lev-os
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- ▌ Gdpr Data Processing Addendum · lev-osDrafts an Article 28-aligned GDPR Data Processing Addendum (DPA) as an attachable annex for SaaS, cloud, or outsourcing agreements. Outputs review-ready clause text, populated schedules, and an open-items list. Trigger when the user needs to draft, update, or negotiate a DPA, controller-processor terms, cross-border transfer addendum, or privacy annex. Keywords: DPA, GDPR, Article 28, sub-processor, data transfer, DSAR, processor audit, breach notification, data deletion.
- ▌ Healthcare Services Agreement · lev-osDrafts professional services agreements for healthcare providers and clients, covering HIPAA/HITECH compliance, BAA requirements, Anti-Kickback and Stark Law guardrails, credentialing warranties, malpractice insurance mandates, and patient care continuity on termination. Use when drafting healthcare provider contracts, medical services agreements, physician independent contractor agreements, or healthcare consulting engagements.
- ▌ Interpreting Fetal Monitoring · lev-osInterprets electronic fetal monitoring using NICHD nomenclature with category classification and intervention criteria. Use when reading fetal heart tracings, classifying EFM patterns, or documenting intrapartum monitoring.
- ▌ Investment Advisory Agreement · lev-osDrafts a U.S. Investment Advisory Agreement (IAA) for SEC- or state-registered advisers under the Investment Advisers Act of 1940, SEC Rules 204-3, 206(4)-2, and 206(4)-3. Use when onboarding an advisory client, establishing a new advisory relationship, or updating an existing IAA.
- ▌ Limited Partnership Agreement · lev-osDrafts U.S. private equity and venture capital Limited Partnership Agreements (LPAs) covering GP/LP governance, capital commitments, distribution waterfalls, fees, carry, key person provisions, LPAC, transfers, tax, and dissolution. Use when drafting or revising a fund LPA, converting a term sheet to an LPA, or structuring fund formation documents. Trigger: limited partnership agreement, LPA, fund formation, capital calls, carried interest, waterfall, GP/LP.
- ▌ Managing Agricultural Lending · lev-osStructures agricultural loan analysis with crop budget evaluation, collateral assessment, and seasonal patterns. Use when underwriting agricultural loans, evaluating farm financials, or analyzing crop budgets.
- ▌ Managing API Banking Analysis · lev-osStructures banking API evaluation with functionality assessment, security review, and integration planning. Use when evaluating banking APIs, planning API integration, or assessing API security.
- ▌ Managing Construction Lending · lev-osStructures construction loan analysis with draw schedules, budget tracking, and completion risk assessment. Use when managing construction loans, tracking draw requests, or monitoring construction progress.
- ▌ Managing Cyber Risk Financial · lev-osStructures financial sector cyber risk assessment with scenario quantification and insurance evaluation. Use when assessing cyber risk, quantifying cyber exposure, or evaluating cyber insurance.
- ▌ Managing Data Room Operations · lev-osStructures virtual data room organization with document indexing, access management, and Q&A tracking. Use when managing VDR operations, organizing deal documents, or tracking buyer questions.
- ▌ Managing Depression Screening · lev-osAdministers and interprets PHQ-9 with severity-based treatment pathways and safety assessment. Use when screening for depression, interpreting PHQ scores, or initiating mental health treatment.
- ▌ Managing Dodd Frank Reporting · lev-osStructures Dodd-Frank derivatives reporting with trade reporting, position limits, and SEF compliance. Use when managing DFA reporting, submitting trade reports, or ensuring SEF compliance.
- ▌ Legal Strategy Summary · lev-osGenerates structured litigation strategy summaries synthesizing case facts, legal arguments, procedural tactics, and risk assessments into a unified roadmap. Use when aligning legal teams on case direction, preparing for strategy meetings, or onboarding stakeholders to litigation matters.
- ▌ Ma Transaction Summary · lev-osGenerates structured M&A transaction summaries from deal documents. Triggers when the user needs to summarize a merger, acquisition, asset purchase, stock purchase, or divestiture, or when preparing board-level deal overviews from definitive agreements and due diligence materials.
- ▌ Managing Cmbs Analysis · lev-osEvaluates CMBS structures with loan-level analysis, subordination assessment, and special servicing monitoring. Use when analyzing CMBS deals, reviewing loan pools, or monitoring CMBS performance.
- ▌ Managing Gait Analysis · lev-osStructures observational and instrumented gait analysis with deviation identification and intervention planning. Use when analyzing gait patterns, documenting gait deviations, or planning gait interventions.
- ▌ Managing Heart Failure · lev-osGuides GDMT optimization for HFrEF and HFpEF with medication titration and monitoring schedules. Use when managing heart failure, titrating GDMT, or optimizing HF medications.
- ▌ Managing Lipid Therapy · lev-osGuides statin selection and intensity with ASCVD risk calculation and LDL targets. Use when managing lipids, calculating cardiovascular risk, or optimizing lipid-lowering therapy.
- ▌ Managing Prenatal Care · lev-osStructures prenatal visit documentation with gestational age tracking, screening schedules, and risk assessment. Use when documenting prenatal visits, tracking pregnancy milestones, or managing prenatal screening.
- ▌ Managing Sec Reporting · lev-osStructures SEC filing preparation with 10-K, 10-Q, 8-K content requirements and XBRL tagging. Use when preparing SEC filings, reviewing filing content, or managing XBRL tagging.
- ▌ Means Test Calculation · lev-osCalculates the bankruptcy means test from paystub data to determine annualized gross income and compare against state median income thresholds. Covers the 6-month look-back period, YTD subtraction method, pro-rata adjustments, and median income comparison. Use when evaluating Chapter 7 eligibility, performing pre-filing income assessment, or preparing Form 122A-1.
- ▌ Mortgage Deed Of Trust · lev-osDrafts recording-ready residential Mortgages or Deeds of Trust with jurisdiction-appropriate instrument selection, uniform covenants, default/foreclosure provisions, and execution formalities. Use when drafting mortgage instruments, deeds of trust, security instruments for home loans, or real estate financing documents.
- ▌ Parole Hearing Summary · lev-osSummarizes parole hearing transcripts into structured analytical documents covering case identification, inmate testimony, victim impact, evidence review, board decision, and strategic analysis. Use when summarizing parole hearings, board decisions, parole denials, parole grant conditions, or preparing for future hearings and post-conviction strategy.
- ▌ Plea Agreement Summary · lev-osGenerates structured summaries of criminal plea agreements. Triggers when summarizing plea deals, preparing for plea colloquy, or creating quick-reference digests of negotiated resolutions in criminal defense matters.
- ▌ Preliminary Injunction · lev-osDrafts a Motion for Preliminary Injunction applying the Winter four-factor test with jurisdiction-specific procedural compliance. Covers merits analysis, irreparable harm, equities balancing, bond, and proposed order language. Use when filing for preliminary injunction, TRO, temporary restraining order, or emergency injunctive relief in federal or state court.
- ▌ Private Placement Memo · lev-osDrafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
- ▌ Rec Purchase Agreement · lev-osDrafts Renewable Energy Credit (REC) Purchase Agreements for US jurisdictions, covering product specifications, tracking system protocols (WREGIS, PJM-GATS, M-RETS, NEPOOL-GIS), RPS compliance, voluntary certification (Green-e), title transfer, and regulatory change provisions. Use when drafting REC purchase agreements, environmental commodity contracts, renewable energy credit transactions, or RPS compliance documentation.
- ▌ Request For Admissions · lev-osDrafts Requests for Admissions under FRCP 36 or state equivalents for personal injury litigation. Extracts facts from case documents to produce numbered admission requests covering factual matters, document authentication, and law-to-fact application. Use when drafting RFAs, narrowing trial issues, authenticating exhibits, or preparing discovery requests.
- ▌ Retail Lease Agreement · lev-osDrafts a U.S. retail lease agreement for shopping center or commercial property tenancies, covering base rent, percentage rent with gross sales definitions, CAM charges, continuous operation obligations, tenant improvement allowances, exclusive use clauses, radius restrictions, and default/remedies provisions. Use when drafting or negotiating retail leases, shopping center leases, or commercial storefront tenancy agreements. Trigger keywords: retail lease, shopping center lease, percentage rent, CAM charges, gross sales, exclusive use, radius restriction, tenant improvement allowance, triple net.
- ▌ Revocable Living Trust · lev-osDrafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrative powers tailored to state law. Covers individual and joint trusts, spendthrift clauses, and incapacity planning. Use when drafting living trusts, inter vivos trusts, revocable trusts, or estate planning trust instruments.
- ▌ Saas License Agreement · lev-osDrafts SaaS License Agreements for cloud-based software subscriptions covering access-based licensing, fees, SLAs, IP, data protection, indemnification, and liability caps. Triggers when the user needs a SaaS agreement, software subscription contract, cloud service license, or technology subscription terms.
- ▌ Space Law Case Summary · lev-osGenerates structured summaries of space law cases involving satellite deployment, space debris, orbital conflicts, launch licensing, and international treaty disputes. Synthesizes the Outer Space Treaty, Liability Convention, U.S. Commercial Space Launch Act, FCC/FAA regulations, and ITAR/EAR export controls. Use when summarizing space law disputes, debris liability claims, orbital slot conflicts, or regulatory matters.
- ▌ Managing Digital Wallet Operations · lev-osStructures digital wallet analysis with stored value, regulatory classification, and risk assessment. Use when analyzing digital wallets, evaluating stored value products, or managing wallet compliance.
- ▌ Managing Electroconvulsive Therapy · lev-osDocuments ECT treatment parameters, seizure quality, and cognitive monitoring protocols. Use when managing ECT treatments, documenting treatment parameters, or monitoring ECT outcomes.
- ▌ Managing Environmental Emergencies · lev-osGuides workup for heat stroke, hypothermia, drowning, and envenomation. Use when managing environmental injuries, treating temperature-related emergencies, or assessing envenomation.
- ▌ Managing Foreign Currency Exposure · lev-osStructures FX hedging strategies for international portfolios with natural hedge identification, instrument selection, and cost analysis. Use when managing currency risk, designing FX hedges, or analyzing translation exposure.
- ▌ Managing Informed Consent Research · lev-osStructures research consent documentation with required elements and vulnerable population protections. Use when creating research consents, managing consent processes, or documenting informed consent.
- ▌ Managing Insurance Fraud Detection · lev-osStructures insurance fraud detection with red flag identification, investigation protocols, and SIU referral documentation. Use when detecting insurance fraud, investigating suspicious claims, or documenting fraud indicators.
- ▌ Managing Intercompany Transactions · lev-osStructures intercompany pricing with transfer pricing documentation and arm's-length analysis. Use when managing transfer pricing, documenting intercompany transactions, or ensuring arm's-length compliance.
- ▌ Managing Loan Documentation Review · lev-osReviews loan agreements with covenant extraction, terms analysis, and compliance requirement identification. Use when reviewing loan documents, extracting covenants, or analyzing credit agreement terms.
- ▌ Managing Loan Portfolio Monitoring · lev-osStructures loan portfolio review with credit quality trends, watch list management, and concentration analysis. Use when monitoring loan portfolios, tracking credit quality, or managing watch lists.
- ▌ Managing Medication Administration · lev-osGuides safe medication administration with rights verification, timing, and documentation requirements. Use when administering medications, documenting med administration, or managing medication timing.
- ▌ Managing Orthopedic Rehabilitation · lev-osStructures post-surgical and injury rehab protocols with phase-based progression and return-to-activity criteria. Use when managing orthopedic rehab, following surgical protocols, or determining return-to-sport readiness.
- ▌ Managing Pain Management Protocols · lev-osStructures multimodal pain management with non-opioid-first approaches and patient-controlled analgesia. Use when managing acute pain, implementing PCA protocols, or designing multimodal pain regimens.
- ▌ Managing Portfolio Company Support · lev-osStructures portfolio company engagement with board preparation, hiring support, business development, and follow-on strategy. Use when supporting portfolio companies, preparing board meetings, or coordinating investor resources.
- ▌ Managing Prosthetic Rehabilitation · lev-osStructures prosthetic evaluation with device selection, fitting documentation, and functional training. Use when managing prosthetic rehab, documenting device fitting, or tracking prosthetic training progress.
- ▌ Managing Share Repurchase Programs · lev-osStructures buyback program analysis with timing, accretion impact, and regulatory compliance documentation. Use when analyzing buybacks, modeling EPS accretion, or documenting repurchase programs.
- ▌ Managing Tax Information Reporting · lev-osStructures Form 1099, W-2, and other information reporting with classification and filing requirements. Use when managing tax reporting, classifying payments, or ensuring filing compliance.
- ▌ Managing Tax Provision Preparation · lev-osStructures income tax provision calculations with ASC 740 requirements and rate reconciliation. Use when preparing tax provisions, calculating deferred taxes, or analyzing ETR components.
- ▌ Managing Trade Finance Instruments · lev-osStructures letter of credit, bankers acceptance, and documentary collection processing and analysis. Use when managing LCs, processing trade documents, or evaluating trade finance instruments.
- ▌ Managing Vestibular Rehabilitation · lev-osStructures vestibular assessment with positional testing and customized exercise programs. Use when evaluating vestibular disorders, performing Dix-Hallpike testing, or designing vestibular exercise programs.
- ▌ Modeling Currency Hedging Programs · lev-osBuilds currency hedging models with rolling forward programs, option-based strategies, and cross-hedge analysis for international portfolios. Use when designing hedge programs, analyzing hedge ratios, or evaluating FX protection costs.
- ▌ Modeling Fund Of Funds Secondaries · lev-osEvaluates fund-of-funds secondary transactions with layer-on-layer fee analysis, double-carry impact, and net return adjustment. Use when pricing FoF secondaries, analyzing fee drag, or modeling net LP economics.
- ▌ Analyzing Add On Acquisitions · lev-osEvaluates platform add-on opportunities with strategic fit, synergy potential, and return contribution. Use when analyzing add-on M&A, evaluating bolt-on targets, or building platform acquisition strategies.
- ▌ Analyzing Clinical Trial Data · lev-osStructures clinical trial data analysis with primary endpoint evaluation and safety reporting. Use when analyzing trial results, evaluating endpoints, or preparing statistical reports.
- ▌ Analyzing Correlation Trading · lev-osStructures correlation analysis with index vs. tranche pricing and correlation skew assessment. Use when analyzing correlation products, pricing tranches, or evaluating dispersion trades.
- ▌ Analyzing Covenant Compliance · lev-osReviews financial covenant compliance calculations with cure provisions and default trigger analysis. Use when checking covenant compliance, calculating coverage ratios, or evaluating covenant headroom.
- ▌ Analyzing Economic Indicators · lev-osStructures economic indicator analysis with leading, coincident, and lagging indicator interpretation. Use when analyzing economic data, interpreting economic releases, or tracking macro indicators.
- ▌ Analyzing Productivity Trends · lev-osStructures productivity analysis with labor productivity, TFP estimation, and growth accounting decomposition. Use when analyzing productivity, estimating TFP, or decomposing growth drivers.
- ▌ Analyzing Property Valuations · lev-osStructures real estate valuation with income, comparable sales, and cost approaches. Use when valuing properties, performing appraisal analysis, or comparing valuation methodologies.
- ▌ Analyzing Real Estate Markets · lev-osStructures real estate market analysis with supply/demand dynamics, absorption rates, and rent growth projections. Use when analyzing real estate markets, forecasting market conditions, or evaluating market fundamentals.
- ▌ Analyzing Stranded Asset Risk · lev-osEvaluates stranded asset exposure for fossil fuel and carbon-intensive investments with transition modeling. Use when analyzing stranded assets, evaluating fossil fuel exposure, or modeling transition risk.
- ▌ Analyzing Structured Products · lev-osEvaluates ABS, MBS, CLO, and CDO structures with cash flow waterfall and subordination analysis. Use when analyzing structured products, modeling cash flow waterfalls, or evaluating tranche risk.
- ▌ Analyzing Volatility Surfaces · lev-osConstructs and interprets implied volatility surfaces with skew analysis and term structure assessment. Use when analyzing vol surfaces, interpreting skew, or modeling volatility dynamics.
- ▌ Build Out Allowance Agreement · lev-osDrafts 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.
- ▌ Building Value Creation Plans · lev-osStructures 100-day and long-term value creation plans with revenue growth, margin improvement, and capital efficiency initiatives. Use when building value creation plans, tracking improvement initiatives, or preparing operating partner reviews.
- ▌ Case Intake Initial Fact Memo · lev-osGenerates a structured attorney work product memorandum from an initial client consultation for commercial litigation. Extracts verifiable facts from uploaded documents, builds a chronological narrative, identifies parties and contracts, flags preliminary legal claims and defenses, and produces a prioritized action plan. Triggers at matter intake when a business client needs a foundational case evaluation document for a pre-filing commercial dispute.
- ▌ Class Action Fairness Hearing · lev-osDrafts FRCP 23(e)-compliant fairness hearing notices for class action settlements. Covers settlement terms, opt-out rights, objection procedures, and hearing logistics. Use when notifying class members of a proposed settlement pending court approval.
- ▌ Commercial Invoice For Export · lev-osDrafts a compliant Commercial Invoice for Export satisfying customs, banking (L/C), logistics, and insurance requirements. Enforces Incoterms 2020, HS tariff classification, country-of-origin determination, export control referencing, and certification language. Use when preparing export invoices for customs authorities, freight forwarders, banks, or insurance underwriters.
- ▌ Conducting Stark Law Analysis · lev-osEvaluates physician self-referral arrangements against Stark Law exceptions with documentation. Use when analyzing Stark compliance, evaluating referral arrangements, or documenting exception applicability.
- ▌ Conducting Surgical Time Outs · lev-osStructures WHO surgical safety checklist completion with sign-in, time-out, and sign-out documentation. Use when performing surgical time-outs, completing safety checklists, or documenting pre-incision verification.
- ▌ Construction Defect Complaint · lev-osDrafts U.S. construction defect complaints against contractors, developers, and design professionals with pre-suit notice compliance, defect-specific allegations, and element-based causes of action. Use when drafting a construction defect complaint, defective construction lawsuit, builder defect pleading, or Right to Repair/NOR compliant complaint.
- ▌ Consulting Services Agreement · lev-osDrafts a U.S. Consulting Services Agreement covering scope, compensation (hourly, fixed, retainer, hybrid), independent contractor classification, IP ownership, confidentiality, indemnification, liability caps, insurance, and dispute resolution. Use when drafting consulting contracts, professional services agreements, or independent contractor agreements.
- ▌ Consumer Breach Notice Letter · lev-osDrafts U.S. consumer-facing data breach notification letters compliant with state statutes. Use when a security incident involving personal information requires consumer notice — first, interim, or follow-up. Covers jurisdiction-aware content, incident disclosure, compromised-data specificity, mitigation steps, support services, and delivery requirements. Trigger: data breach notice, consumer notification, personal information incident, identity theft letter, substitute notice.
- ▌ Analyzing Corporate Tax Structures · lev-osStructures corporate tax analysis with entity selection, state nexus, and effective tax rate optimization. Use when analyzing tax structures, selecting entity types, or optimizing corporate tax positions.
- ▌ Analyzing Gp Commitment Structures · lev-osEvaluates GP capital commitment levels with co-invest obligations, management company funding, and alignment assessment. Use when analyzing GP commitment, assessing alignment, or structuring GP capital contributions.
- ▌ Analyzing Intercreditor Agreements · lev-osEvaluates intercreditor and subordination provisions with lien priority, payment waterfall, and enforcement rights analysis. Use when analyzing intercreditor terms, evaluating subordination structures, or assessing lender priority.
- ▌ Analyzing Isda Documentation Terms · lev-osEvaluates ISDA Master Agreement provisions with close-out netting, termination events, and credit support annexes. Use when reviewing ISDA terms, analyzing CSA provisions, or assessing documentation risk.
- ▌ Analyzing M And A Tax Implications · lev-osEvaluates tax implications of acquisition structures with 338(h)(10), 368 reorganization, and step-up analysis. Use when analyzing deal tax, structuring tax-efficient acquisitions, or evaluating tax-free reorganizations.
- ▌ Analyzing Market Regime Indicators · lev-osMonitors market regime signals with volatility clustering, correlation dynamics, and liquidity condition assessment. Use when analyzing market regimes, detecting regime shifts, or adjusting strategy for market conditions.
- ▌ Analyzing Nonprofit Tax Compliance · lev-osEvaluates tax-exempt organization compliance with Form 990, UBIT, and private foundation requirements. Use when managing nonprofit tax, reviewing Form 990, or analyzing UBIT exposure.
- ▌ Analyzing Real Estate Tax Planning · lev-osEvaluates real estate tax strategies including 1031 exchanges, opportunity zones, and cost segregation. Use when planning real estate tax, structuring 1031 exchanges, or analyzing cost segregation studies.
- ▌ Analyzing Regulatory Event Impacts · lev-osEvaluates regulatory decision impact with approval probability, timeline analysis, and outcome scenario modeling for event-driven positions. Use when analyzing regulatory events, evaluating FDA/FCC/DOJ decisions, or modeling regulatory outcomes.
- ▌ Analyzing Secondary Market Pricing · lev-osMonitors secondary market pricing trends with discount/premium analysis, bid-ask spreads, and market-clearing dynamics. Use when analyzing secondary pricing, tracking market trends, or benchmarking transaction levels.
- ▌ Analyzing Sector Investment Theses · lev-osDevelops PE sector theses with industry mapping, secular trends, fragmentation opportunity, and target universe identification. Use when building sector strategies, mapping investment themes, or identifying subsector opportunities.
- ▌ Answer With Invalidity Contentions · lev-osDrafts a defendant's Answer with Invalidity Contentions responding to a U.S. patent infringement complaint. Covers FRCP 8(b) admissions/denials, affirmative defenses, and PLR 3-3 invalidity contentions with claim charts under 35 U.S.C. §§ 101, 102, 103, 112. Use when representing a defendant in the pleadings phase of federal patent litigation who must respond to an infringement suit and assert prior art, anticipation, obviousness, or § 112 defenses.
- ▌ Appellate Formatting Certification · lev-osGenerates appellate-brief TOC, TOA, and Certificate of Compliance with defensible word-count methodology. Triggers on TOC/TOA rebuilds, certificate of compliance drafting, FRAP 32(g) compliance, word-count certification, or final brief formatting before filing.
- ▌ Benchmarking Portfolio Performance · lev-osConducts portfolio performance measurement with benchmark comparison, attribution, and risk-adjusted metrics. Use when measuring portfolio performance, calculating Sharpe/Sortino ratios, or conducting performance attribution.
- ▌ Building Custom Factor Definitions · lev-osConstructs proprietary factor definitions with signal specification, universe application, and orthogonalization methodology. Use when defining custom factors, creating proprietary signals, or building factor libraries.
- ▌ Building Merger Consequence Models · lev-osConstructs accretion/dilution analysis with pro forma financials, synergy phasing, and purchase price allocation. Use when modeling merger outcomes, calculating EPS accretion, or analyzing deal structures.
- ▌ Building Restructuring Plan Models · lev-osConstructs plan of reorganization models with debt-for-equity conversion, new money injection, and emergence capital structure. Use when modeling restructuring plans, designing emergence capital structures, or analyzing plan feasibility.
- ▌ Collateral Assignment Of Contracts · lev-osDrafts a Collateral Assignment of Contracts assigning a borrower's contractual rights as security for debt under UCC Article 9. Triggers when securing lender interests in contract rights, drafting pre-closing security documents, or structuring collateral packages for U.S. commercial credit facilities.
- ▌ Conducting Psychiatric Evaluations · lev-osStructures comprehensive psychiatric evaluation with MSE, diagnostic formulation, and risk assessment. Use when performing psychiatric assessments, documenting mental status exams, or creating diagnostic formulations.
- ▌ Conducting Secondary Due Diligence · lev-osStructures buy-side DD for secondary transactions with underlying fund analysis, manager assessment, and portfolio-level risk evaluation. Use when conducting secondary DD, evaluating fund managers, or analyzing underlying portfolios.
- ▌ Conducting Technical Due Diligence · lev-osStructures technology diligence with architecture review, code quality assessment, scalability analysis, and technical debt evaluation. Use when evaluating startup technology, assessing engineering teams, or reviewing technical infrastructure.
- ▌ Confidentiality Security Agreement · lev-osDrafts enforceable U.S. Employee Confidentiality and Security Agreements protecting proprietary information, trade secrets, and digital assets, with layered confidential-information definitions, security and acceptable-use obligations, incident reporting protocols, termination property-return procedures, and post-employment restrictive covenants. Incorporates state-specific enforceability standards, DTSA whistleblower immunity notice, and NLRA Section 7 savings clauses. Use when onboarding employees, updating confidentiality policies, or drafting NDA-style employment agreements (trigger keywords: confidentiality agreement, employee NDA, security agreement, trade secret, acceptable use, incident reporting, post-employment restrictions).
- ▌ Settlement Agreement Summary · lev-osGenerates executive-ready summaries of multi-party U.S. commercial settlement agreements. Extracts payment structure, business conduct covenants, release and waiver provisions, tax obligations, and confidentiality terms into a structured legal memorandum. Use when summarizing fully executed settlement agreements, distilling multi-party commercial settlements for case management, or preparing client-facing settlement summaries for board or executive review.
- ▌ Settlement License Agreement · lev-osDrafts a dual-purpose Settlement and License Agreement resolving IP litigation while establishing an ongoing licensing framework. Covers mutual releases, covenants not to sue, IP license grants, royalty structures, confidentiality, indemnification, and post-termination rights. Use when drafting IP settlement agreements, litigation resolution with license-back provisions, or combined release-and-license instruments.
- ▌ Shareholders Meeting Minutes · lev-osDrafts minute-book-ready U.S. corporate shareholders meeting minutes covering notice, record date, quorum, attendance, reports, votes, and resolutions. Use for annual or special shareholders meetings, director elections, auditor ratification, and shareholder proposals. Triggers: "shareholders meeting minutes", "annual meeting minutes", "special meeting minutes", "quorum", "record date", "proxy", "election of directors", "ratify auditors".
- ▌ Structuring Abs Transactions · lev-osDesigns asset-backed securitization structures with tranche hierarchy, credit enhancement, and cash flow allocation mechanics. Use when structuring ABS deals, designing tranche waterfall, or analyzing credit enhancement levels.