| name | client-advisory-summary |
| title | Client Advisory Summary |
| description | Produces client-ready U.S. regulatory advisory summaries translating legal developments into actionable impacts with effective-date tracking and Bluebook citations. Trigger when the user requests a client advisory, regulatory update, compliance memo, law-change summary, or industry alert. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/client-advisory-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | regulatory |
| language | en |
| tags | ["analysis","drafting","research","summarization","summary"] |
Client Advisory Summary
Translate recent legal developments into a concise, actionable advisory with deadlines, impact analysis, and recommended next steps.
Quick Start
Gather before drafting:
- Client profile — industry, products/services, geography, size/thresholds.
- Jurisdiction & scope — federal, state, agency, or court.
- Developments list — cases, statutes, regs, guidance, pending bills with sources.
- Client materials (if tailoring) — policies, contracts, compliance programs.
- Format preference — memo vs. letter; branding requirements.
Workflow
1. Research Intake
- Confirm each development's status: enacted, final rule, proposed, guidance, or decision.
- Capture controlling authority, citation, publication date.
- Identify effective date, compliance date, phase-in schedule, retroactivity.
- Verify applicability thresholds (industry, size, activity, geography).
- Note conflicts or overlaps with prior law or guidance.
- Cross-check against at least two authoritative sources.
2. Draft Advisory
Follow this structure:
| Section | Content |
|---|
| Header | Client name, matter/topic, date, author(s) |
| Executive Summary | 2–3 paragraphs: top developments, immediate implications, key deadlines. Write for non-lawyers. |
| Developments & Impact | One entry per development (see analysis fields below) |
| Open Questions | Assumptions made, missing facts, client inputs needed |
| Recommended Next Steps | Priority actions with owners and timelines |
| Contact | Relationship partner / team |
Per-development analysis fields:
| Field | Content |
|---|
| Authority & Status | Statute/reg/decision/guidance + final/proposed + issuing body |
| Key Changes | Plain-language summary of what changed |
| Dates |
