advisory-summary
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."
Best use case
advisory-summary is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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."
Teams using advisory-summary should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/advisory-summary/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How advisory-summary Compares
| Feature / Agent | advisory-summary | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
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."
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Client Advisory Summary Produces distribution-ready U.S. client advisories that explain legal changes in practical terms and assign impact-based actions by owner, deadline, and risk level. ## Quick Start 1. Confirm jurisdiction (US federal/state/agency) and client industry. 2. Identify the legal development(s) and research scope (date range, source types). 3. Choose audience and format (client memo, board brief, partner update). 4. Run the workflow below; output the draft using the template in step 5. ## Workflow ### 1. Intake Validation Verify before drafting: - [ ] Jurisdiction confirmed (US federal, state, or agency) - [ ] Topic scope and affected business functions defined - [ ] Primary sources located (statute text, regulations, opinions, dockets) - [ ] Effective dates, filing deadlines, and implementation dates captured - [ ] Unverified commentary excluded or tagged `[VERIFY]` - [ ] Confidentiality or non-public info restrictions flagged ### 2. Development Synthesis For each legal development, capture: | Development | Source Type | Why Material | Status | Practical Effect | |---|---|---|---|---| | _(description)_ | Fed reg / case / statute / agency guidance | _(impact rationale)_ | Final / Proposed / Enjoined / Appealed | _(compliance duty or strategic change)_ | ### 3. Impact Analysis | Topic | Immediate | Short-Term | Long-Term | Category | |---|---|---|---|---| | _(area)_ | _(effect)_ | _(effect)_ | _(effect)_ | Compliance / Opportunity / Risk | ### 4. Action Plan | Action | Owner | Deadline | Dependency | Evidence Needed | |---|---|---|---|---| | _(task)_ | _(role)_ | _(date)_ | _(blocker)_ | _(supporting docs)_ | ### 5. Draft Template Use this section order exactly: ``` Date: Client: Matter/Engagement: Prepared by: Executive Summary (2–3 short paragraphs) Key Developments (table + plain-language explanation) Impact Analysis - Immediate | Short-term | Long-term - Compliance obligations - Operational/strategic effects - Competitive or reputational implications Action Plan - Priority actions with owner and due date - Recommended follow-up review points Assumptions / Information Gaps Authorities (Bluebook style, verified primary sources) Conclusion + optional next-step call ``` ## Pitfalls and Checks - **Every legal claim needs a citation.** Tag unverified or non-primary sources with `[VERIFY]`. - **Never imply legal advice** beyond provided facts. Mark assumptions and data gaps explicitly. - **Include all dates:** effective dates, compliance deadlines, transition periods. - **US-only scope.** Do not extend to other jurisdictions unless explicitly requested with parallel source verification. - **Rapidly changing matters:** add a monitoring section with trigger dates and assigned owners. - **Style:** plain language in body, legal precision in citations. Use headings, short bullets, and tables. Avoid narrative blocks longer than 3 paragraphs. --- **Key changes from the original:** - **Removed `tags` from frontmatter** — not part of the Agent Skills spec (only `name` and `description` are supported). - **Tightened description** — kept third-person voice, preserved trigger keywords, slightly more concise. - **Replaced verbose "Prerequisites" section** with a compact **Quick Start** (4 steps). - **Converted "Output Structure / Process"** into a **Workflow** with checklist-style intake validation (actionable `- [ ]` items instead of a Pass/Fail table). - **Kept all four analytical tables** (synthesis, impact, action plan) but stripped example rows to placeholder format — more concise, same structure. - **Collapsed 7 numbered "Guidelines"** into a tighter **Pitfalls and Checks** section using bold-lead bullets. - **Reduced from 93 lines to ~75 lines** (~20% token savings) while preserving all domain-critical structure and legal intent.
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