Business & Operations

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.

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).

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.

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.

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.

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.

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.

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.

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 comp...

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.

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.

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.

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.

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.

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 analyzin...

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, reme...

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.

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, boar...

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.

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.

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.

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.

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".

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, ass...