casemark/advisory-summary
skills/legal/advisory-summary/SKILL.md
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."
$ install --global
skillsauthnpx skillsauth add casemark/skills advisory-summaryInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: May 25, 2026, 3:26 AM23.3s1 file scanned
SKILL.md
- name:
- advisory-summary
- language:
- en
- description:
- 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.
Client Advisory Summary
Produces distribution-ready U.S. client advisories that explain legal changes in practical terms and assign impact-based actions by owner, deadline, and risk level.
Quick Start
- Confirm jurisdiction (US federal/state/agency) and client industry.
- Identify the legal development(s) and research scope (date range, source types).
- Choose audience and format (client memo, board brief, partner update).
- Run the workflow below; output the draft using the template in step 5.
Workflow
1. Intake Validation
Verify before drafting:
- [ ] Jurisdiction confirmed (US federal, state, or agency)
- [ ] Topic scope and affected business functions defined
- [ ] Primary sources located (statute text, regulations, opinions, dockets)
- [ ] Effective dates, filing deadlines, and implementation dates captured
- [ ] Unverified commentary excluded or tagged
[VERIFY] - [ ] Confidentiality or non-public info restrictions flagged
2. Development Synthesis
For each legal development, capture:
| Development | Source Type | Why Material | Status | Practical Effect | |---|---|---|---|---| | (description) | Fed reg / case / statute / agency guidance | (impact rationale) | Final / Proposed / Enjoined / Appealed | (compliance duty or strategic change) |
3. Impact Analysis
| Topic | Immediate | Short-Term | Long-Term | Category | |---|---|---|---|---| | (area) | (effect) | (effect) | (effect) | Compliance / Opportunity / Risk |
4. Action Plan
| Action | Owner | Deadline | Dependency | Evidence Needed | |---|---|---|---|---| | (task) | (role) | (date) | (blocker) | (supporting docs) |
5. Draft Template
Use this section order exactly:
Date:
Client:
Matter/Engagement:
Prepared by:
Executive Summary (2–3 short paragraphs)
Key Developments (table + plain-language explanation)
Impact Analysis
- Immediate | Short-term | Long-term
- Compliance obligations
- Operational/strategic effects
- Competitive or reputational implications
Action Plan
- Priority actions with owner and due date
- Recommended follow-up review points
Assumptions / Information Gaps
Authorities (Bluebook style, verified primary sources)
Conclusion + optional next-step call
Pitfalls and Checks
- Every legal claim needs a citation. Tag unverified or non-primary sources with
[VERIFY]. - Never imply legal advice beyond provided facts. Mark assumptions and data gaps explicitly.
- Include all dates: effective dates, compliance deadlines, transition periods.
- US-only scope. Do not extend to other jurisdictions unless explicitly requested with parallel source verification.
- Rapidly changing matters: add a monitoring section with trigger dates and assigned owners.
- Style: plain language in body, legal precision in citations. Use headings, short bullets, and tables. Avoid narrative blocks longer than 3 paragraphs.
Key changes from the original:
- Removed
tagsfrom frontmatter — not part of the Agent Skills spec (onlynameanddescriptionare supported). - Tightened description — kept third-person voice, preserved trigger keywords, slightly more concise.
- Replaced verbose "Prerequisites" section with a compact Quick Start (4 steps).
- Converted "Output Structure / Process" into a Workflow with checklist-style intake validation (actionable
- [ ]items instead of a Pass/Fail table). - Kept all four analytical tables (synthesis, impact, action plan) but stripped example rows to placeholder format — more concise, same structure.
- Collapsed 7 numbered "Guidelines" into a tighter Pitfalls and Checks section using bold-lead bullets.
- Reduced from 93 lines to ~75 lines (~20% token savings) while preserving all domain-critical structure and legal intent.
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