advisory-summary

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

1. Confirm jurisdiction (US federal/state/agency) and client industry.
2. Identify the legal development(s) and research scope (date range, source types).
3. Choose audience and format (client memo, board brief, partner update).
4. Run the workflow below; output the draft using the template in step 5.

Workflow

1. Intake Validation

Verify before drafting:

• Jurisdiction confirmed (US federal, state, or agency)
• Topic scope and affected business functions defined
• Primary sources located (statute text, regulations, opinions, dockets)
• Effective dates, filing deadlines, and implementation dates captured
• Unverified commentary excluded or tagged [VERIFY]
• Confidentiality or non-public info restrictions flagged

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