| name | client-advisory |
| title | Client Advisory Summary |
| description | Drafts client advisory memoranda translating legal developments into actionable guidance with impact analysis, Bluebook citations, and compliance recommendations. Use when preparing client alerts, regulatory updates, legal bulletins, or proactive advisory summaries. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/client-advisory |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | general |
| language | en |
Client Advisory Summary
Produces a professional advisory memorandum that translates recent legal developments into tailored client guidance with impact analysis and numbered action items.
Prerequisites
- Legal development(s) — case law, statutory amendments, regulatory updates, agency guidance, or pending legislation
- Client profile — industry, jurisdiction(s), operations, and specific legal concerns
- Client materials (if available) — contracts, policies, prior advisories, compliance frameworks
- Effective dates and deadlines — time-sensitive compliance windows
Quick Start
- Gather inputs (developments, client profile, deadlines)
- Draft header and executive summary
- Analyze each development using the body framework below
- Build the recommendations summary table
- Run the drafting checklist before delivery
Output Structure
Header
| Field | Content |
|---|
| To | Client name / matter ID |
| From | Attorney / firm |
| Date | Date of preparation |
| Re | Concise subject line identifying development(s) |
Executive Summary (2–3 paragraphs)
- Lead with the most critical development and its immediate implication
- Write for a non-lawyer audience while preserving legal precision
- State the bottom line: what changed, who is affected, what to do
Body Sections (one per development)
For each development, address:
| Component | Content |
|---|
| Development | What changed — statute, rule, holding, agency action |
| Citation | Full Bluebook citation; mark unverified cites [VERIFY] |
| Effective Date | When it takes effect |
| Context | Brief origin/purpose (1–2 sentences) |
| Substantive Changes | Bullet list of new requirements, standards, or rights |
|
