercial-real-estate-lending
Structures CRE loan underwriting with property valuation, cash flow analysis, and environmental review. Use when underwriting CRE loans, analyzing property cash flows, or evaluating loan collateral.
testing20
managing-corporate-budgeting
Structures annual budget processes with bottom-up development, consolidation, and variance tracking. Use when managing budgeting processes, consolidating budget submissions, or tracking budget variances.
development20
managing-credit-and-lending-wealth
Structures wealth-based lending analysis with securities-backed, real estate, and art lending evaluation. Use when evaluating wealth lending, analyzing pledge portfolios, or structuring high-net-worth credit.
research20
managing-credit-approval-packages
Creates credit approval memoranda with borrower analysis, deal structure, and risk mitigation documentation. Use when preparing credit packages, documenting loan recommendations, or presenting to credit committee.
documentation20
managing-corporate-credit-ratings
Structures credit rating agency relationship management with rating methodology analysis and presentation preparation. Use when managing rating relationships, preparing rating presentations, or analyzing rating criteria.
content-media20
managing-credit-risk-models
Evaluates and monitors credit risk models (PD, LGD, EAD) with calibration and discrimination metrics. Use when validating credit models, assessing model performance, or calibrating default models.
data-ai20
managing-charitable-giving-strategies
Structures charitable planning with vehicle selection, tax benefit optimization, and legacy impact analysis. Use when planning charitable giving, evaluating donor-advised funds, or structuring foundation contributions.
research20
managing-cash-flow-modeling
Models portfolio cash flows for liability-driven and income-oriented investment strategies. Use when modeling portfolio cash flows, planning income distributions, or managing liability matching.
data-ai20
managing-deal-processes
Structures M&A process management with timeline tracking, bid analysis, and negotiation documentation. Use when managing sell-side auctions, tracking bid processes, or coordinating deal timelines.
development20
managing-debt-and-equity-issuance
Structures accounting for debt and equity issuances with classification, measurement, and issuance cost treatment. Use when accounting for debt issuance, recording equity offerings, or classifying hybrid instruments.
tools20
managing-data-room-operations
Structures virtual data room organization with document indexing, access management, and Q&A tracking. Use when managing VDR operations, organizing deal documents, or tracking buyer questions.
documentation20
managing-dei-metrics
Structures diversity, equity, and inclusion data collection with benchmarking and disclosure requirements. Use when analyzing DEI metrics, benchmarking diversity, or preparing DEI disclosures.
data-ai20
managing-debt-covenant-compliance
Tracks financial covenant compliance with calculation methodology and certification requirements. Use when monitoring covenants, calculating compliance metrics, or preparing compliance certificates.
testing20
managing-cybersecurity-compliance
Evaluates cybersecurity programs against SEC, FINRA, and state regulatory requirements. Use when assessing cybersecurity compliance, implementing security frameworks, or responding to cyber requirements.
development20
managing-cyber-risk-financial
Structures financial sector cyber risk assessment with scenario quantification and insurance evaluation. Use when assessing cyber risk, quantifying cyber exposure, or evaluating cyber insurance.
testing20
managing-education-funding
Structures education savings analysis with 529 plans, financial aid impact, and funding strategy comparison. Use when planning education funding, analyzing 529 options, or projecting college costs.
testing20
managing-cross-border-compliance
Structures cross-border compliance with multi-jurisdictional regulatory requirements and conflict resolution. Use when managing international compliance, navigating multi-jurisdictional rules, or resolving regulatory conflicts.
tools20
managing-digital-wallet-operations
Structures digital wallet analysis with stored value, regulatory classification, and risk assessment. Use when analyzing digital wallets, evaluating stored value products, or managing wallet compliance.
research20
managing-corporate-actions
Processes corporate action events with election management, entitlement calculation, and position adjustment. Use when managing corporate actions, processing dividends, or handling stock splits.
tools20
managing-duration-exposure
Structures portfolio duration management with hedging strategies and benchmark tracking. Use when managing interest rate risk, hedging duration, or optimizing portfolio duration.
tools20
managing-dividend-policy
Evaluates dividend policy options with payout ratio analysis, sustainability assessment, and shareholder return comparison. Use when setting dividend policy, analyzing payout sustainability, or comparing return alternatives.
data-ai20
managing-dodd-frank-reporting
Structures Dodd-Frank derivatives reporting with trade reporting, position limits, and SEF compliance. Use when managing DFA reporting, submitting trade reports, or ensuring SEF compliance.
business20
managing-divorce-financial-planning
Structures divorce financial analysis with asset division, support calculations, and post-divorce financial planning. Use when analyzing divorce finances, projecting settlement impacts, or planning post-divorce finances.
testing20
managing-earnings-releases
Structures earnings release preparation with GAAP/non-GAAP reconciliation and forward guidance documentation. Use when preparing earnings releases, reconciling non-GAAP measures, or drafting press releases.
testing20
managing-economic-scenario-development
Structures macroeconomic scenario design with consistent variable paths and probability assessment. Use when building economic scenarios, designing stress test scenarios, or creating macro forecasts.
development20
managing-emerging-risk-identification
Structures emerging risk scanning with horizon analysis and early warning indicator development. Use when identifying emerging risks, scanning for new threats, or developing early warning systems.
development20
managing-eu-taxonomy-compliance
Structures EU Taxonomy alignment assessment with technical screening criteria and DNSH evaluation. Use when assessing Taxonomy alignment, applying technical criteria, or evaluating substantial contribution.
tools20
managing-fund-audit-preparation
Structures fund audit preparation with financial statement drafting, confirmation management, and workpaper organization. Use when preparing for fund audits, drafting fund financials, or managing audit confirmations.
testing20
managing-estimated-tax-planning
Structures quarterly estimated tax planning with safe harbor calculations and penalty avoidance strategies. Use when planning estimated taxes, calculating safe harbor payments, or avoiding underpayment penalties.
tools20
managing-estate-planning
Structures estate plan analysis with trust review, tax efficiency, and legacy documentation. Use when analyzing estate plans, reviewing trust structures, or planning wealth transfer.
development20
managing-fund-reporting
Structures LP fund reporting with NAV calculation, performance attribution, and portfolio updates. Use when preparing LP reports, calculating fund performance, or creating quarterly updates.
business20
managing-estate-and-gift-tax
Structures estate and gift tax planning with valuation, exemption utilization, and generation-skipping analysis. Use when planning estate tax, analyzing gift tax, or structuring generational transfers.
content-media20
managing-derivatives-portfolio-risk
Structures derivatives portfolio risk with Greek sensitivities, scenario analysis, and hedging strategies. Use when managing derivatives risk, analyzing Greek exposures, or designing hedge strategies.
content-media20
managing-due-diligence-processes
Structures buy-side and sell-side due diligence with workstream coordination and findings documentation. Use when managing due diligence, coordinating DD workstreams, or documenting diligence findings.
documentation20
managing-family-governance
Structures family governance frameworks with meeting protocols, decision-making, and succession planning. Use when establishing family governance, planning family meetings, or documenting succession.
development20
managing-esg-in-private-equity
Structures ESG integration in PE investment process with screening, monitoring, and reporting frameworks. Use when implementing PE ESG, screening investments for ESG, or reporting ESG metrics.
development20
managing-foreign-exchange-hedging
Structures FX hedging programs with exposure identification, instrument selection, and hedge effectiveness testing. Use when managing FX risk, designing hedge programs, or testing hedge effectiveness.
testing20
managing-fraud-operations-banking
Structures banking fraud detection with transaction monitoring, investigation, and recovery documentation. Use when detecting banking fraud, investigating suspicious activity, or managing fraud cases.
testing20
managing-operational-risk
Structures operational risk assessment with loss event classification, RCSA, and KRI monitoring. Use when managing operational risk, conducting risk assessments, or tracking key risk indicators.
tools20
managing-fixed-income-attribution
Structures fixed income performance attribution across duration, credit, and sector allocation effects. Use when attributing fixed income returns, analyzing portfolio performance, or decomposing return drivers.
tools20
managing-liquidity-risk
Structures liquidity risk management with cash flow projections, stress testing, and contingency planning. Use when managing liquidity risk, projecting cash needs, or developing liquidity contingency plans.
development20
managing-investor-reporting
Structures investor communications with performance reporting, capital account statements, and distribution notices. Use when creating investor reports, preparing capital statements, or distributing fund communications.
development20
managing-loan-documentation-review
Reviews loan agreements with covenant extraction, terms analysis, and compliance requirement identification. Use when reviewing loan documents, extracting covenants, or analyzing credit agreement terms.
documentation20
managing-esg-reporting-standards
Structures ESG disclosure with TCFD, SASB, GRI, and ISSB framework alignment and gap analysis. Use when preparing ESG disclosures, aligning to reporting frameworks, or analyzing ESG reporting gaps.
development20
managing-foreign-currency-accounting
Structures foreign currency transaction and translation accounting with hedge documentation. Use when accounting for FX transactions, translating foreign operations, or documenting FX hedges.
documentation20
managing-fund-compliance-monitoring
Structures investment compliance testing with guideline monitoring and breach reporting. Use when monitoring investment guidelines, testing compliance, or reporting breaches.
testing20
managing-fund-distributions
Structures fund distribution processes with allocation methodology, tax lot selection, and distribution notice preparation. Use when processing distributions, allocating fund income, or preparing distribution notices.
tools20
managing-fund-board-reporting
Structures fund board reporting with compliance summaries, performance review, and governance documentation. Use when preparing board reports, summarizing fund compliance, or documenting governance items.
development20
managing-fundraising-processes
Structures PE/VC fundraising with LP outreach, DDQ completion, and closing documentation. Use when managing fund raises, completing due diligence questionnaires, or preparing fundraising materials.
documentation20
managing-fiduciary-compliance
Evaluates advisory practices against fiduciary standards with conflict identification and disclosure requirements. Use when assessing fiduciary duties, managing conflicts of interest, or documenting fiduciary compliance.
testing20
managing-fund-formation-documents
Reviews fund offering documents with LPA terms, side letter analysis, and compliance requirement extraction. Use when reviewing fund documents, analyzing LPA terms, or managing side letter provisions.
development20
managing-headcount-planning
Structures workforce planning with headcount budgeting, compensation modeling, and organizational analysis. Use when planning headcount, budgeting compensation, or modeling workforce scenarios.
data-ai20
managing-hedge-accounting
Structures hedge accounting documentation with effectiveness testing and ASC 815/IFRS 9 compliance. Use when documenting hedge relationships, testing effectiveness, or managing hedge accounting compliance.
testing20
managing-insurance-planning
Evaluates insurance needs with gap analysis, product comparison, and coverage adequacy assessment. Use when analyzing insurance needs, comparing insurance products, or identifying coverage gaps.
data-ai20
managing-insurtech-evaluations
Evaluates insurance technology solutions with business case analysis and implementation assessment. Use when evaluating insurtech, assessing technology solutions, or analyzing digital insurance platforms.
research20
managing-intercompany-transactions
Structures intercompany pricing with transfer pricing documentation and arm's-length analysis. Use when managing transfer pricing, documenting intercompany transactions, or ensuring arm's-length compliance.
testing20
managing-impairment-testing
Structures goodwill and long-lived asset impairment testing with fair value estimation and documentation. Use when testing for impairment, estimating fair values, or documenting impairment analysis.
development20
managing-insurance-fraud-detection
Structures insurance fraud detection with red flag identification, investigation protocols, and SIU referral documentation. Use when detecting insurance fraud, investigating suspicious claims, or documenting fraud indicators.
testing20
managing-portfolio-risk-budgeting
Allocates portfolio risk across asset classes and strategies with tracking error and VaR budgeting. Use when budgeting portfolio risk, managing tracking error, or allocating risk capital.
development20
managing-reinsurance-programs
Structures reinsurance program analysis with cession optimization, pricing, and counterparty evaluation. Use when analyzing reinsurance, optimizing cession structures, or evaluating reinsurer credit.
testing20
managing-income-tax-provisions
Structures income tax provision calculation with current/deferred components and rate reconciliation. Use when calculating tax provisions, analyzing deferred taxes, or preparing rate reconciliations.
testing20
managing-internal-audit
Structures internal audit planning and execution with risk assessment, testing, and findings documentation. Use when planning internal audits, conducting audit testing, or documenting audit findings.
testing20
managing-ipo-processes
Structures IPO execution with prospectus preparation, pricing analysis, and allocation methodology. Use when managing IPO processes, preparing S-1 filings, or analyzing IPO pricing.
testing20
managing-interest-rate-hedging
Structures interest rate hedging with swap, cap, and collar analysis and hedge accounting documentation. Use when hedging interest rate risk, selecting hedging instruments, or documenting hedge relationships.
documentation20
managing-investment-policy-statements
Creates and maintains IPS documents with objectives, constraints, and governance requirements. Use when writing investment policy statements, documenting investment guidelines, or updating policy parameters.
development20
managing-lease-accounting
Structures ASC 842 lease analysis with classification, measurement, and disclosure requirements. Use when managing lease accounting, classifying leases, or calculating right-of-use assets.
research20
managing-insurance-distribution
Structures insurance distribution analysis with channel economics, producer management, and compensation modeling. Use when analyzing distribution, evaluating producer performance, or modeling commission structures.
data-ai20
managing-lifestyle-advisory
Structures lifestyle advisory services with cash flow management, major purchase planning, and concierge coordination. Use when managing lifestyle expenses, planning major purchases, or coordinating advisory services.
testing20
managing-investor-onboarding
Structures investor onboarding with subscription documentation, AML/KYC, and suitability verification. Use when onboarding investors, processing subscriptions, or managing investor documentation.
documentation20
managing-lease-accounting-asc842
Structures ASC 842 compliance with lease identification, classification, measurement, and transition documentation. Use when implementing ASC 842, classifying leases, or calculating lease liabilities.
documentation20
managing-management-commentary
Structures MD&A-style management commentary with narrative quality and metric alignment. Use when writing management commentary, preparing earnings narratives, or documenting financial performance.
testing20
managing-portfolio-company-reporting
Structures portfolio company monitoring with KPI tracking, budget variance, and management assessment. Use when monitoring portfolio companies, tracking financial performance, or preparing portfolio reviews.
testing20
managing-middle-office-operations
Structures middle office functions with trade matching, position reconciliation, and P&L verification. Use when managing middle office, reconciling positions, or verifying P&L calculations.
testing20
managing-model-risk
Structures model validation with independent testing, limitation documentation, and ongoing monitoring. Use when validating risk models, documenting model limitations, or managing model governance.
development20
managing-payment-compliance
Structures payment regulatory compliance with PCI-DSS, money transmitter licensing, and BSA requirements. Use when managing payment compliance, assessing PCI requirements, or navigating MTL licensing.
testing20
managing-open-banking-integration
Structures open banking API integration with data sharing, consent management, and security requirements. Use when implementing open banking, managing API integrations, or evaluating data sharing frameworks.
development20
managing-performance-calculation
Structures portfolio performance calculation with GIPS compliance, composite management, and attribution. Use when calculating returns, managing GIPS composites, or performing attribution analysis.
research20
managing-market-risk-limits
Structures market risk limit frameworks with VaR, sensitivity, and notional-based limits and escalation protocols. Use when setting market risk limits, managing limit breaches, or calibrating risk parameters.
development20
managing-property-disposition
Structures property sale processes with broker opinion of value, marketing strategy, and bid analysis. Use when managing property sales, evaluating offers, or coordinating disposition processes.
business20
managing-property-due-diligence
Structures real estate due diligence with physical inspection, environmental review, and title analysis coordination. Use when conducting property DD, reviewing environmental reports, or coordinating due diligence workstreams.
business20
managing-proxy-voting-esg
Structures ESG-informed proxy voting with resolution analysis, voting rationale, and disclosure. Use when making ESG proxy decisions, analyzing shareholder resolutions, or documenting vote rationale.
testing20
managing-loan-underwriting-real-estate
Structures commercial real estate loan underwriting with DSCR, LTV, and debt yield analysis. Use when underwriting CRE loans, calculating coverage ratios, or evaluating loan terms.
testing20
managing-privacy-compliance-financial
Evaluates data privacy practices against GLBA, CCPA, and state privacy requirements. Use when assessing financial privacy compliance, managing opt-out requirements, or documenting data practices.
testing20
managing-sanctions-screening
Structures OFAC and global sanctions screening with match investigation and escalation protocols. Use when screening for sanctions, investigating potential matches, or managing sanctions compliance.
tools20
managing-real-estate-tax-considerations
Structures real estate tax planning with 1031 exchange, depreciation, and opportunity zone analysis. Use when planning real estate taxes, structuring 1031 exchanges, or analyzing tax implications.
testing20
managing-risk-transfer-analysis
Structures risk transfer evaluation with economic efficiency, capacity optimization, and alternative risk transfer assessment. Use when evaluating risk transfer, optimizing risk financing, or assessing captive/ART structures.
testing20
managing-revenue-recognition
Applies ASC 606 five-step model with contract analysis, performance obligation identification, and allocation documentation. Use when analyzing revenue contracts, applying ASC 606, or documenting revenue recognition.
documentation20
managing-portfolio-transitions
Structures portfolio transitions with legacy position analysis, rebalancing path, and transition cost management. Use when transitioning portfolios, managing manager changes, or planning portfolio restructuring.
testing20
managing-regulatory-examinations
Structures regulatory exam preparation with document production, findings response, and remediation tracking. Use when preparing for regulatory exams, responding to examination findings, or managing exam timelines.
documentation20
managing-reputational-risk
Structures reputational risk identification with scenario planning and mitigation strategy documentation. Use when assessing reputational risk, planning crisis scenarios, or documenting reputation management.
documentation20
managing-pension-fund-obligations
Structures pension analysis with funded status, actuarial assumptions, and contribution planning. Use when analyzing pension obligations, reviewing actuarial reports, or planning pension contributions.
business20
managing-retirement-planning
Structures retirement income analysis with Social Security optimization, distribution sequencing, and longevity modeling. Use when planning retirement income, optimizing Social Security, or modeling retirement spending.
testing20
managing-regtech-evaluations
Evaluates regulatory technology solutions with compliance efficiency and implementation cost-benefit analysis. Use when evaluating regtech, analyzing compliance automation, or assessing regulatory technology.
tools20
managing-securities-lending
Structures securities lending operations with borrower management, collateral monitoring, and revenue optimization. Use when managing sec lending, monitoring loan collateral, or optimizing lending revenue.
tools20
managing-sales-tax-compliance
Structures sales tax analysis with nexus determination, taxability classification, and exemption management. Use when managing sales tax, determining nexus, or analyzing taxability.
business20
managing-stablecoin-analysis
Structures stablecoin evaluation with reserve backing, redemption mechanics, and regulatory classification. Use when analyzing stablecoins, evaluating reserve adequacy, or assessing stablecoin risk.
research20
managing-real-estate-debt-funds
Structures real estate debt fund analysis with loan origination, portfolio management, and credit metrics. Use when analyzing RE debt funds, evaluating loan portfolios, or managing debt fund performance.
research20
managing-risk-governance
Structures risk governance frameworks with committee charters, escalation protocols, and reporting cadences. Use when designing risk governance, structuring risk committees, or documenting governance frameworks.
development20
managing-real-estate-fund-reporting
Structures real estate fund reporting with property-level performance, valuation updates, and distribution analysis. Use when preparing real estate fund reports, calculating fund returns, or documenting property performance.
documentation20
managing-sox-compliance
Structures SOX compliance with control documentation, testing, and deficiency evaluation. Use when managing SOX compliance, testing internal controls, or evaluating control deficiencies.
testing20
managing-tax-credit-analysis
Identifies and structures tax credit opportunities including R&D, energy, and employment credits. Use when analyzing tax credits, quantifying R&D credits, or evaluating credit eligibility.
research20
managing-surplus-lines-compliance
Structures surplus lines compliance with eligibility verification, tax filing, and reporting requirements. Use when managing surplus lines, verifying eligibility, or documenting E&S compliance.
testing20
managing-tax-information-reporting
Structures Form 1099, W-2, and other information reporting with classification and filing requirements. Use when managing tax reporting, classifying payments, or ensuring filing compliance.
development20
managing-subsidiary-financing
Structures subsidiary-level financing with upstream guarantee analysis and structural subordination considerations. Use when financing subsidiaries, analyzing guarantee structures, or evaluating structural subordination.
testing20
managing-vendor-due-diligence-compliance
Structures regulatory vendor due diligence with risk assessment and ongoing monitoring requirements. Use when conducting vendor DD, assessing outsourcing risk, or managing third-party compliance.
development20
managing-working-capital
Optimizes working capital with DSO, DPO, and DIO analysis and improvement initiative tracking. Use when managing working capital, analyzing cash conversion cycle, or improving collection/payment terms.
development20
managing-treasury-management-services
Structures treasury management product analysis with cash management, payment solutions, and fee optimization. Use when evaluating treasury services, analyzing cash management needs, or optimizing banking relationships.
research20
managing-share-repurchase-programs
Structures buyback program analysis with timing, accretion impact, and regulatory compliance documentation. Use when analyzing buybacks, modeling EPS accretion, or documenting repurchase programs.
documentation20
managing-third-party-risk
Structures vendor and third-party risk assessment with due diligence, monitoring, and concentration analysis. Use when assessing vendor risk, conducting third-party due diligence, or monitoring outsourcing risk.
testing20
managing-wire-transfer-operations
Structures wire transfer processing with verification, OFAC screening, and exception handling. Use when processing wires, managing wire operations, or handling wire exceptions.
tools20
managing-trade-surveillance
Monitors trading activity for market manipulation, insider trading, and best execution compliance. Use when conducting trade surveillance, investigating suspicious trading, or monitoring execution quality.
testing20
pricing-credit-derivatives
Structures credit derivative pricing with hazard rate calibration and default probability estimation. Use when pricing CDS, calculating credit spreads, or modeling default risk.
testing20
preparing-board-materials
Creates board presentation materials with strategic analysis, financial performance, and transaction recommendations. Use when preparing board decks, creating governance presentations, or summarizing strategic options.
development20
managing-crypto-asset-analysis
Structures cryptocurrency and digital asset analysis with protocol evaluation and market assessment. Use when analyzing crypto assets, evaluating blockchain protocols, or assessing digital asset markets.
data-ai20
managing-international-withholding-tax
Structures withholding tax analysis with treaty benefit claims and QI/QDD compliance. Use when managing withholding tax, claiming treaty benefits, or ensuring QI compliance.
data-ai20
managing-equipment-financing
Structures equipment finance analysis with asset valuation, residual estimation, and lease vs. buy comparison. Use when analyzing equipment financing, estimating residuals, or comparing financing alternatives.
testing20
managing-code-of-ethics-compliance
Monitors personal trading, outside activities, and gift/entertainment compliance with documentation. Use when reviewing personal trading, monitoring outside activities, or managing ethics compliance.
development20
screening-deal-flow-pipeline
Filters inbound deal flow against fund thesis, stage, sector, and return requirements with structured pass/advance decisions. Use when triaging deal flow, evaluating inbound pitches, or managing sourcing pipelines.
testing18
managing-margin-and-collateral-requirements
Tracks margin requirements with initial/variation margin, portfolio margin optimization, and collateral eligibility analysis. Use when managing margin, optimizing collateral, or analyzing portfolio margin impact.
research18
structuring-abs-transactions
Designs asset-backed securitization structures with tranche hierarchy, credit enhancement, and cash flow allocation mechanics. Use when structuring ABS deals, designing tranche waterfall, or analyzing credit enhancement levels.
content-media18
structuring-activist-engagement-strategies
Designs constructive engagement approaches with value creation proposals, governance improvements, and strategic change recommendations. Use when planning activist engagement, designing value creation proposals, or structuring board discussions.
development18
structuring-asset-based-lending
Designs ABL facilities with borrowing base calculations, collateral eligibility criteria, and field exam requirements. Use when structuring ABL facilities, calculating borrowing availability, or analyzing collateral pools.
testing18
structuring-clo-reinvestment-periods
Designs CLO reinvestment criteria with portfolio quality tests, trading guidelines, and concentration limits. Use when structuring CLO reinvestment, setting portfolio constraints, or analyzing manager flexibility.
testing18
structuring-commercial-mortgage-securitization
Designs CMBS structures with property-level underwriting, DSCR analysis, and loan-level credit assessment. Use when structuring CMBS deals, underwriting commercial mortgage pools, or analyzing property cash flows.
testing18
structuring-cross-border-investments
Designs international investment structures with holding company selection, treaty benefits, and repatriation pathway optimization. Use when structuring cross-border deals, optimizing holding structures, or planning repatriation strategies.
content-media18
structuring-debtor-in-possession-financing
Designs DIP financing structures with priming liens, adequate protection, and budget milestones for Chapter 11 proceedings. Use when structuring DIP facilities, analyzing superpriority claims, or evaluating DIP terms.
testing18
modeling-j-curve-adjusted-pricing
Builds pricing models incorporating J-curve positioning with blind pool risk, early-vintage assessment, and age-weighted adjustments. Use when pricing early-vintage funds, analyzing J-curve risk, or adjusting for fund maturity.
development18
managing-loan-syndication-processes
Coordinates leveraged loan syndication from mandate through closing with lender marketing, commitment tracking, and flex analysis. Use when syndicating loans, managing lender groups, or tracking commitment levels.
data-ai18
managing-ipo-execution-processes
Structures IPO execution from organizational meeting through pricing with workstream coordination and timeline management. Use when managing IPOs, coordinating offering processes, or tracking ECM execution milestones.
testing18
managing-investor-due-diligence-responses
Coordinates DDQ completion with standardized responses, data room preparation, and reference call management for prospective LPs. Use when responding to LP DD, completing DDQs, or managing investor onboarding processes.
data-ai18
managing-investor-roadshow-logistics
Coordinates roadshow scheduling with institutional investor targeting, presentation materials, and feedback tracking. Use when managing roadshows, organizing investor meetings, or tracking investor engagement.
content-media18
evaluating-spin-off-investment-opportunities
Assesses spin-off equity with forced selling dynamics, orphaned security identification, and standalone valuation analysis. Use when evaluating spin-off investments, identifying forced-sell situations, or analyzing newly public entities.
testing18
modeling-transaction-cost-optimization
Builds transaction cost models with market impact estimation, optimal trade scheduling, and turnover-adjusted returns. Use when modeling trading costs, optimizing turnover, or evaluating net-of-cost alpha.
development18
managing-portfolio-construction-secondaries
Structures secondary portfolio construction with vintage diversification, strategy mix, and geographic allocation optimization. Use when building secondary portfolios, managing allocation targets, or optimizing portfolio composition.
development18
managing-deal-process-execution
Coordinates buy-side deal execution from LOI through closing with workstream tracking, timeline management, and closing conditions. Use when managing deal processes, tracking closing conditions, or coordinating deal teams.
tools18
managing-out-of-court-workout-processes
Structures exchange offers, consent solicitations, and amend-and-extend transactions as Chapter 11 alternatives. Use when managing out-of-court workouts, designing exchange offers, or structuring pre-negotiated deals.
development18
modeling-contingent-consideration
Structures earnout and contingent payment mechanisms with milestone definitions, measurement periods, and payout scenarios. Use when modeling earnouts, designing milestone-based payments, or valuing contingent consideration.
data-ai18
managing-distribution-waterfall-calculations
Executes distribution calculations through partnership waterfall with preferred return, GP catch-up, and carried interest allocation. Use when calculating distributions, processing waterfall mechanics, or determining carry payments.
tools18
managing-sec-registration-processes
Coordinates SEC filing workflows with S-1/S-3 preparation, comment letter responses, and effectiveness timing. Use when managing SEC registration, responding to SEC comments, or tracking filing status.
documentation18
modeling-book-building-dynamics
Structures book-building analysis with demand tiers, allocation methodology, and price sensitivity assessment. Use when managing book-building, analyzing investor demand, or optimizing allocation strategies.
development18
modeling-construction-period-risk
Analyzes construction risk with EPC contract review, delay and cost overrun scenarios, and completion guarantee structures. Use when modeling construction risk, evaluating EPC terms, or stress testing project timelines.
testing18
modeling-fund-of-funds-secondaries
Evaluates fund-of-funds secondary transactions with layer-on-layer fee analysis, double-carry impact, and net return adjustment. Use when pricing FoF secondaries, analyzing fee drag, or modeling net LP economics.
testing18
modeling-carbon-credit-economics
Builds carbon credit models with offset generation analysis, verification costs, and market pricing dynamics for carbon-linked investments. Use when modeling carbon credits, analyzing offset economics, or evaluating carbon market exposure.
development18
modeling-carried-interest-mechanics
Builds carry waterfall models with preferred return hurdles, catch-up provisions, and clawback mechanics across deal-by-deal and whole-fund structures. Use when modeling carry economics, comparing waterfall structures, or analyzing GP incentive alignment.
development18
modeling-capital-budgeting-decisions
Builds NPV, IRR, and payback models for capital investment decisions with hurdle rate calibration and risk adjustment. Use when evaluating capital investments, comparing project returns, or building capital allocation frameworks.
development18
managing-transfer-restriction-navigation
Navigates LP transfer requirements including GP consent, ROFR compliance, and partnership agreement transfer provisions. Use when managing LP transfers, obtaining GP consent, or navigating transfer restrictions.
data-ai18
managing-syndication-and-co-investment
Coordinates multi-investor rounds with allocation, lead/follow dynamics, and information rights structuring. Use when syndicating rounds, managing co-investor relationships, or structuring investor groups.
development18
modeling-credit-enhancement-requirements
Calculates required credit enhancement levels with loss modeling, attachment/detachment points, and rating agency methodology. Use when sizing credit enhancement, modeling loss scenarios, or determining tranche subordination.
data-ai18
modeling-clo-cash-flow-waterfalls
Builds CLO waterfall models with coverage tests, reinvestment criteria, and distribution allocation across tranches. Use when modeling CLO structures, analyzing OC/IC tests, or projecting tranche returns.
development18
modeling-chapter-11-recovery-waterfalls
Builds recovery waterfall models with absolute priority, secured vs unsecured claims, and plan of reorganization distribution analysis. Use when modeling bankruptcy recoveries, analyzing claim priorities, or estimating creditor distributions.
development18
modeling-debt-capacity-analysis
Calculates borrower debt capacity with cash flow coverage, leverage multiples, and stress-tested servicing ability. Use when sizing debt facilities, analyzing leverage capacity, or determining optimal capital structure.
development18
structuring-development-finance-instruments
Designs blended finance structures with DFI participation, concessional capital, and catalytic funding for emerging market investments. Use when structuring DFI co-investments, designing blended finance, or analyzing concessional terms.
development18
modeling-debt-maturity-profiles
Structures debt maturity analysis with refinancing risk, market access assumptions, and liability management opportunities. Use when analyzing maturity walls, planning refinancing, or optimizing debt tenor.
testing18
structuring-direct-lending-facilities
Designs direct lending structures with pricing, covenant packages, and documentation tailored for middle-market borrowers. Use when structuring direct loans, designing covenant packages, or analyzing direct lending terms.
testing18
structuring-energy-offtake-agreements
Designs power purchase agreements and energy offtake structures with price mechanics, volume commitments, and curtailment provisions. Use when structuring PPAs, analyzing offtake terms, or evaluating energy contract risk.
data-ai18
modeling-credit-fund-portfolios
Builds credit fund portfolio models with yield attribution, default/recovery scenarios, and portfolio-level return analysis. Use when modeling credit funds, projecting portfolio returns, or analyzing yield components.
development18
modeling-currency-hedging-programs
Builds currency hedging models with rolling forward programs, option-based strategies, and cross-hedge analysis for international portfolios. Use when designing hedge programs, analyzing hedge ratios, or evaluating FX protection costs.
development18
modeling-fresh-start-accounting
Structures fresh-start accounting analysis with reorganization value allocation, new basis determination, and emergence balance sheet. Use when modeling fresh-start accounting, preparing emergence financials, or allocating reorganization value.
testing18
modeling-dilution-impact-analysis
Calculates dilutive impact of equity issuance on existing shareholders with EPS, ownership, and NAV per share analysis. Use when modeling dilution, communicating shareholder impact, or comparing capital raise alternatives.
development18
modeling-fund-economics-sensitivity
Builds fund economic models with sensitivity across deployment pace, exit multiples, and fee/carry structures for LP and GP returns. Use when modeling fund economics, projecting LP net returns, or analyzing fee-adjusted performance.
development18
modeling-exotic-option-payoffs
Builds pricing models for barrier, Asian, lookback, and other path-dependent options with Monte Carlo simulation. Use when pricing exotic options, modeling complex payoffs, or evaluating structured product components.
development18
managing-securitization-warehouse-facilities
Structures warehouse lending for securitization programs with advance rates, eligibility criteria, and ramp-up analysis. Use when managing warehouse lines, structuring ramp facilities, or analyzing warehouse economics.
testing18
modeling-fx-derivative-pricing
Prices FX options and exotic structures with Garman-Kohlhagen, local volatility, and stochastic volatility models. Use when pricing FX derivatives, evaluating FX options, or modeling cross-currency products.
testing18
modeling-inflation-linkage-in-infrastructure
Analyzes inflation protection mechanisms in infrastructure with CPI-linked revenues, index-based contracts, and real return modeling. Use when modeling inflation linkage, analyzing CPI adjustment, or evaluating real return profiles.
devops18
modeling-interest-rate-hedging-strategies
Structures interest rate hedging programs with swap analysis, cap/floor evaluation, and hedge accounting documentation. Use when designing rate hedges, comparing hedging instruments, or analyzing hedge effectiveness.
documentation18
modeling-management-case-scenarios
Builds base, upside, and downside operating scenarios with key assumption sensitivity and return distribution analysis. Use when building operating cases, stress testing projections, or presenting scenario analysis.
development18
modeling-growth-equity-returns
Builds growth equity return models with minority/majority economics, participation rights, and preference stack analysis. Use when modeling growth equity returns, projecting minority investment outcomes, or analyzing preference structures.
development18
modeling-prepayment-and-default-scenarios
Builds CPR/CDR/severity vectors with scenario analysis across interest rate and economic environments. Use when modeling prepayment behavior, projecting default scenarios, or stress testing pool performance.
development18
modeling-economic-profit-analysis
Builds economic profit (EVA) models with capital charge calculation, value spread analysis, and long-term value creation measurement. Use when calculating economic profit, analyzing EVA trends, or measuring value creation.
development18
modeling-portfolio-rebalancing-rules
Designs rebalancing triggers with calendar-based, threshold-based, and hybrid approaches with tax and cost optimization. Use when designing rebalancing rules, optimizing rebalancing frequency, or modeling turnover impact.
testing18
modeling-event-driven-trading-analysis
Analyzes event-driven opportunities with catalyst identification, pricing efficiency assessment, and risk/reward evaluation. Use when analyzing event-driven situations, evaluating catalysts, or assessing event timing.
testing18
modeling-project-finance-structures
Builds project finance models with construction period draws, operational cash flows, DSCR covenants, and sculpted debt repayment. Use when modeling project finance, calculating debt service coverage, or structuring project lending.
development18
modeling-mining-project-economics
Builds mining project financial models with resource estimation, mine plan integration, and commodity price sensitivity analysis. Use when modeling mining investments, analyzing feasibility studies, or evaluating mineral assets.
development18
modeling-resource-depletion-economics
Builds depletion models with production decline, reserve replacement economics, and terminal value analysis for finite-life assets. Use when modeling depletion, analyzing resource longevity, or evaluating reserve life economics.
tools18
structuring-offshore-and-onshore-access
Designs market access structures including QFII, Stock Connect, and GDR programs for restricted market entry. Use when structuring market access, evaluating access programs, or analyzing quota-based investment systems.
content-media18
modeling-payment-in-kind-structures
Builds PIK and PIK toggle models with compound interest analysis, cash vs PIK election scenarios, and leverage impact assessment. Use when modeling PIK instruments, analyzing toggle mechanics, or evaluating accrued interest impact.
development18
modeling-renewable-resource-yields
Builds renewable energy yield models with resource assessment, capacity factor analysis, and P50/P90 production estimates. Use when modeling wind/solar yields, analyzing resource data, or evaluating production uncertainty.
development18
modeling-organic-vs-inorganic-growth
Compares build vs buy alternatives with risk-adjusted returns, time-to-value, and execution probability assessment. Use when evaluating growth strategies, comparing M&A vs organic investment, or analyzing make-vs-buy decisions.
development18
structuring-interest-rate-swaps
Designs IRS structures with fixed/float mechanics, day count conventions, and mark-to-market valuation analysis. Use when structuring rate swaps, analyzing swap economics, or evaluating hedging alternatives.
content-media18
structuring-preferred-equity-solutions
Designs NAV-based and structured preferred equity facilities with overcollateralization, coverage tests, and waterfall mechanics. Use when structuring preferred equity, analyzing NAV lending, or evaluating fund-level leverage.
testing18
structuring-spin-off-transactions
Designs corporate spin-off execution with Remainco/SpinCo capitalization, Form 10 preparation, and tax-free qualification analysis. Use when structuring spin-offs, analyzing separation mechanics, or evaluating Remainco impact.
development18
modeling-transaction-financing-structures
Constructs acquisition financing models with debt capacity, leverage analysis, coverage ratios, and capital structure optimization. Use when modeling deal financing, analyzing leverage capacity, or structuring acquisition debt.
development18
modeling-regime-switching-strategies
Builds regime detection models with hidden Markov, threshold, and Bayesian change-point methodologies for strategy adaptation. Use when modeling regime changes, detecting market shifts, or adapting strategies to market conditions.
development18
modeling-venture-fund-economics
Builds LP-level fund models with management fees, carried interest, clawback provisions, and waterfall distributions. Use when modeling fund economics, projecting LP returns, or analyzing fund terms.
development18
modeling-tax-attribute-preservation
Analyzes NOL and tax attribute preservation strategies under Section 382 limitations in ownership change scenarios. Use when modeling tax attribute preservation, analyzing 382 limitations, or structuring ownership change thresholds.
data-ai18
modeling-scenario-planning-frameworks
Builds corporate scenario planning models with macro assumption sets, strategic response options, and contingency plan development. Use when building scenario frameworks, planning strategic responses, or developing contingency strategies.
development18
modeling-venture-cap-tables
Builds cap table models with round-by-round dilution, ESOP expansion, convertible note conversion, and exit waterfall analysis. Use when modeling cap tables, projecting ownership dilution, or calculating exit proceeds distribution.
development18
modeling-volatility-targeting-strategies
Builds volatility targeting models with realized vol estimation, leverage adjustment, and drawdown management mechanics. Use when implementing vol targeting, adjusting portfolio leverage, or managing drawdown limits.
development18
managing-block-trade-execution
Coordinates large block execution with market impact minimization, counterparty selection, and crossing network utilization. Use when executing block trades, managing large orders, or minimizing market footprint.
tools18
structuring-real-asset-fund-vehicles
Designs fund structures for real asset strategies with long-dated commitments, NAV-based mechanics, and co-investment programs. Use when structuring resource funds, designing natural resource vehicles, or analyzing real asset fund terms.
content-media18
structuring-side-letter-provisions
Designs side letter accommodations with MFN rights, capacity reservations, co-invest rights, and reporting enhancements. Use when negotiating side letters, analyzing MFN obligations, or structuring LP-specific terms.
development18
structuring-pairs-trading-strategies
Designs statistical arbitrage pairs with cointegration analysis, spread dynamics, and entry/exit signal calibration. Use when building pairs trades, analyzing cointegration, or designing mean-reversion strategies.
development18
managing-best-execution-compliance
Structures best execution monitoring with venue analysis, systematic internalization assessment, and regulatory compliance documentation. Use when managing best execution, documenting execution decisions, or conducting venue analysis.
testing18
managing-capital-call-processes
Structures capital call execution with notice preparation, pro-rata allocation, default remedy provisions, and wire coordination. Use when processing capital calls, calculating LP contributions, or managing call logistics.
development18
managing-follow-on-investment-decisions
Evaluates pro-rata and follow-on investment decisions with portfolio construction, signaling effects, and reserve management. Use when making follow-on decisions, managing reserves, or evaluating pro-rata rights.
testing18
managing-bridge-financing-decisions
Evaluates bridge round scenarios with insider dynamics, signal risk, and term structuring for existing portfolio companies. Use when considering bridge financing, structuring insider rounds, or analyzing pay-to-play provisions.
testing18
modeling-xva-adjustments
Calculates comprehensive XVA including CVA, DVA, FVA, KVA, and MVA with portfolio-level analysis and hedging strategies. Use when computing XVA, modeling valuation adjustments, or analyzing funding costs.
data-ai18
preparing-cross-border-investment-cases
Structures international investment recommendations with country risk overlay, currency analysis, and structural considerations for IC presentation. Use when preparing cross-border cases, building international IC materials, or documenting cross-border opportunities.
development18
modeling-waterfall-distribution-mechanics
Builds distribution waterfall models with European vs American style carry, preferred return accrual, and GP clawback calculation. Use when modeling distribution waterfalls, comparing carry structures, or calculating LP distributions.
development18
preparing-credit-investment-memoranda
Creates credit investment memos with borrower analysis, structural assessment, risk evaluation, and relative value positioning. Use when writing credit memos, documenting loan decisions, or presenting credit opportunities.
testing18
evaluating-startup-business-models
Assesses startup viability through business model canvas analysis, unit economics validation, and market timing evaluation. Use when evaluating startup pitches, analyzing business model sustainability, or assessing product-market fit.
data-ai18
evaluating-timber-and-agriculture-assets
Assesses timberland and agricultural investments with biological growth rates, harvest economics, and land value appreciation. Use when evaluating timber investments, analyzing farmland, or assessing biological asset returns.
testing18
managing-at-the-market-programs
Structures ATM offering programs with sales agent selection, volume limitations, and disclosure requirements. Use when establishing ATM programs, managing ongoing equity issuance, or optimizing capital raising timing.
development18
managing-co-investment-reporting
Structures co-investment reporting with deal-level performance, fee/carry calculations, and co-invest program aggregate analysis. Use when reporting co-invest performance, tracking deal-level returns, or preparing co-invest summaries.
business18
managing-bridge-loan-commitments
Structures bridge financing with commitment terms, flex provisions, and permanent takeout analysis for acquisition financing. Use when arranging bridge facilities, analyzing flex economics, or managing bridge-to-bond transitions.
testing18
managing-creditor-committee-activities
Structures official committee operations with financial advisor engagement, investigation scope, and plan negotiation strategy. Use when supporting creditor committees, coordinating committee advisors, or analyzing committee positions.
development18
managing-central-clearing-obligations
Coordinates central clearing requirements with CCP selection, margin optimization, and clearing threshold monitoring. Use when managing clearing obligations, optimizing CCP selection, or analyzing clearing economics.
tools18
structuring-fund-vehicle-architecture
Designs fund legal structures with master-feeder, parallel fund, and blocker entity configurations for tax-efficient investor access. Use when designing fund structures, selecting vehicle types, or optimizing multi-jurisdictional access.
testing18
structuring-first-lien-last-out-facilities
Designs FILO structures with tranche-level pricing, distribution waterfalls, and intercreditor provisions within unitranche financing. Use when structuring FILO tranches, analyzing split economics, or designing blended pricing.
testing18
managing-credit-portfolio-surveillance
Monitors credit portfolio health with rating migration tracking, watchlist management, and early warning indicator analysis. Use when conducting portfolio surveillance, managing credit watchlists, or tracking credit migration.
research18
managing-cross-border-settlement-risk
Evaluates settlement risk in cross-border transactions with time zone analysis, CLS participation, and Herstatt risk mitigation. Use when managing settlement risk, analyzing CLS eligibility, or evaluating cross-currency settlement.
testing18
managing-debt-private-placements
Coordinates private placement execution with investor targeting, NAIC designation analysis, and shelf registration requirements. Use when managing PP offerings, targeting insurance company investors, or structuring private notes.
data-ai18
managing-foreign-currency-exposure
Structures FX hedging strategies for international portfolios with natural hedge identification, instrument selection, and cost analysis. Use when managing currency risk, designing FX hedges, or analyzing translation exposure.
content-media18
managing-loan-trading-and-settlement
Coordinates loan trading with LSTA standard documentation, delayed settlement compensation, and trade settlement mechanics. Use when managing loan trades, processing LSTA documentation, or coordinating trade settlement.
documentation18
structuring-gp-led-continuation-vehicles
Designs GP-led continuation fund structures with rollover mechanics, new money terms, and existing LP election options. Use when structuring continuation vehicles, designing rollover terms, or analyzing GP-led economics.
content-media18
preparing-fund-valuation-reports
Structures fund NAV reporting with investment-level valuations, methodology disclosure, and fair value hierarchy classification. Use when preparing NAV reports, documenting valuation methodology, or presenting fair value analysis.
documentation18
preparing-esg-and-impact-reporting
Structures ESG and impact reporting for fund investors with metric collection, framework alignment, and progress communication. Use when preparing ESG reports, collecting impact data, or aligning with reporting frameworks.
development18
structuring-delayed-draw-facilities
Designs delayed-draw term loan structures with commitment fees, draw conditions, and availability period mechanics. Use when structuring DDTL facilities, designing draw-down mechanisms, or analyzing delayed-draw economics.
testing18
planning-post-merger-integration
Structures Day 1 readiness, 100-day plans, and long-term integration workstreams with synergy realization tracking. Use when planning PMI, building integration timelines, or tracking workstream execution.
development18
preparing-derivative-risk-reports
Structures derivative portfolio risk reporting with Greeks aggregation, scenario analysis, and limit monitoring. Use when preparing derivative risk reports, aggregating portfolio Greeks, or monitoring risk limits.
business18
preparing-deal-attribution-analysis
Structures investment-level performance attribution with return decomposition, timing analysis, and value driver identification. Use when preparing deal attribution, analyzing investment returns, or building exit case studies.
development18
preparing-fundraising-pipeline-reports
Tracks fundraising progress with prospect pipeline, commitment tracking, and closing projection for fund formation processes. Use when monitoring fundraising, tracking LP commitments, or projecting fund closing timelines.
development18
preparing-infrastructure-investment-cases
Structures infrastructure investment recommendations with regulatory analysis, cash flow modeling, and risk assessment for IC presentation. Use when preparing infra investment cases, building IC materials, or documenting infrastructure opportunities.
development18
structuring-co-investment-allocations
Designs co-invest offerings with allocation methodology, LP terms, and fee/carry structure for direct investment opportunities. Use when structuring co-investments, allocating deal capacity, or managing LP co-invest programs.
testing18
preparing-private-placement-memoranda
Creates fund PPM documentation with investment strategy, risk factors, fee disclosure, and regulatory compliance for fund marketing. Use when preparing PPMs, drafting fund marketing materials, or structuring offering documentation.
documentation18
structuring-global-fund-distribution
Designs international fund distribution with UCITS/AIFMD compliance, passporting, and local registration requirements. Use when planning international distribution, structuring cross-border fund access, or navigating regulatory requirements.
testing18
preparing-real-asset-investment-cases
Structures real asset investment recommendations with commodity thesis, asset-level analysis, and risk assessment for IC presentation. Use when preparing resource investment cases, building IC materials, or documenting real asset opportunities.
development18
preparing-quarterly-lp-reports
Creates comprehensive quarterly LP reporting packages with fund performance, portfolio updates, and market commentary. Use when preparing quarterly reports, building LP update packages, or structuring fund communications.
development18
preparing-k1-and-tax-reporting-packages
Coordinates partner tax reporting with Schedule K-1 preparation, PFIC reporting, and state filing requirements. Use when preparing K-1 packages, coordinating tax reporting, or managing partner tax communication.
business18
structuring-bond-offerings
Designs bond offering structures with tenor, coupon, call provisions, covenant packages, and pricing methodology. Use when structuring bond deals, selecting debt parameters, or comparing issuance alternatives.
testing18
structuring-exit-financing-packages
Designs emergence financing structures with exit term loans, ABL facilities, and capital structure optimization for reorganized entities. Use when structuring exit financing, analyzing emergence capital needs, or comparing financing alternatives.
development18
structuring-corporate-hedging-programs
Designs enterprise hedging strategies for commodity, FX, and interest rate exposures with hedge accounting qualification. Use when designing hedge programs, selecting hedging instruments, or structuring hedge documentation.
documentation18
structuring-algorithmic-execution-strategies
Designs algo trading strategies with TWAP, VWAP, and implementation shortfall approaches tailored to order characteristics. Use when selecting execution algos, designing trading strategies, or optimizing order routing.
development18
preparing-venture-exit-analyses
Evaluates exit scenarios including IPO, M&A, secondary sale, and recapitalization with timing and return analysis. Use when planning exits, comparing exit routes, or modeling exit outcomes for portfolio companies.
development18
structuring-co-investment-vehicles
Designs co-investment fund structures with deal-specific and programmatic formats, fee terms, and allocation methodology. Use when structuring co-invest programs, designing deal-specific vehicles, or analyzing co-invest economics.
development18
structuring-collar-and-prepaid-forward
Designs equity monetization structures with zero-cost collars, prepaid variable forwards, and exchange fund alternatives. Use when structuring equity monetization, designing collars, or evaluating concentrated stock solutions.
data-ai18
structuring-annual-meeting-materials
Prepares annual meeting presentations with fund performance review, market outlook, pipeline discussion, and LP Q&A preparation. Use when preparing AGM materials, structuring LP presentations, or coordinating annual meetings.
devops18
structuring-deferred-payment-mechanisms
Designs deferred and contingent payment structures for secondary transactions with earnout mechanics and escrow arrangements. Use when structuring deferred payments, designing earnout mechanisms, or managing payment timing.
content-media18
structuring-employee-stock-offerings
Designs ESPP and directed share programs with eligibility, pricing mechanics, and regulatory compliance requirements. Use when structuring employee offerings, designing share purchase plans, or managing directed share allocations.
testing18
structuring-equity-derivative-strategies
Designs equity derivative strategies with call spreads, put spreads, straddles, and ratio combinations for investment and hedging. Use when structuring equity strategies, designing option combinations, or evaluating strategy payoffs.
content-media18
structuring-joint-venture-governance
Designs JV governance frameworks with decision-making rights, deadlock resolution, and exit mechanisms for corporate partnerships. Use when structuring JV governance, designing partnership agreements, or planning JV operations.
development18
structuring-fund-level-credit-facilities
Designs subscription credit facilities with LP commitment-based lending, borrowing base mechanics, and advance rate analysis. Use when structuring fund lines, analyzing subscription facilities, or evaluating fund-level leverage.
testing18
structuring-infrastructure-debt-facilities
Designs infrastructure lending with mini-perm structures, cash sweep mechanics, and maintenance/distribution covenants. Use when structuring project debt, designing covenant packages, or analyzing infrastructure lending terms.
testing18
structuring-inflation-derivatives
Designs inflation swap and option structures with zero-coupon and year-on-year mechanics and seasonal adjustment analysis. Use when structuring inflation derivatives, pricing inflation swaps, or evaluating inflation hedging.
testing18
structuring-fund-of-funds-vehicles
Designs fund-of-funds structures with layer-on-layer economics, allocation methodology, and portfolio construction guidelines. Use when structuring FoF vehicles, analyzing layered fee impact, or designing multi-manager programs.
documentation18
structuring-infrastructure-fund-terms
Designs infrastructure fund structures with longer fund lives, NAV-based distributions, and co-investment programs for illiquid assets. Use when structuring infra funds, designing open-ended vehicles, or analyzing infrastructure fund terms.
devops18
structuring-minority-protection-rights
Designs minority investor protections including board seats, information rights, consent provisions, and anti-dilution mechanisms. Use when negotiating minority terms, structuring protective provisions, or analyzing governance rights.
development18
structuring-deal-consideration
Evaluates cash vs stock vs mixed consideration structures with tax, accounting, and shareholder impact analysis. Use when structuring deal terms, comparing consideration alternatives, or analyzing tax-efficient structures.
testing18
structuring-revolving-credit-commitments
Designs revolver structures with commitment sizing, utilization analysis, and availability management for credit fund portfolios. Use when structuring revolvers, sizing commitments, or managing availability exposure.
data-ai18
structuring-revolving-credit-facilities
Designs revolver structures with commitment amounts, borrowing base mechanics, letter of credit sub-facilities, and pricing grids. Use when structuring revolvers, designing borrowing bases, or analyzing liquidity facilities.
testing18
structuring-smart-beta-product-design
Designs systematic investment products with transparent methodology, rebalancing rules, and index construction specifications. Use when designing smart beta products, creating index methodologies, or structuring systematic funds.
testing18
structuring-structured-equity-instruments
Designs structured equity with participating preferred, PIK dividends, conversion mechanics, and downside protection features. Use when structuring growth equity instruments, designing preference terms, or modeling structured returns.
testing18
structuring-royalty-and-streaming-deals
Designs royalty and streaming agreements with volume projections, delivery schedules, and implied return analysis. Use when structuring royalty deals, analyzing stream economics, or evaluating passive resource exposure.
content-media18
structuring-risk-retention-compliance
Designs risk retention structures meeting US and EU requirements with vertical, horizontal, and L-shaped retention options. Use when structuring risk retention, analyzing sponsor retention alternatives, or ensuring regulatory compliance.
content-media18
structuring-opportunity-zone-funds
Designs Qualified Opportunity Zone fund structures with investment timeline requirements, substantial improvement tests, and tax benefit mechanics. Use when structuring OZ funds, analyzing QOF requirements, or evaluating OZ tax benefits.
testing18
structuring-rights-offerings
Designs rights issue structures with subscription ratios, pricing discounts, and standby underwriting arrangements. Use when structuring rights offerings, analyzing dilution protection, or evaluating capital raise alternatives.
development18
structuring-public-private-partnerships
Designs PPP structures with risk allocation, availability payment mechanisms, and value-for-money analysis for public sponsors. Use when structuring PPPs, analyzing risk allocation, or evaluating VfM for public sector clients.
tools18
structuring-total-return-swaps
Designs TRS structures with reference asset selection, financing rate mechanics, and collateral arrangements. Use when structuring TRS, analyzing synthetic exposure, or evaluating unfunded exposure alternatives.
testing18
structuring-portfolio-trading-strategies
Designs portfolio transition strategies with trade list optimization, crossing opportunities, and execution timeline planning. Use when planning portfolio transitions, managing rebalancing trades, or optimizing transition costs.
testing18
structuring-permanent-capital-vehicles
Designs permanent capital structures including listed vehicles, evergreen funds, and non-traded REITs with perpetual-life governance. Use when structuring permanent capital, analyzing evergreen mechanics, or designing listed fund vehicles.
development18
structuring-investor-segmentation
Designs LP segmentation with tiered communication, access differentiation, and relationship management frameworks. Use when segmenting investor base, designing communication strategies, or managing LP relationships.
development18
structuring-term-loan-b-facilities
Designs institutional term loan structures with amortization schedules, repricing protection, and soft call provisions. Use when structuring TLBs, analyzing institutional loan terms, or comparing bank vs institutional debt.
testing18
structuring-management-equity-programs
Designs management incentive structures with rollover equity, option pools, ratchets, and vesting schedules aligned to value creation. Use when structuring management incentives, designing co-invest programs, or aligning management economics.
content-media18
structuring-joint-venture-investments
Designs cross-border JV structures with governance frameworks, exit mechanisms, and dispute resolution for international partnerships. Use when structuring international JVs, designing governance frameworks, or planning exit mechanics.
development18
managing-portfolio-company-support
Structures portfolio company engagement with board preparation, hiring support, business development, and follow-on strategy. Use when supporting portfolio companies, preparing board meetings, or coordinating investor resources.
development18
evaluating-upstream-energy-assets
Assesses upstream oil and gas assets with reserve estimation, production decline curves, and net asset value modeling. Use when evaluating E&P assets, analyzing reserve reports, or modeling upstream economics.
tools18
managing-regulatory-fund-compliance
Coordinates fund regulatory requirements across SEC, AIFMD, and local jurisdiction registration, reporting, and compliance obligations. Use when managing fund compliance, navigating regulatory registration, or ensuring cross-border compliance.
data-ai18
managing-sell-side-auction-processes
Coordinates competitive auction workflows from teaser distribution through definitive agreement execution. Use when running sell-side processes, managing bid rounds, or tracking buyer engagement.
tools18
managing-sponsor-portfolio-reporting
Structures portfolio company monitoring with monthly financial packages, KPI dashboards, and management assessment frameworks. Use when monitoring portfolio companies, building reporting templates, or tracking financial performance.
development18
managing-deal-data-rooms
Organizes virtual data room structure with document indexing, access permissions, activity tracking, and Q&A management. Use when setting up VDRs, managing document production, or tracking buyer diligence activity.
documentation18
managing-stabilization-and-greenshoe
Structures post-offering stabilization with overallotment option exercise, market support, and penalty bid mechanisms. Use when managing stabilization, exercising greenshoe options, or analyzing aftermarket support.
testing18
managing-growth-equity-board-governance
Structures board engagement for growth equity investments with meeting cadence, committee design, and information rights. Use when establishing board governance, preparing board materials, or managing investor board relationships.
development18
managing-infrastructure-asset-lifecycle
Tracks infrastructure asset performance with maintenance planning, capital expenditure optimization, and end-of-life valuation. Use when managing infrastructure portfolios, planning capex, or evaluating asset condition.
development18
managing-fund-formation-processes
Coordinates fundraising execution with PPM preparation, DDQ completion, legal documentation, and closing mechanics. Use when managing fund launches, coordinating formation processes, or tracking fundraising milestones.
development18
managing-tender-offer-processes
Coordinates tender offer execution with offer terms, election mechanics, proration, and transfer documentation for LP interests. Use when managing tender offers, structuring LP elections, or coordinating interest transfers.
documentation18
managing-direct-listing-processes
Structures direct listing execution with opening auction mechanics, reference price methodology, and market maker coordination. Use when executing direct listings, analyzing DL mechanics, or comparing DL vs IPO economics.
tools18
managing-denominator-effect-analysis
Evaluates LP portfolio rebalancing pressure from denominator effects with over-allocation analysis and pace adjustment recommendations. Use when analyzing denominator effects, assessing LP allocation constraints, or modeling portfolio rebalancing.
testing18
modeling-counterparty-credit-exposure
Calculates potential future exposure and CVA with simulation-based approaches and netting agreement analysis. Use when modeling counterparty exposure, calculating CVA/DVA, or assessing counterparty risk.
data-ai18
modeling-default-and-recovery-analysis
Builds default probability and recovery rate models with industry data, structural analysis, and loss-given-default estimation. Use when modeling credit losses, estimating recovery values, or analyzing default scenarios.
development18
modeling-energy-transition-infrastructure
Assesses energy transition investments with battery storage, grid modernization, EV charging, and hydrogen infrastructure analysis. Use when modeling energy transition assets, evaluating storage economics, or analyzing grid infrastructure.
devops18
managing-investor-portal-content
Structures investor portal organization with document hierarchy, access permissions, and communication archive management. Use when managing investor portals, organizing LP documentation, or maintaining investor communication records.
documentation18
modeling-interest-rate-and-basis-risk
Analyzes structural interest rate exposure with fixed/floating mismatch, basis risk, and cap/floor adequacy assessment. Use when modeling structural rate risk, analyzing basis risk, or evaluating interest rate hedging needs.
data-ai18
modeling-dividend-recapitalizations
Structures dividend recap analysis with leverage impact, credit agreement compliance, and return enhancement calculation. Use when modeling dividend recaps, evaluating interim distributions, or analyzing recapitalization options.
development18
modeling-intraday-volatility-patterns
Analyzes intraday volatility dynamics with open/close effects, lunch-time patterns, and event-driven volatility estimation. Use when modeling intraday volatility, timing order execution, or analyzing time-of-day effects.
data-ai18
modeling-merger-arbitrage-spreads
Calculates merger arb risk/reward with annualized spread, deal break probability, and downside scenario analysis. Use when analyzing merger arb, calculating spread returns, or evaluating deal completion probability.
data-ai18
modeling-portfolio-risk-decomposition
Decomposes portfolio risk with factor attribution, idiosyncratic risk, and marginal contribution to risk analysis. Use when decomposing portfolio risk, attributing risk sources, or analyzing factor risk contribution.
data-ai18
modeling-portfolio-optimization
Builds mean-variance, Black-Litterman, and risk parity optimization models with constraint management and rebalancing rules. Use when optimizing portfolios, implementing risk parity, or applying Black-Litterman views.
development18
modeling-rights-offering-arbitrage
Analyzes rights offering dynamics with theoretical ex-rights price, subscription premium, and nil-paid value calculation. Use when evaluating rights offerings, modeling TERP, or analyzing subscription arbitrage.
data-ai18
modeling-purchase-price-allocation
Structures PPA analysis with tangible/intangible asset identification, useful life estimation, and goodwill calculation. Use when modeling purchase accounting, allocating deal price, or estimating amortization impact.
development18
modeling-revolving-period-structures
Builds revolving securitization models with replenishment criteria, early amortization triggers, and portfolio composition limits. Use when modeling revolving structures, analyzing credit card ABS, or evaluating asset purchase criteria.
development18
managing-operating-partner-engagement
Structures operating partner involvement with portfolio company assignment, initiative tracking, and impact measurement. Use when coordinating operating partners, tracking operational initiatives, or measuring portfolio support impact.
tools18
evaluating-strategic-alternatives
Structures strategic alternatives analysis with status quo, sale, merger, spin-off, and recapitalization scenario comparison. Use when evaluating strategic options, preparing board-level alternatives, or analyzing corporate transformations.
development18
modeling-special-dividend-scenarios
Analyzes special dividend catalysts with balance sheet capacity, tax efficiency, and shareholder return comparison analysis. Use when modeling special dividends, evaluating capital return catalysts, or assessing dividend capacity.
development18
managing-investor-compliance-requests
Coordinates regulatory and compliance information requests from institutional LPs including FOIA, regulatory filings, and audit support. Use when responding to compliance requests, managing FOIA inquiries, or supporting LP audit processes.
development18
modeling-scenario-based-valuations
Builds probability-weighted valuation models with multiple exit scenarios, timing assumptions, and risk-adjusted returns. Use when building growth equity valuations, modeling scenario-weighted outcomes, or analyzing risk-adjusted returns.
development18
modeling-secondary-share-purchases
Structures secondary direct transactions with pricing methodology, transfer restriction analysis, and ROFR navigation. Use when modeling secondary purchases, pricing founder/employee shares, or structuring tender offers.
testing18
modeling-securities-lending-dynamics
Analyzes securities lending market with borrow cost, short interest dynamics, and fail-to-deliver monitoring. Use when analyzing lending markets, tracking borrow costs, or evaluating short selling dynamics.
data-ai18
modeling-share-repurchase-optimization
Analyzes buyback program design with timing optimization, price sensitivity, and EPS accretion impact modeling. Use when optimizing buybacks, modeling repurchase economics, or comparing return-of-capital alternatives.
development18
modeling-strip-and-tail-transactions
Builds strip and tail-end fund models with remaining portfolio analysis, unfunded obligation treatment, and duration-adjusted pricing. Use when modeling strip deals, evaluating tail-end portfolios, or analyzing remaining value.
development18
evaluating-sum-of-parts-activism
Assesses conglomerate break-up activism with segment valuation, separation feasibility, and tax-free qualification analysis. Use when evaluating SOTP activism, analyzing break-up proposals, or modeling separation value.
data-ai18
modeling-stub-value-analysis
Calculates stub equity value with subsidiary attribution, holding company discount, and sum-of-parts residual analysis. Use when analyzing stub values, evaluating holding company discounts, or identifying negative stub situations.
data-ai18
modeling-transaction-cost-analysis
Builds TCA frameworks with implementation shortfall, VWAP comparison, and market impact estimation across asset classes. Use when conducting TCA, measuring execution quality, or analyzing trading costs.
development18
modeling-variance-and-volatility-swaps
Prices variance and volatility swaps with replication methodology, convexity adjustment, and discrete monitoring analysis. Use when pricing vol products, modeling variance swaps, or evaluating volatility strategies.
testing18
planning-exit-timing-and-strategy
Evaluates exit alternatives (strategic sale, IPO, secondary, continuation) with market conditions, buyer universe, and return optimization. Use when planning exits, evaluating exit timing, or comparing exit routes.
tools18
preparing-disclosure-statement-analysis
Evaluates Chapter 11 disclosure statements with plan description adequacy, feasibility projections, and liquidation analysis comparison. Use when reviewing disclosure statements, analyzing plan feasibility, or preparing objections.
research18
preparing-equity-capital-markets-updates
Synthesizes ECM market conditions with recent pricing, sector performance, and pipeline activity for client communication. Use when preparing market updates, summarizing ECM activity, or advising on market timing.
tools18
preparing-event-driven-investment-cases
Structures event-driven investment recommendations with catalyst identification, timeline analysis, and risk/reward framework for portfolio allocation. Use when preparing event-driven cases, documenting catalyst theses, or presenting special situation opportunities.
development18
preparing-growth-equity-exit-materials
Structures exit preparation with financial audit readiness, management presentation preparation, and buyer/IPO positioning. Use when preparing for exit, building exit marketing materials, or positioning companies for sale or IPO.
development18
preparing-quantitative-strategy-reports
Structures systematic strategy performance reporting with factor exposure, attribution, and risk analytics for investor communication. Use when preparing quant reports, documenting strategy performance, or presenting systematic strategy results.
documentation18
preparing-secondary-market-reports
Synthesizes secondary market activity with volume trends, pricing benchmarks, and deal type composition for market participants. Use when preparing market reports, analyzing secondary volumes, or tracking market evolution.
testing18
preparing-strategic-alternatives-board-materials
Creates board presentation materials with strategic options analysis, financial impact, and recommendation framework for corporate transformation decisions. Use when preparing board strategy materials, presenting alternatives, or documenting strategic recommendations.
development18
preparing-trading-desk-risk-reports
Structures trading desk risk reporting with P&L attribution, position summaries, and limit utilization tracking. Use when preparing desk risk reports, attributing trading P&L, or monitoring position limits.
business18
pricing-lp-interest-portfolios
Evaluates LP interest portfolios with fund-by-fund NAV assessment, J-curve positioning, and portfolio-level pricing methodology. Use when pricing secondary portfolios, evaluating LP interest bids, or analyzing fund vintages.
testing18
pricing-vanilla-equity-options
Calculates option values with Black-Scholes, binomial, and Monte Carlo methods including Greeks sensitivity analysis. Use when pricing equity options, calculating Greeks, or evaluating option strategies.
testing18
screening-acquisition-targets
Filters potential acquisition targets against strategic criteria including size, geography, capability gaps, and synergy potential. Use when building target lists, screening M&A pipelines, or identifying bolt-on candidates.
development18
managing-secondary-transfer-requests
Processes LP interest transfer requests with GP consent evaluation, ROFR administration, and transfer documentation requirements. Use when managing LP transfers, evaluating transfer requests, or coordinating interest assignments.
documentation18
evaluating-post-reorganization-equity
Assesses post-emergence equity with clean balance sheet analysis, improved capital structure, and re-rating potential. Use when evaluating post-reorg equity, analyzing emergence opportunities, or assessing restructured company value.
development15
analyzing-regulatory-event-impacts
Evaluates regulatory decision impact with approval probability, timeline analysis, and outcome scenario modeling for event-driven positions. Use when analyzing regulatory events, evaluating FDA/FCC/DOJ decisions, or modeling regulatory outcomes.
testing14
analyzing-fixed-income-market-liquidity
Evaluates bond market liquidity with bid-ask spread analysis, dealer inventory assessment, and electronic trading penetration. Use when analyzing bond liquidity, assessing execution conditions, or evaluating venue selection.
research14
analyzing-anti-trust-risk
Evaluates competition law exposure with market definition, HHI analysis, and remedy estimation for proposed transactions. Use when assessing merger clearance risk, analyzing market concentration, or preparing HSR filings.
development14
analyzing-claims-trading-dynamics
Evaluates claims trading market with trading levels, holder identification, and blocking position analysis. Use when analyzing claims markets, tracking distressed debt trading, or evaluating ad hoc group dynamics.
data-ai14
analyzing-commitment-pacing-models
Builds LP commitment pacing with deployment curves, distribution assumptions, and NAV projection for portfolio planning. Use when modeling commitment pacing, projecting LP cash flows, or planning new fund allocations.
development14
analyzing-commodity-derivative-structures
Evaluates commodity swaps, options, and exotic structures with seasonality, convenience yield, and storage cost analysis. Use when pricing commodity derivatives, analyzing energy structures, or evaluating commodity hedging.
testing14
analyzing-covenant-packages
Evaluates financial and incurrence covenant packages with headroom analysis, definition review, and covenant-lite comparison. Use when analyzing loan covenants, negotiating covenant levels, or assessing borrower flexibility.
development14
analyzing-credit-agreement-terms
Evaluates credit agreement provisions with borrower flexibility, lender protections, and documentation comparison analysis. Use when reviewing credit agreements, analyzing doc terms, or comparing loan documentation.
documentation14
analyzing-conglomerate-discount-dynamics
Evaluates conglomerate discount with SOTP analysis, segment-level valuation, and separation benefit quantification. Use when analyzing conglomerate value, building SOTP models, or evaluating break-up scenarios.
development14
analyzing-convertible-instrument-terms
Evaluates SAFE, convertible note, and KISS structures with conversion mechanics, caps, discounts, and MFN provisions. Use when analyzing convertible instruments, comparing SAFE vs note terms, or modeling conversion scenarios.
data-ai14
analyzing-corporate-governance-effectiveness
Evaluates board composition, compensation alignment, and governance practices with proxy advisory and institutional investor standards. Use when analyzing governance, evaluating board effectiveness, or assessing shareholder alignment.
development14
analyzing-credit-fund-performance
Evaluates credit fund returns with yield attribution, mark-to-market dynamics, and performance comparison across credit strategies. Use when analyzing credit fund performance, decomposing returns, or benchmarking credit strategies.
tools14
analyzing-follow-on-offering-structures
Evaluates secondary offering types including overnight blocks, marketed deals, ATMs, and bought deals with dilution analysis. Use when analyzing follow-on options, structuring secondary offerings, or evaluating dilution impact.
research14
analyzing-frontier-market-investments
Evaluates frontier market opportunities with liquidity constraints, custody risk, settlement infrastructure, and governance assessment. Use when analyzing frontier markets, assessing operational risk, or evaluating frontier market access.
development14
analyzing-cross-asset-correlation-dynamics
Monitors cross-asset correlation patterns with regime-dependent analysis and diversification effectiveness assessment. Use when analyzing correlations, assessing diversification, or evaluating cross-asset relationships.
research14
analyzing-cross-border-deal-structures
Evaluates cross-border transaction complexities including tax treaties, currency, regulatory approvals, and cultural factors. Use when structuring international deals, assessing cross-border risk, or navigating multi-jurisdiction closings.
tools14
analyzing-cross-border-insolvency
Evaluates multi-jurisdictional restructuring with Chapter 15 recognition, COMI analysis, and parallel proceeding coordination. Use when analyzing cross-border insolvency, assessing jurisdiction selection, or coordinating multi-country restructurings.
research14
analyzing-customer-cohort-economics
Deconstructs customer cohort behavior with retention curves, LTV progression, and vintage-over-vintage comparison analysis. Use when analyzing cohort data, assessing customer quality, or modeling lifetime value trajectories.
testing14
analyzing-decommissioning-obligations
Evaluates asset retirement and decommissioning liabilities with cost estimation, timing analysis, and funding adequacy assessment. Use when analyzing decommissioning costs, evaluating ARO exposure, or assessing abandonment liability.
research14
analyzing-dutch-auction-tender-strategies
Evaluates Dutch auction mechanics with optimal pricing strategy, odd-lot proration, and shareholder base analysis. Use when analyzing Dutch auctions, modeling tender strategies, or evaluating self-tender economics.
testing14
analyzing-emerging-market-capital-flows
Monitors EM capital flow dynamics with FDI, portfolio flows, reserve changes, and balance of payments analysis. Use when analyzing EM flows, tracking capital movement, or assessing EM investment conditions.
development14
analyzing-equity-linked-instruments
Evaluates convertible bond and mandatory convertible structures with equity sensitivity, credit floor, and Greeks analysis. Use when analyzing convertible offerings, pricing equity-linked instruments, or modeling conversion economics.
testing14
analyzing-equity-market-breadth
Evaluates market breadth with advance-decline analysis, new high/low tracking, and sector participation assessment. Use when analyzing market breadth, assessing rally quality, or identifying divergences.
tools14
analyzing-erisa-and-benefit-plan-compliance
Evaluates ERISA plan asset rules with 25% test, VCOC/REOC exemptions, and benefit plan investor tracking. Use when analyzing ERISA compliance, structuring plan asset exemptions, or managing benefit plan investor thresholds.
testing14
analyzing-esg-strategy-and-value-creation
Evaluates ESG strategy with materiality assessment, stakeholder analysis, and value creation linkage for corporate decision-making. Use when analyzing ESG strategy, assessing material ESG factors, or linking sustainability to value.
testing14
analyzing-etf-creation-redemption-dynamics
Evaluates ETF market mechanics with premium/discount analysis, authorized participant activity, and creation unit arbitrage. Use when analyzing ETF trading, evaluating NAV premiums, or understanding creation/redemption flows.
testing14
analyzing-execution-implementation-shortfall
Measures implementation shortfall with paper portfolio comparison, delay cost attribution, and execution quality assessment. Use when measuring implementation shortfall, analyzing execution quality, or attributing trading costs.
testing14
analyzing-executory-contract-decisions
Evaluates assumption, rejection, and assignment decisions for executory contracts and unexpired leases in bankruptcy. Use when analyzing contract decisions, evaluating lease rejections, or modeling cure cost exposure.
testing14
analyzing-factor-timing-signals
Evaluates factor timing strategies with macro regime indicators, valuation spreads, and momentum signals for factor rotation. Use when analyzing factor timing, evaluating rotation signals, or designing tactical factor allocation.
content-media14
analyzing-fairness-opinion-valuations
Evaluates fairness opinion methodologies across DCF, trading comps, and precedent transactions for board-level decisions. Use when reviewing fairness opinions, preparing board materials, or analyzing transaction fairness.
testing14
analyzing-geopolitical-risk-exposure
Evaluates geopolitical risk impact on investment portfolios with sanctions exposure, conflict risk, and supply chain disruption analysis. Use when analyzing geopolitical risk, assessing sanctions impact, or evaluating political event exposure.
data-ai14
analyzing-going-private-transactions
Evaluates management buyouts and take-private proposals with fairness assessment, minority squeeze-out mechanics, and appraisal rights analysis. Use when analyzing going-private deals, evaluating MBO fairness, or assessing minority shareholder protections.
development14
analyzing-go-to-market-efficiency
Evaluates sales efficiency with CAC payback, sales cycle analysis, channel economics, and pipeline conversion metrics. Use when assessing GTM efficiency, analyzing sales productivity, or evaluating distribution strategy.
development14
analyzing-gp-commitment-structures
Evaluates GP capital commitment levels with co-invest obligations, management company funding, and alignment assessment. Use when analyzing GP commitment, assessing alignment, or structuring GP capital contributions.
development14
analyzing-infrastructure-asset-valuations
Values infrastructure assets with DCF, regulated asset base, and comparable transaction methodologies adjusted for regulatory and contractual frameworks. Use when valuing infrastructure assets, analyzing regulated utilities, or benchmarking infra transactions.
development14
analyzing-institutional-investor-demand
Maps institutional investor targeting with AUM analysis, sector allocation preferences, and historical participation patterns. Use when targeting investors, analyzing demand profiles, or building investor marketing lists.
development14
analyzing-intercreditor-agreements
Evaluates intercreditor and subordination provisions with lien priority, payment waterfall, and enforcement rights analysis. Use when analyzing intercreditor terms, evaluating subordination structures, or assessing lender priority.
research14
analyzing-investor-concentration-risk
Monitors LP base composition with concentration analysis, redemption risk, and re-up probability assessment. Use when analyzing investor concentration, assessing re-up risk, or managing LP base diversification.
research14
analyzing-international-regulatory-arbitrage
Evaluates regulatory differences across jurisdictions with comparative framework analysis and optimal domicile selection. Use when analyzing regulatory environments, comparing jurisdiction frameworks, or selecting fund domiciles.
development14
analyzing-investment-grade-issuance
Evaluates IG bond market conditions with spread analysis, maturity curve optimization, and investor demand assessment. Use when advising IG issuers, analyzing credit spreads, or timing IG bond offerings.
research14
analyzing-section-363-asset-sales
Evaluates 363 sale processes with stalking horse protections, bid procedures, and credit bidding mechanics. Use when analyzing 363 sales, structuring stalking horse bids, or evaluating asset sale alternatives.
business14
analyzing-investor-advisory-committees
Structures IAC/LPAC design with composition, authority scope, conflict review protocols, and valuation oversight. Use when designing advisory committees, defining LPAC authority, or structuring conflict resolution processes.
content-media14
analyzing-ipo-valuation-and-pricing
Evaluates IPO pricing with comparable company analysis, IPO discount estimation, and investor demand assessment. Use when pricing IPOs, determining offering ranges, or analyzing IPO valuation methodologies.
testing14
analyzing-isda-documentation-terms
Evaluates ISDA Master Agreement provisions with close-out netting, termination events, and credit support annexes. Use when reviewing ISDA terms, analyzing CSA provisions, or assessing documentation risk.
documentation14
analyzing-key-person-event-provisions
Evaluates key person clause triggers, consequences, and cure mechanics in partnership documentation. Use when analyzing key person provisions, assessing management stability risk, or structuring departure protections.
documentation14
analyzing-leveraged-loan-markets
Monitors leveraged loan market conditions with new issue activity, technical dynamics, and CLO demand analysis. Use when analyzing loan markets, tracking CLO activity, or assessing market technical conditions.
data-ai14
analyzing-liability-management-transactions
Evaluates uptier exchanges, drop-down transactions, and covenant-stripping maneuvers as aggressive liability management tools. Use when analyzing LMTs, evaluating creditor-on-creditor violence, or assessing cooperation agreement strategies.
tools14
analyzing-local-currency-debt-markets
Evaluates local currency government and corporate bond markets with yield analysis, inflation dynamics, and FX carry assessment. Use when analyzing local currency debt, evaluating EM bond opportunities, or assessing carry strategies.
development14
analyzing-machine-learning-in-investing
Evaluates ML applications in investment with feature engineering, model selection, and implementation considerations for alpha generation. Use when evaluating ML for investing, designing ML pipelines, or assessing ML strategy feasibility.
devops14
analyzing-market-flow-dynamics
Evaluates institutional flow patterns with fund flow analysis, positioning data, and sentiment indicator synthesis. Use when analyzing market flows, tracking institutional positioning, or assessing market sentiment.
data-ai14
analyzing-market-microstructure
Evaluates market structure dynamics with order book analysis, spread decomposition, and information asymmetry assessment. Use when analyzing market structure, evaluating trading venues, or assessing execution quality.
development14
analyzing-market-regime-indicators
Monitors market regime signals with volatility clustering, correlation dynamics, and liquidity condition assessment. Use when analyzing market regimes, detecting regime shifts, or adjusting strategy for market conditions.
tools14
analyzing-market-size-and-timing
Structures TAM/SAM/SOM analysis with bottom-up and top-down methodology and market timing assessment. Use when sizing markets, validating market opportunity, or assessing timing risk.
research14
analyzing-mezzanine-and-subordinated-debt
Evaluates mezzanine structures with PIK toggle, equity kickers, and intercreditor subordination mechanics. Use when analyzing mezzanine financing, comparing subordinated debt terms, or modeling layered capital structures.
development14
analyzing-midstream-infrastructure-assets
Evaluates midstream assets with throughput analysis, fee-based vs commodity-exposed revenue, and contract structure assessment. Use when analyzing midstream investments, evaluating pipeline assets, or assessing gathering systems.
devops14
analyzing-oilfield-services-economics
Evaluates OFS sector investments with rig count sensitivity, day rate analysis, and technology adoption curves. Use when analyzing oilfield services, evaluating service company economics, or assessing technology uptake.
research14
analyzing-power-market-structures
Evaluates electricity market design with capacity payments, energy margins, ancillary services, and renewable intermittency management. Use when analyzing power markets, evaluating merchant exposure, or assessing capacity market dynamics.
testing14
analyzing-private-credit-market-dynamics
Monitors private credit market evolution with AUM growth, competitive dynamics, and spread convergence with broadly syndicated markets. Use when analyzing private credit trends, tracking market evolution, or assessing competitive positioning.
tools14
analyzing-product-led-growth-metrics
Evaluates PLG dynamics with viral coefficients, freemium conversion, product-qualified leads, and expansion revenue mechanics. Use when analyzing PLG companies, assessing virality, or evaluating product-driven acquisition.
testing14
analyzing-real-estate-secondaries
Evaluates real estate fund secondary transactions with NAV validation, property-level assessment, and sector/vintage analysis. Use when pricing RE secondaries, analyzing property portfolios, or evaluating REIT fund interests.
testing14
analyzing-spac-transaction-structures
Evaluates SPAC de-SPAC transaction economics with sponsor dilution, redemption risk, PIPE analysis, and warrant impact. Use when analyzing SPAC deals, evaluating sponsor economics, or modeling de-SPAC outcomes.
data-ai14
analyzing-sponsor-backed-credit
Evaluates PE sponsor-backed credit with sponsor track record, equity contribution, and governance assessment. Use when analyzing sponsor-backed loans, assessing sponsor quality, or evaluating sponsor support dynamics.
development14
analyzing-regulatory-rate-structures
Evaluates regulated utility rate-setting with RAB methodology, allowed return analysis, and regulatory reset risk assessment. Use when analyzing regulatory frameworks, modeling rate cases, or evaluating allowed return mechanics.
tools14
analyzing-renewable-energy-project-finance
Evaluates renewable energy project economics with PPA structures, merchant tail risk, and production profile analysis. Use when analyzing wind/solar projects, evaluating PPA terms, or modeling renewable energy cash flows.
data-ai14
analyzing-secondary-credit-facilities
Evaluates secondary-focused credit facilities with leverage terms, borrowing base mechanics, and portfolio pledging requirements. Use when analyzing secondary lending, structuring portfolio leverage, or evaluating fund finance options.
testing14
analyzing-secondary-market-pricing
Monitors secondary market pricing trends with discount/premium analysis, bid-ask spreads, and market-clearing dynamics. Use when analyzing secondary pricing, tracking market trends, or benchmarking transaction levels.
testing14
analyzing-servicer-performance
Evaluates master and special servicer performance with delinquency management, modification outcomes, and loss mitigation effectiveness. Use when assessing servicer quality, monitoring servicing metrics, or evaluating servicer transfers.
testing14
analyzing-single-asset-continuation-vehicles
Evaluates single-asset GP-led transactions with stand-alone asset valuation, financing structure, and rolling LP vs cashing out analysis. Use when analyzing single-asset CVs, evaluating trophy asset transactions, or structuring single-asset rolls.
testing14
analyzing-sector-investment-theses
Develops PE sector theses with industry mapping, secular trends, fragmentation opportunity, and target universe identification. Use when building sector strategies, mapping investment themes, or identifying subsector opportunities.
development14
building-statistical-arbitrage-models
Constructs stat arb strategies with pair selection, signal generation, and portfolio optimization under market neutrality constraints. Use when building stat arb models, designing market-neutral strategies, or optimizing pair portfolios.
development14
analyzing-social-infrastructure-investments
Evaluates social infrastructure including healthcare, education, and government facilities with availability-based revenue structures. Use when analyzing social infrastructure, evaluating availability payments, or assessing government-backed projects.
development14
analyzing-sovereign-credit-risk
Evaluates sovereign creditworthiness with fiscal analysis, external vulnerability, political risk, and institutional quality assessment. Use when analyzing sovereign risk, assessing country credit, or evaluating government bond exposure.
development14
analyzing-structured-note-payoffs
Deconstructs structured note payoffs with embedded option identification, issuer credit risk, and all-in cost analysis. Use when analyzing structured notes, evaluating embedded options, or assessing structured product costs.
research14
analyzing-stapled-transaction-structures
Evaluates stapled secondary structures combining primary commitment with secondary purchase in coordinated transactions. Use when analyzing stapled deals, structuring combined primary/secondary, or evaluating staple economics.
tools14
analyzing-structured-product-ratings
Evaluates rating agency methodology application with loss model inputs, correlation assumptions, and tranche-level credit assessment. Use when analyzing structured product ratings, comparing agency methodologies, or assessing rating sensitivity.
data-ai14
analyzing-tender-offer-economics
Evaluates tender offer structures with premium analysis, proration risk, and conditional tender strategies. Use when analyzing tender offers, calculating tender economics, or evaluating proration scenarios.
research14
analyzing-sustainable-debt-structures
Evaluates green bonds, sustainability-linked bonds, and social bonds with KPI selection, step-up mechanics, and framework assessment. Use when structuring ESG-linked debt, analyzing sustainability frameworks, or evaluating green bond eligibility.
development14
analyzing-synergy-potential
Quantifies revenue and cost synergies with build-up methodology, realization timelines, and integration cost offsets. Use when estimating deal synergies, modeling cost savings, or building synergy cases for IC.
development14
analyzing-synthetic-securitization-structures
Evaluates synthetic CDO and CRT structures with credit default swap mechanics and funded/unfunded tranche analysis. Use when analyzing synthetic structures, evaluating credit risk transfer, or modeling CDS-based securitizations.
data-ai14
analyzing-transportation-infrastructure
Evaluates transportation assets with ridership analysis, fare structure assessment, and operating efficiency benchmarking. Use when analyzing transportation projects, evaluating mass transit, or assessing toll road economics.
testing14
analyzing-unfunded-commitment-exposure
Evaluates unfunded commitment obligations with call probability, pacing models, and portfolio-level exposure management. Use when analyzing unfunded exposure, managing commitment pacing, or stress testing capital calls.
development14
analyzing-unitranche-financing
Evaluates unitranche structures with first-out/last-out splits, blended pricing, and agreement among lenders provisions. Use when analyzing unitranche options, comparing unitranche vs traditional structures, or modeling blended costs.
testing14
analyzing-volatility-surface-dynamics
Evaluates implied volatility surfaces with skew analysis, term structure dynamics, and surface fitting methodologies. Use when analyzing vol surfaces, assessing skew dynamics, or calibrating volatility models.
data-ai14
analyzing-vertical-integration-economics
Evaluates vertical integration decisions with make-vs-buy analysis, supply chain control benefits, and margin capture opportunity assessment. Use when analyzing vertical integration, evaluating supply chain strategy, or assessing integration economics.
testing14
building-custom-factor-definitions
Constructs proprietary factor definitions with signal specification, universe application, and orthogonalization methodology. Use when defining custom factors, creating proprietary signals, or building factor libraries.
development14
building-leveraged-buyout-models
Constructs LBO models with sources/uses, debt schedules, operating projections, and returns analysis across entry/exit scenarios. Use when modeling leveraged buyouts, calculating sponsor returns, or analyzing leverage capacity.
development14
building-merger-consequence-models
Constructs accretion/dilution analysis with pro forma financials, synergy phasing, and purchase price allocation. Use when modeling merger outcomes, calculating EPS accretion, or analyzing deal structures.
development14
analyzing-water-and-waste-infrastructure
Evaluates water treatment, waste management, and environmental services assets with regulatory compliance and growth drivers. Use when analyzing water infrastructure, evaluating waste assets, or assessing utility investments.
tools14
analyzing-water-rights-and-allocation
Evaluates water rights valuation with seniority analysis, regulatory framework assessment, and allocation risk for resource investments. Use when analyzing water rights, evaluating water allocation, or assessing water risk.
development14
building-multi-factor-equity-models
Constructs multi-factor models with value, momentum, quality, size, and volatility factor definitions and portfolio construction rules. Use when building factor models, designing systematic strategies, or constructing factor portfolios.
development14
building-pe-fund-performance-reports
Constructs fund-level performance reporting with IRR, MOIC, DPI, RVPI, PME, and vintage year benchmarking. Use when building fund reports, calculating performance metrics, or preparing LP reporting packages.
development14
building-risk-parity-portfolios
Constructs risk parity allocation with equal risk contribution, leverage optimization, and asset class volatility targeting. Use when building risk parity, equalizing risk contribution, or designing leveraged balanced portfolios.
development14
conducting-buyout-commercial-diligence
Structures CDD with market sizing, customer concentration, competitive dynamics, and growth sustainability analysis. Use when conducting commercial DD, validating market assumptions, or assessing revenue durability.
testing14
building-value-creation-plans
Structures 100-day and long-term value creation plans with revenue growth, margin improvement, and capital efficiency initiatives. Use when building value creation plans, tracking improvement initiatives, or preparing operating partner reviews.
development14
calculating-fund-performance-metrics
Computes fund performance with gross/net IRR, MOIC, DPI, RVPI, TVPI, PME, and direct alpha methodologies. Use when calculating fund performance, reconciling return metrics, or benchmarking against peer groups.
testing14
conducting-customer-reference-checks
Structures customer diligence with interview guides, NPS analysis, switching cost assessment, and usage pattern evaluation. Use when conducting customer references, validating product-market fit, or assessing customer satisfaction.
testing14
conducting-collateral-pool-analysis
Assesses underlying asset pools with stratification, concentration analysis, historical performance, and credit quality distribution. Use when analyzing collateral pools, stratifying asset characteristics, or evaluating pool quality.
testing14
conducting-buy-side-due-diligence
Structures comprehensive buy-side diligence across financial, legal, commercial, and operational workstreams. Use when coordinating DD processes, building diligence checklists, or synthesizing DD findings.
development14
conducting-credit-committee-presentations
Structures credit committee packages with borrower analysis, risk assessment, structuring proposal, and recommendation documentation. Use when preparing credit committee materials, presenting loan opportunities, or documenting credit decisions.
testing14
conducting-environmental-remediation-analysis
Evaluates environmental liability exposure with remediation cost estimation, regulatory compliance requirements, and insurance coverage assessment. Use when analyzing environmental liabilities, estimating cleanup costs, or assessing environmental risk.
data-ai14
conducting-growth-due-diligence
Structures growth-focused DD with revenue quality, customer concentration, technology scalability, and organizational readiness. Use when conducting growth DD, validating revenue sustainability, or assessing scale capability.
testing14
conducting-institutional-credit-analysis
Structures credit underwriting with financial ratio analysis, cash flow quality assessment, and downside scenario modeling. Use when underwriting credit, analyzing borrower quality, or writing credit opinions.
testing14
conducting-infrastructure-secondary-analysis
Assesses infrastructure fund secondaries with asset-level cash flow analysis, concession period evaluation, and regulatory risk assessment. Use when analyzing infra secondaries, evaluating infrastructure assets, or pricing infra fund interests.
testing14
conducting-investor-day-preparation
Structures investor day content with long-term strategy presentation, financial targets, and capital allocation framework communication. Use when preparing investor days, designing strategy presentations, or building financial target frameworks.
development14
conducting-liquidity-and-viability-analysis
Assesses going-concern viability with 13-week cash flow models, liquidity runway, and critical vendor analysis. Use when evaluating liquidity crises, building 13-week models, or assessing near-term solvency.
development14
conducting-monte-carlo-portfolio-analysis
Runs Monte Carlo simulations for portfolio analysis with return distribution, tail risk, and path-dependent scenario evaluation. Use when running portfolio simulations, estimating tail risk, or analyzing return distributions.
data-ai14
conducting-operational-turnaround-analysis
Assesses operational improvement opportunities with cost rationalization, revenue stabilization, and management changes for distressed businesses. Use when evaluating turnaround plans, identifying operational improvements, or assessing management capability.
research14
conducting-peer-benchmarking-analysis
Evaluates fund performance against peer universes with vintage year comparison, quartile ranking, and strategy-specific benchmarking. Use when benchmarking fund performance, analyzing vintage comparisons, or assessing relative positioning.
testing14
conducting-portfolio-rationalization
Structures portfolio review with strategic fit assessment, divestiture candidate identification, and proceeds redeployment analysis. Use when reviewing corporate portfolios, identifying divestiture candidates, or planning asset dispositions.
devops14
conducting-quality-of-earnings-analysis
Adjusts reported earnings for non-recurring items, accounting policy choices, and run-rate normalizations. Use when performing QofE analysis, adjusting EBITDA, or validating seller financial presentations.
testing14
conducting-pre-trade-compliance-checks
Structures pre-trade compliance with restricted list screening, position limits, and regulatory constraint verification. Use when running pre-trade compliance, screening restricted securities, or verifying trading limits.
testing14
conducting-technical-due-diligence
Structures technology diligence with architecture review, code quality assessment, scalability analysis, and technical debt evaluation. Use when evaluating startup technology, assessing engineering teams, or reviewing technical infrastructure.
development14
conducting-traffic-and-demand-studies
Evaluates demand forecasts for toll roads, airports, and ports with independent engineer review and scenario sensitivity analysis. Use when analyzing traffic studies, validating demand forecasts, or stress testing revenue projections.
testing14
conducting-secondary-due-diligence
Structures buy-side DD for secondary transactions with underlying fund analysis, manager assessment, and portfolio-level risk evaluation. Use when conducting secondary DD, evaluating fund managers, or analyzing underlying portfolios.
research14
drafting-equity-offering-prospectuses
Structures S-1/F-1 prospectus content with business description, risk factors, MD&A, and financial presentation requirements. Use when preparing IPO prospectuses, drafting SEC filings, or structuring offering documents.
testing14
drafting-confidential-information-memoranda
Creates sell-side CIMs with business description, financial overview, growth drivers, and investment highlights. Use when preparing sell-side marketing materials, writing CIMs, or positioning companies for sale.
development14
drafting-limited-partnership-agreements
Structures LPA terms with investment period, harvesting period, key person provisions, and investor governance rights. Use when preparing LPA terms, negotiating fund documents, or summarizing partnership provisions.
development14
drafting-investment-committee-memos
Creates VC IC presentation materials with deal thesis, market analysis, team assessment, competitive landscape, and return scenarios. Use when preparing IC memos, presenting investment opportunities, or documenting investment decisions.
testing14
drafting-offering-memoranda-debt
Creates debt offering memoranda with credit overview, financial analysis, industry section, and risk factors for investor marketing. Use when preparing debt OMs, writing credit marketing materials, or structuring lender presentations.
testing14
drafting-transaction-term-sheets
Structures preliminary transaction terms including price, consideration, conditions, reps/warranties, and indemnification. Use when drafting LOIs, preparing term sheets, or summarizing negotiated deal points.
development14
evaluating-country-risk-factors
Assesses country-level investment risk with political stability, rule of law, corruption indices, and expropriation history analysis. Use when evaluating country risk, assessing political exposure, or scoring sovereign investment environments.
research14
evaluating-critical-minerals-supply-chains
Assesses critical mineral investments with supply chain mapping, geopolitical risk, and processing infrastructure analysis. Use when evaluating critical minerals, analyzing lithium/cobalt supply, or assessing rare earth investments.
devops14
evaluating-management-team-scalability
Assesses leadership team capacity to scale with organizational design review, key person risk, and executive bench analysis. Use when evaluating management scalability, identifying talent gaps, or assessing organizational readiness.
testing14
evaluating-marketplace-business-models
Assesses marketplace dynamics with take rate analysis, liquidity metrics, supply/demand balance, and network effect strength. Use when evaluating marketplaces, analyzing take rates, or assessing network effect moats.
data-ai14
evaluating-growth-stage-companies
Assesses scaling companies with product-market fit validation, unit economics maturity, and growth trajectory sustainability analysis. Use when evaluating growth-stage investments, analyzing scaling businesses, or assessing expansion readiness.
data-ai14
evaluating-litigation-driven-catalysts
Assesses litigation outcome impact with settlement probability, damage range estimation, and stock price sensitivity analysis. Use when evaluating litigation catalysts, modeling legal outcomes, or analyzing litigation-driven opportunities.
data-ai14
evaluating-founder-team-dynamics
Assesses founding team composition, complementarity, equity split rationale, and execution capability. Use when evaluating founding teams, assessing management risk, or conducting reference checks.
testing14
analyzing-saas-business-metrics
Deconstructs SaaS operating metrics including ARR, NRR, gross retention, magic number, rule of 40, and cohort economics. Use when analyzing SaaS businesses, benchmarking software metrics, or evaluating subscription model health.
data-ai14
evaluating-concession-agreements
Analyzes concession terms with revenue sharing, performance requirements, hand-back conditions, and termination provisions. Use when evaluating concessions, analyzing PPP contracts, or assessing concession economics.
tools14
conducting-structured-finance-surveillance
Monitors structured product performance with collateral deterioration triggers, coverage test tracking, and credit migration analysis. Use when conducting ABS surveillance, monitoring CLO performance, or tracking structured product credit.
testing14
conducting-reg-ab-compliance
Structures Regulation AB II compliance with asset-level data requirements, servicer reporting, and shelf registration eligibility. Use when ensuring Reg AB compliance, preparing ABS reporting, or structuring shelf eligibility.
data-ai14
conducting-pre-ipo-readiness-assessments
Evaluates IPO preparedness across financial reporting, governance, compliance, and operational maturity dimensions. Use when assessing IPO readiness, identifying pre-IPO gaps, or planning public market transitions.
development14
building-roic-analysis-frameworks
Constructs ROIC decomposition with invested capital measurement, operating return analysis, and value creation vs destruction assessment. Use when analyzing ROIC, building capital return frameworks, or assessing value creation.
development14
analyzing-startup-unit-economics
Deconstructs unit economics with CAC, LTV, payback period, gross margin, and contribution margin analysis. Use when analyzing unit economics, validating SaaS metrics, or assessing business model efficiency.
testing14
analyzing-share-class-arbitrage
Evaluates dual-class share structures with discount analysis, unification catalysts, and governance reform probability assessment. Use when analyzing share class spreads, evaluating unification likelihood, or assessing dual-class dynamics.
development14
analyzing-public-to-private-transactions
Evaluates take-private feasibility with premium analysis, financing capacity, governance considerations, and regulatory requirements. Use when analyzing take-private opportunities, modeling go-private premiums, or assessing delisting mechanics.
development14
analyzing-proxy-contest-dynamics
Evaluates proxy fight mechanics with shareholder base analysis, ISS/Glass Lewis recommendations, and vote probability modeling. Use when analyzing proxy contests, assessing vote outcomes, or evaluating director nomination campaigns.
testing14
analyzing-mortgage-backed-securities
Evaluates MBS structures with prepayment modeling (CPR/CDR), collateral analysis, and tranche-level credit risk assessment. Use when analyzing MBS, modeling prepayment scenarios, or evaluating residential mortgage pools.
data-ai14
analyzing-middle-market-lending-dynamics
Evaluates middle-market lending environment with competition analysis, spread trends, and deal structure evolution. Use when analyzing middle-market lending, tracking competitive dynamics, or assessing market conditions.
research14
analyzing-material-adverse-change-clauses
Evaluates MAC clause scope, carve-outs, and enforceability standards in acquisition agreements. Use when reviewing MAC provisions, assessing deal certainty, or analyzing interim covenant protections.
data-ai14
analyzing-make-whole-and-redemption-claims
Evaluates make-whole premium claims in bankruptcy with contract interpretation, present value disputes, and secured status analysis. Use when analyzing make-whole claims, evaluating redemption disputes, or assessing premium recovery.
data-ai14
analyzing-digital-infrastructure-assets
Evaluates data centers, fiber networks, and tower assets with capacity analysis, tenant credit, and technology obsolescence risk. Use when analyzing digital infrastructure, evaluating tower portfolios, or assessing data center investments.
testing14
analyzing-cross-border-tax-structuring
Evaluates international tax structures with treaty networks, withholding rates, and permanent establishment risk analysis. Use when structuring cross-border tax, analyzing treaty benefits, or evaluating tax-efficient structuring.
testing14
analyzing-management-fee-structures
Evaluates management fee designs with commitment-period vs invested-capital bases, step-downs, and offset provisions. Use when analyzing fee structures, comparing fee levels, or modeling fee revenue for GPs.
development14
analyzing-credit-rating-advisory
Prepares credit rating agency presentations with methodology alignment, peer positioning, and target rating analysis. Use when advising on credit ratings, preparing rating agency meetings, or analyzing rating methodology impact.
content-media14
analyzing-credit-derivative-structures
Evaluates CDS, CDX, and bespoke credit derivative structures with spread analysis and credit event mechanics. Use when analyzing credit derivatives, pricing CDS, or evaluating index tranche products.
testing14
analyzing-corporate-governance-catalysts
Identifies governance-related catalysts with board refreshment, compensation reform, and shareholder proposal analysis. Use when analyzing governance catalysts, evaluating shareholder proposals, or assessing governance improvement potential.
development14
analyzing-competitive-moat-durability
Evaluates competitive advantage sustainability with switching costs, network effects, data assets, and brand strength analysis. Use when assessing competitive moats, analyzing defensibility, or evaluating long-term positioning.
data-ai14
analyzing-high-yield-bond-structures
Evaluates high-yield issuance with call schedules, change of control puts, and restricted payment baskets. Use when analyzing HY bonds, comparing HY vs leveraged loan terms, or assessing issuer flexibility.
data-ai14
analyzing-fraudulent-transfer-exposure
Evaluates fraudulent conveyance risk for leveraged transactions with solvency analysis and reasonably equivalent value assessment. Use when analyzing fraudulent transfer risk, conducting solvency tests, or evaluating historical transactions.
testing14
analyzing-alternative-data-signals
Evaluates alternative data sources including satellite, NLP sentiment, web scraping, and geolocation for alpha signal generation. Use when analyzing alt data, evaluating new data sources, or integrating non-traditional signals.
development14
analyzing-break-up-fees-and-protections
Evaluates deal protection mechanisms including break-up fees, no-shop clauses, matching rights, and force-the-vote provisions. Use when analyzing deal protections, negotiating break fees, or assessing termination provisions.
development14
conducting-environmental-impact-assessments
Evaluates environmental compliance requirements with permitting risk, mitigation obligations, and ESG assessment for infrastructure investments. Use when assessing environmental risk, evaluating permitting timelines, or analyzing environmental compliance.
devops14
analyzing-activist-investor-vulnerabilities
Evaluates corporate vulnerability to shareholder activism with governance assessment, valuation gaps, and operational improvement opportunities. Use when assessing activist risk, identifying vulnerabilities, or preparing defensive analyses.
development14
conducting-debt-market-conditions-analysis
Synthesizes DCM market activity with new issue spreads, fund flows, and market technical analysis for issuance timing. Use when analyzing debt market windows, timing bond issuance, or assessing market receptivity.
research14
analyzing-dividend-policy-optimization
Evaluates dividend policy with payout sustainability, peer comparison, and investor preference analysis across growth and value contexts. Use when analyzing dividend policy, evaluating payout ratios, or designing dividend programs.
data-ai14
evaluating-platform-acquisition-targets
Assesses platform investment opportunities with industry positioning, management quality, organic growth potential, and add-on runway. Use when evaluating platform deals, screening PE investments, or analyzing industry leaders.
testing14
conducting-manager-track-record-analysis
Assesses GP track records for secondary pricing with fund-level attribution, unrealized portfolio assessment, and consistency analysis. Use when evaluating GP track records, analyzing fund performance consistency, or assessing manager quality.
testing14
conducting-resource-asset-due-diligence
Structures technical and commercial DD for resource assets with geological review, operational assessment, and regulatory evaluation. Use when conducting resource DD, evaluating technical reports, or assessing operational risk.
testing14
conducting-reserve-and-resource-analysis
Evaluates mineral and hydrocarbon reserves with classification methodology, resource conversion rates, and valuation per unit analysis. Use when analyzing reserve reports, validating resource estimates, or assessing depletion profiles.
business14
conducting-infrastructure-due-diligence
Structures infrastructure DD with technical assessment, regulatory review, environmental analysis, and community impact evaluation. Use when conducting infra DD, evaluating asset condition, or assessing regulatory risk.
devops14
conducting-industry-credit-analysis
Structures industry-level credit assessment with cyclicality analysis, regulatory risk, and sector-specific credit metrics. Use when analyzing industry credit conditions, evaluating sector risk, or building industry-level views.
tools14
conducting-equity-market-windows-analysis
Assesses market receptivity for equity issuance with sector sentiment, volatility, and comparable recent offering performance. Use when timing equity offerings, analyzing market windows, or evaluating issuance conditions.
research14
conducting-fulcrum-security-analysis
Identifies fulcrum securities in distressed capital structures with enterprise value allocation and recovery sensitivity analysis. Use when analyzing fulcrum securities, estimating recovery ranges, or determining value breaks.
development14
conducting-management-presentations
Structures management presentation materials for buyer meetings with business overview, strategy, and financial deep-dives. Use when preparing management presentations, coaching management teams, or organizing buyer meetings.
testing14
analyzing-term-sheet-economics
Deconstructs VC term sheets with liquidation preference waterfalls, anti-dilution mechanics, and option pool impact analysis. Use when analyzing term sheets, comparing investor terms, or modeling founder dilution.
data-ai14
conducting-cross-border-due-diligence
Structures international DD with multi-jurisdictional legal review, regulatory assessment, and cultural integration analysis. Use when conducting international DD, managing multi-country processes, or evaluating cross-border operational risk.
research14
conducting-backtest-validation
Structures backtesting methodology with out-of-sample testing, cross-validation, and overfitting detection techniques. Use when validating backtests, detecting overfitting, or ensuring backtest robustness.
testing14
conducting-buyout-operational-diligence
Evaluates target company operations with management assessment, systems review, process maturity, and improvement opportunity identification. Use when conducting ops DD, assessing operational risk, or identifying value creation levers.
tools14
building-venture-return-models
Constructs venture return models with entry valuation, follow-on reserve, multiple scenario exits, and portfolio-level fund math. Use when modeling VC returns, calculating fund economics, or projecting portfolio outcomes.
development14
building-restructuring-plan-models
Constructs plan of reorganization models with debt-for-equity conversion, new money injection, and emergence capital structure. Use when modeling restructuring plans, designing emergence capital structures, or analyzing plan feasibility.
development14
analyzing-trade-finance-instruments
Evaluates trade finance structures with letters of credit, supply chain financing, and receivables factoring for cross-border commerce. Use when analyzing trade finance, evaluating LC structures, or assessing supply chain financing.
testing14
analyzing-tranche-relative-value
Evaluates structured product tranche pricing with spread analysis, yield attribution, and comparable structure benchmarking. Use when assessing tranche value, comparing structured product pricing, or analyzing spread components.
testing14
analyzing-lock-up-period-dynamics
Evaluates lock-up expiration impact with float analysis, insider selling patterns, and supply overhang assessment. Use when analyzing lock-up expirations, modeling supply dynamics, or assessing post-IPO trading patterns.
data-ai14
analyzing-insider-buying-signals
Evaluates insider purchase patterns with cluster buying identification, historical signal analysis, and conviction scoring. Use when analyzing insider buying, assessing management confidence signals, or tracking insider activity patterns.
research14
analyzing-esoteric-abs-collateral
Evaluates non-traditional securitization collateral including solar, data centers, digital infrastructure, and IP royalties. Use when analyzing esoteric ABS, evaluating non-standard collateral, or structuring novel asset classes.
devops14
analyzing-seed-and-anchor-investor-terms
Evaluates seed/anchor investor economics with revenue sharing, fee discounts, capacity reservations, and governance rights. Use when analyzing seed terms, structuring anchor economics, or evaluating founding investor arrangements.
development14
analyzing-distressed-credit-situations
Evaluates distressed debt opportunities with recovery analysis, liquidity assessment, and potential restructuring outcomes. Use when screening distressed situations, analyzing stressed credits, or evaluating workout scenarios.
research14
analyzing-crowding-and-factor-valuations
Evaluates factor crowding with positioning analysis, valuation spread monitoring, and unwind risk assessment. Use when analyzing factor crowding, assessing unwind risk, or monitoring factor valuation extremes.
research14
analyzing-dark-pool-and-alternative-venues
Evaluates alternative trading systems with fill rate analysis, information leakage assessment, and venue toxicity measurement. Use when analyzing dark pools, evaluating ATS venues, or assessing execution venue quality.
development14
analyzing-debt-capacity-and-structure
Evaluates target leverage capacity with cash flow coverage, stress testing, and optimal debt structure across term loans, revolver, and mezzanine. Use when analyzing debt capacity, structuring acquisition financing, or stress testing leverage.
testing14
analyzing-credit-facility-amendments
Evaluates amendment and waiver requests with consent requirements, fee structures, and modified term impact analysis. Use when analyzing amendments, structuring consent solicitations, or evaluating covenant relief requests.
testing14
analyzing-counterparty-netting-efficiency
Evaluates netting benefits across derivative portfolios with bilateral vs cleared netting, portfolio compression, and capital savings. Use when analyzing netting efficiency, evaluating compression opportunities, or optimizing counterparty exposure.
development14
analyzing-cornerstone-investor-structures
Evaluates cornerstone investment commitments with allocation guarantees, lock-up terms, and signaling value assessment. Use when structuring cornerstone tranches, analyzing anchor investors, or evaluating demand signals.
tools14
analyzing-continuation-fund-structures
Evaluates GP-led continuation vehicle structures with existing LP options, pricing methodology, and new investor terms. Use when analyzing continuation vehicles, structuring GP-led transactions, or evaluating tender offers.
testing14
analyzing-competitive-landscapes
Maps competitive dynamics with market positioning, feature comparison, funding histories, and differentiation assessment. Use when analyzing startup competition, mapping market landscapes, or identifying competitive threats.
tools14
advance-directive
Drafts attorney-supervised, state-compliant U.S. Advance Health Care Directives that appoint health care agents, resolve the HIPAA access gap, and record clinically usable treatment preferences. Enforces state-law verification for execution formalities, statutory forms, and special limitations. Addresses adversarial risks from family disputes and institutional challenges. Use when drafting advance directives, health care proxies, living wills, health care powers of attorney, HIPAA medical authorizations, or end-of-life planning documents.
tools14
analyzing-commodity-price-risk
Evaluates commodity price exposure with forward curve analysis, hedging strategies, and break-even price sensitivity. Use when analyzing commodity risk, designing hedging programs, or stress testing price assumptions.
testing14
analyzing-burn-multiple-efficiency
Evaluates capital efficiency with burn multiple, net new ARR per dollar burned, and path to profitability analysis. Use when analyzing burn efficiency, assessing capital needs, or modeling runway scenarios.
development14
analyzing-capital-control-environments
Evaluates capital control regimes with repatriation restrictions, investment caps, and regulatory approval requirements. Use when assessing capital controls, evaluating repatriation risk, or analyzing investment restrictions.
development14
analyzing-capital-structure-optimization
Evaluates optimal leverage with WACC minimization, rating impact, and financial flexibility assessment across market conditions. Use when optimizing capital structure, analyzing target leverage, or evaluating rating implications.
development14
analyzing-alpha-signal-decay
Evaluates signal half-life, turnover implications, and capacity constraints for systematic alpha factors. Use when analyzing signal persistence, evaluating factor decay, or estimating strategy capacity.
testing14
analyzing-activist-campaign-strategies
Evaluates activist investor campaigns with thesis assessment, proposed changes, and likely outcome analysis. Use when analyzing activist situations, evaluating campaign theses, or assessing activist track records.
data-ai14
analyzing-add-on-acquisition-candidates
Evaluates bolt-on acquisitions for existing platforms with strategic fit, synergy quantification, and return contribution analysis. Use when screening add-on targets, building platform acquisition strategies, or modeling tuck-in economics.
development14
analyzing-international-expansion-plans
Evaluates geographic expansion strategies with market entry sequencing, localization requirements, and international unit economics. Use when analyzing expansion plans, assessing international readiness, or modeling geo-expansion costs.
testing14
party-deposition
Builds element-driven deposition outlines and witness preparation plans for U.S. party depositions (plaintiff or defendant), covering admissions under FRE 801(d)(2), damages/causation modules, and FRCP 30 procedures. Use when drafting a party deposition outline, preparing a party witness, planning admissions strategy, or testing defenses. Trigger keywords: party deposition, plaintiff deposition, defendant deposition, deposition outline, witness prep, admissions, damages, causation, mitigation.
development12
rea-request
Drafts a Request for Equitable Adjustment (REA) for U.S. federal government contracts under FAR provisions. Enforces element-driven cost/schedule narratives, FAR Part 31 cost structures, FAR 52.233-1 certification, and contemporaneous evidence marshaling. Use when a contractor seeks contract modification relief due to government-directed changes, differing site conditions, defective specifications, or government-caused delays.
development12
paternity-petition
Drafts a Petition to Establish Paternity for family court filings. Covers court captions, standing allegations, factual bases, and relief requests with state-specific statutory requirements. Use when initiating paternity actions, child support petitions tied to parentage, custody filings requiring parentage determination, or birth certificate amendments.
testing12
pet-custody-best-interest
Produces a jurisdiction-aware best-interests analysis for companion animal disputes in domestic dissolutions. Classifies the governing framework (well-being statute, hybrid equitable, or pure property), builds distinct ownership/caregiving/control evidentiary threads, applies welfare factors with adversarial awareness, and generates enforceable allocation recommendations. Use when drafting pet custody analyses, animal allocation memos, pet possession briefs, or when a user asks about dividing pets in a divorce, breakup, or cohabitation dissolution.
development12
safe-agreement
Drafts Simple Agreements for Future Equity (SAFE) for early-stage venture capital financing with valuation cap/discount mechanics, investor qualifications, and securities compliance. Use when drafting SAFEs, pre-seed investment documents, convertible equity instruments, or YC-style SAFE notes.
development12
phase-i-esa
Drafts ASTM E1527-21 environmental site assessment reports under 40 CFR Part 312. Classifies RECs, CRECs, and HRECs to establish all appropriate inquiries for CERCLA liability protection. Trigger when the user requests a Phase I ESA, environmental site assessment, recognized environmental conditions analysis, ASTM E1527 compliance, or environmental due diligence for property transactions or lending.
business12
plea-agreement-summary
Generates structured summaries of criminal plea agreements. Triggers when summarizing plea deals, preparing for plea colloquy, or creating quick-reference digests of negotiated resolutions in criminal defense matters.
development12
reaffirmation-agreement
Drafts Reaffirmation Agreements under 11 U.S.C. § 524(c) for U.S. bankruptcy proceedings. Produces Official Form 240A-compliant documents with agreement summary, original/modified loan terms, debtor and attorney certifications, and court approval sections. Use when a debtor reaffirms a dischargeable debt to retain secured collateral such as vehicles or homes.
testing12
quality-control-provisions
Drafts Quality Control Provisions as an exhibit to a Trademark License Agreement, covering quality standards, inspection rights, sample approval, non-compliance remedies, and recall obligations. Use when drafting trademark license QC exhibits, brand standards compliance annexes, or IP licensing quality schedules. Protects licensor rights and prevents abandonment under the Lanham Act.
testing12
plea-agreement
Drafts criminal defense plea agreements formalizing negotiated resolutions between defendant and prosecution. Covers charge specifications, factual basis, sentencing recommendations, rights waivers, cooperation terms, and breach provisions. Use when drafting plea deals, guilty plea agreements, no contest pleas, or cooperation agreements in criminal matters.
development12
policy-manual
Generates structured policy manual summaries that distill complex legal policies and compliance guidelines into employee-facing reference documents organized by functional area. Use when creating compliance manuals, employee policy guides, regulatory summaries, onboarding compliance materials, or organizational procedure handbooks.
testing12
policy-summary
Summarizes policy documents, regulations, and legislative materials into structured briefings with compliance insights. Triggers when the user needs a policy summary, regulatory overview, legislative breakdown, or compliance briefing from uploaded policy materials.
documentation12
pos-license
Drafts Software and POS System License Agreements for proprietary software use between licensor and licensee. Covers license grants, financial terms, IP, PCI-DSS data security, SLAs, and termination. Use when drafting POS software licenses, SaaS subscriptions, franchise technology licenses, or software distribution agreements.
testing12
pre-trial-report
Drafts objective pre-trial reports for insurance carriers in personal injury defense litigation. Covers liability analysis, damages evaluation, venue/jury analysis, cost projections, expert testimony, settlement recommendations, and trial outcome predictions (~60 days before trial). Use when preparing carrier pre-trial reports, defense trial assessments, or settlement recommendation memos.
testing12
prenuptial-postnuptial-agreement
Drafts U.S. prenuptial or postnuptial agreements with enforceability-focused disclosures, property/debt allocation, spousal support treatment, estate waivers, and execution formalities. Trigger when the user requests a prenup, postnup, premarital agreement, marital agreement, spousal support waiver, property division agreement, or disclosure schedule in a U.S. jurisdiction.
data-ai12
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 business outside its home jurisdiction, appointing a registered agent, checking qualification triggers, or assembling a filing-ready package. Trigger terms: certificate of authority, foreign corporation, register to do business, registered agent appointment.
testing12
qprt
Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2702-5(c). Generates trust instrument, signature/notarization blocks, property exhibit, beneficiary schedule, and post-execution checklist. Use when drafting a QPRT for estate planning clients transferring a personal or secondary residence with a retained occupancy term to reduce gift tax valuation.
tools12
privacy-law-updates
Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
data-ai12
royalty-deed
Drafts U.S. oil and gas royalty deeds conveying NPRI or participating royalty interests with fractional interest, land description, lease burden, cost allocation, and warranty language suitable for recording. Trigger when drafting royalty deeds, NPRI conveyances, mineral royalty transfers, or oil and gas royalty assignments.
testing12
risk-analysis
Generates structured risk analysis summaries for legal matters, identifying and evaluating risks by severity and likelihood with quantified exposures and mitigation strategies. Use when preparing risk assessments, exposure analyses, liability summaries, or pre-filing risk evaluations across litigation, regulatory, contractual, reputational, and operational domains.
data-ai12
retaliation-complaint
Drafts U.S. employment-retaliation complaints with jurisdiction, causation, and remedy sections aligned to the governing statute. Use when counsel needs a filing-ready complaint after a plaintiff alleges adverse action following protected activity. Covers Title VII, FLSA, SOX, and Dodd-Frank retaliation claims, administrative-exhaustion preservation, and prayer-for-relief drafting.
development12
residential-purchase-agreement
Drafts enforceable U.S. Residential Purchase Agreements covering parties, property description, price/earnest money, financing contingencies, inspection/due diligence, seller disclosures, closing, default remedies, and dispute resolution. Use when drafting home purchase contracts, residential real estate sale agreements, or property transfer agreements. Trigger on "purchase agreement," "home sale contract," "residential sale," or "property purchase."
testing12
novation-agreement
Drafts tripartite U.S. novation agreements substituting an incoming party for the original obligor with full release. Use when drafting novation agreements, party substitution agreements, or contract assumption documents requiring complete obligor discharge. Covers government contracts (FAR 42.12), M&A substitutions, and commercial restructurings.
development12
notice-to-perform
Drafts a U.S. residential real estate Notice to Perform (cure notice) identifying contractual defaults, demanding specific cure actions, and preserving remedies. Use when drafting a notice to perform, notice to cure, default notice, or breach-and-cure letter for a residential purchase agreement or lease.
testing12
notice-to-perform-real-estate
Drafts jurisdiction-aware residential real-estate notices to perform (cure demands) for lease, purchase, or construction agreements where a counterparty has defaulted. Trigger when the user needs a notice to perform, notice to cure, cure notice, demand to perform, residential default notice, or pre-suit notice for a U.S. residential real-estate matter.
tools12
notice-of-entry
Drafts contract-compliant Notice of Property Entry letters that satisfy Access Agreement advance-notice, scope, and delivery requirements. Trigger when the user mentions notice of entry, right-of-entry notice, property entry notice, access agreement notice, property inspection notification, business-day calendar calculations for entry, COI delivery before property access, or documenting scope/personnel for a real property inspection, environmental assessment, or construction access.
documentation12
qdro-draft
Drafts Qualified Domestic Relations Orders (QDROs) compliant with ERISA §206(d)(3) and IRC §414(p) to divide retirement benefits in divorce. Covers defined benefit pensions, 401(k)s, and defined contribution plans with plan-specific division formulas and alternate payee protections. Use when drafting QDROs, dividing retirement assets post-judgment, or preparing domestic relations orders for plan administrator review.
testing12
purchase-agreement-summary
Produces structured operational summaries from fully executed residential purchase agreements for title closers and processors. Extracts parties, property identifiers, price/EMD, financing, contingencies, title/survey, HOA, closing costs, prorations, possession, and critical deadlines into scannable tables with source pointers. Flags missing data, document conflicts, unusual clauses, and tight deadlines. Use when summarizing a purchase agreement, opening a title file, preparing escrow instructions, or reviewing contract terms for closing.
testing12
notice-of-appeal-criminal
Drafts Notices of Appeal for criminal matters with strict compliance to FRAP 4(b) deadlines, jurisdictional statements, transcript requests, and service requirements. Use when filing a criminal appeal, initiating appellate review after conviction or sentencing, or preparing post-trial appellate filings.
testing12
regulatory-submission-summary
Produces structured summaries of regulatory submission packages (FDA NDAs, 510(k)s, BLAs, ANDAs, environmental permits, rate filings) for government approval processes. Distills clinical data, manufacturing information, compliance evidence, and supporting documentation into standardized overviews for regulatory reviewers, compliance teams, and executives. Use when summarizing submission packages, preparing regulatory filing overviews, or creating executive briefings on approval applications; trigger keywords: regulatory submission, NDA summary, 510(k) summary, BLA summary, filing overview, approval application, regulatory briefing, submission package.
tools12
rec-purchase-agreement
Drafts Renewable Energy Credit (REC) Purchase Agreements for US jurisdictions, covering product specifications, tracking system protocols (WREGIS, PJM-GATS, M-RETS, NEPOOL-GIS), RPS compliance, voluntary certification (Green-e), title transfer, and regulatory change provisions. Use when drafting REC purchase agreements, environmental commodity contracts, renewable energy credit transactions, or RPS compliance documentation.
testing12
reciprocal-easement-agreement
Drafts recordable Reciprocal Easement Agreements (REAs) with perpetual cross-easements and operating covenants between adjacent commercial parcels. Use when drafting REAs, cross-easement agreements, or shared-use covenants for shopping centers, mixed-use projects, office parks, or integrated commercial developments.
development12
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, and agenda disclosures under charter/bylaws and state statutes. Triggers on requests involving annual meeting notice, shareholder meeting notice, record date, quorum, proxy voting, or annual meeting agenda.
testing12
public-health-law-summary
Generates structured, plain-language summaries of public health legislation and case law with Bluebook citations. Use when summarizing health statutes, vaccination mandates, emergency health powers, disease surveillance law, health equity legislation, or healthcare regulations for agencies, providers, or policy advisors.
testing12
purchase-agreement-breach-complaint
Drafts a U.S. civil complaint for breach of a real estate purchase agreement, covering jurisdiction, venue, parties, contract terms, breach allegations, damages, and remedies including specific performance. Use when preparing a breach of purchase agreement complaint, real estate contract dispute pleading, or specific performance action.
testing12
proprietary-information-inventions-agreement
Drafts U.S. Proprietary Information and Inventions Agreements (PIIA) for employee or consultant onboarding. Use when drafting a PIIA, inventions assignment, proprietary information agreement, or onboarding confidentiality/IP paperwork. Covers invention assignment, DTSA immunity, prior inventions disclosure, and state-specific carve-outs.
development12
promo-materials-review-policy
Drafts an internal Promotional Materials Review Policy for life sciences and pharmaceutical companies under FDA oversight. Covers promotional review committee structure, fair balance requirements, substantiation standards, off-label prohibitions, recordkeeping, training, and auditing. Use when creating FDA promotional compliance governance frameworks, pharma advertising policies, or promotional review committee charters.
development12
promissory-note-residential
Drafts enforceable residential promissory notes with party identification, principal/interest terms, payment schedules, default/acceleration provisions, and security instrument cross-references. Ensures TILA awareness and state usury compliance. Use when drafting promissory notes for residential mortgages, deeds of trust, or seller-financed home sales; trigger keywords: promissory note, residential note, mortgage note, deed of trust note, seller financing note, balloon note.
development12
project-summary
Generates structured legal project management summaries with RAG status indicators, budget variance analysis, and prioritized action items. Use when creating matter status reports, project updates, portfolio reviews, or resource allocation summaries for litigation, transactional, or regulatory matters.
data-ai12
project-management-summary
Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.
documentation12
prospectus-draft
Drafts SEC-compliant prospectuses for securities offerings, structuring company data, financials, risk factors, and offering terms into a regulatory disclosure document. Use when preparing prospectuses, S-1 registration statements, offering memoranda, or primary disclosure documents for public or private issuances.
testing12
prospectus
Drafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of proceeds, business description, MD&A, financials, and offering terms against uploaded company documents and EDGAR comparables. Use when preparing a Form S-1, S-11, offering circular, or any primary disclosure document for a public or private issuance.
testing12
proration-schedule
Drafts a legally compliant proration schedule for real estate closings, allocating taxes, HOA fees, rent, utilities, and other obligations between buyer and seller. Triggered when preparing settlement documents, closing prorations, asset purchase closings, or real estate closing statements requiring expense allocation by closing date.
documentation12
product-liability-summary
Generates structured summaries of product liability cases covering liability theories, outcomes, and strategic implications. Use when summarizing defective product litigation, manufacturing or design defect claims, failure to warn cases, breach of warranty disputes, or personal injury product cases.
data-ai12
procedural-rule-summary
Generates structured, stage-organized summaries of procedural rules from federal, state, local, or administrative sources with deadlines, responsibilities, and non-compliance consequences. Extracts rules from uploaded texts, court orders, and standing orders. Use when summarizing FRCP, FRCrP, state civil/criminal procedure, local rules, administrative hearing procedures, or building procedural compliance checklists for case preparation and motion practice.
development12
private-placement-memorandum
Drafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.
development12
private-placement-memo
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
development12
prior-art-summary
Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.
testing12
security-agreement
Drafts UCC Article 9 security agreements granting first-priority liens on specified collateral. Covers party identification, collateral descriptions, representations/warranties, default/remedies, and perfection requirements. Use when drafting security agreements, granting liens, creating collateral pledges, or documenting secured financing transactions.
testing12
preservation-letter
Drafts litigation hold and document preservation letters under FRCP 37(e) and state equivalents. Covers custodian identification, ESI scope, hold implementation, and spoliation warnings. Use when sending preservation notices, litigation hold letters, spoliation notices, or evidence preservation demands.
documentation12
pre-trial-statement
Drafts U.S. civil/commercial pre-trial statements that narrow issues, fix trial assumptions, and prevent evidentiary surprises. Converts pleadings, discovery, and deposition materials into a court-compliant filing with undisputed facts, contested issues, witness and exhibit summaries, trial logistics, and settlement posture. Use when preparing for pretrial conferences, final pretrial orders, or trial. Trigger keywords: pre-trial statement, pretrial statement, trial roadmap, witness list, exhibit list, disputed issues of fact, disputed issues of law.
testing12
preservation-law-summary
Generates structured legal memoranda on historic preservation law covering NHPA, Penn Central takings analysis, designation processes, and state-local regulatory frameworks. Use when summarizing preservation jurisprudence, Section 106 review, landmark regulations, cultural resource protection, or takings challenges to preservation ordinances.
development12
pre-hearing-statement
Drafts a Pre-Hearing Statement of Proof for personal injury litigation. Use when preparing prehearing statements, statements of proof, or evidentiary summaries for hearings before courts or administrative agencies.
testing12
power-purchase-agreement
Drafts U.S. power purchase agreements (PPAs) between generators and offtakers covering delivery, pricing, metering, performance guarantees, RECs/carbon attributes, credit support, defaults, and remedies. Triggers on "PPA", "power purchase agreement", "offtaker", "generator", "REC", "net output", "renewable energy offtake", "energy supply agreement", or "energy payment".
testing12
pour-over-will
Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianship, debt/tax payment, specific bequests, the central pour-over clause, and execution formalities with self-proving affidavit. Use when drafting pour-over wills, testamentary trust transfers, estate planning safety nets, or residuary estate instruments. Trigger keywords: pour-over will, residuary estate, revocable trust, testamentary transfer, UTATA, personal representative, guardian nomination, self-proving affidavit.
development12
preliminary-injunction
Drafts a Motion for Preliminary Injunction applying the Winter four-factor test with jurisdiction-specific procedural compliance. Covers merits analysis, irreparable harm, equities balancing, bond, and proposed order language. Use when filing for preliminary injunction, TRO, temporary restraining order, or emergency injunctive relief in federal or state court.
testing12
policy-brief
Generates structured public policy briefs analyzing legislation across economic, social, legal, and implementation dimensions. Use when drafting legislative impact analyses, policy summaries, regulatory briefs, or government affairs memoranda for lawmakers, lobbyists, or civic organizations.
development12
police-report-summary
Summarizes police reports and incident documentation into structured, source-attributed legal work product. Extracts incident details, chronological narrative, involved parties, evidence, and officer conclusions. Flags discrepancies, Brady material, procedural issues, and exculpatory evidence. Use when summarizing police reports, arrest reports, officer narratives, or law enforcement documentation for criminal defense, personal injury, civil rights, or insurance litigation.
testing12
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, winding up, dissolution resolution, creditor claims period, Form 966, or shareholder distribution calculations. Use after board and shareholder authorization is complete.
data-ai12
pipeline-easement
Drafts pipeline easement agreements granting construction, operation, and maintenance rights across private property. Balances Grantor protections with Grantee operational needs. Use when drafting pipeline easements, right-of-way agreements, energy infrastructure easements, or utility corridor grants.
tools12
pi-intake-form
Drafts a structured personal injury client intake form for initial consultations covering client identification, incident details, injury/treatment history, insurance, prior legal history, and authorizations. Supports conflict checking, case evaluation, and engagement setup. Use when onboarding a new PI client, creating intake questionnaires, or building pre-filing client records. Trigger keywords: personal injury intake, client onboarding, PI questionnaire, accident intake, injury claim intake.
tools12
piia
Drafts a Proprietary Information and Inventions Agreement (PIIA) for employment or consulting relationships. Covers confidentiality, invention assignment with state-law carve-outs, DTSA immunity notice, and prior inventions disclosure. Trigger when onboarding employees/consultants, drafting IP assignment agreements, or creating confidentiality and invention assignment contracts.
development12
post-settlement-correspondence
Drafts structured post-settlement correspondence memorializing negotiation history and final terms in commercial litigation. Use when producing settlement confirmation letters, post-mediation summaries, settlement memoranda, or implementation checklists after parties reach agreement.
development12
plan-of-liquidation
Drafts a Plan of Liquidation and Dissolution for U.S. corporations undergoing voluntary dissolution. Covers board/shareholder approvals, creditor notice, asset liquidation priority, distribution waterfalls, state dissolution filings, and IRS Form 966 compliance. Use when winding down a corporation, drafting dissolution plans, or preparing liquidation documents for corporate closings.
development12
pi-demand-summary
Generates structured personal injury demand summaries covering liability analysis, chronological injury documentation, itemized damages, and settlement positioning. Covers MVA, premises liability, product defect, and medical malpractice claims. Use when preparing settlement packages, demand letters, pre-trial evaluations, or insurance adjuster negotiations for plaintiff-side PI matters.
development12
physician-employment-agreement
Drafts regulatory-compliant Physician Employment Agreements between healthcare employers and licensed physicians, enforcing Stark Law fair market value and Anti-Kickback Statute safe harbor requirements. Covers duties, compensation, benefits, termination, restrictive covenants, and IP provisions for clinical practice settings. Trigger keywords: physician employment contract, healthcare employment agreement, medical practice hiring, physician compensation agreement, doctor employment contract.
tools12
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 from matter documents, identifies missing information, and tailors urgency to transaction deadlines. Incorporates RESPA compliance, per diem interest, and itemized breakdown specifications. Use when requesting payoff statements, mortgage payoff letters, loan satisfaction amounts, or lien release calculations in closings, refinancing, or debt satisfaction scenarios.
development12
patent-infringement-summary
Generates structured summaries of patent infringement cases covering parties, patents-at-issue, infringement theories, claim construction, damages, and outcomes. Use when summarizing patent disputes, creating case digests for IP portfolios, or onboarding to patent litigation matters.
data-ai12
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 (§ 271(a)), induced (§ 271(b)), and contributory (§ 271(c)) infringement with TC Heartland venue analysis and Halo willfulness. Use when initiating patent infringement litigation, drafting an IP complaint, or preparing a pleading to survive a Rule 12(b)(6) motion.
data-ai12
patent-infringement-analysis
Generates a structured patent infringement analysis mapping claims to accused product features via claim charts. Covers Phillips claim construction, literal infringement, doctrine of equivalents, validity defenses, damages, and strategic recommendations. Use when analyzing patent infringement, preparing claim charts, evaluating IP litigation risk, or assessing licensing and design-around options.
documentation12
patent-summary
Generates structured, prosecution-ready summaries of patent applications covering bibliographic data, claims analysis, and strategic observations. Use when summarizing patent filings, preparing for prosecution, conducting portfolio review, licensing negotiations, or freedom-to-operate analysis.
development12
partition-complaint
Drafts a U.S. civil complaint for partition of real property by co-owners, pleading jurisdiction, ownership interests, property description, encumbrances, and grounds for partition in kind or by sale. Trigger when the user needs a partition action, co-owner dispute complaint, tenant-in-common or joint-tenancy division, or court-ordered sale of real property.
testing12
parole-hearing-summary
Summarizes parole hearing transcripts into structured analytical documents covering case identification, inmate testimony, victim impact, evidence review, board decision, and strategic analysis. Use when summarizing parole hearings, board decisions, parole denials, parole grant conditions, or preparing for future hearings and post-conviction strategy.
testing12
parenting-plan
Drafts jurisdiction-compliant parenting plans covering custody frameworks, time-sharing schedules, decision-making allocation, financial provisions, relocation, and dispute resolution. Adapts terminology and structure to state-specific statutory requirements. Use when drafting custody agreements, parenting time schedules, time-sharing plans, or co-parenting arrangements in family law proceedings.
development12
order-modification
Drafts post-judgment motions to modify existing family law court orders based on material changes in circumstances. Structures changed-circumstances arguments with jurisdictional compliance, factual chronologies, and precise relief specifications. Use when drafting modification motions, changed-circumstances motions, post-judgment family law motions, or petitions to modify custody, support, or visitation orders.
testing12
opt-out-form
Drafts opt-out forms and notices of exclusion for class actions, settlements, arbitration clauses, and privacy programs. Covers party identification, election language, consequence statements, signature blocks, and submission instructions per governing orders or contracts (FRCP 23, arbitration windows, CCPA/GDPR). Use when preparing opt-out paperwork, notices of exclusion, settlement opt-outs, or arbitration opt-out letters.
development12
option-to-purchase
Drafts Option to Purchase Real Estate agreements granting an optionee the exclusive right to buy property within a specified timeframe. Trigger when user needs a real estate option agreement, purchase option, right-to-purchase contract, or option-to-buy instrument for residential transactions.
testing12
ops-manual-acknowledgement
Drafts an enforceable Operations Manual Acknowledgement form recording an employee's or franchisee's receipt, understanding, and agreement to comply with company policies. Produces a litigation-ready record with affirmative statements, at-will disclaimers, policy cross-references, and signature blocks. Use when onboarding employees, onboarding franchisees, creating policy acknowledgement forms, or documenting manual receipt (trigger keywords: operations manual, policy acknowledgement, employee handbook receipt, onboarding form, manual compliance).
testing12
opposition-summary
Generates structured analytical summaries of trademark opposition proceedings before the TTAB. Use when summarizing opposition filings, analyzing TTAB dispute posture, evaluating settlement options, or assessing trademark conflict strength.
tools12
om-agreement
Drafts Operations and Maintenance agreements for energy facilities covering scope, performance standards, compensation, risk allocation, and regulatory compliance. Use when drafting O&M contracts, maintenance agreements for power plants, solar farms, wind projects, or energy infrastructure.
testing12
oil-gas-lease
Drafts enforceable U.S. Oil and Gas Leases conveying subsurface mineral rights from lessor to lessee while reserving surface rights, royalty interests, and environmental obligations. Handles grant clauses, royalty structures, pooling/unitization, habendum terms, and state-specific regulatory compliance. Use when preparing leases for exploration, extraction, production, mineral rights conveyance, delay rentals, shut-in royalties, or energy law transactional matters.
testing12
oilfield-msa
Drafts a Master Service Agreement for upstream oilfield services (Operator-Contractor). Covers knock-for-knock indemnification, anti-indemnity statute compliance (TX, LA, WY, NM), work order framework, HSE, insurance minimums, and IP/data ownership. Use when drafting oilfield MSAs, drilling service agreements, well service contracts, or upstream operator-contractor master agreements.
development12
office-lease
Drafts commercial office lease agreements with rent schedules, expense allocations, maintenance splits, and protective provisions for landlord and tenant. Covers NNN, gross, and modified gross structures. Use when drafting office leases, commercial lease agreements, landlord-tenant contracts, or space rental agreements for commercial office premises.
testing12
oci-mitigation-plan
Drafts FAR 9.5-compliant Organizational Conflict of Interest mitigation plans for federal government contractors. Analyzes unequal access, impaired objectivity, and biased ground rules conflicts, then produces firewalls, recusals, compliance architecture, and certifications. Use when responding to solicitations with OCI concerns, preparing proposals requiring OCI disclosure, or drafting conflict mitigation documents.
development12
nydfs-infosec-program
Drafts a comprehensive Information Security Program compliant with NYDFS Cybersecurity Regulation (23 NYCRR 500). Covers CISO designation, risk assessment, access controls, encryption, monitoring, incident response, notification, and annual certification for covered financial services entities. Use when drafting cybersecurity programs, NYDFS compliance policies, or information security policies for financial institutions. Trigger keywords: NYDFS, 23 NYCRR 500, cybersecurity regulation, information security program, CISO policy, financial services cybersecurity.
development12
org-meeting-minutes
Drafts organizational meeting minutes for newly formed corporations or LLCs, covering quorum, bylaws/OA adoption, elections, capitalization, banking, and tax elections. Use when forming a new entity, drafting initial board minutes, or completing corporate organization post-filing.
development12
nov-response
Drafts formal responses to governmental Notices of Violation, covering acknowledgment, factual timeline, legal defenses, mitigation, and proposed corrective action. Use when responding to environmental enforcement actions, regulatory citations, compliance violations, or governmental NOVs.
development12
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 forum-specific compliance (USPTO 37 CFR 1.56, district court local patent rules, PTAB 35 U.S.C. § 311). Use when preparing invalidity contentions, duty-of-disclosure filings, inter partes review petitions, or pre-litigation prior art disclosures.
testing12
notice-of-assets-claims
Drafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a probate notice of assets, or establishing claim bar dates. Handles jurisdictional research, asset disclosure, claim filing procedures, and execution requirements under state-specific probate codes.
development12
notice-of-appearance
Drafts a Notice of Appearance of Counsel for federal or state court with caption formatting, bar admission verification, e-filing signatures, and certificate of service. Use when an attorney is entering, substituting, or joining as counsel of record in litigation.
development12
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 appeal, commencing appellate review, or preserving appellate jurisdiction after an adverse ruling.
testing12
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, renewal, and modification applications with discharge characterization, treatment descriptions, water quality analysis, and monitoring programs. Use when drafting NPDES permits, discharge authorizations, point source permits, or CWA compliance filings.
testing12
pretrial-statement
Drafts U.S. commercial litigation pre-trial statements and joint pretrial reports presenting stipulated facts, contested issues, witness/exhibit lists, and trial management items. Trigger when the user needs a pre-trial statement, joint pretrial report/order, trial readiness filing, or witness/exhibit compilation under local rules.
testing12
nonprofit-bylaws
Drafts U.S. nonprofit corporation bylaws aligned to state nonprofit corporation acts and IRC §501(c)(3) requirements, covering governance structure, membership, board composition, fiscal controls, conflicts, and dissolution. Use when forming a nonprofit, updating existing bylaws, or reconciling bylaws with articles of incorporation. Trigger keywords: bylaws, nonprofit corporation, 501(c)(3), board of directors, membership, articles of incorporation, amendments, dissolution.
development12
nonprofit-board-minutes
Drafts legally compliant non-profit board meeting minutes with attendance, quorum, resolutions, conflict-of-interest recusals, and executive session notation. Formats output for IRS Form 990 audit, state AG scrutiny, and permanent corporate records. Use when drafting official board minutes, recording board resolutions, or creating non-profit governance records.
development12
non-compete-seller
Drafts a Non-Competition and Non-Solicitation Agreement for a seller principal in an asset purchase transaction. Use when drafting ancillary restrictive covenant agreements for M&A closings, asset purchases, or business acquisitions. Covers non-compete, customer/employee non-solicitation, restricted period/territory, injunctive relief, blue-pencil reformation, and tolling.
development12
negotiation-support
Generates a strategic negotiation support document with leverage analysis, BATNA assessment, risk matrix, and issue-by-issue tactical planning. Use when preparing for settlement conferences, mediations, contract negotiations, deal structuring, or dispute resolution strategy sessions.
development12
motion-to-dismiss-indictment
Drafts motions to dismiss criminal indictments in federal and state courts. Covers defective indictments, statute of limitations, speedy trial, double jeopardy, prosecutorial misconduct, and jurisdictional defects. Use when the agent needs to challenge the legal sufficiency of criminal charges or draft a pre-trial dismissal motion.
testing12
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 challenges, venue motions, or pre-answer dispositive motions during the pleadings phase.
testing12
motion-to-avoid-lien
Drafts a Motion to Avoid Lien under 11 U.S.C. § 522(f) for bankruptcy proceedings. Produces a litigation-ready motion with caption, impairment calculations, legal argument, and prayer for relief. Use when filing lien avoidance motions in Chapter 7, 11, or 13 cases, stripping judicial liens or nonpossessory nonpurchase-money security interests that impair debtor exemptions.
testing12
motion-new-trial
Drafts a post-verdict Motion for New Trial in criminal defense cases. Structures arguments around recognized grounds (weight-of-evidence, newly discovered evidence, prosecutorial misconduct, juror misconduct, IAC, judicial error) with record citations. Use when filing a motion for new trial, post-conviction motion, or requesting the court set aside a criminal verdict.
testing12
motion-in-limine
Drafts criminal defense motions in limine to exclude prejudicial, irrelevant, or inadmissible evidence before trial. Covers FRE 401-403 relevance/prejudice, FRE 404(b) character/prior-acts, FRE 801-807 hearsay, and FRE 702-703 expert testimony. Use when drafting pre-trial exclusion motions, evidentiary objection briefs, or motions to preclude testimony in criminal defense matters.
testing12
motion-for-temporary-relief
Drafts a Motion for Temporary Relief (Pendente Lite) in U.S. family law cases seeking interim orders for custody, support, property use, and fees. Use when filing for temporary orders at the outset of a dissolution, separation, or custody matter to stabilize rights and obligations during pendency.
tools12
mortgage-deed-of-trust
Drafts recording-ready residential Mortgages or Deeds of Trust with jurisdiction-appropriate instrument selection, uniform covenants, default/foreclosure provisions, and execution formalities. Use when drafting mortgage instruments, deeds of trust, security instruments for home loans, or real estate financing documents.
development12
modification-petition-summary
Produces structured summaries of U.S. family law modification petitions for attorney review. Captures existing order terms, requested changes, alleged material change in circumstances, supporting facts, evidence inventory, and procedural posture. Use when summarizing petitions to modify custody, visitation, child support, spousal support, or other post-judgment orders.
testing12
mining-land-use-summary
Generates structured legal and regulatory summaries for mining and land use projects covering permits, environmental compliance, mineral rights, stakeholder obligations, and risk assessment. Use when summarizing mining regulations, land use permits, environmental compliance, mineral rights, natural resource extraction, reclamation obligations, or split estate disputes.
tools12
military-law-summary
Generates structured summaries of military law matters including courts-martial, UCMJ disciplinary actions, administrative separations, and appellate decisions. Trigger when a user needs a reference summary of a military justice proceeding, CAAF/CCA opinion, Article 15 action, or service regulation issue for JAG officers, command staff, or military legal practitioners.
testing12
non-compete-agreement
Drafts enforceable non-compete, non-solicitation, and confidentiality agreements tailored to U.S. state law. Performs jurisdictional analysis of reformation rules, consideration requirements, and statutory restrictions. Use when drafting restrictive covenant agreements, non-compete clauses, non-solicitation provisions, or enforcement-ready employment contracts.
development12
nonprofit-compliance-summary
Generates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state charitable registration, and governance. Use when conducting compliance audits, preparing for IRS or state AG examinations, onboarding to a nonprofit matter, or producing board-level compliance reports.
development12
newsletter-summary
Produces concise, actionable U.S. legal newsletter summaries of recent developments organized by practice area. Use when asked for a legal news digest, weekly/monthly client update, regulatory roundup, case law summary, compliance news bulletin, or internal legal awareness memo.
tools12
nda-summary
Generates structured summaries of Non-Disclosure Agreements, extracting parties, confidential information scope, permitted disclosures, term/survival, breach remedies, and risk flags. Use when summarizing NDAs, reviewing confidentiality agreements, distilling NDA obligations, or onboarding stakeholders to NDA terms.
development12
nda-drug-application
Drafts an eCTD-compliant New Drug Application (NDA) for FDA submission under 21 CFR Part 314. Compiles clinical trial data, CMC documentation, nonclinical studies, pharmacokinetics, integrated safety analyses, and proposed labeling into five-module eCTD structure. Use when preparing an NDA, FDA drug approval submission, pharmaceutical regulatory filing, or eCTD assembly for a new molecular entity.
tools12
motion-to-convert
Drafts a Motion to Convert Case for bankruptcy proceedings under 11 U.S.C. §§ 706, 1112, or 1307. Builds caption, factual background, statutory arguments, and prayer for relief from case documents. Use when the user needs a bankruptcy conversion motion between chapters (e.g., Chapter 7 to 13 or vice versa).
development12
medical-treatment-summary
Generates litigation-ready narrative medical treatment summaries for personal injury cases. Triggers when summarizing medical records, preparing demand packages, drafting treatment narratives, or building medical damages presentations for settlement or trial.
development12
merit-review
Analyzes state merit review for non-covered securities offerings, applying NASAA Statements of Policy to cheap stock, promoter equity investment, voting rights, and promoter compensation. Produces examiner-ready comment responses with cap table analysis and negotiation strategy. Use when filing Reg A, Rule 504, intrastate, or direct public offerings in merit review states, responding to Blue Sky examiner comments, structuring offerings to avoid conditioning, or analyzing NASAA SOPs. Also trigger on cheap stock analysis, promoter equity tests, unequal voting rights review, state examiner correspondence, or phrases like "merit review issues" or "the state examiner sent comments."
development12
revocable-living-trust
Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrative powers tailored to state law. Covers individual and joint trusts, spendthrift clauses, and incapacity planning. Use when drafting living trusts, inter vivos trusts, revocable trusts, or estate planning trust instruments.
development12
real-estate-transaction-summary
Generates structured summaries of real estate transactions from purchase agreements, addenda, disclosures, and closing documents. Extracts property details, financial terms, parties, dates, contingencies, title matters, and risk allocation. Use when summarizing a real estate deal, creating transaction overviews, onboarding to a new matter, or preparing closing checklists.
testing12
mediation-statement
Drafts persuasive mediation statements for litigation, structuring narrative across liability, damages, medical evidence, experts, and settlement positioning for plaintiff or defense. Use when preparing mediation briefs, settlement statements, ADR submissions, or pre-mediation filings.
data-ai12
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 articulates grounds for disallowance or reduction. Use when a debtor, trustee, or party in interest challenges a creditor's proof of claim, claim classification, or insufficient documentation.
development12
pro-forma-cap-table
Drafts a pro forma capitalization table modeling ownership before and after a financing event or corporate transaction. Calculates dilution, conversion mechanics, option pool impacts, and ownership on as-converted and fully-diluted bases. Use when modeling seed rounds, Series A/B/C financings, convertible note or SAFE conversions, option pool expansions, stock splits, or cap table restructurings.
development12
restated-certificate
Drafts an Amended and Restated Certificate of Incorporation for Delaware corporations in preferred stock financing rounds. Covers authorized capital, preferred stock rights (dividends, liquidation, conversion, anti-dilution), protective provisions, and DGCL compliance. Use when drafting charter documents, restated certificates, venture financing corporate documents, or Delaware certificate amendments from term sheets and cap tables.
development12
medical-record-chronology
Creates chronological summaries of medical records for litigation. Extracts treatment timelines, provider details, diagnoses, medications, and causation evidence. Identifies gaps, inconsistencies, and missing records. Use when analyzing medical records in personal injury, medical malpractice, workers' compensation, or disability cases.
testing12
protective-order
Drafts a Stipulated Protective Order for federal litigation discovery under FRCP 26(c), covering confidentiality designation tiers, access restrictions, challenge procedures, clawback protocols, and disposition terms. Use when drafting protective orders, confidentiality stipulations, or discovery confidentiality agreements.
content-media12
medical-billing-analysis
Analyzes medical records and billing data for personal injury litigation, producing a chronological report with treatment details, costs, causation chains, and red flags. Trigger when the user requests medical billing analysis, medical records review, treatment timeline, billing reasonableness review, causation analysis, damages documentation, PI case valuation, ICD/CPT code review, IME rebuttal prep, or needs to organize medical evidence for a demand package or mediation statement.
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opinion-summary
Summarizes U.S. transactional legal opinions into executive-ready briefs preserving issues, analysis, conclusions, qualifications, and key authorities. Triggers when asked to summarize a legal opinion, opinion memorandum, legal analysis memo, or produce an executive opinion recap.
research12
seller-disclosure
Drafts residential Seller Disclosure Statements for U.S. real estate transactions covering structural systems, environmental hazards, title encumbrances, and neighborhood conditions. Enforces state-specific statutory compliance and federal lead-based paint requirements. Trigger keywords: "seller disclosure", "property condition statement", "residential transfer disclosure", "seller disclosure statement".
testing12
mediation-summary
Drafts confidentiality-compliant mediation summary statements documenting session process, outcomes, settlement terms, and next steps. Respects mediation privilege (UMA §§ 4–6) and FRE 408. Use when drafting post-mediation summaries, session reports, settlement memoranda, or mediation statements for parties, counsel, or court filing.
documentation12
pharma-reg-summary
Generates structured pharmaceutical regulatory compliance summaries covering FDA approval pathways, patent/IP intersections (Orange Book, Hatch-Waxman), and marketing restrictions (off-label, DTC, Anti-Kickback). Use when preparing FDA compliance overviews, submission readiness assessments, or promotional compliance reviews.
business12
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 knowledge-transfer, transition, or consulting services to a buyer after closing. Trigger: consulting agreement, seller services, transition services, post-closing consulting, asset purchase, M&A.
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pfs-analyzer
Extracts and reconciles medical provider, wage-loss, and insurance/lien data from personal injury plaintiff fact sheets and initial disclosures against builder draft responses. Use when the user mentions PFS analysis, medical provider reconciliation, wage loss audit, insurance lien tracking, PI discovery reconciliation, builder response validation, MDL plaintiff data extraction, FRCP 26(a)(1) disclosures, treatment chronologies, or specials spreadsheets.
development12
nda-government-data
Drafts Non-Disclosure Agreements for protecting sensitive government data across classified, CUI, SBU, and PII categories with federal regulatory compliance (FOIA, FISMA, NIST, Privacy Act, Trade Secrets Act). Covers security clearance requirements, mandatory disclosure protocols, NISPOM-compliant destruction, and government-specific remedies. Use when drafting NDAs for government contractors, federal data sharing agreements, or confidentiality agreements involving government entities.
development12
security-deposit-letter-of-credit
Drafts an irrevocable standby letter of credit securing a commercial lease deposit under ISP98 and UCC Article 5. Covers documentary draw conditions, evergreen/expiry mechanics, transferability, and partial draws. Use when drafting standby LCs for lease security deposits, replacing cash deposits with LC instruments, or structuring beneficiary draw requirements.
testing12
securities-regulation-summary
Generates thematic compliance summaries of US securities regulation developments. Triggered when a user needs briefings on SEC rulemaking, enforcement trends, FINRA guidance, or emerging areas (SPACs, ESG, cybersecurity, digital assets). Also use for securities compliance updates or regulatory development summaries for senior audiences.
development12
sentencing-guidelines
Calculates federal and state sentencing guideline ranges with precise USSG citations, including base offense levels, specific offense characteristics, Chapter 3 adjustments, criminal history categories, departures, variances, and § 3553(a) factors. Use when calculating sentencing ranges, preparing sentencing memoranda, analyzing presentence reports, or developing sentencing advocacy strategy.
development12
sec-opinion-letter
Drafts Opinion of Counsel letters for SEC registration statements, covering due incorporation, valid issuance, fully-paid and non-assessable opinions, and Reg S-K Item 601(b)(5) consent language. Use when drafting Exhibit 5.1 opinions for S-1/S-3 filings, shelf offerings, or securities issuance transactions.
data-ai12
sar-filing
Drafts FinCEN Suspicious Activity Reports (Form 111) for BSA/AML regulatory filing. Compiles subject identification, transaction timelines, red-flag analysis, and activity classifications. Use when a financial institution detects suspicious transactions requiring mandatory SAR filing, continuing activity reports, or BSA compliance documentation.
development12
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. Trigger when the user needs a secured promissory note, lender note, collateral-backed loan note, or UCC-1 financing instrument.
testing12
past-performance-questionnaire
Drafts a Past Performance Questionnaire for evaluating legal service providers or contractors in government contract contexts. Trigger when the user needs vendor evaluation instruments, contractor performance reviews, past performance assessments, or due diligence questionnaires aligned with FAR requirements.
development12
motion-to-compel
Drafts filing-ready motions to compel discovery in civil litigation with deficiency matrix, declaration, memorandum, and proposed order. Covers interrogatories, RFPs, RFAs, depositions, and ESI disputes under federal FRCP and state analogs. Includes Rule 37(a)(5) sanctions strategy and meet-and-confer certification. Use when drafting a motion to compel, addressing boilerplate objections, seeking discovery sanctions, or preparing discovery dispute briefing.
testing12
mediation-brief
Drafts mediation briefs for commercial litigation that educate the mediator on facts, law, damages, and litigation risks while advancing settlement. Use when preparing for mediation sessions, drafting pre-mediation submissions, or creating settlement briefs.
testing12
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 compliance. Covers appointment, duties, FMV compensation, independent contractor status, restrictive covenants, HIPAA obligations, and regulatory safeguards for hospitals, ASCs, SNFs, and other facilities. Use when drafting medical director contracts, physician administrative services agreements, or healthcare leadership engagement letters.
testing12
merger-agreement
Drafts U.S. merger agreements for M&A transactions covering merger structure and mechanics, consideration, equity treatment, reps and warranties, covenants, closing conditions, termination, and indemnification. Use when drafting or revising a merger agreement, negotiating statutory/triangular/reverse mergers, or handling purchase price, earnouts, escrow/holdback, MAE, HSR clearance, or closing deliverables.
development12
mta-biological
Drafts Material Transfer Agreements for biological materials between research institutions and commercial entities. Covers material characterization (BSL levels, select agents, GMOs), permitted use, IP allocation, publication rights, and regulatory compliance (NIH Guidelines, Bayh-Dole, ITAR/EAR, select agent regulations). Use when drafting MTAs, biological material transfer terms, or research collaboration agreements involving biological specimens.
testing12
pledge-agreement-securities
Drafts perfected-security-interest Pledge Agreements for securities collateral under UCC Article 9. Use when drafting securities pledge agreements, stock pledge documents, collateral assignments, or security interest grants in investment property securing loans or credit facilities.
testing12
prenuptial-agreement
Drafts enforceable prenuptial and postnuptial agreements for US jurisdictions with financial disclosure schedules, property classification, spousal support provisions, estate waivers, and procedural fairness safeguards. Ensures compliance with UPAA/UPMAA frameworks. Use when drafting prenuptial agreements, postnuptial agreements, marital property agreements, premarital contracts, or antenuptial agreements.
development12
recall-plan
Drafts FDA product recall plans compliant with 21 CFR Part 7, covering Recall Committee governance, health hazard evaluation, recall classification, notification protocols, effectiveness checks, product disposition, and termination procedures. Use when developing recall SOPs, updating recall procedures, drafting recall readiness plans, or preparing FDA-regulated product recall documentation.
development12
regulatory
Navigates regulatory compliance, government relations, and administrative law across financial services, healthcare, environmental, FDA, privacy, energy, government contracts, trade, and securities domains. Use when handling agency interactions, compliance programs, enforcement defense, rulemaking comments, or administrative proceedings.
development12
sentencing-memorandum
Drafts defense sentencing memoranda for federal and state criminal proceedings. Covers USSG guidelines analysis, § 3553(a) factors, mitigating evidence, alternative sentencing proposals, and restitution. Use when advocating for a favorable sentence after conviction or guilty plea.
testing12
saas-license-agreement
Drafts SaaS License Agreements for cloud-based software subscriptions covering access-based licensing, fees, SLAs, IP, data protection, indemnification, and liability caps. Triggers when the user needs a SaaS agreement, software subscription contract, cloud service license, or technology subscription terms.
devops12
rules-and-regulations-exhibit
Drafts enforceable Rules and Regulations Exhibits for attachment to commercial leases and transactional agreements. Triggers when preparing lease exhibits, property rules, building regulations, CC&R supplements, or operational conduct standards for real estate transactions.
development12
residential-lease
Drafts jurisdictionally compliant U.S. residential lease agreements with required disclosures, security deposit compliance, and Fair Housing Act conformance. Conducts state-specific landlord-tenant law research and produces execution-ready leases. Use when drafting residential leases, rental agreements, landlord-tenant contracts, or tenancy agreements.
testing12
series-a-spa
Drafts market-standard Series A Stock Purchase Agreements for venture capital financings. Covers preferred stock issuance, rep/warranty packages, indemnification, closing conditions, and securities law compliance. Coordinates with ancillary documents (IRA, Voting Agreement, ROFR/Co-Sale). Use when drafting SPA, stock purchase agreement, Series A financing, preferred stock purchase, venture capital closing documents, or equity financing agreements.
development12
sellers-counsel-opinion
Drafts Opinion of Seller's Counsel letters for APA closings per ABA Legal Opinion Accord standards. Use when drafting closing opinion letters, seller's counsel opinions, third-party legal opinions, or APA closing deliverables in M&A asset purchase transactions.
tools12
seller-disclosure-statement
Drafts a U.S. residential Seller Disclosure Statement covering property condition, system ages, defects, environmental hazards, title/HOA matters, and buyer acknowledgment. Triggered by requests for seller disclosures, property condition disclosure, TDS, SPDS, lead-based paint disclosure, or pre-close compliance in residential sales.
data-ai12
sam-reps-certs
Drafts Representations and Certifications documents for SAM.gov federal contractor registration. Use when registering entities in SAM.gov, updating annual registrations, preparing government contracting eligibility documents, or working with UEI, NAICS codes, business size determinations, and FAR compliance representations.
development12
royalty-report
Drafts auditable royalty report forms for IP licensing agreements, calculating tiered royalties, minimum guarantees, and advance recoupments from governing license terms. Use when preparing licensee royalty reports, royalty payment calculations, license compliance filings, or periodic royalty submissions.
development12
risk-assessment
Generates structured legal risk assessment reports with categorized risks, 5x5 scoring matrices, and mitigation strategies. Use when preparing risk assessments, due diligence reports, transaction risk reviews, venture analysis, or board-level risk summaries.
development12
right-to-sue-letter
Drafts EEOC Notice of Right to Sue letters that close the administrative process and authorize employment discrimination litigation. Ensures compliance with Title VII, ADA, ADEA, GINA, and EPA filing requirements. Use when drafting right-to-sue notices, EEOC closure letters, or administrative exhaustion documents.
documentation12
rfp-response
Drafts evaluation-ready U.S. federal RFP responses across all standard proposal volumes (cover letter, technical, cost/price, reps and certs). Enforces FAR compliance, CPARS references, and Section L/M alignment. Use when preparing federal solicitation submissions, responding to government RFPs, or drafting procurement bids.
development12
revolving-credit-agreement
Drafts a market-standard U.S. revolving credit agreement for bilateral or syndicated facilities. Covers facility structure, SOFR/base rate interest, borrowing base, LC sublimits, collateral, guarantees, covenants, conditions precedent, events of default, and remedies. Use when drafting or negotiating revolving credit facilities, asset-based lending agreements, or syndicated loan documents.
development12
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 definitions, CAM charges, continuous operation obligations, tenant improvement allowances, exclusive use clauses, radius restrictions, and default/remedies provisions. Use when drafting or negotiating retail leases, shopping center leases, or commercial storefront tenancy agreements. Trigger keywords: retail lease, shopping center lease, percentage rent, CAM charges, gross sales, exclusive use, radius restriction, tenant improvement allowance, triple net.
development12
response-dissolution
Drafts a Response to Petition for Dissolution of Marriage addressing each allegation with admit/deny/lack-of-information responses and stating positions on custody, support, property, and fees. Triggers when user needs to respond to a divorce petition, file an answer to dissolution, or avoid default judgment in family law proceedings.
development12
order-judgment-appeal
Drafts a U.S. appellate Order and Judgment memorializing disposition after review of a lower-court ruling. Covers captioning, jurisdictional recitals, standards of review, issue-by-issue holdings, remand directives, costs, and mandate language. Use when preparing an appellate order, judgment, disposition, affirm/reverse/remand order, or mandate-ready directive.
testing12
reply-brief-appellant
Drafts an appellant's Reply Brief that rebuts the appellee's response and reinforces the case for reversal. Triggers when drafting appellant reply briefs, appellate rebuttals, or the final pre-argument written submission.
tools12
repair-request-addendum
Drafts a Repair Request Addendum modifying an existing residential or commercial lease to establish enforceable repair obligations with timelines, cost allocation, and remedies. Cross-references original lease provisions to avoid conflicts. Use when formalizing repair requests, drafting lease addenda for maintenance or habitability issues, or documenting landlord-tenant repair agreements. Trigger keywords: repair addendum, lease repair amendment, habitability repair, maintenance addendum, repair-and-deduct, rent abatement.
testing12
release-of-claims
Drafts enforceable Release of All Claims documents for personal injury settlement resolution. Produces general releases with broad discharge language, unknown-claims waivers (including Cal. Civ. Code § 1542), consideration recitals, protective representations, and execution formalities. Use when drafting settlement releases, general releases, claim waivers, discharge agreements, or mutual release documents in personal injury litigation.
development12
reg-bi-policy
Drafts board-ready Suitability and Best Interest policies for broker-dealers under FINRA Rule 2111 and SEC Regulation Best Interest (Reg BI). Covers the four Reg BI component obligations, suitability framework, Form CRS integration, supervision, and recordkeeping. Use when drafting Reg BI compliance policies, suitability procedures, or best interest obligation frameworks for financial services firms.
development12
record-designation
Drafts a Record Designation on Appeal identifying trial court materials for transmission to the appellate court. Covers appellant designations and appellee counter-designations with transcript requests, exhibit lists, cost allocation, and compliance guidance. Use when filing a designation of record, counter-designation, transcript designation, or preparing the appellate record after a notice of appeal.
content-media12
real-estate-agency-disclosure
Drafts state-compliant real estate agency disclosure documents for residential transactions. Triggers at first substantive contact with buyers or sellers, when preparing pre-transaction disclosure forms, or when establishing representation relationships and fiduciary duties among transaction parties.
testing12
quiet-title-complaint
Drafts a court-ready Complaint to Quiet Title for real property disputes. Guides through intake, chain-of-title verification, adverse claim identification, and strategic pleading. Use when drafting quiet title complaints, clearing title defects, challenging adverse possession, resolving boundary disputes, removing invalid liens, or establishing superior title.
documentation12
quality-agreement
Drafts Quality Agreements for pharmaceutical contract manufacturing. Assigns quality roles between product owners and CMOs under FDA cGMP (21 CFR 210/211), ICH Q7, and related guidance. Use when a user needs a quality agreement, CMO quality terms, or cGMP compliance agreement for contract manufacturing.
testing12
psychiatric-advance-directive
Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric incapacity. Trigger when the user mentions psychiatric advance directive, PAD, mental health advance directive, mental health treatment declaration, psychiatric crisis planning, Ulysses clause, psychotropic medication preferences, ECT consent planning, crisis activation plan, or mental health agent appointment.
testing12
proxy-statement
Drafts a SEC Regulation 14A / Rule 14a-3 compliant annual meeting proxy statement (DEF 14A) covering notice, governance, executive compensation, related-party transactions, shareholder proposals, and voting procedures. Use when preparing proxy materials, annual meeting notices, or shareholder vote disclosures. Trigger: proxy statement, DEF 14A, annual meeting, proxy solicitation, say-on-pay, auditor ratification, Regulation 14A, Rule 14a-3.
development12
protest-notice
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 adverse contract award decision and must preserve GAO protest rights within the 10-day jurisdictional deadline. Covers bid protests, stay of performance requests, and contracting officer notifications.
tools12
legal-research
Guides legal research from issue framing through authority collection, jurisdiction scoping, source prioritization, synthesis, and pre-filing updates. Use when planning or auditing legal research, building a research trail, developing rule statements, comparing authorities, or updating citations before filing.
development12
request-for-admissions
Drafts Requests for Admissions under FRCP 36 or state equivalents for personal injury litigation. Extracts facts from case documents to produce numbered admission requests covering factual matters, document authentication, and law-to-fact application. Use when drafting RFAs, narrowing trial issues, authenticating exhibits, or preparing discovery requests.
documentation12
settlement-agreement-summary
Generates executive-ready summaries of multi-party U.S. commercial settlement agreements. Extracts payment structure, business conduct covenants, release and waiver provisions, tax obligations, and confidentiality terms into a structured legal memorandum. Use when summarizing fully executed settlement agreements, distilling multi-party commercial settlements for case management, or preparing client-facing settlement summaries for board or executive review.
tools12
representation-agreement
Drafts a U.S. litigation representation agreement covering scope, fees, costs, duties, conflicts, and termination. Use when preparing an engagement letter, fee agreement, retainer, or attorney-client representation agreement at intake or pre-filing. Trigger: representation agreement, engagement letter, retainer, contingency fee, personal injury, litigation.
tools12
rofr-co-sale
Drafts Right of First Refusal and Co-Sale Agreements for venture-backed and closely-held companies. Establishes ROFR mechanics, tag-along/co-sale rights, transfer restrictions, and permitted transfer carve-outs aligned with NVCA standards. Use when drafting ROFR agreements, co-sale agreements, tag-along rights, share transfer restrictions, or investor protective provisions in venture capital, private equity, or startup financing transactions.
development12
settlement-agreement
Drafts execution-ready settlement agreements for commercial litigation with mutual releases, payment schedules, confidentiality provisions, and dismissal mechanics. Handles Cal. Civ. Code § 1542 waivers, ADEA-compliant releases, and tax allocation. Use when finalizing settlement terms, drafting mutual releases, or memorializing negotiated resolutions.
development12
separation-agreement
Drafts employer-side Employee Separation and Release Agreements with severance terms, general releases, ADEA/OWBPA compliance, restrictive covenants, and cooperation clauses. Use when drafting separation agreements, severance packages, release agreements, or termination settlements.
tools12
parking-license-agreement
Drafts a revocable Parking License Agreement for commercial office tenancies that avoids creating a lease, easement, or bailment. Trigger when user needs parking licenses, parking privileges, parking access agreements, or ancillary parking documents tied to commercial leases.
testing12
related-party-transaction-policy
Drafts a board-adoptable Related Party Transaction Policy for U.S. corporations governing identification, Audit Committee review, approval, and disclosure of related party transactions. Enforces SEC Item 404(a)/Regulation S-K compliance and stock exchange listing standards. Use when creating or updating RPT policies for public or private companies, or when drafting corporate governance documents addressing conflicts of interest.
development12
rehearing-en-banc
Drafts a Petition for Rehearing En Banc under FRAP 35 or state equivalents. Guides threshold analysis for precedent conflicts and exceptional importance, enforces formatting/word limits, and includes required certifications. Use when seeking full appellate court reconsideration of a panel decision, raising circuit splits, or challenging panel holdings that conflict with controlling authority.
development12
regulatory-summary
Generates structured, citation-grounded summaries of regulatory documents (agency rules, guidance, enforcement actions, compliance frameworks). Extracts provisions, requirements, deadlines, penalties, safe harbors, and compliance actions with pinpoint citations. Use when summarizing regulations, rulemaking notices, enforcement orders, or administrative decisions.
development12
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. Use when documenting secured commercial loans, acquisition financing, working capital facilities, or equipment financing requiring perfected lien documentation.
development9
loan-modification-agreement
Drafts a U.S. commercial Loan Modification Agreement amending existing loan terms (interest rates, payment schedules, maturity dates, covenants) while preserving enforceability of original loan documents, security interests, and guarantees without novation. Use when restructuring commercial loans, extending maturities, modifying covenants, formalizing forbearance, or documenting workout arrangements.
testing9
loc-security-deposit
Drafts irrevocable standby letters of credit serving as security deposits in commercial lease transactions. Use when a tenant provides an LOC alternative to a cash deposit, when drafting standby LOC instruments for lease security, or when structuring bank guarantees for tenant obligations under UCC Article 5 and ISP98.
testing9
lpa-agreement
Drafts institutional-quality Limited Partnership Agreements for PE/VC fund formation. Covers GP/LP terms, capital commitments, distribution waterfall, carried interest, LPAC governance, clawback, and tax provisions. Use when drafting LPA, fund formation agreement, limited partnership terms, or PE/VC fund documents.
development9
managed-care-contract
Drafts managed care contracts between MCOs and healthcare providers covering payment methodology (FFS/capitation), credentialing, utilization management, HIPAA compliance, quality assurance (HEDIS/CAHPS), termination, indemnification, and dispute resolution. Ensures compliance with Anti-Kickback Statute, Stark Law, CMS MA/Medicaid guidelines, state insurance laws, and NCQA/URAC standards. Use when establishing provider networks, onboarding providers, updating managed care agreements, or negotiating MCO-provider contracts.
development9
management-rights-letter
Drafts management rights letters for VC/PE equity investment closings, granting investors contractual consultation, inspection, and information rights. Ensures VCOC qualification under ERISA plan asset regulations (29 CFR § 2510.3-101). Use when drafting management rights letters, VCOC qualification letters, or investor side letters at closing.
development9
marital-settlement-agreement
Drafts Marital Settlement Agreements for divorce proceedings covering property division, spousal support, child custody, and enforceability provisions. Triggers on requests to draft MSAs, divorce settlement agreements, property settlement agreements, or marital dissolution contracts.
tools9
maritime-case-summary
Produces structured summaries of maritime law cases covering admiralty jurisdiction, collisions, liens, salvage, cargo damage, charter parties, and personal injury aboard vessels. Extracts facts, legal issues, holdings, and practical implications using maritime-specific doctrines. Use when summarizing admiralty opinions, collision rulings, Jones Act claims, charter party disputes, or maritime lien enforcement.
development9
markman-hearing-brief
Drafts Markman Hearing Briefs for patent claim construction under the Phillips framework. Structures disputed-term analysis from intrinsic evidence (claims, specification, prosecution history) with local-rule-compliant formatting. Use when preparing claim construction briefs, Markman hearing submissions, or patent claim interpretation arguments in US federal court.
development9
means-test-calculation
Calculates the bankruptcy means test from paystub data to determine annualized gross income and compare against state median income thresholds. Covers the 6-month look-back period, YTD subtraction method, pro-rata adjustments, and median income comparison. Use when evaluating Chapter 7 eligibility, performing pre-filing income assessment, or preparing Form 122A-1.
testing9
mediation-arbitration-statement
Drafts confidential mediation or arbitration statements presenting a party's position on facts, law, and damages to the neutral. Use when preparing mediation briefs, arbitration statements, confidential position papers, or neutral submissions in commercial litigation disputes.
testing9
med-mal-summary
Produces structured medical malpractice case summaries from medical records for personal injury litigation. Extracts chronological care narratives, identifies potential standard-of-care breaches, traces causation, assesses damages, and flags expert needs and statute of limitations issues. Use when evaluating medical negligence claims, onboarding med-mal matters, or assessing case merits during pre-filing or discovery.
data-ai9
employment-contract-summary
Produces structured U.S. employment contract summaries with section-level citations, capturing key terms, obligations, risks, and notable omissions. Use when summarizing an employment contract, executive employment agreement, offer letter, or consulting agreement. Triggers on "employment contract summary," "employment agreement," "compensation," "severance," "non-compete," "non-solicit," "confidentiality," or "restrictive covenant."
testing9
escrow-agreement
Drafts tripartite U.S. escrow agreements for M&A and commercial closings, covering escrow property, deposit mechanics, release conditions, dispute handling, agent duties/limits, indemnity, fees, and termination. Use when asked to draft an escrow agreement, escrow instructions, holdback/indemnity escrow, closing escrow, or escrow agent agreement.
testing9
evidence-liability-summary
Generates a structured evidence and liability summary for plaintiff-side personal injury negligence claims. Triggers when the user needs liability analysis, negligence element breakdowns, evidence cataloging with gap identification, discovery assessment, or pre-trial case evaluation.
data-ai9
executive-summaries
Generates decision-ready executive summaries from complex legal documents for senior lawyers, executives, and clients. Use when condensing contracts, opinions, litigation findings, regulatory reports, or governance materials into stakeholder-ready work product.
tools9
far-subcontract
Drafts FAR-compliant subcontract agreements between prime contractors and subcontractors under U.S. federal government prime contracts. Handles mandatory flow-down of FAR/DFARS/agency clauses, contract-type pricing, security/clearance, IP/data rights, and termination. Use when drafting government subcontracts, FAR flow-down clauses, or prime-sub agreements.
development9
financial-analysis-summary
Generates structured summaries of financial analyses for commercial litigation. Use when summarizing expert financial reports, economic damages analyses, lost profits calculations, business valuations, or financial dispute evidence for litigation support.
testing9
finra-4512-customer-account
Drafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or preparing for regulatory examinations. Triggers on requests involving customer account documentation, CIP/AML obligations, trusted contact designations, suitability profiling, or SEC Rule 17a-3 recordkeeping in broker-dealer contexts.
development9
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 corporate identity, capital structure, officers, and registered agent details from uploaded records, then produces a jurisdiction-specific application with cover letter, document checklist, and filing instructions. Use when a corporation expands across state lines, opens offices or employs workers in a new state, or needs foreign qualification. Triggers: foreign qualification, certificate of authority, doing business, multi-state expansion.
development9
forensic-accounting-report
Produces a litigation-ready forensic accounting investigation report structured for expert disclosure and evidentiary use. Covers financial irregularities, asset tracing, fraud analysis, quantified damages, and defensible conclusions with exhibits. Use when drafting a forensic accounting report, expert report, fraud investigation summary, asset concealment analysis, or pre-trial financial investigation materials.
testing9
form-8k
Drafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must disclose a reportable event (material agreement, acquisition, personnel change, Reg FD disclosure) or file a current report within four business days. Trigger on "Form 8-K", "current report", "8-K filing", "EDGAR", "Item 1.01", "Item 2.01", "Item 5.02", "Reg FD".
development9
interrogatory-response-summaries
Generates structured summaries of interrogatory responses in commercial litigation, extracting key facts, objections, evasions, patterns, and inconsistencies per interrogatory. Use when analyzing opposing party interrogatory answers, spotting discovery gaps, or preparing for depositions.
testing9
intake-summary
Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source mapping. Use for corporate governance intake, new matter onboarding, and client management summaries. Trigger keywords: client intake summary, intake form, consultation notes, corporate governance, new matter overview.
tools9
insurance-policy-summary
Produces structured, citation-backed summaries of U.S. insurance policies, endorsements, claims files, and coverage correspondence for coverage analysis and insurance litigation. Use when summarizing policies, declarations, claims files, reservation-of-rights letters, denial letters, or coverage disputes.
testing9
insurance-certificate-compliance
Produces requirement-by-requirement CRE insurance certificate compliance reviews by analyzing ACORD 25 certificates and endorsements against Access Agreement terms. Use when the user mentions COI review, insurance compliance, ACORD 25 analysis, Additional Insured verification, primary/non-contributory status, waiver of subrogation, vendor insurance audit, CGL compliance, umbrella follow-form, broker-ready deficiency instructions, certificate holder vs. additional insured, AI endorsements (CG 20 10, CG 20 37), or carrier rating checks.
testing9
insurance-certificate-compliance-check
Performs contract-driven compliance review of insurance certificates and endorsements against CRE/site-access and vendor agreement requirements. Produces pass/fail/conditional determinations, deficit lists, and broker-ready remediation instructions. Use when reviewing COI packets, ACORD 25 forms, or endorsements for additional insured, primary and non-contributory, waiver of subrogation, completed operations, umbrella alignment, limits adequacy, or insurer rating compliance. Trigger terms: COI, ACORD, additional insured, certificate holder, cancellation notice.
testing9
initial-contact-summary
Generates a structured initial contact summary memorandum from a potential client's first interaction with the firm. Captures case facts, liability indicators, damages, insurance details, and screening criteria. Use during client intake to support conflict checks, case evaluation, and engagement decisions.
tools9
ma-transaction-summary
Generates structured M&A transaction summaries from deal documents. Triggers when the user needs to summarize a merger, acquisition, asset purchase, stock purchase, or divestiture, or when preparing board-level deal overviews from definitive agreements and due diligence materials.
documentation9
ma-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 authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.
development9
lock-up-agreement
Drafts U.S. IPO/secondary offering lock-up agreements restricting securityholder transfers and hedging during the post-offering period. Trigger when drafting lock-up agreements, market stand-off letters, or underwriting lock-up exhibits in capital markets transactions.
development9
loan-forbearance
Drafts lender-protective U.S. commercial loan forbearance agreements that temporarily suspend remedies while preserving all lender rights, capturing existing defaults, payment deferrals, conditions precedent, and borrower releases. Use when drafting or reviewing a forbearance agreement, loan workout, payment deferral, temporary modification, default standstill, lender-borrower restructuring, or cure-period extension.
tools9
ind-application
Drafts FDA Investigational New Drug (IND) applications under 21 CFR Part 312, including Form 1571, Investigator's Brochure, clinical protocols, CMC sections, and nonclinical data packages. Use when preparing IND submissions, pre-IND packages, IND amendments, or clinical trial authorization documents.
tools9
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 employment discrimination matters. Generates traceable multi-year wage histories, trend analysis, anomaly flags, and damage-ready financial narratives. Use during discovery or pre-trial to prove damages, establish baseline earning capacity, or support FLSA overtime calculations. Trigger keywords: income verification, wage history, W-2 analysis, earning capacity, FLSA overtime, lost wages, income loss, paystub review, tax return summary.
testing9
lease-amendment
Drafts lease amendment agreements that modify specific provisions of existing commercial or residential leases while preserving the original agreement's enforceability. Handles rent modifications, term extensions, use changes, maintenance reallocation, and new provisions. Trigger when drafting lease amendments, modifications, addenda, or change agreements for real estate transactions.
tools9
know-how-license-agreement
Drafts U.S. know-how (trade secret) license agreements covering scope, exclusivity, field-of-use, territory, consideration, confidentiality, tech transfer, diligence, and compliance. Use when licensing confidential technical information, manufacturing processes, trade secrets, non-patent IP, or process know-how; trigger keywords: know-how license, trade secret license, technology transfer agreement, confidential information license, process license, technical know-how, manufacturing know-how.
development9
jurisdictional-statement
Drafts jurisdictional statements for U.S. appellate courts establishing authority to hear an appeal, procedural compliance, and timeliness. Covers 28 U.S.C. §§ 1291/1292, FRAP Rule 4, state appellate rules, finality analysis, interlocutory exceptions, tolling, and cross-appeals. Use when preparing appellate filings, jurisdictional briefs, or responding to jurisdictional challenges.
research9
joint-operating-agreement
Drafts U.S. Joint Operating Agreements (JOA) for oil and gas exploration, development, and production. Covers party structure, operator authority, AFE workflow, cost allocation, billing and audit rights, title and lien protections, default remedies, and governing-law provisions. Use when drafting, negotiating, or finalizing a JOA, joint account agreement, non-consent election, operator designation, participating interest schedule, or memorandum of operating agreement.
development9
itar-tcp
Drafts ITAR Technology Control Plans (TCPs) for managing USML defense articles and technical data under 22 CFR Parts 120-130. Covers DDTC registration, classification, access controls, deemed export prevention, secure handling, training, audits, and incident response. Use when creating or updating export control compliance plans, technology control plans, or DDTC submission documents.
testing9
investors-rights-agreement
Drafts a U.S. Investors' Rights Agreement for VC/private equity financings, covering registration rights, information/management rights, pro rata rights, expenses, and termination. Use when drafting an IRA, Amended and Restated IRA, or VC financing governance package. Trigger keywords: "investors' rights agreement", "IRA", "registration rights", "piggyback", "Form S-3", "information rights", "management rights", "pro rata", "ROFO".
development9
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, 206(4)-2, and 206(4)-3. Use when onboarding an advisory client, establishing a new advisory relationship, or updating an existing IAA.
tools9
investigator-agreement
Drafts Investigator Agreements for FDA-regulated clinical trials between sponsors and principal investigators. Covers 21 CFR Parts 50, 56, 312/812, ICH GCP E6(R2), IRB governance, data integrity, IP, indemnification, financial terms, and termination. Use when preparing clinical trial investigator agreements, site agreements, PI agreements, or sponsor-investigator contracts for drug, biologic, or device studies.
tools9
inverse-condemnation-complaint
Drafts inverse condemnation complaints seeking just compensation for government takings without formal eminent domain. Use when a user needs a takings clause complaint, inverse condemnation pleading, or property rights constitutional claim involving physical, regulatory, or temporary takings.
development9
form-adv
Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".
development9
fundraiser-contract-compliance
Audits professional solicitor, fundraising counsel, and commercial co-venturer contracts for state charitable solicitation compliance. Classifies relationships, verifies vendor registration, extracts compensation and custody-of-funds terms, checks state-mandated clauses, and produces disclosure narratives, gap logs, and evidence packages. Use when reviewing fundraiser agreements, onboarding fundraising vendors, preparing state charity filings (CHAR007, CT-2CF, Schedule G), or auditing charitable solicitation compliance.
testing9
franchise-transfer-agreement
Drafts a tripartite U.S. Franchise Transfer Agreement allocating rights, liabilities, and closing mechanics among franchisor, transferor, and transferee. Covers asset/liability allocation, purchase price structure, franchisor approval conditions, FDD compliance, restrictive covenants, and indemnification. Use when drafting franchise transfer agreements, franchise assignment agreements, franchise sale documents, or franchise consent-to- transfer packages during negotiation or closing phases.
development9
invention-assignment-agreement
Drafts a U.S. Confidentiality and Invention Assignment Agreement (CIAA/PIIA) for employee or contractor onboarding. Covers confidential information, DTSA immunity notices, state-specific invention assignment carve-outs (CA, DE, IL, KS, MN, NC, UT, WA), present-tense IP assignment, work-made-for-hire, restrictive covenants, and prior invention disclosure. Use when drafting IP assignment agreements, onboarding employees or contractors, or protecting trade secrets in employment contexts. Trigger keywords: CIAA, PIIA, invention assignment, confidentiality agreement, IP assignment, trade secret, non-compete, non-solicitation, work made for hire, employee onboarding IP.
development9
environmental-indemnity-agreement
Drafts and revises U.S. environmental indemnity agreements for real estate lending and acquisition transactions, allocating contamination and environmental-law liability to protect lenders, secured parties, or buyers. Covers indemnity scope, reps/warranties, covenants, remediation rights, escrows, insurance, survival, and assignment aligned to loan or acquisition documents. Use when drafting an environmental indemnity agreement, environmental liability allocation, lender environmental rider, or Phase I/II ESA-driven risk terms.
documentation9
estate-admin-summary
Produces structured status summaries of U.S. estate administration proceedings from probate filings, wills, asset inventories, creditor claims, tax records, and distribution documents. Covers decedent identification, asset catalog, creditor status, tax compliance, beneficiary tracking, legal hurdles, and remaining tasks. Use when summarizing estate progress, preparing executor status reports, onboarding to a probate matter, or briefing beneficiaries. Trigger keywords: estate summary, probate status, estate administration, executor report, estate inventory, creditor claims summary, estate tax compliance, beneficiary distribution.
testing9
estate-administration-summary
Generates a structured U.S. estate administration/probate status summary covering decedent identifiers, asset inventory, creditor claims, distributions, tax compliance, disputes, and next steps with source citations. Trigger on requests for estate administration summary, probate status report, executor update, estate progress report, inventory and appraisal summary, creditor claims status, or distribution schedule summary.
testing9
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, U.S. agent designation for foreign facilities, and certification language. Use when preparing new FDA facility registrations, biennial renewals, or registration updates for domestic or foreign food facilities.
development9
form-d
Drafts SEC Form D Notice of Exempt Offering for EDGAR filing under Regulation D. Captures issuer details, related persons, offering structure, exemption basis (Rule 504, 506(b), 506(c)), sales compensation, and use of proceeds. Use when filing Form D, preparing an exempt offering notice, or handling Regulation D compliance for unregistered securities.
data-ai9
franchise-disclosure-document
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, required tables, exhibits, receipt pages, and state addenda. Trigger when preparing or updating an FDD, franchise registration package, or state addenda. Keywords: FDD, Franchise Disclosure Document, franchise rule, franchise registration, Item 17, Item 19, Item 20.
devops9
franchise-release
Drafts a General Release for termination or expiration of a franchise agreement with broad release language, unknown-claims waivers (Cal. Civ. Code § 1542), covenants not to sue, and carve-outs preserving post-termination obligations. Use when finalizing franchise relationships, drafting termination or expiration releases, or settling franchise disputes.
development9
guardianship-nomination
Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state guardianship statutes and execution formalities, and produces a professionally formatted nomination designating primary and alternate guardians. Use when drafting guardian nominations, minor guardianship documents, parental nomination of guardians, or estate planning for children.
development9
healthcare-agent-instruction-letter
Drafts a non-binding healthcare values/instruction letter for a designated health care agent to guide substituted-judgment decisions during incapacity. Use when a client needs a bedside document that harmonizes with a health care power of attorney, healthcare proxy, or advance directive and captures quality-of-life thresholds, treatment preferences, and conflict guidance. Trigger on requests for "instruction letter," "health care agent letter," "values letter," "legacy letter," "healthcare proxy," or "DPOA health care."
tools9
guardianship-petition
Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-authority requests, and statutory compliance. Use when drafting guardianship petitions, conservatorship filings, or petitions for appointment of guardian over incapacitated adults or minors.
testing9
hipaa-privacy-notice
Drafts a HIPAA-compliant Notice of Privacy Practices per 45 CFR § 164.520 for covered entities. Produces patient-accessible documents covering permitted PHI uses/disclosures, individual rights, breach notification, and complaint procedures. Use when drafting HIPAA privacy notices, NPP documents, patient privacy disclosures, or covered entity privacy practice notices.
documentation9
hoa-addendum
Drafts an HOA Addendum to a residential purchase agreement covering mandatory membership, financial obligations, governing documents, use restrictions, and buyer acknowledgments. Use when drafting HOA addenda, HOA disclosure forms, purchase addenda for HOA-governed properties, or CC&R disclosure documents.
development9
invasive-testing-consent-letter
Drafts a Phase II invasive testing consent letter that limits scope, locations, timing, data control, restoration, security, and risk allocation under an existing access, due diligence, or purchase and sale agreement. Use this skill when a counterparty requests soil borings, test pits, groundwater wells, soil vapor sampling, or other intrusive ESA activities. Trigger on keywords including "Phase II," "invasive testing," "environmental site assessment," "ESA," "borings," "test pits," "monitoring wells," "restoration bond," "PLL insurance," "access agreement," "consent letter," "IDW handling," or "environmental due diligence." Even if the user just says "they want to do borings on the site" or "draft consent for Phase II," use this skill.
testing9
human-rights-case-summary
Produces structured, citation-ready summaries of human rights decisions. Trigger when the user requests a human rights case summary, tribunal decision summary, or analysis involving ICCPR, ICESCR, ICERD, CAT, CRC, ACHR, ECHR, African Charter, UN treaty body views, or regional human rights court rulings.
testing9
ime-report-analysis
Analyzes defense Independent Medical Examination (IME) reports for personal injury litigation, producing a plaintiff-side strategic memorandum with findings summary, treating-physician comparison, bias indicators, and cross-examination roadmap. Use when reviewing defense IME reports during discovery or pre-trial, preparing to depose or cross-examine a defense medical expert, or evaluating IME impact on case valuation. Trigger keywords: IME, independent medical examination, defense expert, medical examination report, cross-examination, bias indicators, impairment rating.
testing9
immigration-case-summary
Produces structured U.S. immigration case summaries covering applicant background, legal basis, procedural history, posture, and outcomes. Use when preparing case summaries, intake briefs, supervision reviews, handoffs, or client consultations. Trigger keywords: immigration summary, asylum, AOS, removal defense, I-589, I-485, I-130, I-140, NTA, RFE, NOID, EOIR, BIA, USCIS.
tools9
expert-impeachment
Surfaces inconsistencies, opinion shifts, methodological flaws, and credential discrepancies across expert reports, transcripts, CVs, and publications for impeachment, cross-examination, and exclusion motions. Trigger when the user references expert impeachment, expert report analysis, Daubert or Frye challenges, deposition prep against an expert, or credibility attacks on opposing expert witnesses.
testing9
immigration-support-letter
Drafts formal immigration support letters from employers, family members, or community supporters for USCIS petitions, asylum claims, removal proceedings, hardship waivers, or naturalization. Use when drafting employment verification letters, family relationship letters, character references, or extreme hardship testimonials for any U.S. immigration matter.
testing9
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. § 1401a), country of origin, recordkeeping (19 C.F.R. Part 163), PGA compliance, internal audit, training, and corrective action. Use when creating or overhauling an importer-of-record compliance program, preparing for a CBP focused assessment, or establishing written reasonable-care procedures. Trigger keywords: import compliance manual, customs compliance program, CBP audit preparation, reasonable care, IOR compliance.
testing9
incident-report-summary
Generates structured, litigation-ready summaries from police reports, crash reports, workplace incident reports, or investigative documents. Extracts parties, narratives, citations, witnesses, contributing factors, and visual documentation into a standardized format. Use when summarizing an incident report for case assessment, discovery planning, or liability evaluation; trigger keywords: police report, accident report, crash report, incident summary, report summary, investigative report.
development9
incident-response-plan
Drafts incident response plans and playbooks for legal organizations, adapting NIST SP 800-61 to law firm contexts including privilege preservation, ethics obligations, and state breach notification compliance. Use when creating IR plans, cybersecurity playbooks, breach response policies, or data incident procedures for law firms or legal departments.
testing9
incident-response-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 1.1/1.4/1.6 and privilege preservation. Use when creating or updating an incident response plan, breach response policy, ransomware playbook, or regulatory notification checklist. Trigger keywords: incident response, playbook, data breach, ransomware, cybersecurity policy, NIST 800-61.
testing9
incident-to-billing-policy
Drafts Medicare incident-to billing compliance policies for healthcare practices. Covers eligibility criteria, direct supervision, documentation standards, audit programs, and FCA risk mitigation under 42 CFR 410.26, Medicare Benefit Policy Manual Ch. 15 §60.1, and 42 U.S.C. §1395x(s)(2)(A). Use when creating or updating incident-to policies, responding to OIG scrutiny, or establishing NPP billing compliance programs.
testing9
intl-distribution-agreement
Drafts international distribution agreements for cross-border supplier–distributor relationships. Covers appointment/territory, Incoterms, pricing/payment, export controls, sanctions, FCPA/UKBA, data protection, IP licensing, termination, and international arbitration. Trigger when drafting distribution agreements, cross-border supply contracts, dealer agreements, or exclusive distributor appointments.
testing9
employee-handbook
Drafts a U.S. employee handbook and acknowledgement form preserving at-will status. Covers required workplace policies, leave and wage-hour rules, conduct standards, anti-harassment, accommodations, and compliance notices. Use when drafting or updating employee handbooks, creating acknowledgement forms, onboarding policy packages, or rolling out HR policies. Trigger on: employee handbook, acknowledgement form, at-will disclaimer, workplace policies, onboarding, HR policies.
testing9
employee-nda
Drafts U.S. employee non-disclosure/confidentiality agreements that protect employer trade secrets and proprietary information while preserving employee mobility. Triggers on: employee NDA, confidentiality agreement, non-disclosure agreement, trade secret protection, proprietary information, onboarding confidentiality clause, pre-employment NDA.
development9
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 structured term sheet covering pricing, capitalization, liquidation preferences, anti-dilution, governance, investor protections, transfer/registration rights, and closing mechanics. Trigger: term sheet, equity financing, venture capital, series preferred, pre-money valuation, liquidation preference, pro rata, ROFR, co-sale, registration rights.
development9
expert-witness-omissions
Identifies medical records an expert witness failed to review, cite, or address by cross-referencing the expert's materials-reviewed list against the full case record set. Produces a tiered omissions register, methodology critique, bias analysis, and strategic recommendations for cross-examination and exclusion motions. Use in personal injury or medical malpractice litigation when challenging or defending expert credibility during discovery, pre-trial, or trial preparation.
testing9
final-order-judgment
Drafts court-ready Final Orders and Judgments for class action litigation with caption, procedural history, findings of fact, conclusions of law, and enforceable relief. Use when drafting final judgments, post-trial orders, summary judgment orders, or settlement approval orders in class actions.
tools9
final-tax-return-corporate
Prepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year reporting, liquidating distributions, K-1 issuance, and dissolution-period deadlines. Trigger when drafting or reviewing a final return for a dissolving corporation, winding-up entity, or corporate liquidation closing.
business9
fintech-regulatory-summaries
Generates structured regulatory summaries for fintech compliance covering crypto, payments, lending, mobile banking, and money transmission. Covers CFPB, SEC, CFTC, FinCEN, OCC, Federal Reserve, and state regulators with urgency triage and compliance deadlines. Use when compliance officers or legal teams need recent regulatory updates, agency guidance monitoring, or regulatory status reports.
business9
foreclosure-complaint
Drafts U.S. judicial foreclosure complaints pleading standing, chain of title, default, and amounts due with jurisdiction-specific compliance and exhibit control. Triggered when the user needs a foreclosure complaint, mortgage foreclosure pleading, note-and-mortgage enforcement action, or default-based real estate litigation involving acceleration, standing, or lost-note issues.
testing9
foreclosure-proceedings-summary
Generates structured chronological summaries of U.S. foreclosure proceedings from case documents. Extracts parties, property, loan info, procedural timeline, judicial decisions, deadlines, and current status. Flags bankruptcy stays, loss mitigation holds, standing challenges, RESPA/TILA issues, and procedural irregularities. Distinguishes judicial vs. non-judicial procedures. Use when summarizing foreclosure case posture for lender representation, borrower defense, or real estate transactions affected by pending foreclosure.
testing9
interview-summary
Generates structured summaries of witness or subject interviews for criminal defense investigations. Distills key facts, verbatim statements, credibility indicators, and follow-up leads. Use when summarizing defense interviews, witness debriefs, subject interrogations, or investigative interview notes.
tools9
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 dispute, employment litigation, HR investigation, EEOC/agency matter, discrimination, harassment, retaliation, wrongful termination, wage-hour dispute, or grievance/arbitration file.
testing9
expungement-petition
Drafts jurisdiction-specific petitions for expungement or sealing of criminal records. Covers caption construction, statutory eligibility analysis, rehabilitation narratives, and prayer for relief. Use when drafting expungement petitions, record-sealing motions, set-aside petitions, or certificates of rehabilitation in post-conviction proceedings.
testing9
extend-time-brief
Drafts appellate motions to extend time for filing briefs (opening, answering, or reply) in U.S. appellate courts. Demonstrates good cause through specific verifiable facts, addresses opposing counsel's position, and ensures rule compliance. Use when drafting extension of time motions, appellate deadline extensions, or briefing schedule modifications.
tools9
fairness-hearing-notice
Drafts FRCP 23(e)-compliant class action fairness hearing notices. Extracts settlement terms, class definition, deadlines, and court-mandated language from case documents to produce plain-language notices satisfying due process. Use when drafting settlement notices, fairness hearing notices, class action notice of proposed settlement, or CAFA notices.
documentation9
employee-retention-agreement
Drafts enforceable U.S. Employee Retention Agreements (ERAs) for M&A, restructurings, and leadership transitions. Covers cash/equity/hybrid incentives, 409A compliance, termination scenarios, change-in-control triggers, restrictive covenants, and 280G golden parachute analysis. Trigger when drafting retention bonus agreements, executive compensation packages, or key-employee continuity contracts for business transitions.
development9
employee-separation-release
Drafts U.S. employee separation and release agreements exchanging severance consideration for a comprehensive release of employment-related claims, with OWBPA/ADEA compliance, COBRA terms, confidentiality, and post-employment obligations. Use when preparing separation agreements, severance packages, termination releases, or settling employment claims.
data-ai9
employment-arbitration-agreement
Drafts enforceable mutual employment arbitration agreements under the FAA and state law. Covers claim scope, class/collective waivers, procedural fairness, cost allocation, PAGA carve-outs, and Armendariz compliance. Use when drafting new arbitration agreements, updating existing arbitration clauses, or adding ADR provisions to offer letters and employment contracts.
data-ai9
endowment-policy-statement
Drafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, spending methodology, underwater fund treatment, and fiduciary roles. Use when creating or updating endowment governance policies, institutional fund stewardship documents, or board-adoption investment and spending guidelines.
development9
energy-regulation-summaries
Generates structured summaries of U.S. energy sector regulations and landmark cases with compliance-focused analysis. Use when summarizing FERC orders, state PUC decisions, renewable energy incentives, NEPA compliance, environmental review requirements, or energy case law for legal professionals, policymakers, or industry stakeholders.
testing9
engagement-letter-review
Reviews attorney engagement letters for completeness, fee clarity, scope definition, and potential client-side risks. Flags missing provisions, ambiguous terms, and unusual fee arrangements. Use when the user mentions "engagement letter", "retainer agreement", "fee agreement review", "scope of representation", or needs to evaluate terms before signing or sending an engagement letter.
tools9
enterprise-api-addendum
Negotiates bespoke enterprise API addenda that override standard click-wrap terms for high-value partners. Covers document precedence, indemnification and liability caps, SLA/service-credit design, exclusivity, API versioning governance, data rights, and internal alignment. Triggers when user mentions enterprise API addendum, click-wrap override, API SLA negotiation, API indemnity, service credits, breaking-change governance, MFN clauses, or enterprise partner terms.
tools9
environmental-covenant-and-easement
Drafts recordable environmental covenants and easements imposing run-with-the-land use restrictions after contamination, remediation, or regulatory settlement under UECA, CERCLA, RCRA, and state law. Use when drafting institutional controls, land use restrictions, environmental easements, or post-remediation covenants required by EPA or state environmental agencies.
testing9
environmental-impact-statement
Drafts NEPA-compliant Environmental Impact Statements (EIS) under 42 U.S.C. § 4321 and CEQ regulations (40 C.F.R. Parts 1500–1508). Covers purpose and need, alternatives analysis, affected environment, environmental consequences, mitigation, and public involvement. Use when preparing federal EIS documents, NEPA compliance analyses, or environmental impact assessments for proposed federal actions.
documentation9
environmental-indemnity
Drafts Environmental Indemnity Agreements allocating contamination, remediation, and regulatory liabilities between indemnitor (borrower/owner) and indemnitee (lender/secured party) in CRE and lending transactions. Covers CERCLA, RCRA, state statutes, survival provisions, and enforcement mechanisms. Use when drafting environmental indemnities, contamination risk allocation, or lender environmental protections in acquisition or financing deals.
testing9
environmental-regulation-summaries
Generates structured summaries of U.S. environmental laws, compliance obligations, and permitting requirements for specific industries or projects. Covers federal statutes (CAA, CWA, RCRA, CERCLA, NEPA, ESA, TSCA), state analogs, and local requirements. Maps regulations to business activities including permitting, reporting, monitoring, and penalties. Use when advising on environmental compliance, assessing regulatory exposure, onboarding to a regulated industry, or building compliance programs for manufacturing, energy, construction, agriculture, mining, or waste management.
development9
eor-agreement
Drafts a U.S.-compliant Exporter of Record (EOR) Agreement appointing a third party as USPPI for international export transactions. Allocates compliance obligations under EAR, ITAR, OFAC, and CBP with denied-party screening, AES/EEI filing, indemnification, and record retention. Use when drafting EOR appointments, export compliance service agreements, or logistics outsourcing for cross-border shipments.
testing9
epc-contract
Drafts turnkey Engineering, Procurement, and Construction (EPC) contracts for industrial facility projects. Covers scope of work, commercial terms, performance guarantees, risk allocation, warranties, and dispute resolution. Use when drafting EPC agreements, turnkey construction contracts, or energy infrastructure project contracts (power plants, petrochemical facilities, water treatment plants).
testing9
equity-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 confidentiality, exclusivity, expenses, and governing-law carveouts. Covers economic terms, governance, investor rights, protective provisions, and closing conditions. Produces a document suitable for VC or PE investor negotiations. Use when drafting term sheets, structuring equity financings, negotiating investor rights, or preparing cap table pricing frameworks.
development9
escrow-instructions
Drafts binding escrow instructions for residential real estate closings. Extracts key terms from purchase agreements, identifies gaps or conflicts, and incorporates jurisdiction-specific requirements. Use when preparing escrow agent directives, closing instructions, escrow arrangements, or residential transaction closing documents.
testing9
esi-protocol
Drafts stipulated ESI protocols for federal e-discovery. Produces court-ready agreements governing preservation, collection, processing, review, and production of electronically stored information under FRCP Rules 26, 34, 37 and Sedona Principles. Trigger when formalizing ESI procedures between parties during the discovery phase.
development9
eula
Drafts enforceable End-User License Agreements for software licensors across desktop, mobile, SaaS, and cloud models. Covers click-wrap formation, IP ownership, liability limitations, data privacy compliance (GDPR/CCPA/COPPA), and export controls. Use when drafting software license agreements, app store terms, SaaS subscription agreements, or trial/freemium license terms.
tools9
eviction-complaint
Drafts jurisdiction-compliant Unlawful Detainer complaints for eviction proceedings covering non-payment, lease violations, and holdover tenancies. Assesses case facts, verifies statutory notice compliance, and formats pleadings to local court rules. Use when drafting eviction complaints, unlawful detainer pleadings, forcible entry and detainer actions, or possession recovery filings.
development9
excluded-assets-liabilities
Drafts a categorized schedule of excluded assets and liabilities as an exhibit to an asset purchase agreement. Delineates retained assets and unassumed liabilities by class. Use when drafting APA schedules, negotiating asset carve-outs, preparing closing exhibits, or defining exclusion scope in M&A asset sales.
development9
exclusive-patent-license
Drafts an Exclusive Patent License Agreement granting a Licensee exclusive rights to commercialize Licensed Patents within a defined Territory and Field of Use. Covers grant clauses, royalty structures, diligence milestones, patent prosecution allocation, infringement enforcement, and termination frameworks. Use when drafting patent license agreements, exclusive IP licenses, technology licensing deals, or patent monetization agreements.
development9
executive-employment-agreement
Drafts U.S. executive employment agreements covering compensation, equity, severance, and restrictive covenants tailored to jurisdictional enforceability. Use when drafting C-suite or senior executive employment agreements, executive offer conversions, or negotiated employment terms involving severance, change in control, equity vesting, non-compete, or non-solicit provisions.
development9
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 65, Lanham Act seizure provisions (15 U.S.C. § 1116(d)), bond requirements, and due process safeguards. Use when drafting ex parte seizure orders, TRO-based asset seizure, or IP counterfeiting seizure orders in federal or state court.
content-media9
expert-deposition
Guides taking or defending U.S. expert witness depositions with Daubert/Frye methodology testing, Rule 26(a)(2) compliance, and Rule 702/703 foundations. Use when building expert deposition outlines, preparing Daubert challenge records, defending expert prep sessions, reviewing expert reports for admissibility, or creating expert testimony lock-in strategies.
development9
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 produce impeachment and admissibility analysis with pinpoint citations. Use when reviewing expert reports for missing medical records, selective review patterns, Daubert/Frye challenges, cross-examination prep, motions to exclude or limit, or rebuttal expert focus in personal injury or medical malpractice litigation.
testing9
expert-omissions-analysis
Analyzes expert witness reports against complete medical record sets to identify omissions, bias patterns, and methodology gaps. Generates impeachment-ready reports with pin-cited findings and strategic recommendations. Triggers when the user needs to review opposing expert reports, prepare cross-examination, support Daubert/Frye motions, or retain rebuttal experts in personal injury or medical malpractice litigation.
testing9
expert-report-class-damages
Drafts a litigation-ready expert report on class-wide damages for class action proceedings. Structures analysis to satisfy Daubert/FRE 702 admissibility and FRCP 23(b)(3) predominance. Use when retaining or preparing a damages expert for class certification, merits, or trial phases.
data-ai9
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 lost profits, disgorgement, diminution in value, or reasonable royalty with full FRCP 26(a)(2)(B) disclosure. Use when the user needs a damages expert report, economic loss calculation, damages rebuttal, forensic accounting analysis, or expert disclosure for commercial disputes during discovery, pre-trial, or trial.
development9
expert-report-summary
Produces structured, citation-ready summaries of U.S. expert witness reports for litigation. Captures qualifications, assignment, methodology, materials, findings, opinions, assumptions, limitations, and quantitative results with pinpoint citations. Use when summarizing expert reports, preparing for depositions or trial, reviewing expert disclosures, or planning cross-examination.
testing9
expert-testimony-summarization
Produces structured expert witness analyses covering qualifications, opinions, methodology, admissibility (Daubert/Frye), and cross-examination vulnerabilities. Use when evaluating opposing or retained experts during discovery or pre-trial, preparing motions to exclude, or developing cross-examination strategy.
development9
expert-witness-deposition
Drafts litigation-ready expert witness deposition workflows for U.S. federal and state matters, covering preparation, examination, and defense strategy. Use when handling expert depositions, Daubert or Frye admissibility issues, Rule 26(a)(2) or 26(b)(4) disclosures, qualification and methodology challenges, bias and compensation probing, prior testimony impeachment, or work-product objections.
testing9
expert-witness-designation
Drafts expert witness designation documents satisfying FRCP 26(a)(2) or state equivalents. Covers qualifications, opinion summaries, methodology, compensation, and report integration. Use during discovery when disclosing retained experts to opposing counsel and the court.
documentation9
expert-witness-impeachment
Analyzes expert witness materials (reports, depositions, CVs, publications) to identify inconsistencies, opinion drift, and methodological failures for impeachment. Produces a prioritized inconsistency register, cross-examination questions, and Daubert/Frye challenge assessment. Use when challenging expert reliability or credibility during discovery, pre-trial, or trial in commercial litigation.
testing9
expert-witness-report-analysis
Critiques opposing expert witness reports for admissibility challenges, disclosure deficiencies, and cross-examination vulnerabilities. Triggers when the user provides an expert report for analysis, needs Daubert/Frye assessment, requests a motion to exclude or limit expert testimony, or prepares deposition or trial cross-examination of an opposing expert.
testing9
expert-witness-summary
Generates structured, citation-anchored summaries of expert witness reports for depositions, hearings, and trial preparation. Distills qualifications, methodology, opinions, assumptions, and quantitative findings into a navigable reference. Use when summarizing expert witness reports, retained expert disclosures, or rebuttal expert reports in US litigation.
testing9
family-law-summons
Drafts procedurally compliant family law summons for dissolution, custody modification, support enforcement, and other domestic proceedings. Covers jurisdiction-specific formatting, mandatory statutory warnings (ATROs), response deadlines adjusted by service method, service of process instructions, and proof of service sections. Use when initiating family law litigation, preparing summons for service, or drafting notice documents for domestic relations cases.
development9
farmout-agreement
Drafts U.S. upstream oil and gas farmout agreements transferring working interests through earn-in obligations. Use when drafting farmout/farm-in agreements, defining earning well requirements, negotiating farmee/farmor terms, integrating JOA/AMI provisions, or handling reassignment and reversion mechanics.
development9
fcpa-compliance-policy
Drafts an implementable Foreign Corrupt Practices Act (FCPA) Compliance Policy for U.S.-jurisdictional corporations with international operations. Covers anti-bribery provisions (15 U.S.C. §§ 78dd-1 through -3), accounting provisions (15 U.S.C. §§ 78m(b)(2)(A)-(B)), gift thresholds, tiered third-party due diligence, internal controls, training, and whistleblower protections. Incorporates DOJ/SEC Resource Guide guidance. Use when drafting or updating an FCPA policy, anti-bribery compliance program, corporate ethics policy, or international corruption risk framework.
development9
fda-device-registration
Drafts FDA Establishment Registration and Device Listing documents compliant with 21 CFR Part 807. Structures filings with establishment details, owner/operator information, device inventories, compliance certifications, and signature blocks mirroring FDA Form 2830. Triggers on initial registrations, annual renewals, listing updates, or foreign establishment filings requiring US agent designations.
development9
fdd-receipt
Drafts a Receipt of Franchise Disclosure Document proving FTC Franchise Rule compliance under 16 C.F.R. § 436. Produces an execution-ready acknowledgment with franchisee identification, delivery date, FDD version, exhibit inventory, and dual signature blocks. Use when creating FDD receipts, franchise disclosure acknowledgments, or Item 19 FPR attestations.
testing9
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 tariff filings, structuring market-based rate authority documentation, or drafting wholesale power tariffs for FERC proceedings. Covers Order Nos. 697/697-A/860, Category 1/2 analysis, 18 CFR Part 35 formatting, and EQR/change-in-status reporting.
development9
field-of-use-clause
Drafts field-of-use restriction clauses for U.S. IP licensing agreements, limiting licensee exploitation to a defined permitted field by industry, application, geography, or customer type. Use when drafting or negotiating permitted use clauses, field-of-use limitations, or technology licensing scope provisions.
development9
field-of-use-restriction
Drafts field-of-use restriction clauses for IP licensing agreements. Covers grant language, prohibited activities, audit rights, breach remedies, and dispute resolution. Use when drafting IP license restrictions, patent field-of-use limitations, technology licensing clauses, or licensee scope provisions.
testing9
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 restricted applications, sublicense limits, derivative-use treatment, audit and compliance mechanics, and remedy framework. Use when narrowing licensee exploitation rights, setting enforcement triggers, or preserving licensor rights outside scope during negotiation or formation. Triggers: field of use, permitted use, restricted use, sublicensing, derivative works, audit rights, IP licence scope, patent software licensing.
development9
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 disposition, distributions, and tax/regulatory closure. Use when counsel needs a defensible compliance record after authorized dissolution for state filing, internal review, or litigation readiness. Trigger on: final report of dissolution, winding up, certificate of dissolution, creditor notice, claims resolution, distribution schedule, tax clearance, officer certification.
documentation9
final-settlement-approval
Drafts a Motion for Final Approval of Class Action Settlement under FRCP 23(e) or state equivalents, covering fairness analysis, notice compliance, fee requests, and supporting declarations. Use when seeking final court endorsement after preliminary approval, preparing for a Rule 23(e) fairness hearing, or drafting a settlement approval motion.
data-ai9
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, liquidation items, schedule selection, and filing mechanics. Use when handling a "final return", "deceased taxpayer", "estate final 1040", "corporate dissolution filing", "short year return", or any closing-phase tax compliance task.
business9
financial-affidavit
Drafts sworn financial affidavits and mandatory disclosure statements for family law proceedings. Produces jurisdiction-compliant financial statements covering income, expenses, assets, and liabilities with verification language. Use when preparing financial disclosures, sworn financial statements, domestic relations financial affidavits, or mandatory discovery responses in divorce, child support, spousal maintenance, or property division matters.
testing9
finders-fee-agreement
Drafts U.S. corporate Finder's Fee Agreements that compensate introducers while constraining activities to avoid broker-dealer or agency status. Includes compensation mechanics, tail periods, exclusivity matrices, and regulatory gates for securities, anti-corruption, and licensing compliance. Use when drafting finder, introducer, referral-fee, or business-opportunity agreements in corporate development, M&A, or capital-raising contexts. Trigger keywords: finder's fee, introducer agreement, referral fee, business introduction, finder engagement, broker-dealer compliance.
development9
finra-4512-customer-info
Drafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitability profile, and account elections. Trigger when the user mentions FINRA 4512, customer account information, KYC/CIP onboarding, trusted contact person, Rule 2111 suitability, Rule 3210, or broker-dealer new account setup.
development9
first-right-of-refusal-agreement
Drafts a U.S. franchise first right of refusal (ROFR) agreement as an addendum or schedule to an existing Franchise Agreement. Trigger when a franchisor needs transfer-control protection covering third-party sale, change-of-control, or ownership-interest transfers. Covers notice flow, bona-fide-offer matching, exercise windows, anti-circumvention rules, carve-outs, valuation fallback, closing mechanics, and enforcement remedies.
testing9
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 control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.
tools9
flp-agreement
Drafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 with legitimate business purpose, valuation discounts, and senior-generation control. Use when drafting FLP agreements, family partnership documents, or estate planning partnership structures.
documentation9
flsa-conditional-certification
Drafts a Motion for Conditional Certification under FLSA § 216(b) for wage and hour collective actions. Applies the two-stage certification framework with similarly-situated analysis and proposed notice plan. Use when filing for conditional certification, FLSA collective action notice, opt-in certification, or wage and hour class-wide claims in federal court.
development9
fmla-complaint
Drafts litigation-ready FMLA violation complaints under 29 U.S.C. § 2617 for federal court or DOL filing. Covers eligibility, interference, retaliation, notice timelines, and damages. Use when drafting FMLA complaints, family medical leave interference claims, FMLA retaliation pleadings, or employment leave violation actions.
data-ai9
forbearance-agreement
Drafts loan forbearance agreements that temporarily suspend lender enforcement rights during borrower default. Triggers when drafting forbearance agreements, loan workout documents, payment modification agreements, or temporary enforcement suspension arrangements in commercial lending.
testing9
form-1023
Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.
development9
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 tax-exempt applications, or 501(c)(3) submissions. Triggers: "Form 1023", "501(c)(3)", "tax-exempt status", "recognition of exemption".
tools9
form-10k
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 financial integration. Use when drafting 10-K filings, annual reports, or public company annual SEC disclosures.
testing9
form-10-q
Drafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certifications. Use when preparing quarterly SEC filings, EDGAR-ready 10-Qs, or interim disclosure packages. Trigger keywords: Form 10-Q, quarterly report, MD&A, Regulation S-K, Regulation S-X, SOX 302, SOX 906, XBRL, EDGAR, interim financial statements.
testing9
form-d-notice
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 a Form D filing, notice of exempt offering, Reg D compliance, or unregistered securities offering notice.
data-ai9
franchise-agreement
Drafts FTC-compliant U.S. Franchise Agreements covering rights grants, territory, fees, operational standards, IP protection, transfer restrictions, default/termination, and post-term obligations. Flags state relationship and registration law issues. Use when drafting initial or renewal franchise agreements, negotiating franchise terms, or expanding a franchise system.
development9
franchise-agreement-summary
Summarizes US franchise agreements into a structured overview of parties, term, territory, fees, operations, IP, transfer, termination, covenants, dispute resolution, and risks. Triggers when the user asks to summarize a franchise agreement, franchise contract, or franchisor-franchisee terms, or to extract deal terms for review, diligence, or negotiation.
development9
franchise-lease-rider
Drafts a U.S. franchise lease rider/recognition agreement establishing franchisor as third-party beneficiary with notice/cure, assignment, brand, IP, alteration, and exclusivity protections. Triggers on "lease rider", "recognition agreement", "franchise lease", "third-party beneficiary", "notice and cure", "assignment option", or franchise location lease addenda.
testing9
franchise-nda
Drafts a U.S. franchise-focused confidentiality and non-disclosure agreement protecting franchisor trade secrets, operational manuals, financial data, marketing strategies, and supplier terms during pre-franchise evaluation. Use when preparing an NDA for prospective franchisees, pre-FDD disclosures, franchise due diligence, or confidentiality agreements covering franchise system information.
development9
franchise-personal-guaranty
Drafts a Personal Guaranty binding individual principals to a corporate franchisee's obligations under a franchise agreement. Covers unconditional payment-and-performance guaranty, suretyship defense waivers, reinstatement, subordination, joint and several liability, financial disclosure covenants, and spousal consent. Use when drafting franchise guaranty agreements, personal guarantees for franchise transactions, or franchisor credit enhancement documents.
testing9
franchise-renewal
Drafts Franchise Renewal Agreements extending existing franchise relationships. Covers conditions precedent, renewal fees, premises modernization, release of claims, and regulatory compliance under FTC Rule and state franchise laws. Use when preparing franchise renewal documents, term extensions, or franchisee renewal conditions.
tools9
franchise-rofr
Drafts a First Right of Refusal Agreement for franchise relationships, granting the franchisor priority purchase rights on third-party offers for the franchised business. Covers notice procedures, exercise periods, bona fide offer requirements, covered transfers, excluded transfers, valuation mechanics, and closing procedures. Use when supplementing franchise agreements with ROFR provisions, protecting franchisor control over brand operators, or drafting transfer-restriction supplements.
testing9
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 (UVTA § 4(a)(1)), constructive fraud theories, badges of fraud, provisional remedies, and full prayer for relief. Use when a creditor needs to challenge a transfer made to hinder, delay, or defraud creditors, including bankruptcy adversary proceedings. Triggers: fraudulent conveyance, fraudulent transfer, voidable transaction, badges of fraud, asset concealment, debtor insolvency, UFTA, UVTA, avoidance action.
data-ai9
fund-subscription-agreement
Drafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents for private equity, venture capital, hedge, real estate, or other private funds. Covers accredited investor reps, transfer restrictions, risk acknowledgments, KYC/AML conditions, and acceptance mechanics. Trigger: subscription agreement, investor questionnaire, PPM, LPA, accredited investor, Reg D, capital commitment.
development9
gambling-law-summary
Produces jurisdiction-specific U.S. gambling law regulatory summaries covering legal status, licensing, taxes, enforcement, and pending reforms. Use when asked about gaming regulation, casino licensing, sports betting compliance, online gambling law, tribal gaming compacts, or market entry assessments.
testing9
gas-gathering-agreement
Drafts a Gas Gathering Agreement for receipt, compression, dehydration, and transportation of natural gas from wellhead to delivery point. Enforces FERC compliance, AAPL form alignment, API/GPA measurement standards, and midstream risk allocation. Use when drafting or negotiating midstream gathering contracts, producer-gatherer agreements, dedicated acreage agreements, or gas transportation arrangements.
development9
gdpr-data-processing-addendum
Drafts an Article 28-aligned GDPR Data Processing Addendum (DPA) as an attachable annex for SaaS, cloud, or outsourcing agreements. Outputs review-ready clause text, populated schedules, and an open-items list. Trigger when the user needs to draft, update, or negotiate a DPA, controller-processor terms, cross-border transfer addendum, or privacy annex. Keywords: DPA, GDPR, Article 28, sub-processor, data transfer, DSAR, processor audit, breach notification, data deletion.
development9
gdpr-dpa
Drafts GDPR Article 28-compliant Data Processing Addenda with schedules ready for execution. Use when drafting or updating a DPA, vendor GDPR addendum, controller-processor agreement, or data protection addendum involving sub-processors, breach notification, audits, international transfers, or SCCs.
testing9
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 notices, annual consumer disclosures, or NPI sharing notices for banks, credit unions, securities firms, insurers, or other covered entities under 15 U.S.C. §§ 6801–6809.
data-ai9
gmp-sop
Drafts inspection-ready GMP standard operating procedures for regulated manufacturing. Covers document control, role accountability, process controls, deviation/CAPA handling, and records management aligned to FDA CGMP (21 CFR 210/211), Part 11, ICH Q7/Q9/Q10, WHO GMP, PIC/S, and EU GMP. Use when creating or overhauling a GMP SOP, preparing for audits or inspections, or building compliance-ready procedures. Trigger: GMP, SOP, CGMP, 21 CFR 210, 21 CFR 211, Part 11, ICH Q7, ICH Q9, ICH Q10, WHO GMP, PIC/S, EU GMP.
development9
grant-agreement
Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit funding agreements, or foundation grant contracts.
business9
grant-warranty-deed
Drafts execution-ready Grant Deeds and Warranty Deeds for residential real property transfers, enforcing state-specific granting language, legal descriptions, covenant selection, and recording compliance. Use when preparing grant deeds, warranty deeds, property conveyances, title transfers, or real estate closing documents. Trigger keywords: grant deed, warranty deed, property conveyance, title transfer, deed of conveyance, real property transfer, recording deed.
testing9
ground-lease
Drafts U.S. ground lease agreements for long-term land leases (49–99 years) where tenants construct improvements on landlord-retained fee property. Covers term structures, leasehold mortgage protections, rent escalation, improvement ownership/reversion, subordination, condemnation, and environmental allocation. Use when drafting, negotiating, or reviewing ground leases for commercial real estate (retail, office, hospitality, mixed-use, public-private partnerships).
development9
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 508, cybersecurity, and subcontractor flow-downs. Use when drafting or reviewing GSA Schedule contracts, MAS solicitations, SIN crosswalks, price lists, or FAR/GSAR clause sets. Triggers: GSA Schedule, MAS, SIN, FAR 52.212, GSAR 552.238, IFF, PRC, EPA, TAA, Section 508, FedRAMP.
testing9
guaranty-agreement
Drafts U.S. commercial guaranty agreements securing a debtor's obligations to a creditor. Covers payment/collection elections, scope, caps, waivers, defaults, remedies, and enforceability. Trigger when the user needs a guaranty, guarantee, surety, continuing guaranty, payment guaranty, credit enhancement, or lender-required guaranty for loans, credit facilities, or real estate financing.
testing9
guaranty-unlimited
Drafts a U.S. Unlimited Guaranty for commercial lending transactions. Triggers when user needs an uncapped personal or entity guaranty, credit enhancement, or unlimited recourse instrument for a loan closing. Produces an absolute guaranty of payment (not collection) with comprehensive waivers, subrogation subordination, and continuing-guaranty coverage.
testing9
guardian-nomination-minors
Drafts a US parental guardianship nomination for minor children aligned to state statute formalities and court best-interest standards. Covers primary and alternate guardian designations, death/incapacity triggers, custody-order alignment, scope of authority, financial coordination, and execution requirements. Use when creating a nomination of guardian, standby guardian appointment, or minor guardianship designation in estate planning.
testing9
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 AEDPA compliance, exhaustion tracking, and grounds-for-relief framing. Use when drafting habeas petitions, post-conviction relief filings, or challenging custody on constitutional grounds. Trigger keywords: habeas corpus, writ of habeas corpus, AEDPA, post-conviction relief, unlawful detention, exhaustion of remedies, ineffective assistance of counsel.
tools9
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, critical control points, FSMA compliance, seafood HACCP (21 CFR 123), or meat/poultry HACCP (9 CFR 417).
research9
hazardous-waste-manifest
Drafts a Uniform Hazardous Waste Manifest (EPA Form 8700-22) compliant with RCRA, EPA, and DOT requirements. Assembles generator, transporter, and TSDF chain-of-custody data with 40 CFR Parts 261–265 waste coding, DOT classification under 49 CFR Parts 171–180, certification language, and discrepancy reporting. Use when preparing manifest packages for hazardous waste shipments, RCRA tracking documents, or waste disposal compliance filings.
documentation9
health-care-agent-letter
Drafts a non-binding instruction letter (values letter / legacy letter) from a client to their designated health care agent, translating personal values, quality-of-life thresholds, and scenario-based treatment preferences into operational bedside guidance for substituted judgment. Trigger when the user mentions values letter, legacy letter, instruction letter to healthcare proxy, substituted judgment guidance, supplementing an advance directive with personal guidance, or communicating treatment wishes to a designated agent. Also trigger for family conflict around medical decision-making authority.
tools9
healthcare-poa
Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers scope of authority, life-sustaining treatment directives, HIPAA authorization, organ donation preferences, and jurisdiction-specific execution formalities. Use when the user mentions healthcare power of attorney, medical power of attorney, healthcare proxy, healthcare agent designation, HCPOA, medical decision-making authority, or advance healthcare directive naming an agent. Also trigger when the user asks about HIPAA authorization for a healthcare agent, life-sustaining treatment elections, or state-specific execution requirements for healthcare proxy documents.
testing9
healthcare-services-agreement
Drafts professional services agreements for healthcare providers and clients, covering HIPAA/HITECH compliance, BAA requirements, Anti-Kickback and Stark Law guardrails, credentialing warranties, malpractice insurance mandates, and patient care continuity on termination. Use when drafting healthcare provider contracts, medical services agreements, physician independent contractor agreements, or healthcare consulting engagements.
tools9
hearing-prep
Generates structured hearing preparation briefings from case documents, evidence, authorities, and procedural details. Use when preparing for court hearings, administrative hearings, arbitrations, trials, motion hearings, evidentiary hearings, or status conferences.
documentation9
hearing-prep-summary
Produces a quick-reference hearing preparation summary synthesizing pleadings, evidence, witnesses, and governing law into issue matrices, exhibit cross-references, and procedural checklists. Use when preparing for motion hearings, evidentiary hearings, trials, administrative or arbitration hearings, or when asked for "hearing prep," "trial prep summary," "hearing brief," or "prep memo."
development9
heritage-protection-summary
Generates structured legal briefings on cultural heritage protection developments. Synthesizes judicial decisions, legislation, treaty updates, and regulatory changes across repatriation, trafficking, armed conflict, underwater heritage, intangible cultural heritage, and indigenous rights. Trigger when producing periodic briefings, policy digests, or thematic research for governments, NGOs, cultural institutions, or international organizations working in cultural property law.
development9
hipaa-baa
Drafts HIPAA/HITECH-compliant Business Associate Agreements governing PHI/ePHI handling between covered entities and business associates. Covers Privacy Rule and Security Rule obligations, breach notification, subcontractor flow-downs, individual-rights support, and state-law overlays. Use when drafting or updating a BAA, negotiating vendor PHI access, or attaching HIPAA terms to a services agreement. Trigger keywords: BAA, business associate agreement, HIPAA contract, PHI vendor agreement, HITECH breach notice.
development9
hipaa-release
Drafts a HIPAA Release Authorization form compliant with 45 CFR § 164.508 for authorizing disclosure of protected health information. Use when drafting HIPAA authorizations, PHI release forms, medical records releases, or healthcare privacy waivers alongside healthcare powers of attorney or advance directives.
development9
hipaa-release-authorization
Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance directive support, medical record release.
documentation9
hipaa-release-form
Drafts HIPAA Release Authorization forms compliant with 45 CFR 164.508 for disclosure of protected health information. Typically used in estate planning or healthcare decision-making packets. Use when a client needs a HIPAA authorization, medical records release, PHI disclosure consent, healthcare agent access form, or advance directive bundle.
tools9
historic-preservation-law-summary
Produces a structured U.S. historic preservation law summary covering federal, state, and local authorities, key cases, takings analysis, designation procedures, enforcement, and zoning intersections. Use when asked about historic preservation law, NHPA, Section 106, preservation ordinances, landmark designation, demolition review, takings challenges, or Penn Central analysis.
content-media9
hr-policy-summary
Summarizes U.S. HR policies and employee handbooks into plain-language, topic-organized briefs covering employee rights, obligations, and procedures with employment-law compliance framing. Use when a user provides an employee handbook, HR policy document, compliance guide, or onboarding material and asks for a summary, overview, or compliance breakdown.
testing9
hsr-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 threshold verification, NAICS revenue breakdowns, Item 4(c)/(d) document collection, competitive overlap analysis, prior acquisitions disclosure, and filing assembly. Use when an M&A deal may meet HSR size thresholds and requires antitrust clearance, premerger notification, or FTC/DOJ merger review.
development9
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 estate. Covers Crummey withdrawal rights, trustee powers, distributions, and execution formalities. Use when drafting ILITs, life insurance trusts, estate tax exclusion trusts, or Crummey trusts.
development9
ime-report-summary
Critically analyzes defense IME reports by auditing record completeness, comparing findings against treating physician records, and surfacing bias indicators and cross-examination vulnerabilities. Triggers when reviewing an IME report, preparing for defense expert deposition, or building a rebuttal strategy in personal injury litigation.
development9
incorporator-written-consent
Drafts an Action by Written Consent of Incorporator for newly formed U.S. corporations. Trigger when the user needs to formalize post-incorporation organizational actions (adopting bylaws, appointing initial directors) by written consent in lieu of an organizational meeting.
devops9
independent-contractor-agreement
Drafts a U.S. independent contractor agreement with misclassification guardrails, IP assignment, confidentiality, and 1099-NEC tax terms. Use when engaging freelancers, consultants, or service providers, or converting an employee to a contractor relationship.
data-ai9
industrial-warehouse-lease
Drafts NNN-structured U.S. Industrial or Warehouse Lease agreements. Covers base rent escalations, operating expense pass-throughs, hazardous materials compliance, loading dock rights, SNDA provisions, and casualty/condemnation procedures. Use when drafting leases for industrial parks, warehouses, distribution centers, light manufacturing, or R&D facilities.
testing9
information-security-policy
Drafts a board-approvable Information Security Policy covering data classification, access controls, encryption, incident response, breach notification, and enforcement. Tailored by industry and regulatory environment (HIPAA, GDPR, CCPA, GLBA, FERPA, PCI DSS). Use when drafting or overhauling an organization's foundational information security governance framework or cybersecurity policy.
development9
informed-consent-form
Drafts regulatory-compliant informed consent forms for healthcare procedures, clinical trials, research participation, or professional services. Incorporates HIPAA, FDA, IRB/Common Rule, and ICH-GCP requirements as applicable. Use when drafting surgical consent, research participant agreements, clinical trial consent, or treatment authorization forms.
tools9
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 or revising consent documents for Phase I–IV trials, IND studies, or other FDA-regulated protocols requiring IRB submission.
tools9
initial-board-resolutions
Drafts initial board resolutions (organizational meeting minutes) for newly formed U.S. corporations. Covers bylaw adoption, officer elections, banking, stock issuance, IP assignment, tax elections, and corporate formalities. Use when forming a corporation and establishing governance records for banks, investors, or regulators.
development9
insider-trading-policy
Drafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted/watch lists, reporting, and enforcement. Use when creating or updating insider trading policies for broker-dealers, investment advisers, or investment companies. Triggers: insider trading policy, 10b5-1 plan, preclearance, restricted list, blackout period, Reg FD, MNPI.
development9
insurance-claim-summaries
Generates structured summaries of U.S. insurance claim files covering identification, incident narrative, party positions, coverage analysis, and resolution status. Use when synthesizing claim files for adjusters, legal counsel, or claims managers during pre-filing review, discovery, or settlement preparation. Trigger keywords: claim summary, insurance claim, coverage summary, adjuster summary, coverage denial, reservation of rights.
testing9
insurance-correspondence-summarization
Produces structured summaries of insurance claims correspondence including coverage letters, reservation of rights (ROR), denial letters, and claim file documents. Extracts policy details, coverage positions, claims chronology, settlement posture, and liability exposure. Use when summarizing claim files, coverage disputes, ROR letters, denial letters, or multi-document insurance correspondence threads.
documentation9
interconnection-agreement
Drafts U.S. telecommunications Interconnection Agreements (ICAs) under 47 U.S.C. §§ 251-252 and FCC Part 51, covering POIs, traffic classification, reciprocal compensation, access charges, LNP, E911, signaling, and dispute resolution. Use when drafting or revising an ICA, negotiating Section 251/252 terms, defining POI/transport arrangements, structuring ILEC/CLEC or VoIP interconnection, or preparing state PUC filings.
development9
intercreditor-agreement
Drafts a first lien/second lien intercreditor agreement governing creditor priority, enforcement rights, and payment waterfalls over shared collateral. Follows LSTA and ABA market-standard conventions. Use when drafting intercreditor agreements, lien subordination agreements, first lien/second lien arrangements, or creditor priority documents in loan and financing transactions.
development9
intercreditor-lien-priority
Drafts U.S. intercreditor agreements establishing first lien vs second lien priority over shared collateral, covering standstill, enforcement control, payment waterfall/turnover, and 11 U.S.C. 510(a) subordination. Use for first lien/second lien financings, refinancing, or intercreditor negotiations requiring lien priority and remedies governance. Trigger: intercreditor, lien priority, first lien, second lien, standstill, turnover, payment waterfall, subordination agreement.
development9
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 claim", "interest worksheet", "claim amount", or when drafting, auditing, or objecting to claim filings.
testing9
international-distribution-agreement
Drafts an international distribution agreement covering appointment, territory, exclusivity, Incoterms, export controls, sanctions, anti-corruption, IP licensing, and dispute resolution. Use when drafting or revising a cross-border distribution agreement, exclusive distributor appointment, or global channel contract. Triggers: international distribution, exclusive distributor, Incoterms, export controls, sanctions, anti-corruption, CISG opt-out.
testing9
interrogatories-to-defendant
Drafts plaintiff's interrogatories to defendant in personal injury litigation with caption, definitions, instructions, and substantive questions. Triggers when user needs to draft interrogatories, written discovery requests to a defendant, or PI discovery sets. Enforces numerical limits, subpart counting, and contention interrogatory practices.
data-ai9
intrastate-offering
Produces a compliance memo and execution plan for U.S. intrastate securities offerings under Rule 147 or Rule 147A with state registration by qualification. Covers safe harbor selection, doing-business tests, residency verification, advertising controls, resale restrictions, integration analysis, and blue sky registration. Trigger when the user mentions intrastate offering, Rule 147, Rule 147A, registration by qualification, single-state offering, Section 3(a)(11), state-only fundraising, in-state investor requirements, resale restriction legends, or says "we're only raising in one state."
testing9
investigation-report-summary
Generates executive-level summaries of investigative reports covering workplace incidents, misconduct, fraud, or personal injury. Distills findings, evidence, methodology, and recommendations into a structured briefing. Use when summarizing investigation reports, incident reports, fraud investigations, or preparing litigation decision-maker briefings.
testing9
investigation-summary
Produces structured antitrust investigation summaries for executives and counsel. Triggers on FTC/DOJ probes, state AG investigations, foreign competition authority inquiries, merger investigations, CIDs, subpoenas, or dawn-raid responses.
development9
ip-assignment
Drafts intellectual property assignment agreements transferring patents, trademarks, copyrights, and trade secrets. Covers conveyancing language, registration recordation, consideration, representations and warranties, and post-closing obligations. Use when drafting IP assignments, asset purchase IP transfers, or technology transfer documents.
testing9
ip-infringement-analysis
Produces structured IP infringement memoranda evaluating patents, trademarks, copyrights, and trade secrets. Performs claim-by-claim patent comparisons, likelihood-of-confusion trademark tests, substantial similarity copyright assessments, and trade secret misappropriation evaluations with defense and remedies analysis. Use for infringement opinions, pre-filing assessments, cease-and-desist support, licensing disputes, or settlement valuation.
testing9
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, due diligence review, M&A assessment, licensing strategy, executive briefing, or portfolio optimization.
testing9
ir-tabletop-exercise
Drafts a tabletop exercise script to stress-test an organization's Incident Response Plan against cybersecurity threats and breach notification obligations (GDPR, CCPA, HIPAA, GLBA, PCI DSS, NERC CIP, DFARS, SEC). Produces scenario injects, participant role assignments, facilitation guides, and after-action report frameworks. Use when creating IR tabletop exercises, cybersecurity drills, breach response simulations, or incident preparedness assessments.
development9
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, export control program, or deemed-export compliance plan. Trigger on mentions of ITAR, TCP, DDTC, USML, deemed export, technical data, or defense article in a compliance-planning context.
data-ai9
jnov-motion
Drafts a Motion for Judgment Notwithstanding the Verdict (JNOV) under FRCP 50(b) or state equivalents, with alternative new-trial request. Builds element-by-element evidentiary insufficiency arguments using transcript citations and preserves the appellate record. Use when drafting JNOV motions, post-trial motions, renewed judgment as a matter of law, or challenging jury verdicts for insufficient evidence.
development9
judgment-summary
Produces structured U.S. litigation judgment summaries from court opinions or final orders. Use when summarizing a judgment, opinion, final decision, post-trial ruling, appeal outcome, or case disposition brief. Covers caption, procedural history, facts, issues, standards of review, holdings, precedent treatment, concurrences/dissents, disposition, and practical implications with pinpoint citations.
testing9
jury-instructions
Drafts complete proposed jury instruction sets for U.S. litigation, including preliminary charges, elements, burden of proof, evidence evaluation, and verdict forms. Adapts to jurisdiction-specific pattern instructions. Use when drafting jury instructions, jury charges, verdict forms, or special interrogatories during trial preparation.
testing9
jury-trial-request
Drafts a formal Request for Jury Trial invoking Sixth Amendment (criminal) or Seventh Amendment (civil) rights. Covers federal FRCP Rule 38, FRCrP Rule 23, state procedural variations, filing deadlines, jury fees, and waiver avoidance. Use when filing a jury demand, requesting jury trial, electing jury over bench trial, or preserving jury rights during pleadings or pre-trial phases.
testing9
know-how-license
Drafts Know-How License Agreements for licensing trade secrets, confidential processes, and proprietary methodologies where value derives from secrecy rather than patents. Reviews transaction documents to extract deal terms, financial structures, and exclusivity provisions. Use when drafting know-how licenses, trade secret licenses, technology transfer agreements, or confidential information licensing agreements.
development9
labeling-compliance-review
Conducts FDA labeling compliance reviews for drugs, foods, dietary supplements, and medical devices. Analyzes principal display panels and information panels against FDCA, 21 CFR, and FDA guidance to identify misbranding risks, claims violations, and mandatory disclosure gaps. Use when reviewing product labels, auditing FDA compliance, assessing labeling risk, or preparing for FDA submission.
development9
labor-violation-summary
Produces structured summaries of labor law violation investigations with categorized findings, evidence citations, affected worker counts, and remedial recommendations. Covers wage/hour (FLSA), OSHA safety, and worker rights (NLRA) violations. Use when summarizing labor investigations, compliance audits, OSHA inspections, wage theft findings, or workplace safety enforcement actions.
development9
last-will
Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, guardian nominations, fiduciary appointments, and execution formalities. Conducts structured intake on family structure, asset inventory, fiduciary nominees, and existing estate plan documents. Coordinates with trusts, beneficiary designations, and non-probate transfers. Use when drafting wills, testamentary documents, pour-over wills, codicils, or estate planning instruments involving testamentary dispositions.
development9
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/guardian appointments, specific or residuary distributions, contingency planning, or execution-ready attestation and self-proving packaging. Applies to keywords: last will, testament, probate, executor, guardian, residuary, revocation, no-contest, ademption, predeceased beneficiary, elective share.
testing9
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. Covers seller/landlord knowledge statements, record attachments, EPA pamphlet delivery, purchaser inspection option, acknowledgments, and agent certifications. Use when preparing a lead-based paint disclosure, lead hazard notice, or pre-1978 property disclosure; trigger keywords: lead-based paint, lead hazard, EPA pamphlet, Section 1018.
data-ai9
lead-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 residential properties. Covers seller/landlord hazard disclosures, buyer/tenant acknowledgments, inspection waivers, agent certifications, and attachment schedules. Use when drafting lead paint disclosures, pre-1978 property transactions, residential lease hazard disclosures, or EPA Section 1018 compliance documents.
documentation9
lease-guaranty
Drafts unconditional guaranty agreements for commercial lease obligations, maximizing landlord protection with enforceable payment-and-performance guarantees. Use when securing personal or corporate guarantees alongside commercial leases, preparing continuing guaranty documents, or drafting guarantor waiver and liability provisions.
testing9
lease-summary
Summarizes U.S. commercial lease agreements into structured transactional abstracts. Use when asked for a commercial lease summary, lease abstract, key lease terms, rent schedule review, default/termination analysis, or lease handoff. Produces party-to-obligation mappings, financial mechanics, risk flags, and critical date calendars.
testing9
lease-termination-agreement
Drafts a mutual early lease termination agreement for U.S. commercial and residential properties. Covers party identification, termination mechanics, property surrender, financial settlement (prorated rent, security deposit accounting), mutual release with carve-outs, and execution formalities. Use when landlord and tenant agree to end a lease before expiration, when negotiating buyout terms, or resolving disputes through consensual termination.
development9
legal-article-summary
Produces structured summaries of legal scholarship capturing thesis, methodology, key authorities, arguments, and significance. Use when summarizing law review articles, journal articles, case notes, or scholarship for research triage, case preparation, literature reviews, or CLE.
research9
legal-letter
Drafts professional legal letters for personal injury litigation including settlement demands, cease-and-desist, notice letters, and response correspondence. Tailors tone by recipient type. Use when drafting demand letters, pre-suit correspondence, insurance claim letters, cease-and-desist notices, or litigation response letters.
testing9
legal-memo
Drafts U.S. internal legal memoranda using IRAC structure to analyze issues, synthesize authority, assess risks, and recommend strategy. Use when asked to draft a research memo, internal memo, issue analysis, case strategy memo, or any IRAC-based legal analysis.
research9
legal-memorandum
Drafts objective internal legal memoranda using the CREAC method with structured header, questions presented, brief answers, statement of facts, analysis, and strategic recommendations. Use when drafting legal memos, research memoranda, pre-trial analysis, or any objective internal legal analysis document.
documentation9
legal-opinion-letter
Drafts formal legal opinion letters for corporate and transactional matters with jurisdiction-specific analysis, calibrated conclusion language, and comprehensive qualifications. Use when drafting closing opinion letters, third-party reliance opinions, enforceability opinions, or corporate authority opinions for mergers, acquisitions, financings, or regulatory compliance.
testing9
legal-research-summary
Synthesizes U.S. statutes, case law, and regulatory guidance into attorney-ready litigation research summaries with counterarguments and strategic implications. Use when drafting research memos, case law surveys, statutory/regulatory synthesis, or answering "what is the law on X" questions. Trigger keywords: legal research summary, research memo, case law survey, statutory analysis, regulatory guidance, legal landscape.
research9
legal-strategy-summary
Generates structured litigation strategy summaries synthesizing case facts, legal arguments, procedural tactics, and risk assessments into a unified roadmap. Use when aligning legal teams on case direction, preparing for strategy meetings, or onboarding stakeholders to litigation matters.
tools9
letter-of-intent
Drafts corporate Letters of Intent for M&A and business transactions, structuring binding vs. non-binding provisions, deal terms, exclusivity, and confidentiality. Use when drafting LOIs, preliminary term sheets, deal memoranda, or pre-definitive agreement correspondence.
tools9
letter-of-intent-loi
Drafts U.S. corporate transaction Letters of Intent (LOI) for mergers, acquisitions, investments, and strategic alliances. Separates non-binding intent from enforceable obligations and defines deal structure, key economics, and closing path. Use when converting deal terms into a preliminary transaction document. Trigger keywords: "LOI", "letter of intent", "M&A LOI", "merger term sheet", "no-shop", "exclusivity", "deal letter".
documentation9
license-agreement-summary
Produces a structured U.S. IP license agreement summary covering parties, grant scope, exclusivity, territory, financial terms, restrictions, IP management, risk allocation, and termination. Use when summarizing IP license agreements, extracting deal terms, or flagging licensing risks. Trigger keywords: license agreement, IP license, royalty, exclusivity, field of use, sublicense, audit, termination.
testing9
license-assignment
Drafts Assignment of License agreements transferring rights and obligations under existing IP licenses from assignor to assignee. Covers patent, trademark, copyright, and software license transfers with consent management, assumption of obligations, and recording compliance. Use when drafting license assignments, IP transfer agreements, license novations, or assignor-assignee license documentation.
documentation9
lien-foreclosure
Drafts a mechanic's lien foreclosure complaint to enforce unpaid construction liens through court-ordered property sale. Covers jurisdictional allegations, lien validity, breach of contract, and unjust enrichment counts. Use when drafting lien foreclosure complaints, mechanic's lien enforcement actions, or construction payment disputes requiring judicial sale.
testing9
lien-resolution-summary
Generates a structured internal lien resolution summary for personal injury settlement cases. Triggers when resolving liens post-settlement, preparing settlement distribution statements, or auditing lien payoffs across health insurance subrogation, Medicare/Medicaid, hospital liens, workers' comp, and ERISA plans.
testing9
limited-partnership-agreement
Drafts U.S. private equity and venture capital Limited Partnership Agreements (LPAs) covering GP/LP governance, capital commitments, distribution waterfalls, fees, carry, key person provisions, LPAC, transfers, tax, and dissolution. Use when drafting or revising a fund LPA, converting a term sheet to an LPA, or structuring fund formation documents. Trigger: limited partnership agreement, LPA, fund formation, capital calls, carried interest, waterfall, GP/LP.
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lis-pendens
Drafts a U.S. Lis Pendens (Notice of Pending Action) for recording against real property. Covers intake, statutory authority mapping, legal description, verification, and proof of service. Use when preparing a lis pendens, notice of pending action, or recording notice tied to title or possession claims. Trigger: lis pendens, notice of pending action, quiet title, specific performance, foreclosure, partition, lien enforcement, expungement.
testing9
litigation
Root reference for litigation practice spanning civil, criminal, and administrative proceedings. Provides sub-area taxonomy, core principles, and routing guidance. Use when classifying litigation work, routing to a sub-practice skill, or applying general litigation standards.
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litigation-case-strategy
Develops comprehensive litigation strategy across the full case lifecycle, from initial assessment through discovery, motion practice, trial preparation, and appeal. Produces case theory analysis, chronologies from document sets, discovery plans, deposition outlines, brief drafts, cross-examination questions, and appellate record summaries. Use when evaluating a new litigation matter, preparing case strategy memos, building case chronologies from emails or documents, preparing for depositions, drafting motions or briefs, developing trial strategy, or preparing appellate filings. Trigger keywords: litigation strategy, case assessment, case theory, case chronology, discovery plan, deposition prep, motion to dismiss, summary judgment, trial preparation, cross-examination, appellate brief, argument evaluation, case timeline.
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litigation-support-summary
Generates structured management summaries of active commercial litigation matters. Covers case overview, procedural posture, strategy, deadlines, discovery status, budget, and risk analysis. Use when preparing case status reports, onboarding stakeholders to active litigation, or conducting periodic case reviews.
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