Kelly Legal Precedent Desk

Legal Precedent Desk

Overview

Use this skill as a Busabase Cloud App-in-Skill desk. It finds and packages internal precedents for a new legal question: similar facts, local court tendencies, decisive evidence, holdings, citations, and a reviewer-approved research memo. Searching the approved internal casebase and preparing a research pack is a genuine local-file operation a browser cannot perform: scripts/create_research_batch.mjs is the only place a research pack enters the system. The AirApp itself only reads Busabase and writes review decisions (approve / request changes / revise / block); scripts/execute_decisions.mjs records the planned follow-up, and scripts/export_research_pack.mjs is the only place an approved research pack leaves the system.

Default behavior is AirApp-first. Unless the user explicitly asks only for explanation, ingest what's due and give the user the clickable AirApp URL (or the local preview URL when local preview is explicitly requested). Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar; in that mode present stable refs such as Pack #1 and take verdicts in conversation.

Business Role

Use this as the research gate between the approved internal casebase and matter work. It turns a focused legal question into reviewed similar-case packs with match rationale, local court pattern notes, citations, and use limits. Do not use it to ingest raw documents, decide case strategy by itself, or publish external citations without lawyer approval.

Mandatory Dependencies

1. Read and follow $kelly-app-skill-creator for product behavior, visual quality, responsive layout, and the complete canonical content/kelly-legal-precedent-desk-app/ artifact.
2. Read and follow $busabase for connection, target Space, node discovery, ChangeRequests, review, and merge behavior.
3. Read and follow $busabase-app-creator for resource modeling, AirApp runtime limits, security, validation, and deployment.

If a dependency is unavailable, preserve this skill's local artifact and product contracts, stop before the unavailable Busabase operation, and report the exact missing dependency. Do not invent a second data backend.

App UI Screenshots

Boundary

• The AirApp reads and writes Busabase records only. It never files documents, sends client advice, contacts counterparties, changes a case system, publishes brand claims, or performs any other external side effect.
• Ingesting a research batch is a local-file-only operation: scripts/create_research_batch.mjs reads a JSON payload file the agent prepares (from the approved internal casebase and new matter facts) and writes it to Busabase. It never fetches or reads a source case-management system itself.
• Every legal position, client-facing output, external citation, filing step, or outbound message is approval-required and happens outside the app only after explicit human approval; scripts/execute_decisions.mjs never performs the export or downstream handoff itself — it only writes an execution marker.
• Treat legal work product, casebase data, client facts, personal data, trade secrets, and internal strategy as sensitive. Never commit local payload files, env files, or generated exports.

Busabase Resources

Four Bases under one application Folder (kelly-legal-precedent-desk), declared in content/kelly-legal-precedent-desk-app/app/js/config.js and the generated template sidecars under content/:

• items: the precedent research workbench and review queue in one — matched similar cases, similarity scores, local court-pattern notes, citations (research question, jurisdiction, match count and high-match count, top/average similarity, court pattern, citation count), workflow status, and the human decision + execution marker on the same row.
• entities: issue clusters, court-pattern groups, or precedent collections grouped by issue, court, outcome, and lawyer.
• checks: deterministic precedent QA checks for citation traceability, similarity rationale, jurisdiction fit, and confidentiality limits, one row per check.
• settings: one row (record-id: "config") with the firm profile, search policy (default jurisdiction, minimum similarity score, require source case ids, quote limit words), and export preferences.

Resources provision lazily through an idempotent Busabase ChangeRequest the first time the app runs in a Space; see references/precedent-schema.md for exact field shapes. Metrics and the recent-activity feed are recomputed client-side from the stored rows on every read (content/kelly-legal-precedent-desk-app/app/js/precedent-model.js's buildSnapshot/assembleSnapshot), so the desk is always fresh regardless of when a browser session loads it relative to the last ingest/decision.

First Run And Onboarding

On invocation, check the items Base. If it is empty, guide setup before ingesting real research packs: ask, turn by turn, enabled jurisdictions and practice areas, similarity fields and citation policy, quote and confidentiality limits, and research-pack export preferences. Write the answers onto the Settings row, then ingest:

node skills/kelly-legal-precedent-desk/scripts/create_research_batch.mjs payload.json --apply

Local App

Default behavior is AirApp-first — give the user the clickable AirApp URL. Start pnpm --dir content/kelly-legal-precedent-desk-app dev only when local preview/debugging is explicitly requested.

Required app views (hash routes):

• #/overview: precedent research desk with open questions, match quality, and local court-pattern summaries.
• #/review: approval queue for precedent packs with citations, quote snippets, and reviewer notes.
• #/items: research-pack workbench with question, answer outline, similar cases, and recommended use.
• #/checks: citation and confidentiality checks for source coverage, quote limits, and internal-use labels.
• #/entities: similar-case library grouped by issue, court, outcome, and lawyer.
• #/settings: sanitized casebase/search-policy configuration.

Demo mode:

• ?demo=1 or ?demo=overview opens deterministic mock legal data for documentation and testing.
• ?demo=review, ?demo=items, ?demo=checks, ?demo=entities, and ?demo=detail select named mock scenes.
• lang=en or lang=zh forces UI chrome language.
• Demo mode never reads or writes Busabase. Decision buttons still render but act on in-memory state only.

Ingest Workflow

1. Clarify the new matter facts, legal question, target jurisdiction, and whether the output is for internal research, client advice, or drafting support.
2. Search the approved internal casebase and prepare a precedent pack with similarity rationale, court-pattern notes, citations, and use limits.
3. Run the write path:

node skills/kelly-legal-precedent-desk/scripts/create_research_batch.mjs payload.json --apply

The script validates required fields and upserts entities/items/checks into Busabase by natural id, so re-ingests are idempotent. Without --apply it is a dry run.

Review Gates

• Block or request changes when similar-case support is too thin, citation traceability is missing, jurisdiction or court level does not fit, confidentiality labels are absent, or the pack overstates an outcome.
• Approve only when each finding has a similarity rationale, source-backed citations, local court-pattern caveats, and a clear internal-use or external-use limit.
• Export only approved or done packs. Matter strategy may consume approved packs; client advice, filings, and public citations require separate lawyer approval outside this app.

Decisions And Execution Workflow

1. The reviewer decides at #/review or the item workbench: approve, request changes (with a note), save an edited draft (revise), or block. Decisions write directly onto the item record. From a standalone local preview the write merges immediately (trusted operator); from the deployed AirApp it creates a pending ChangeRequest for the trusted process to merge.
2. On explicit user request to execute, run scripts/execute_decisions.mjs (dry-run by default; --apply writes execution-status: "ready_for_agent" onto each decided item with the concrete operation — export_research_pack (from approve) or request_revision (from request_changes) — and target). No external side effects either way; the item's workflow status never changes.
3. The agent then performs the approved follow-up outside the app: for export_research_pack, run scripts/export_research_pack.mjs; for request_revision, strengthen the research pack per the review note and re-ingest.

Export Workflow

1. node skills/kelly-legal-precedent-desk/scripts/export_research_pack.mjs --out <dir> reads items with a genuine human "approve" decision from Busabase and writes approved-items.md, approved-items.json, and approved-items.csv (default exports/, gitignored). Marks each exported item status: "done" in Busabase — this is the only write export performs, and it never happens for an item that merely has status: "approved" from a spoofed ingest payload without a real decision.
2. Client advice, filings, settlement authority, and public citation happen only outside the app after explicit lawyer approval, through the user or a separate approved connector/skill.
3. Keep exports out of git and report the concrete file paths.

Scripts

• scripts/create_research_batch.mjs [--apply]: parse a JSON payload and upsert entities/items/checks into Busabase.
• scripts/execute_decisions.mjs [--apply]: dry-run or apply a planned follow-up for approved/changes-requested items; never flips workflow status.
• scripts/export_research_pack.mjs [--out <dir>]: export genuinely approved items as Markdown, JSON, and CSV, and mark them done.

Safety Defaults

• Do not present internal precedent findings as final legal advice or guaranteed outcomes.
• Keep client names and privileged strategy out of exported packs unless expressly approved.
• Every quoted snippet must trace to an approved case record and respect the configured quote policy.
• If the internal casebase does not contain enough similar cases, say so and route to external legal research instead of inventing support.

Useful Commands

node skills/kelly-legal-precedent-desk/scripts/create_research_batch.mjs payload.json --apply
node skills/kelly-legal-precedent-desk/scripts/execute_decisions.mjs
node skills/kelly-legal-precedent-desk/scripts/execute_decisions.mjs --apply
node skills/kelly-legal-precedent-desk/scripts/export_research_pack.mjs --out exports/
pnpm --dir skills/kelly-legal-precedent-desk/content/kelly-legal-precedent-desk-app dev

In normal use, invoke /kelly-legal-precedent-desk, let the skill ingest what's due, and open the AirApp.