legal/skills/brief/SKILL.md
Generate contextual briefings for legal work — daily summary, topic research, or incident response. Use when starting your day and need a scan of legal-relevant items across email, calendar, and contracts, when researching a specific legal question across internal sources, or when a developing situation (data breach, litigation threat, regulatory inquiry) needs rapid context.
npx skillsauth add anthropics/knowledge-work-plugins briefInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Generate contextual briefings for legal work. Supports three modes: daily brief, topic brief, and incident brief.
Important: This command assists with legal workflows but does not provide legal advice. Briefings should be reviewed by qualified legal professionals before being relied upon.
/brief daily # Morning brief of legal-relevant items
/brief topic [query] # Research brief on a specific legal question
/brief incident [topic] # Rapid brief on a developing situation
If no mode is specified, ask the user which type of brief they need.
A morning summary of everything a legal team member needs to know to start their day.
Check each connected source for legal-relevant items:
Email (if connected):
Calendar (if connected):
Chat (if connected):
CLM (if connected):
CRM (if connected):
## Daily Legal Brief -- [Date]
### Urgent / Action Required
[Items needing immediate attention, sorted by urgency]
### Contract Pipeline
- **Awaiting Your Review**: [count and list]
- **Pending Counterparty Response**: [count and list]
- **Approaching Deadlines**: [items due this week]
### New Requests
[Contract review requests, NDA requests, compliance questions received since last brief]
### Calendar Today
[Meetings with legal relevance and what prep is needed]
### Team Activity
[Key messages or updates from legal team channels]
### This Week's Deadlines
[Upcoming deadlines and filing dates]
### Sources Not Available
[Any sources that were not connected or returned errors]
Research and brief on a specific legal question or topic across available sources.
## Topic Brief: [Topic]
### Summary
[2-3 sentence executive summary of findings]
### Background
[Context and history from internal sources]
### Current State
[What the organization's current position or approach is, based on available documents]
### Key Considerations
[Important factors, risks, or open questions]
### Internal Precedent
[Prior decisions, memos, or positions found in internal sources]
### Gaps
[What information is missing or what sources were not available]
### Recommended Next Steps
[What the user should do with this information]
Rapid briefing for developing situations that require immediate legal attention (data breaches, litigation threats, regulatory inquiries, IP disputes, etc.).
## Incident Brief: [Topic]
**Prepared**: [timestamp]
**Classification**: [severity assessment if determinable]
### Situation Summary
[What is known about the incident]
### Timeline
[Chronological summary of events based on available sources]
### Immediate Legal Considerations
[Regulatory notification requirements, preservation obligations, privilege concerns]
### Relevant Agreements
[Contracts, insurance policies, or other agreements that may be implicated]
### Internal Response
[What response activity has already occurred based on email/chat]
### Key Contacts
[Relevant internal and external contacts identified from sources]
### Recommended Immediate Actions
1. [Most urgent action]
2. [Second priority]
3. [etc.]
### Information Gaps
[What is not yet known and needs to be determined]
### Sources Checked
[What was searched and what was not available]
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.