Produces a plain-language comparison of advance directives and POLST/MOLST forms, covering legal status, clinician signatures, emergency precedence, clinical appropriateness, and document coordination. Use when the user asks about advance directive vs. POLST, living will vs. DNR, which document EMS follows, POLST vs. MOLST vs. POST, whether a healthy person needs a POLST, or document coordination in elder law, estate planning, or serious illness contexts.

Generates structured summaries of mediation and arbitration proceedings, extracting outcomes, settlement terms, monetary amounts, obligations, releases, and enforcement steps. Trigger when the user needs to document mediation settlements, arbitration awards, or partial ADR resolutions from transcripts, agreements, mediator reports, or awards.

Produces structured U.S. adoption-law summaries for litigation and client-facing use. Use when asked to summarize adoption law, draft pre-filing research briefs, create jurisdiction-specific issue memoranda, or prepare client education documents. Triggers: adoption summary, domestic adoption, intercountry adoption, Hague adoption, foster care adoption, TPR in adoption, stepparent/relative adoption, post-adoption rights.

Drafts a Petition for Adoption for U.S. family law courts (stepparent, relative, agency, independent). Use when drafting adoption petitions, initiating adoption proceedings, or preparing pre-filing adoption pleadings.

Drafts a court-ready ADA failure-to-accommodate complaint under Title I (employment, 42 U.S.C. § 12112) or Title III (public accommodations, 42 U.S.C. § 12182). Structures jurisdiction, EEOC exhaustion, factual allegations, causes of action, and relief. Use when drafting ADA disability discrimination complaints, reasonable accommodation pleadings, or civil rights complaints for plaintiffs with disabilities.

Drafts an ADA failure-to-accommodate complaint for federal or state court filing. Covers Title I employment (42 U.S.C. § 12112) and Title III public accommodations (42 U.S.C. § 12182), including EEOC exhaustion, interactive process failures, and prayer for relief. Use when drafting an ADA complaint, disability discrimination pleading, failure-to-accommodate lawsuit, or right-to-sue complaint.

Drafts franchise advertising fund contribution agreements or addenda governing franchisee obligations to a centralized marketing fund. Trigger when drafting ad fund agreements, marketing fund addenda, or franchise contribution agreements involving fund administration, contribution calculations, or financial reporting.

Drafts U.S. commercial real estate access and indemnity (right-of-entry) agreements for pre-closing due diligence. Covers license grants, non-invasive vs invasive testing gates, insurance/endorsement requirements, indemnity with discovery carve-outs, restoration and lien remedies, confidentiality, and anti-indemnity guardrails. Trigger: access agreement, right of entry, due diligence access, Phase I/II, invasive testing, pre-PSA site inspection.

Drafts a recordable Abstract of Judgment to create a judgment lien on a debtor's real property. Extracts party names, monetary components, and judgment details from case documents, then applies jurisdiction-specific formatting and certification requirements. Use post-judgment in commercial litigation when enforcing monetary awards, perfecting judgment liens, or preparing lien filings with the county recorder.

Drafts FDA 510(k) Premarket Notification submissions demonstrating substantial equivalence under 21 CFR Part 807. Supports Traditional, Special, and Abbreviated pathways. Use when preparing Class II medical device regulatory filings, substantial equivalence analyses, or FDA premarket submissions.

Guides taking and defending Rule 30(b)(6) corporate representative depositions. Drafts topic lists with reasonable particularity, builds examination outlines for binding corporate admissions, analyzes noticed topics for objections, and prepares designees. Use when drafting 30(b)(6) notices, preparing corporate deposition topics, selecting or preparing designees, or defending corporate representative depositions.

Manages Rule 30(b)(6) corporate representative deposition workflows — drafting notice topics with reasonable particularity, building examination outlines, defending designees, handling objections, and preserving binding admissions for summary judgment or trial. Use when drafting or responding to 30(b)(6) notices, selecting and preparing designees, building topic-by-topic outlines, or triaging scope and privilege disputes. Trigger keywords: 30(b)(6), corporate representative deposition, topic list, designee, notice analysis, deposition objections, corporate admissions.

Creates structured equity research notes with thesis, valuation, risks, and rating justification. Use when initiating coverage, updating research opinions, or writing investment notes.

Structures investment banking engagement terms with scope, fees, indemnification, and tail provisions. Use when drafting engagement letters, negotiating fee structures, or documenting advisory mandates.

Monitors sector performance rotation with factor exposure and macro sensitivity analysis. Use when tracking sector rotation, analyzing factor exposures, or identifying sector trends.

Monitors regulatory developments with impact assessment, gap analysis, and implementation timeline planning. Use when tracking regulatory changes, assessing compliance gaps, or planning implementation.

Monitors sell-side consensus estimates with revision tracking and surprise analysis. Use when tracking estimate revisions, analyzing consensus changes, or monitoring analyst expectations.

Analyzes 10-K/10-Q filings to extract key metrics, identify trends, and create structured YoY comparisons. Use when analyzing SEC filings, comparing financial statements, or tracking company financial trends.

Transforms earnings call transcripts into structured summaries with financial guidance, KPI changes, management sentiment, and analyst Q&A highlights. Use when processing quarterly earnings calls, preparing investment research, or tracking company performance narratives.

Designs acquisition financing structures with leverage analysis, covenant negotiation, and capital structure optimization. Use when structuring deal financing, analyzing debt capacity, or negotiating loan terms.

Applies quantitative and qualitative screens to filter investable equity universe by financial and strategic criteria. Use when screening stocks, filtering investment candidates, or building watchlists.

Structures ESG scoring methodology with environmental, social, and governance pillar assessment. Use when scoring ESG, evaluating sustainability, or building ESG frameworks.

Evaluates customer identification and verification documentation against CIP/CDD/EDD requirements. Use when reviewing KYC files, validating customer identification, or assessing customer risk.

Compares multiple data sources to produce reconciliation reports with break identification and aging analysis. Use when reconciling accounts, identifying breaks, or performing bank reconciliations.