| name | folio-identify-engagement-terms |
| description | Identify the engagement terms for a legal services arrangement using the FOLIO ontology's engagement_terms taxonomy (14 top-level categories including Fee Models, Invoice Terms, Engagement Arrangements, Source of Business, and more). Use when the user describes a billing arrangement, fee structure, or engagement setup and needs to classify the terms — for legal operations, outside counsel management, billing review, or engagement scoping. |
Identify Engagement Terms with FOLIO
Identify the engagement terms for a legal services arrangement using the FOLIO ontology's engagement_terms taxonomy branch.
Workflow
Given a description of a legal services arrangement or billing structure, follow these steps:
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Search for matches: Use folio:search_concepts with terms describing the fee structure, billing arrangement, or engagement type to find candidates in FOLIO.
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Browse the engagement terms taxonomy: Use folio:get_taxonomy_branch("engagement_terms") to review all 14 top-level categories (e.g., Engagement Fee Model, Engagement Fee Detail, Invoice Terms, Engagement Arrangements, Source of Business, etc.).
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Drill into relevant categories: Use folio:get_children(iri) on the most relevant categories to find specific terms (e.g., hourly rates, fixed fees, contingency fees, blended rates).
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Get full details: Use folio:get_concept(iri) on each match for the complete definition, translations, identifiers, and cross-references.
Output Format
Return each applicable engagement term as:
- FOLIO Label: The official FOLIO concept name
- FOLIO IRI: The concept's unique identifier (e.g.,
https://folio.openlegalstandard.org/...)
- Definition: The FOLIO definition of this term
- Parent Category: The top-level engagement terms category
- Relevance: primary (directly describes the arrangement) or secondary (related or implied)
- Reasoning: Brief explanation of why this term applies
Most arrangements involve terms from multiple categories (e.g., a fee model plus invoice terms plus engagement arrangement). List all applicable terms grouped by category.
