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Business & Operations
Operations, strategy, finance, sales, support, management, and planning
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Showing 12,217–12,240 of 35,234 skills
- Charitable Remainder TrustDrafts 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.Votes: 0GitHub stars: 41
- Chapter 11 Reorg PlanDrafts 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...Votes: 0GitHub stars: 41
- Certificate Of Withdrawal Foreign CorpDrafts 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.Votes: 0GitHub stars: 41
- Certificate Of TrustDrafts 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.Votes: 0GitHub stars: 41
- Certificate Of OriginDrafts 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.Votes: 0GitHub stars: 41
- Cda Certified ClaimDrafts 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.Votes: 0GitHub stars: 41
- Ccpa PolicyDrafts 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.Votes: 0GitHub stars: 41
- Cbp Binding RulingDrafts 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."Votes: 0GitHub stars: 41
- Cash Collateral MotionDrafts 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.Votes: 0GitHub stars: 41
- Case SummaryProduces 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...Votes: 0GitHub stars: 41
- Case Intake Initial Fact MemoGenerates 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.Votes: 0GitHub stars: 41
- Case ChronologyProduces 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.Votes: 0GitHub stars: 41
- Capital Call NoticeDrafts 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.Votes: 0GitHub stars: 41
- Ca Privilege LogGenerates 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...Votes: 0GitHub stars: 41
- Ca Discovery ResponseDrafts 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.Votes: 0GitHub stars: 41
- C Tpat Security ProfileDrafts 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.Votes: 0GitHub stars: 41
- Byod PolicyDrafts 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.Votes: 0GitHub stars: 41
- Bylaw Amendment ResolutionDrafts 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.Votes: 0GitHub stars: 41
- Build Out Allowance AgreementDrafts 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.Votes: 0GitHub stars: 41
- Bsa Risk AssessmentDrafts 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).Votes: 0GitHub stars: 41
- Broker Dealer Customer AgreementDrafts 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.Votes: 0GitHub stars: 41
- Breach SummarySummarizes 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.Votes: 0GitHub stars: 41
- Board Resolution DissolutionDrafts 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.Votes: 0GitHub stars: 41
- Board Meeting SummaryProduces 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.Votes: 0GitHub stars: 41