Business & Operations

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.

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.

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.

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.

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.

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.

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.

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".

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".

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.

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.

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".

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.

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.

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.

Reference: review of an inbound vendor agreement against the team playbook in `~/.codebuddy/plugins/config/legal-workflows/commercial-legal/practice-profile.md`. Flags deviations, assesses risk, generates specific redline language, and routes to the right approver. Loaded by /commercial-legal:review when a vendor MSA, services agreement, or similar is detected.

Translates a contract review into a summary the business stakeholder will actually read. Not a legal memo — a two-minute answer to "can I sign this and what do I need to know." Use when user says "summarize for the business", "write this up for [stakeholder]", "explain this to procurement", "non-legal summary", or when a review is done and needs to go to someone outside legal.

Reference: review of SaaS subscription agreements with attention to the terms that matter most in subscription deals — auto-renewal mechanics, price escalation, data portability, uptime SLAs, and subprocessor rights. Loaded by /commercial-legal:review when a SaaS or subscription agreement is detected.

Review a vendor agreement, NDA, or SaaS subscription against your playbook. Identifies the agreement structure from titles, routes to the right review skill (vendor-agreement-review, nda-review, saas-msa-review), and integrates the output into a single memo. Use when the user says "review this contract", "check this MSA", "is this NDA okay", "look at this SaaS agreement", or attaches an inbound agreement for review.

Review and approve (or reject) pending playbook update proposals from the playbook-monitor agent and apply approved changes to the practice profile. Use when the playbook-monitor agent has surfaced proposals, when the user says "review playbook proposals", "what playbook updates are pending", or wants to step through deviation-driven playbook changes.

Show contracts with cancel-by deadlines coming up and warn before notice windows close, working from a maintained renewal register. Use when the user asks "what's renewing soon", "what renewals are due", "did we miss a cancellation window", "add this to the renewal tracker", or on a scheduled basis. Receives handoffs from saas-msa-review.

Reference: fast triage of inbound NDAs into GREEN / YELLOW / RED so the team only spends lawyer time on the ones that need it. Built for sales and BD to self-serve before pinging legal. Loaded by /commercial-legal:review when an NDA is detected.

Manage matter workspaces — new, list, switch, close, or detach (practice-level). Use when a multi-client practitioner needs to create a matter, switch the active matter, list matters, archive a matter, or detach to practice-level context, or when another skill needs to know which matter it's working in.

Route a contract issue to the right approver per the escalation matrix in `~/.codebuddy/plugins/config/legal-workflows/commercial-legal/practice-profile.md`, and draft the ask. Use when the user says "who needs to approve this", "escalate this", "does this need GC sign-off", "route this for approval", or when another skill finds an issue that exceeds the reviewer's authority.