Produces internal case viability and conflict check memos for personal injury litigation intake. Screens conflicts, assesses liability and damages, checks statute of limitations, and outputs an accept/decline recommendation. Use when evaluating new PI intake, running conflict checks, assessing case merit pre-filing, or preparing acceptance memos.
Drafts U.S. capital call notices for PE, VC, or fund-managed LLCs aligned to LPA/operating agreement procedures and side letters. Use when drafting a capital call notice, drawdown notice, capital contribution demand, unfunded commitment call, or LP/GP capital call letter.
Drafts a Notice of Removal under the Class Action Fairness Act (CAFA), 28 U.S.C. § 1332(d), transferring a state court class action to federal court. Covers minimal diversity, aggregate amount in controversy exceeding $5 million, 100+ class members, CAFA exceptions, unanimity, timeliness, and required exhibits. Use when a defendant needs to remove a state-filed class action to federal court within 30 days of service.
Generates California-compliant privilege logs for withheld or redacted discovery materials under CCP 2031.240. Use when the user mentions privilege log drafting, California privilege log, CCP 2031.240, attorney-client privilege logging, work product designation, Evid. Code 952/954, CCP 2018.030, redaction logging, meet-and-confer privilege disputes, waiver analysis, common interest doctrine, or asks for help documenting withheld documents. Also trigger on references to Hernandez v. Superior Court, Costco Wholesale, or Wellpoint.
Drafts California Superior Court discovery verification pages under CCP §§ 2030.250 and 2031.250 with proper CCP § 2015.5 perjury declarations. Trigger when the user needs a verification page for interrogatory or inspection/RPD responses, mentions California discovery verification, party vs. attorney signing, information-and-belief clauses, or fixing unverified responses. CA Superior Court only — not federal.
Drafts code-compliant California responses to Requests for Production (CCP § 2031.010 et seq.) for Superior Court. Use when the user mentions California RFP responses, CCP 2031, discovery objections, compliance statements, inability to comply, privilege objections, Bates numbering, verification requirements, or responding to document requests in California state court. California Superior Court only — not for federal court without substantial modification.
Drafts a formal Bylaw Amendment Resolution for U.S. corporations, LLCs, or non-profits. Invoke when a board, shareholders, or members approve bylaw changes and need an auditable WHEREAS/RESOLVED record with amendment text, vote tallies, effective date, and secretary certification for minute books, bank submissions, or state filings.
Drafts U.S. bulk sales compliance packages for asset purchase transactions outside the ordinary course, including UCC Article 6 jurisdictional analysis, creditor schedules, notice of intended bulk sale, seller affidavit, escrow framework, and closing checklist. Use when handling bulk sale, bulk transfer, inventory sale, asset purchase compliance, creditor notice, or successor liability avoidance.
Drafts a Build-Out Allowance Agreement as a commercial lease addendum governing landlord-provided TI allowance terms. Use when structuring TI allowance financing, negotiating landlord work letters, or documenting tenant improvement funds at lease execution.
Creates strategically organized deposition outlines for examining HR managers in employment litigation. Covers hiring practices, personnel files, complaint investigations, termination procedures, comparative treatment, policy compliance, and impeachment preparation. Use when deposing an employer's HR representative or preparing for HR manager examination.
Drafts a BSA/AML Risk Assessment for U.S. financial institutions per FinCEN, FFIEC, and OCC standards. Evaluates inherent risks (customer, product, geographic, transaction, third-party), control adequacy, and residual risk. Use when preparing annual BSA compliance assessments, post-acquisition integration reviews, or when business changes trigger reassessment under 31 U.S.C. § 5318(h).
Drafts Brownfields Agreements for contaminated-property transactions under CERCLA, EPA brownfields programs, and state voluntary cleanup programs. Structures BFPP liability protections, All Appropriate Inquiries documentation, remediation obligations, institutional controls, cost allocation, and long-term stewardship covenants. Use when drafting brownfields purchase agreements, prospective purchaser agreements, voluntary cleanup MOAs, or environmental covenant frameworks.
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
Drafts a state-court complaint for breach of a real property purchase agreement. Triggers when the user needs to initiate a lawsuit for breach of a real estate purchase contract, purchase agreement breach, or buyer/seller contract dispute. Covers caption, jurisdiction/venue, party allegations, chronological facts, contract elements, damages, and prayer for relief.
Drafts a defendant employer's Answer to a workplace harassment complaint. Responds paragraph-by-paragraph to allegations, asserts Faragher-Ellerth and other affirmative defenses, and follows federal/state civil procedure rules. Use when defending employers at the pleadings phase against Title VII, state FEHA, or other employment harassment claims.
Drafts U.S. civil litigation Answers with paragraph-by-paragraph admissions/denials, affirmative defenses, and counterclaim triage. Trigger when user needs a responsive pleading to a complaint, mentions affirmative defenses, admit/deny responses, Rule 8, or insufficient knowledge responses.
Drafts legally compliant Notice of Annual Shareholders Meeting for US corporations, covering state-specific notice periods, record dates, quorum and voting thresholds, proxy procedures, and SEC Regulation 14A compliance for public companies. Use when preparing annual meeting notices, shareholder meeting notifications, or proxy notice and access mailings.
Drafts board-ready Anti-Money Laundering compliance programs for U.S. financial institutions under BSA/FinCEN requirements. Covers CIP, CDD, EDD, SAR/CTR reporting, OFAC screening, risk assessment, training, independent testing, and governance structures. Use when creating or updating AML policies, BSA compliance programs, or financial institution regulatory documentation. Trigger keywords: AML, BSA, FinCEN, Bank Secrecy Act, anti-money laundering, SAR, CTR, OFAC, CIP, CDD, KYC, compliance program.
Drafts a Delaware Amended and Restated Certificate of Incorporation implementing VC term sheet economics and governance into DGCL-compliant charter provisions. Use when drafting or revising a Delaware A&R certificate, preferred stock charter terms, Series Seed/A/B financing charter, blank check preferred authority, or implementing cap structure from a term sheet or SPA.
Drafts filing-ready U.S. amicus curiae briefs with rule-anchored compliance, additive thesis selection, record-safe fact handling, and verified authority control. Trigger when asked to draft an amicus or friend-of-the-court brief, prepare FRAP 29/32 or Supreme Court Rule 37 amicus filings, draft consent/leave or disclosure language, or handle amicus procedural requirements at any stage.
Drafts filing-ready Delaware Amended and Restated Certificates of Incorporation for venture-financing rounds. Converts term-sheet economics and governance terms into a defensible charter document under DGCL 242/245. Trigger when user needs to reauthorize capital structure, designate preferred stock series, set investor protections, or prepare a charter filing for closing.
Drafts a mathematically balanced ALTA Settlement Statement for U.S. real estate closings, allocating debits and credits between buyer and seller with prorations, payoffs, lender fees, title charges, and transfer taxes. Enforces balance verification (seller credits minus debits equals cash to seller; buyer debits minus credits equals cash from buyer) and cross-references title commitment, loan documents, and purchase agreement. Use when preparing closing financials, settlement statements, HUD-equivalent documents, or real estate closing allocations.
Drafts a Notice of Alibi Defense under Fed. R. Crim. P. 12.1 or state equivalents. Triggers on alibi notice drafting, alibi defense filing, Rule 12.1 disclosure, or pre-trial criminal defense notice tasks.
Drafts U.S. regulatory client advisory summaries translating legal developments into actionable risk and compliance guidance. Use when a client needs a proactive memo, client alert, or legal-update brief for a new law, case, rulemaking, agency guidance, or pending reform. Trigger on requests for "client advisory," "regulatory update," "legal alert," "compliance briefing," "new law summary," or "quarterly advisory."
