client-memo

name	client-memo
title	Client Memo
description	Drafts structured client memoranda translating legal analysis and strategic recommendations into plain language for non-lawyer audiences. Covers corporate governance, fiduciary duties, compliance, and transactional advice. Enforces standard memo architecture: heading block, executive summary, background, analysis, options, and recommendations. Use when preparing client-facing memos, opinion letters, or governance briefings.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/client-memo
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	general
practice	corporate
language	en

Client Memo

Produces client-facing memoranda that translate corporate governance legal issues into clear analysis and actionable recommendations for non-lawyer decision-makers.

Prerequisites

1. Matter description — client name, entity type, jurisdiction, subject matter
2. Supporting documents — contracts, board minutes, correspondence, filings, prior opinions
3. Legal questions — specific issues or decisions the client faces
4. Deadlines — filing dates, board meetings, regulatory timelines

Quick Start

1. Gather matter details and supporting documents from the user
2. Identify the legal questions to address
3. Draft memo following the Output Structure below
4. Mark any uncertain citations [VERIFY] and flag factual gaps as Open Items
5. Label the draft Attorney-Client Privileged / Work Product

Output Structure

Heading Block

Field	Content
TO	[Client name / contact]
FROM	[Firm / attorney name]
DATE	[Date]
RE	[Matter — specific subject]
CONFIDENTIAL	Attorney-Client Privileged

1. Executive Summary

• 2–4 sentences: issue, bottom-line conclusion, immediate next steps
• Plain language; no citations; written for a CEO or board chair

2. Background

• Chronological narrative from uploaded documents
• Key parties, dates, agreements, events
• Flag factual gaps needing client clarification

3. Legal Analysis

• Labeled subsection per issue
• Structure: Rule → Application → Conclusion
• Translate citations into business-impact terms
• Note controlling authority and any majority/minority splits

4. Strategic Options (if applicable)

Option	Description	Risks	Benefits
A
B
C