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",…
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infometa/workbuddyskills - Page 14
SkillsMP has collected 1,565 skills from infometa/workbuddyskills. Open a skill to review its source and details.
infometa/workbuddyskillsShowing 40 of 1,565 collected skills.
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.…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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]",…
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…
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…
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.…
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…
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…
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.
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…
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…
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",…
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…
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…
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…
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…
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…
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…
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,…