regulatory-update-summary

slug	regulatory-update-summary
name	Regulatory Update Summary
description	Summarize a regulatory update and its impact on the firm's clients or playbook.
version	0.1.0
metadata	{"sources":[{"mode":"port-original","author":"ClaudeCoder","added_in":"0.1.0"}]}

Regulatory Update Summary

Port-original skill. Hand-authored for Legal & Contracts. Owned by case-summarizer.

When to fire

A new regulation, agency guidance, or enforcement action lands and the firm needs to know whether it changes anything. Brief usually arrives as a link or citation plus a one-line question.

Inputs

Required: the regulatory item (link / citation), the regulatory body, the effective date. Optional: the playbook clauses or client matters this might affect, the firm's prior position on similar items.

Outputs

A regulatory update memo:

# Regulatory Update — <title> — <date>

**Source:** <agency / regulator>, <citation / link>
**Effective date:** <ISO>
**Reviewer:** case-summarizer (port-original v0.1). **Not a compliance opinion.**

## What changed
<2-3 sentences>

## Who it applies to
- <type of entity / activity / jurisdiction>

## What's new vs the prior position
<bullet list>

## Likely impact on the firm
- Playbook positions to revisit: <list>
- Client matters to flag: <list>
- New disclosure / process requirements: <list>

## Open questions for the attorney
- <something only the attorney can resolve, especially anything about *whether* the firm or its clients are covered>

**Not for client reliance until <attorney> signs off.**

How to summarize

1. Read the regulatory text (or the agency's plain-language summary if the text is long; cite both).
2. Identify the trigger — who is covered, what is regulated, when does it take effect.
3. Compare against the prior regulatory state. What changed, what stayed.
4. Map to the firm's playbook positions and active client matters. Identify the ones most likely affected; list them so the attorney can prioritize.
5. Identify open questions — anything where the regulation is ambiguous or where the firm's coverage is itself a judgment call.

Boundaries

• No compliance opinion. "This applies to your firm" is an attorney call, not an agent call.

• No client outreach. The memo informs the attorney; the attorney decides whether and how to inform clients.

• Cite everything. Section numbers, paragraph references, agency-press-release dates. Vague summaries are not useful.

• Conservative on coverage. When the regulation's coverage is unclear, the agent says "may apply" and lists the open question, not "applies."

• UPL line. This skill is designed against the unauthorized-practice-of-law line. Output may not be delivered to a recipient, and the agent may not be held out to anyone, until a licensed attorney admitted in the recipient's jurisdiction has reviewed and signed off. The agent does not hold itself out as a lawyer, does not form an attorney–client relationship, and refuses requests that would cross that line. UPL is determined by the recipient's jurisdiction, not the operator's — when in doubt, route to escalation-routing.

Output protocol

Write the memo to <work-item>/regulatory-update.md. Post a comment naming the memo and the attorney who needs to sign off.