agentcounsel

Use when a privacy or security incident is suspected or confirmed — unauthorized access, ransomware, a lost device, a misdirected disclosure, an exposed database, or a vendor-reported incident — and counsel needs the incident organized: an incident-facts intake, a reportability question set, a notification-obligation inventory, contractual notice mapping, a working chronology, and an evidence-preservation checklist.

Use when producing a structured legal research memo in response to a specific legal question, organizing analysis using IRAC discipline (Question Presented, Brief Answer, Facts, Assumptions, Discussion/Analysis, Conclusion) with explicit sourcing requirements and attorney verification checkpoints.

Use when reviewing a non-disclosure or confidentiality agreement to produce a triage rating (route, flag, or stop), a structured risk summary, and prioritized redline points for attorney review.

Use when tracing the amendment history of a specific CFR section — what the text said on a given date, which Federal Register rulemakings amended it, and what version was in effect at a specific point in time — producing a date-stable history table for attorney review, verified through `connectors/ecfr.md` and `connectors/federal-register.md`.

Use when reviewing a product or service that may attract minors to organize audience-analysis facts, age-gating and parental-consent mechanics, data-minimization and profiling facts, and cross-jurisdiction age-threshold divergence for attorney review.

Use when reviewing a website or app's cookie and tracking consent implementation to inventory trackers against disclosure, describe consent-banner mechanics, record consent-record facts, and flag dark-pattern and cross-border divergence issues for attorney review.

Use when reviewing a draft or existing data retention schedule to inventory data categories against stated purposes, collect retention-period facts, flag legal-hold interactions, and surface orphaned-data and vendor-coverage gaps for attorney review.

Use when issue-spotting zoning, permitted-use, recorded-restriction, and use-clause concerns from provided materials and producing questions for local counsel.

Use when summarizing a regulatory rule change, proposed rule, or official guidance document and its practical impact on an organization, based on the actual document provided.

Use when reviewing legal citations, authorities, quotations, and authority-backed propositions to classify citation source status, flag unverifiable or malformed authorities, and prepare attorney verification items without claiming automated legal citation verification.

Use when classifying whether cited sources, authorities, quotations, dates, and factual claims in draft legal work product are supported by materials available in the session, applying the source hierarchy in `core/source-and-citation-discipline.md`.

Use when issue-spotting automatic stay concerns from user-provided facts into a source-cited stay-risk fact map for attorney review, without concluding whether the stay applies.

Use when issue-spotting a cash collateral or DIP financing document into a source-cited key terms table and issue list for attorney review, without approving terms or determining lien priority.

Use when organizing a creditor's facts and documents for a potential bankruptcy claim into a source-cited claim facts table for attorney review.

Use when building a bankruptcy or distressed asset-sale checklist, contract/cure tracker, and closing-deliverables tracker for attorney review.

Use when organizing executory contract and unexpired lease facts into a source-cited contract status table and assumption/rejection issue list for attorney review.

Use when issue-spotting a Chapter 11 plan and disclosure statement into a source-cited treatment table and issue list for attorney review, without concluding confirmability.

Use when organizing the facts for responding to a preference demand into a source-cited transfer timeline and defense-facts checklist for attorney review.

Use when building a proof-of-claim preparation checklist and supporting-document tracker for attorney review, without preparing a filing-ready claim.

Use when reviewing a restructuring support agreement, forbearance agreement, workout term sheet, or related restructuring document into a source-cited key terms table and issue list for attorney review.

Use when issue-spotting potential claim-handling and bad-faith risk themes from claim file materials into a source-cited risk-theme list for attorney review.

Use when reviewing certificates of insurance and related endorsements against contract insurance requirements into a source-cited comparison table for attorney review.

Use when issue-spotting insurance coverage questions from a policy, claim facts, tender, pleadings, and correspondence into a source-cited coverage issue matrix for attorney review.

Use when assembling a draft coverage-position outline from supplied policy and claim materials for a coverage attorney to develop and decide.

Use when reviewing the insurance and indemnity clauses of a contract, lease, or MSA into a source-cited requirements table and risk matrix for attorney review.

Use when reviewing insurer, insured, claimant, or broker communications for clarity, consistency, privilege concerns, and claim-handling risk for attorney review.

Use when generating a legal and compliance diligence checklist for an insurance policy renewal or placement for attorney and broker review.

Use when reviewing a reservation of rights letter or coverage correspondence into a source-cited issue list and provision-reference table for attorney review.

Use when organizing potential subrogation, reimbursement, salvage, contribution, and recovery facts from a loss into a source-cited recovery fact map for attorney review.

Use when reviewing a tender letter, notice of claim, or additional insured or contractual indemnity tender into a completeness checklist and risk flags for attorney review.

Use when building a structured, source-cited inventory of estate or trust assets and liabilities for attorney review, without valuing assets.

Use when reviewing beneficiary designations and account titling into a source-cited table and inconsistency list for attorney review.

Use when producing a source-cited summary of a will, trust, codicil, amendment, power of attorney, or advance directive for attorney review.

Use when building a source-cited factual chronology for a will contest, trust contest, or fiduciary dispute for attorney review, without assessing the merits.

Use when capturing the facts of an estate-planning matter into a structured, source-cited working paper and planning issue map for attorney review.

Use when capturing the facts of an estate, gift, GST, or inheritance tax matter into a source-cited issue map for tax professional review, without calculating taxes.

Use when issue-spotting potential fiduciary-duty questions from provided facts and documents into a source-cited issue matrix for attorney review.

Use when building a source-cited post-death administration task tracker for attorney review, without calculating deadlines or approving distributions.

Use when building a probate document checklist and missing-document list for attorney review, without preparing filing-ready probate forms.

Use when building a source-cited trust administration task tracker for attorney review, without approving distributions or determining entitlement.