Claude Skills by infometa

Detects when Luminance, Kira, or a similar bulk-review tool is in use, hands off the high-volume clause extraction to it, and QAs its output per the trust level in `~/.codebuddy/plugins/config/legal-workflows/corporate-legal/practice-profile.md`. Use when user says "send to Luminance", "bulk review", "AI extraction", or when diligence-issue-extraction hits a high-volume category.

Drafts board or committee meeting minutes in your house format. Auto-detects upcoming board and committee meetings from your calendar, asks for the agenda and any slides or pre-read materials, and produces a complete draft in the format learned from your seed minutes. Also handles written consents in lieu of meetings. Trigger: "board minutes", "draft minutes", "upcoming board meeting", "committee minutes", "written consent", or calendar detection of an upcoming board or committee event.

What's blocking close — maintain the closing checklist with status, critical path, and days to close. Self-updating: ingests new items from diligence findings and schedule builds, tracks status, surfaces what's blocking. Use when user says "closing checklist", "what's left to close", "checklist status", "add to the checklist", or on a scheduled status pull.

House cold-start interview (request list + prior memo), or --new-deal for deal-specific context. Modular: identifies which practice areas apply (M&A, Board & Secretary, Public Company, Entity Management), then asks targeted questions for each active module and writes only the relevant sections to the plugin config. Use on fresh install, when practice-profile.md still has [PLACEHOLDER] markers, when starting a new deal, or to re-check integrations or refresh a module.

Guided customization of your corporate practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, active modules (M&A / Board / Public Company / Entity Management), materiality thresholds, disclosure schedule format, consent precedents, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my config", or "customize".

Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "review the data room", "extract issues from [folder]", "diligence review", "what's in the VDR", or points at VDR documents.

Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".

Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase agreement, deal summary, closing checklist) and connects to deal-context.md and closing-checklist.yaml from the M&A cold-start. Use when user says "integration", "post-close", "post-closing", "consents outstanding", "contract assignment", "integration status", or "what's left on the deal".

Build the material contracts disclosure schedule from diligence findings, applying the purchase agreement's Material Contract definition and formatting per the agreement's schedule format. Use when user says "build the contracts schedule", "disclosure schedule", "schedule 3.X", "material contracts list", or when drafting disclosure schedules.

Manage matter workspaces — create, list, switch, close, or detach the active matter so multi-client practitioners keep one client's context separate from every other. Read by any substantive skill that needs to know what matter it's working in. Use when user says "new matter", "switch matter", "list matters", "close matter", or wants to work at practice-level only.

Tabular review — one row per document, one column per data point, every cell cited to source. Built for M&A diligence ("review these 200 target contracts for change-of-control, assignment, and MAC clauses") but works for any batch review that needs a spreadsheet out the other end. Use when user says "tabular review", "review grid", "build a grid", "extract these fields from these contracts", "review these documents for X, Y, Z", "give me a spreadsheet of", "batch review", or points at a folde...

Draft a unanimous written consent of the board or a committee in house format, with precedent search from the consents repository. Handles multi-resolution consents, director conflict flags, state-law notice requirements, and signatory tracking, with a built-in scope warning for major one-off actions. Use when user says "written consent", "unanimous consent", "board consent", "consent in lieu", "UWC", or describes an action needing board approval without a meeting.

Cold-start setup — learns your jurisdictional footprint and escalation rules from your handbook and termination memos. Asks which states and countries have employees, reads seed documents, and builds a jurisdiction-aware escalation table. Use on fresh install, when practice-profile.md still has [PLACEHOLDER] markers, or when re-running with --redo or --check-integrations.

Guided customization of your employment practice profile — change one thing without re-running the whole cold-start interview. Adjust jurisdictional footprint, risk posture, escalation contacts, hiring review rules, termination review rules, handbook positions, investigation preferences, or matter workspace paths. Use when the user says "change my [thing]", "add a jurisdiction", "update my profile", "edit my config", or "customize".

Kick off international expansion planning for a new country — gathers intake, runs EOR vs. entity framing, drafts cross-functional questions, surfaces country-specific flags, and creates a persistent tracker. Use when someone says "we're hiring in [country]", "expansion to [country]", or "first hire in [country]".

Update the status of an in-progress international expansion project — recalculates what is now unblocked, flags anything overdue, and surfaces the next priorities. Use when work has happened since the last session and the expansion tracker needs to reflect the current state.

Diff a proposed handbook change against the current version, flag ripple effects and state supplement impacts. Use when user says "update the handbook", "add this to the handbook", "handbook change", or has a policy ready for insertion.

Review an offer letter and any restrictive covenants — jurisdiction check included. Substantive rules (covenant enforceability, pay-transparency, salary-history limits, exemption criteria) are researched per hire, not stored. Use when the user says "review this offer", "can we use a non-compete here", "check this offer letter", "hiring in [state]", or attaches an offer.

Reference: shared framework for managing internal investigations from intake through final memo — privileged investigation log, document processing with needle-finding, source coverage tracking, Q&A against the log, memo drafting, and audience summaries. Loaded by /investigation-open, /investigation-add, /investigation-query, /investigation-memo, and /investigation-summary; not invoked directly.

Reference: implementation-planning framework for international hiring — EOR vs. entity decision framing, cross-functional triggers for tax/finance/HR, structured outside-counsel briefing requests, and a persistent gap tracker. Loaded by /expansion-kickoff and /expansion-update; not invoked directly.

Add data to an open investigation — documents, interview notes, or observations. Processes batches against the documented pull criteria, surfaces significant items, and logs everything reviewed for coverage verification. Use when new evidence, interview notes, or document productions come in for an open investigation.

Draft or update the privileged investigation memo from the investigation log. Use when an investigation is far enough along to write the first memo cut, or when new data has been added and the existing draft needs updating.

Open a new internal investigation matter — runs intake, generates the sources checklist, and creates the persistent investigation log. Use when a complaint or allegation comes in and the attorney needs to stand up a privileged investigation workspace.

Ask questions against an open investigation log — what witnesses said, where accounts conflict, what gaps exist, what the strongest evidence is on each issue. Use when the attorney needs to query the investigation record without re-reading every entry.

Draft an audience-specific summary from the privileged investigation memo — HR, leadership, or outside counsel versions. Use when an investigation memo needs to be communicated to an audience that should not see the full privileged work product.

Check open leaves for deadline alerts and required decisions. Surfaces only the leaves that require an action and explains why — not a status board. Use weekly, or whenever the attorney needs to know which leaves have upcoming designation, certification, or exhaustion deadlines.

Add a new leave to the leave register with the minimum information needed to start tracking deadlines. Use when an employee goes on leave and you want the tracker to watch designation, certification, and exhaustion clocks from day one.

Manage matter workspaces — new, list, switch, close, or detach (practice- level). Creates, lists, switches, closes, and detaches the active matter so context from one client engagement never leaks into another. Use when a multi-client practitioner says "new matter", "switch matter", "list my matters", "close this matter", or needs to manage which matter is active.

Draft an employment policy with state supplements where law differs across the jurisdictional footprint. Use when the user says "draft a [topic] policy", "we need a policy on", "update our [topic] policy", or names a policy gap.

Termination review — high-risk flag detection, severance + release, and final pay timing by jurisdiction. Jurisdiction-specific rules and release consideration periods are researched per review, not stored. Use when the user says "reviewing a termination", "can we fire this person", "term review", or describes a termination scenario.

Draft a cease-and-desist letter (send mode) or triage one you received (receive mode). Use when asserting your rights against an infringer with a demand letter calibrated to your enforcement posture, or when an incoming C&D needs triage into a structured options memo with a recommendation.

Trademark clearance first pass — knockout + similar-marks check producing a flag list, not a clearance opinion. Use when a new mark is proposed, when asked whether a mark is available or to run a knockout search, or when assessing likelihood-of-confusion factors before a full professional search. This skill never concludes a mark is clear.

Run the cold-start interview to learn your IP practice and write your practice profile. Use on first install when the practice profile is missing or still contains placeholders, when re-onboarding with --redo, or when re-probing integrations with --check-integrations after connecting or disconnecting an MCP. This is the ONLY skill that should run on a fresh install.

Guided customization of your IP practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, portfolio scope, brand protection strategy, enforcement posture, clearance thresholds, OSS review rules, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my config", or "customize".

Freedom-to-operate triage — a structured first look at potentially blocking patents, not an FTO opinion. Use when a product, process, or feature is being evaluated for blocking patents, when asked whether anything stops a launch, or to build a claim-chart first pass against the most plausible patents before patent counsel review. This skill never concludes a product is clear to launch.

Infringement triage across trademark, copyright, patent, and trade secret — a flag list with the factors cutting each way, not a finding. Use when assessing whether someone is infringing your IP or whether you might be infringing theirs, when a knockoff or copycat surfaces, or when deciding whether a matter is worth pursuing and how.

Invention disclosure first-pass screen — novelty, obviousness, §101 eligibility, bar dates, detectability, and strategic value. Use when an invention disclosure comes in and needs triage on whether to pursue a prior-art search and patent counsel review, investigate further, or decline.

Review the IP clauses in an agreement — assignment, ownership, license grants, warranties, indemnities. Use when reviewing IP terms in employment, consulting, SOW, vendor, or licensing agreements, when asked to check the assignment language or license scope, or when an agreement with IP provisions is pasted or attached.

Manage matter workspaces — create, list, switch, close, or detach the active matter. Use in multi-client private practice to keep one client's context separate from another, or when a substantive skill needs to know which matter it's working in.

Open source license compliance check for a dependency list, a single library, or outbound code. Use when reviewing a manifest, SBOM, or repo for copyleft obligations and license compatibility, when asked whether a library can ship, or when preparing code to be open-sourced.

Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work.

Run the cold-start interview — learns your privacy practice and writes practice-profile.md from your policy, DPA template, and a reference PIA. Use on first run, when practice-profile.md is missing or has placeholders, or when the user says "set up the privacy plugin", "onboard me", "configure privacy", or wants to re-run the interview or re-check integrations.

Guided customization of your privacy practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, DPA playbook, privacy policy commitments, PIA house style, personal information rights request process, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my playbook", or "customize".

Review a Data Processing Agreement against your DPA playbook — auto-detects whether you're processor or controller and applies the right half of the playbook. Use when the user says "review this DPA", "check this data processing addendum", "customer sent their DPA", "is this DPA okay", or attaches a DPA.

Manage matter workspaces — create, list, switch, close, or detach (practice-level). Keeps one client or engagement's context separate from every other for multi-client practitioners. Use when the user wants to open a new matter, switch matters, list matters, close/archive a matter, or work at practice-level only.

Generate a Privacy Impact Assessment in house format for a new feature, product, or processing activity, using the structure learned from your seed PIA. Use when the user says "write a PIA", "privacy impact assessment for", "do we need a PIA for this", "privacy review this feature", or describes a new data processing activity.

Keep the privacy policy current with practice. Two modes: weekly sweep of saved PIAs, DPA reviews, and triage results to find policy drift; or direct query for a proposed new practice. Use when the user asks "does our policy cover this", "we want to start doing X — does the policy need updating", "run the policy monitor", "policy sweep", or wants to find where the privacy policy no longer matches what the team actually does.

Diff a new or changed regulation against current privacy policy and practice — outputs a gap list and a remediation plan with owners and dates. Use when a new reg drops, the user asks "does [regulation] affect us", "gap analysis for [state privacy law]", "compliance check against [reg]", or pastes regulatory text.

Quickly determine whether a processing activity needs a PIA, a mandatory applicable privacy law DPIA, or can proceed — surfaces privacy policy conflicts and routes to the right next step. Use when the user asks "does this need a PIA", "triage this feature", "privacy check on X", "is this okay from a privacy perspective", or describes a new data processing activity, product feature, or vendor relationship.