skills

Drafts attorney-supervised, state-compliant U.S. Advance Health Care Directives that appoint health care agents, resolve the HIPAA access gap, and record clinically usable treatment preferences. Enforces state-law verification for execution formalities, statutory forms, and special limitations. Addresses adversarial risks from family disputes and institutional challenges. Use when drafting advance directives, health care proxies, living wills, health care powers of attorney, HIPAA medical authorizations, or end-of-life planning documents.

Citation format and verification protocol for legal documents that draw on Bates-stamped source records. Defines the bracket citation format, multi-source citation rules, quotation handling, the verification pass that runs before output, and the [UNVERIFIED] flag protocol. Use this skill any time another skill produces a legal work product that cites Bates-stamped pages, including medical chronologies, deposition summaries, demand letters, case briefs, and discovery responses. Also use any time the user asks how to format a citation or verify that a claim is supported by the source.

Creates verified, Bates-cited chronological summaries of medical records for litigation. Extracts treatment timelines, providers, diagnoses, procedures, medications, and causation evidence with every clinical fact traceable to a specific Bates range. Identifies gaps, inconsistencies, pre-existing conditions, and records needing follow-up. Flags unverifiable claims rather than dropping them. Use this skill whenever the user asks for a medical chronology, medical summary, treatment timeline, or records review in a personal injury, medical malpractice, workers comp, or disability case, and any time medical records are produced for analysis, even if the user does not say the word 'chronology'.

Normalizes diagnostic and procedure codes from medical records into clean, attorney-readable form. Cross-walks ICD-9 to ICD-10-CM, expands ICD-10 codes to narrative descriptions, expands CPT codes to procedure descriptions, and flags bundling or unbundling oddities relevant to billing disputes. Use this skill any time medical codes appear in records being summarized for litigation use, including medical chronologies, demand letters, and billing review. Also use when the user asks what a specific medical code means.

Produces legally focused summaries of California Environmental Impact Reports (EIRs) under CEQA and federal Environmental Impact Statements (EISs) under NEPA. Extracts impacts, mitigation, alternatives, and compliance vulnerabilities. Reflects the 2025 CEQA reforms (AB 130 + SB 131) and the April 2025 rescission of CEQ NEPA implementing regulations. Triggers on requests for EIR/EIS summary, CEQA/NEPA review, mitigation analysis, alternatives analysis, cumulative impacts review, permit challenge prep, or administrative record review.

Drafts NEPA-compliant Environmental Impact Statements (EIS) under 42 U.S.C. § 4321 et seq. as amended by the Fiscal Responsibility Act of 2023 (Pub. L. 118-5). Covers purpose and need, alternatives analysis, affected environment, environmental consequences, mitigation, and public involvement. Reflects 2023 statutory page limits and deadlines and the April 11, 2025 rescission of CEQ's NEPA implementing regulations (formerly 40 C.F.R. Parts 1500–1508). Anchors on lead-agency NEPA implementing procedures, which now control. Use when preparing federal EIS documents, NEPA compliance analyses, or environmental impact assessments for proposed federal actions.

Generates structured summaries of U.S. environmental laws, compliance obligations, and permitting requirements for specific industries or projects. Covers federal statutes (CAA, CWA, RCRA, CERCLA, NEPA as amended by FRA 2023, ESA, TSCA), state analogs, and local requirements. Maps regulations to business activities including permitting, reporting, monitoring, and penalties (referencing 40 CFR § 19.4 inflation-adjusted maximums). Reflects post-Sackett WOTUS scope, PFAS CERCLA designation, CEQ regulation rescission (effective April 11, 2025), and TSCA PFAS reporting. Use when advising on environmental compliance, assessing regulatory exposure, onboarding to a regulated industry, or building compliance programs for manufacturing, energy, construction, agriculture, mining, or waste management.

Drafts ASTM E1527-21 environmental site assessment reports under 40 CFR Part 312. Classifies RECs, CRECs, and HRECs to establish all appropriate inquiries for CERCLA liability protection. Trigger when the user requests a Phase I ESA, environmental site assessment, recognized environmental conditions analysis, ASTM E1527 compliance, or environmental due diligence for property transactions or lending.

Drafts EPA Consent Decrees resolving federal environmental enforcement actions under CWA, CAA, RCRA, or CERCLA. Covers case caption, jurisdictional recitals, compliance obligations, civil penalties (referencing 40 CFR § 19.4 inflation-adjusted maximums), stipulated penalties, dispute resolution, force majeure, covenants not to sue, public comment requirements, and emerging-issue considerations including PFAS releases. Use when settling EPA enforcement actions, drafting environmental consent judgments, or preparing judicial settlement agreements with the EPA.

Generates structured compliance summaries assessing regulatory posture, identifying gaps, and producing prioritized remediation roadmaps across finance (SEC, FINRA), healthcare (HIPAA, FDA), environmental (EPA), and data privacy (GDPR, CCPA) sectors. Use when drafting regulatory compliance reports, audit readiness assessments, or governance documents for executives, boards, or regulators. For sector-specific depth, defer to dedicated sibling skills (environmental-regulation-summaries, hipaa-privacy-notice, fcpa-compliance-policy, etc.).

Produces structured U.S. transactional due diligence summaries with risk ratings, document citations, and follow-up actions. Triggers when the user requests a due diligence summary, diligence report, red-flag memo, or data room analysis for M&A, investment, or partnership transactions.

Drafts formal responses to governmental Notices of Violation, covering acknowledgment, factual timeline, legal defenses, mitigation, and proposed corrective action. Use when responding to environmental enforcement actions, regulatory citations, compliance violations, or governmental NOVs from agencies including EPA, OSHA, state environmental departments, or local code enforcement.

Drafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, classifying tolerance buckets, flagging re-disclosure triggers, and producing a compliance review memo. Use when working with closing disclosures, CDs, TRID, Regulation Z, LE comparison, tolerance cures, cash-to-close reconciliation, settlement statements, or pre-consummation closing compliance review. Defers tolerance math to closing-disclosure-tolerance and timing math to closing-disclosure-timing-reference.

Produces structured operational summaries from fully executed residential purchase agreements for title closers and processors. Extracts parties, property identifiers, price/EMD, financing, contingencies, title/survey, HOA, closing costs, prorations, possession, and critical deadlines into scannable tables with source pointers. Flags missing data, document conflicts, unusual clauses, tight deadlines, and state-form-specific issues. Use when summarizing a purchase agreement, opening a title file, preparing escrow instructions, or reviewing contract terms for closing. For whole-transaction summaries that include closing documents and financing, use real-estate-transaction-summary instead.

Generates structured summaries of real estate transactions from purchase agreements, addenda, disclosures, financing documents, title commitments, and closing documents. Extracts property details, financial terms, parties, key dates, contingencies, title matters, risk allocation, and regulatory compliance into a self-contained executive summary plus thirteen-section memo. Use when summarizing a real estate deal end-to-end, creating a transaction overview, onboarding to a new matter, preparing a closing checklist, or assembling a due-diligence package. Covers residential and commercial; for agreement-only summaries prepared for title closers, defer to purchase-agreement-summary.

Produces a litigation-ready analysis of medical bills and supporting records for personal injury, medical-malpractice, workers'-compensation, and disability cases. Validates CPT/HCPCS/ICD-10 codes against documentation, applies a per-charge causation screen, runs a UCR/FAIR Health/MPFS reasonableness review, surfaces unbundling, upcoding, duplicate and phantom billing, flags letter-of-protection inflation, identifies collateral-source and lien interfaces, and outputs a memo whose every finding cites document, page, and Bates. Trigger on: medical billing analysis, medical bill audit, billing reasonableness review, UCR review, CPT/ICD code review, NCCI/unbundling/upcoding review, billed vs. paid analysis, letter of protection (LOP) analysis, collateral source review, chargemaster markup, causation chain, IME rebuttal prep, demand-package billing exhibit, mediation statement billing section, lien interface identification.

Produces an attorney-ready memo from a corpus of legal documents supplied by the user. Use when a user shows up with a folder, zip, or vault of case documents and asks for a case summary, case evaluation, litigation package, intake memo, matter overview, or "can you summarize this case for me." The skill ingests the corpus into a searchable index, OCRs anything non-searchable, inventories and diagnoses the practice area, loads the appropriate practice-area playbook module(s) (PI/tort, commercial litigation, IP infringement, or user-authored extensions), iteratively searches the corpus across eight core dimensions plus any module-specific dimensions, defers specialized document clusters (depositions, medical records, discovery, liens) to dedicated sibling skills, and synthesizes a cited memo.

Drafts litigation-ready U.S. pre-suit demand letters that function as settlement instruments and defensible future exhibits. Enforces element-driven narratives, verified authority, damages methodology, and ethics guardrails. Use this skill when the user mentions demand letter, pre-suit demand, breach and cure notice, settlement demand, insurance policy-limits demand, Stowers demand, FDCPA collection letter, notice of intent to file, cease and desist demand for payment, or pre-litigation correspondence. Also trigger when the user asks about FRE 408 framing, contractual notice compliance, statutory pre-suit prerequisites, evidence preservation notices, or quantifying damages for a demand package. Skill includes 14 verified real-letter exemplars referenced from `references/ARCHETYPE-INDEX.md`.

Evaluates activist investor campaigns with thesis assessment, proposed changes, and likely outcome analysis. Use when analyzing activist situations, evaluating campaign theses, or assessing activist track records.

Evaluates corporate vulnerability to shareholder activism with governance assessment, valuation gaps, and operational improvement opportunities. Use when assessing activist risk, identifying vulnerabilities, or preparing defensive analyses.

Evaluates bolt-on acquisitions for existing platforms with strategic fit, synergy quantification, and return contribution analysis. Use when screening add-on targets, building platform acquisition strategies, or modeling tuck-in economics.

Evaluates signal half-life, turnover implications, and capacity constraints for systematic alpha factors. Use when analyzing signal persistence, evaluating factor decay, or estimating strategy capacity.

Evaluates alternative data sources including satellite, NLP sentiment, web scraping, and geolocation for alpha signal generation. Use when analyzing alt data, evaluating new data sources, or integrating non-traditional signals.

Evaluates competition law exposure with market definition, HHI analysis, and remedy estimation for proposed transactions. Use when assessing merger clearance risk, analyzing market concentration, or preparing HSR filings.

Evaluates deal protection mechanisms including break-up fees, no-shop clauses, matching rights, and force-the-vote provisions. Use when analyzing deal protections, negotiating break fees, or assessing termination provisions.

Evaluates capital efficiency with burn multiple, net new ARR per dollar burned, and path to profitability analysis. Use when analyzing burn efficiency, assessing capital needs, or modeling runway scenarios.

Evaluates capital control regimes with repatriation restrictions, investment caps, and regulatory approval requirements. Use when assessing capital controls, evaluating repatriation risk, or analyzing investment restrictions.

Evaluates optimal leverage with WACC minimization, rating impact, and financial flexibility assessment across market conditions. Use when optimizing capital structure, analyzing target leverage, or evaluating rating implications.

Evaluates claims trading market with trading levels, holder identification, and blocking position analysis. Use when analyzing claims markets, tracking distressed debt trading, or evaluating ad hoc group dynamics.

Builds LP commitment pacing with deployment curves, distribution assumptions, and NAV projection for portfolio planning. Use when modeling commitment pacing, projecting LP cash flows, or planning new fund allocations.

Evaluates commodity swaps, options, and exotic structures with seasonality, convenience yield, and storage cost analysis. Use when pricing commodity derivatives, analyzing energy structures, or evaluating commodity hedging.

Evaluates commodity price exposure with forward curve analysis, hedging strategies, and break-even price sensitivity. Use when analyzing commodity risk, designing hedging programs, or stress testing price assumptions.

Maps competitive dynamics with market positioning, feature comparison, funding histories, and differentiation assessment. Use when analyzing startup competition, mapping market landscapes, or identifying competitive threats.

Evaluates competitive advantage sustainability with switching costs, network effects, data assets, and brand strength analysis. Use when assessing competitive moats, analyzing defensibility, or evaluating long-term positioning.

Evaluates conglomerate discount with SOTP analysis, segment-level valuation, and separation benefit quantification. Use when analyzing conglomerate value, building SOTP models, or evaluating break-up scenarios.

Evaluates GP-led continuation vehicle structures with existing LP options, pricing methodology, and new investor terms. Use when analyzing continuation vehicles, structuring GP-led transactions, or evaluating tender offers.

Evaluates SAFE, convertible note, and KISS structures with conversion mechanics, caps, discounts, and MFN provisions. Use when analyzing convertible instruments, comparing SAFE vs note terms, or modeling conversion scenarios.

Evaluates cornerstone investment commitments with allocation guarantees, lock-up terms, and signaling value assessment. Use when structuring cornerstone tranches, analyzing anchor investors, or evaluating demand signals.

Identifies governance-related catalysts with board refreshment, compensation reform, and shareholder proposal analysis. Use when analyzing governance catalysts, evaluating shareholder proposals, or assessing governance improvement potential.

Evaluates board composition, compensation alignment, and governance practices with proxy advisory and institutional investor standards. Use when analyzing governance, evaluating board effectiveness, or assessing shareholder alignment.