policy-brief

Drafts a U.S. whistleblower-protection policy for corporate and nonprofit organizations. Triggers when the user needs a whistleblower policy, retaliation-prohibition clause, hotline-reporting framework, compliance-ethics policy, or governance document addressing SOX, Dodd-Frank, OSHA, or state whistleblower statutes.

Drafts board-adoptable whistleblower protection policies for public companies and non-profits. Covers SOX, Dodd-Frank, and state statute compliance, reporting channels, investigation procedures, anti-retaliation, and governance oversight. Use when drafting whistleblower policies, ethics reporting procedures, or compliance programs.

Drafts an enterprise Escheatment and Unclaimed Property Policy covering property identification, dormancy matrices, due diligence notices, NAUPA-format reporting, remittance, recordkeeping, and audit preparedness across all US state jurisdictions. Use when establishing or updating an unclaimed property compliance framework, preparing for state audits, or evaluating voluntary disclosure programs.

Drafts FRCP 56 summary judgment motion briefs for U.S. commercial litigation. Synthesizes discovery evidence with controlling authority to show no genuine dispute of material fact. Use when drafting MSJ briefs, dispositive motions, or partial summary judgment papers post-discovery.

Drafts an appellant's Reply Brief that rebuts the appellee's response and reinforces the case for reversal. Triggers when drafting appellant reply briefs, appellate rebuttals, or the final pre-argument written submission.

Drafts a board-adoptable Related Party Transaction Policy for U.S. corporations governing identification, Audit Committee review, approval, and disclosure of related party transactions. Enforces SEC Item 404(a)/Regulation S-K compliance and stock exchange listing standards. Use when creating or updating RPT policies for public or private companies, or when drafting corporate governance documents addressing conflicts of interest.

Drafts board-ready Suitability and Best Interest policies for broker-dealers under FINRA Rule 2111 and SEC Regulation Best Interest (Reg BI). Covers the four Reg BI component obligations, suitability framework, Form CRS integration, supervision, and recordkeeping. Use when drafting Reg BI compliance policies, suitability procedures, or best interest obligation frameworks for financial services firms.

Drafts an internal Promotional Materials Review Policy for life sciences and pharmaceutical companies under FDA oversight. Covers promotional review committee structure, fair balance requirements, substantiation standards, off-label prohibitions, recordkeeping, training, and auditing. Use when creating FDA promotional compliance governance frameworks, pharma advertising policies, or promotional review committee charters.

Summarizes policy documents, regulations, and legislative materials into structured briefings with compliance insights. Triggers when the user needs a policy summary, regulatory overview, legislative breakdown, or compliance briefing from uploaded policy materials.

Generates structured policy manual summaries that distill complex legal policies and compliance guidelines into employee-facing reference documents organized by functional area. Use when creating compliance manuals, employee policy guides, regulatory summaries, onboarding compliance materials, or organizational procedure handbooks.

Drafts mediation briefs for commercial litigation that educate the mediator on facts, law, damages, and litigation risks while advancing settlement. Use when preparing for mediation sessions, drafting pre-mediation submissions, or creating settlement briefs.

Drafts Markman Hearing Briefs for patent claim construction under the Phillips framework. Structures disputed-term analysis from intrinsic evidence (claims, specification, prosecution history) with local-rule-compliant formatting. Use when preparing claim construction briefs, Markman hearing submissions, or patent claim interpretation arguments in US federal court.