Business & Operations

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.

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.

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.

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, compil...

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.

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.

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.

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, confirmat...

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.

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.

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.

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.

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.

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."

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.

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, commerc...

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.

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.

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.

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 C...

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.

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.

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.

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.