| name | advisory-summary |
| title | Client Advisory Summary |
| description | Drafts U.S. regulatory client advisory summaries translating legal developments into actionable risk and compliance guidance. Use when a client needs a proactive memo, client alert, or legal-update brief for a new law, case, rulemaking, agency guidance, or pending reform. Trigger on requests for "client advisory," "regulatory update," "legal alert," "compliance briefing," "new law summary," or "quarterly advisory." |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/advisory-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | regulatory |
| language | en |
Client Advisory Summary
Produces distribution-ready U.S. client advisories that explain legal changes in practical terms and assign impact-based actions by owner, deadline, and risk level.
Quick Start
- Confirm jurisdiction (US federal/state/agency) and client industry.
- Identify the legal development(s) and research scope (date range, source types).
- Choose audience and format (client memo, board brief, partner update).
- Run the workflow below; output the draft using the template in step 5.
Workflow
1. Intake Validation
Verify before drafting:
2. Development Synthesis
For each legal development, capture:
| Development | Source Type | Why Material | Status | Practical Effect |
|---|
| (description) | Fed reg / case / statute / agency guidance | (impact rationale) | Final / Proposed / Enjoined / Appealed | (compliance duty or strategic change) |
3. Impact Analysis
| Topic | Immediate | Short-Term | Long-Term | Category |
|---|
| (area) | (effect) | (effect) | (effect) | Compliance / Opportunity / Risk |
4. Action Plan
| Action | Owner | Deadline | Dependency | Evidence Needed |
|---|
