zgbrenner

@zgbrenner source repo

214 skills
0 followers
1 day ago last updated

▌
Cross Border Transfer Review · zgbrenner
Use when reviewing a proposed or existing cross-border transfer of personal data — a new vendor hosted abroad, an intercompany data flow, an offshore support model, or a transfer-clause exhibit — to inventory the data flows, map the claimed transfer mechanisms, organize a transfer-impact-assessment fact pattern, flag onward transfers and sub-processor chains, and produce a gap list for attorney review.

0
installs
▌
Contracts Cold Start Interview · zgbrenner
Use when a contracts practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Corporate Cold Start Interview · zgbrenner
Use when a corporate practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Insurance Cold Start Interview · zgbrenner
Use when an insurance practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Tax Covenants Indemnities Review · zgbrenner
Use when reviewing the tax covenants and indemnities of a transaction agreement and mapping their architecture and negotiation issues for tax counsel verification.

0
installs
▌
Shareholder Meeting Minutes · zgbrenner
Use when drafting minutes of a shareholder or member meeting (annual or special) from user-provided meeting materials — notice, agenda, proxy materials, attendance, and vote tallies — producing a structured draft corporate record for attorney review.

0
installs
▌
Child Support Facts Intake · zgbrenner
Use when gathering the facts relevant to a child support review into a structured intake table, missing-documents list, and questions for counsel — without calculating support.

0
installs
▌
Kyc Onboarding Review · zgbrenner bundle
Use when reviewing a client or investor onboarding packet to inventory documents, extract KYC fields, apply the firm's KYC/AML rules grid, propose a customer risk rating, and assemble an escalation packet for compliance and attorney review.

0
installs
▌
Signature Routing Checklist · zgbrenner bundle
Use when a document is believed final and ready to sign — to run a pre-signature completeness checklist, identify signers and signing order, flag blockers, and produce a routing plan for attorney review before the document is sent for execution.

0
installs
▌
Purchase Agreement Issue List · zgbrenner
Use when reviewing an M&A purchase agreement — a merger, stock purchase, asset purchase, or membership-interest purchase agreement — from a buyer or seller perspective to produce an issue list and risk matrix for attorney review.

0
installs
▌
Marketing Claims Review · zgbrenner
Use when reviewing marketing or advertising copy for legal risk to produce a claim-by-claim analysis, substantiation requirements, and flagged disclosures for attorney review.

0
installs
▌
Terms Of Service Review · zgbrenner
Use when reviewing a terms of service or terms of use document to produce a structured risk summary, issues table, and prioritized recommendations for attorney review.

0
installs
▌
Compliance Program Tracker · zgbrenner
Use when building an ongoing compliance-program tracker for a framework — mapping requirements to controls, owners, and evidence, building an audit calendar, and surfacing evidence gaps and remediation items for attorney review and audit readiness.

0
installs
▌
Employment Cold Start Interview · zgbrenner
Use when an employment practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Family Law Cold Start Interview · zgbrenner
Use when a family-law practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Litigation Cold Start Interview · zgbrenner
Use when a litigation practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Regulatory Cold Start Interview · zgbrenner
Use when a regulatory practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Estate Planning Intake · zgbrenner
Use when capturing the facts of an estate-planning matter into a structured, source-cited working paper and planning issue map for attorney review.

0
installs
▌
Legal Core · zgbrenner
Load first for any legal task. Establishes the AgentCounsel core operating rules that every other legal skill depends on.

0
installs
▌
Restrictive Covenant Review · zgbrenner
Use when reviewing non-compete, non-solicit, no-hire, or confidentiality covenants — in an offer letter, employment agreement, equity award, or separation document, or when assessing an incoming hire's covenants from a prior employer — to inventory each covenant's scope verbatim, organize the enforceability factors as questions, and flag consideration and conflict issues for attorney review.

0
installs
▌
Asset Debt Schedule Builder · zgbrenner
Use when building a source-cited property and debt schedule from user-provided facts and documents for a family law matter, for attorney review.

0
installs
▌
Aml Program Gap Review · zgbrenner bundle
Use when reviewing an AML/BSA or equivalent anti-money-laundering compliance program document set against the program elements the firm's own policy or a user-supplied regulatory framework defines, to inventory the program documents, map each required element to where the program addresses it, build a gap matrix, and package verification items for compliance and attorney review.

0
installs
▌
Reservation Of Rights Review · zgbrenner
Use when reviewing a reservation of rights letter or coverage correspondence into a source-cited issue list and provision-reference table for attorney review.

0
installs
▌
Subrogation Recovery Tracker · zgbrenner
Use when organizing potential subrogation, reimbursement, salvage, contribution, and recovery facts from a loss into a source-cited recovery fact map for attorney review.

0
installs
▌
Attorney Review Gate · zgbrenner
Use when running a final quality gate before legal draft work product is sent, filed, relied upon, or delivered for attorney review, producing must-confirm facts, law, citations, client decisions, ethics flags, privilege flags, jurisdiction/deadline flags, and a ready-or-not-ready status.

0
installs
▌
Discovery Response Workflow · zgbrenner
Use when organizing responses to written discovery — document requests, interrogatories, or requests for admission — inventorying each request verbatim into a response tracker, organizing objection candidates and privilege candidates as questions for counsel, planning collection and custodians, and drafting response shells with placeholders, without ever drafting a final objection or recommending an admit/deny.

0
installs
▌
Data Retention Schedule Review · zgbrenner bundle
Use when reviewing a draft or existing data retention schedule to inventory data categories against stated purposes, collect retention-period facts, flag legal-hold interactions, and surface orphaned-data and vendor-coverage gaps for attorney review.

0
installs
▌
Real Estate Cold Start Interview · zgbrenner
Use when a real-estate practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Estate Document Summary · zgbrenner
Use when producing a source-cited summary of a will, trust, codicil, amendment, power of attorney, or advance directive for attorney review.

0
installs
▌
Estate Tax Issue Intake · zgbrenner
Use when capturing the facts of an estate, gift, GST, or inheritance tax matter into a source-cited issue map for tax professional review, without calculating taxes.

0
installs
▌
Trust Funding Checklist · zgbrenner
Use when building a checklist for funding or reviewing the funding of a trust into a source-cited tracker for attorney review.

0
installs
▌
Spousal Support Facts Intake · zgbrenner
Use when gathering the facts relevant to a spousal support or alimony review into a structured intake table, missing-documents list, and questions for counsel — without calculating support.

0
installs
▌
Negative Treatment Check · zgbrenner
Use when you need to check whether the authorities cited in a draft or research memo are still good law — organizing a citator-style verification plan for each authority, recording provided citator-report signals as attributed claims, and classifying each authority's verification status, without ever asserting from model memory that a case is good law, overruled, or distinguished.

0
installs
▌
Entity Tax Classification Checklist · zgbrenner
Use when organizing entity formation, ownership, and election facts into a source-cited facts table so qualified tax counsel can evaluate tax classification.

0
installs
▌
Hallucination Red Team · zgbrenner
Use when stress-testing draft legal work product for hallucination risk by separating factual claims, legal claims, cited authorities, user-provided information, model-generated information, unsupported claims, uncertainty, and safer revisions.

0
installs
▌
Regulatory History Tracer · zgbrenner
Use when tracing the amendment history of a specific CFR section — what the text said on a given date, which Federal Register rulemakings amended it, and what version was in effect at a specific point in time — producing a date-stable history table for attorney review, verified through `connectors/ecfr.md` and `connectors/federal-register.md`.

0
installs
▌
Post Closing Obligations Tracker · zgbrenner
Use when extracting and organizing the post-closing covenants and obligations from an M&A acquisition agreement and its ancillary documents into a tracked, source-cited obligation list.

0
installs
▌
Closing Deliverables Tracker · zgbrenner
Use when building a closing checklist of deliverables for a real estate transaction, tracking responsible party, status, and dependencies.

0
installs
▌
AI Governance Cold Start Interview · zgbrenner
Use when an AI-governance practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Product Legal Cold Start Interview · zgbrenner
Use when a product-legal practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Custody Order Review Checklist · zgbrenner
Use when reviewing an existing or proposed custody or parenting order for clarity and administration issues, producing an order-clarity checklist and ambiguity table for attorney review.

0
installs
▌
Certificate Of Insurance Review · zgbrenner
Use when reviewing certificates of insurance and related endorsements against contract insurance requirements into a source-cited comparison table for attorney review.

0
installs
▌
Trusts And Estates Cold Start Interview · zgbrenner
Use when a trusts-and-estates practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Probate Document Checklist · zgbrenner
Use when building a probate document checklist and missing-document list for attorney review, without preparing filing-ready probate forms.

0
installs
▌
Sanctions Screening Review · zgbrenner bundle
Use when reviewing sanctions, PEP, or adverse-media screening results for named parties to compare identifiers, classify each potential match by confidence, separate likely false positives from genuine hits, and recommend a disposition for compliance and attorney review.

0
installs
▌
Citation Integrity Check · zgbrenner
Use when reviewing legal citations, authorities, quotations, and authority-backed propositions to classify citation source status, flag unverifiable or malformed authorities, and prepare attorney verification items without claiming automated legal citation verification.

0
installs
▌
Statutory Interpretation · zgbrenner
Use when applying a disciplined analytical method to parse and interpret a statutory, regulatory, or contractual provision — mapping structure, defined terms, and competing readings — to produce a structured interpretation worksheet for attorney review.

0
installs
▌
Acquisition Diligence Request List · zgbrenner
Use when generating a tailored M&A due-diligence request list, organized by workstream, for a buyer or seller in an acquisition.

0
installs
▌
Integration Legal Issues Checklist · zgbrenner
Use when generating a legal integration checklist after signing or closing an M&A transaction, organized by workstream for legal and business owners.

0
installs
▌
Lease Amendment Reconciliation · zgbrenner
Use when reconciling a base lease against its amendments, side letters, assignments, and related documents to determine the current controlling terms.

0
installs
▌
Title And Survey Objection Tracker · zgbrenner
Use when organizing title commitment exceptions and survey matters into a tracked, source-cited objection list for attorney review.

0
installs
▌
Financial Crime Aml Cold Start Interview · zgbrenner
Use when a financial-crime practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Transaction Tax Diligence Request List · zgbrenner
Use when building a transaction tax diligence request list and follow-up tracker organized by tax workstream for attorney-supervised diligence.

0
installs
▌
Antitrust Risk Intake · zgbrenner
Use when facts with possible competition-law exposure first arrive — a sales email about a competitor contact, a proposed collaboration, a pricing move, a hotline report, or an agency inquiry — to produce a draft conduct inventory and triage matrix that buckets each item, flags any time-critical track, and routes each item to the matched antitrust deep-dive skill for attorney review, without classifying conduct or assessing legality.

0
installs
▌
Real Estate Diligence Checklist · zgbrenner
Use when generating a tailored real estate due-diligence checklist based on the transaction type, property type, jurisdiction, party role, and document set.

0
installs
▌
Fiduciary Duty Issue Spotter · zgbrenner
Use when issue-spotting potential fiduciary-duty questions from provided facts and documents into a source-cited issue matrix for attorney review.

0
installs
▌
Trust Administration Tracker · zgbrenner
Use when building a source-cited trust administration task tracker for attorney review, without approving distributions or determining entitlement.

0
installs
▌
Transition Services Agreement Review · zgbrenner bundle
Use when reviewing a draft or executed transition services agreement (TSA) in an M&A transaction — checking service-schedule completeness against the deal perimeter, service standards, duration and termination mechanics, pricing, IP/data/systems access, consistency with the purchase agreement, exit and migration obligations, and any reverse-TSA terms — for attorney review.

0
installs
▌
Custody Parenting Facts Chronology · zgbrenner
Use when building a source-cited chronology of parenting and caregiving facts for a custody or parenting dispute, for attorney review.

0
installs
▌
Parenting Schedule Facts Organizer · zgbrenner
Use when organizing the facts relevant to a parenting schedule discussion into a facts table, conflict/ambiguity list, and logistics checklist for attorney review.

0
installs
▌
Settlement Agreement Issue Spotter · zgbrenner
Use when reviewing a marital settlement, parenting, support, or custody-stipulation agreement to produce a key-terms table, issue list, ambiguity list, and missing-provisions list for attorney review.

0
installs
▌
Risk Factor Review · zgbrenner
Use when reviewing the risk-factor section of an S-1, 10-K, 10-Q, S-4, proxy, PPM, or OM to produce a draft specificity-vs-boilerplate matrix, consistency notes, and category-coverage gaps for attorney review, without concluding adequacy of disclosure.

0
installs
▌
Beneficiary Designation Review · zgbrenner
Use when reviewing beneficiary designations and account titling into a source-cited table and inconsistency list for attorney review.

0
installs
▌
Creditor Claim Intake · zgbrenner
Use when organizing a creditor's facts and documents for a potential bankruptcy claim into a source-cited claim facts table for attorney review.

0
installs
▌
Third Party Consents And Assignment Review · zgbrenner
Use when identifying contractual consent, notice, change-of-control, and anti-assignment issues from M&A diligence contracts or summaries, organized into a consent tracker for attorney review.

0
installs
▌
Insurer Insured Communications Review · zgbrenner
Use when reviewing insurer, insured, claimant, or broker communications for clarity, consistency, privilege concerns, and claim-handling risk for attorney review.

0
installs
▌
Employment Tax Worker Classification Intake · zgbrenner
Use when intaking worker, engagement, and payroll facts into a source-cited facts-to-verify table for employment-tax and worker-classification review by qualified counsel.

0
installs
▌
Insurance Requirements Contract Review · zgbrenner
Use when reviewing the insurance and indemnity clauses of a contract, lease, or MSA into a source-cited requirements table and risk matrix for attorney review.

0
installs
▌
Output Format Compliance Check · zgbrenner
Use when checking whether draft legal work product matches the requested format, required sections, labels, tables, chronology, checklist, matrix, memo, email, demand letter, client update, or research-summary structure.

0
installs
▌
Zoning And Use Restriction Issue Spotter · zgbrenner
Use when issue-spotting zoning, permitted-use, recorded-restriction, and use-clause concerns from provided materials and producing questions for local counsel.

0
installs
▌
Antitrust Competition Cold Start Interview · zgbrenner
Use when an antitrust / competition practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Asset Liability Inventory Builder · zgbrenner
Use when building a structured, source-cited inventory of estate or trust assets and liabilities for attorney review, without valuing assets.

0
installs
▌
Bankruptcy Matter Intake · zgbrenner
Use when capturing the facts of a bankruptcy or restructuring matter into a structured, source-cited working paper for attorney review.

0
installs
▌
Proof Of Claim Checklist · zgbrenner
Use when building a proof-of-claim preparation checklist and supporting-document tracker for attorney review, without preparing a filing-ready claim.

0
installs
▌
Privilege And Confidentiality Check · zgbrenner
Use when reviewing draft legal work product for confidential client information, privileged communications, work-product labeling, redaction/anonymization needs, external-facing disclosure risk, and safer versions for the intended recipient.

0
installs
▌
Estate Litigation Facts Chronology · zgbrenner
Use when building a source-cited factual chronology for a will contest, trust contest, or fiduciary dispute for attorney review, without assessing the merits.

0
installs
▌
Reps And Warranties Disclosure Schedule Review · zgbrenner
Use when comparing the representations and warranties in an M&A purchase agreement against the disclosure schedules to surface gaps, mismatches, and unresolved items for attorney review.

0
installs
▌
Form D And Blue Sky Tracker · zgbrenner
Use when a Reg D triggering fact requires organizing the Form D and state notice-filing universe into a draft state-by-state tracker capturing each state of sale, fees, consent status, and amendment triggers for attorney review, without computing any filing deadline.

0
installs
▌
Pricing Algorithm Risk Triage · zgbrenner
Use when the business deploys or evaluates a pricing recommender, dynamic-pricing engine, repricer, or pricing-as-a-service vendor — especially one that ingests competitor prices or serves competing customers — to produce a draft data-flow map, hub-and-spoke and signaling-risk flags, override/audit posture notes, and vendor-diligence questions for attorney review, without concluding concerted practice or approving deployment.

0
installs
▌
Transaction Monitoring Alert Triage · zgbrenner bundle
Use when triaging a transaction-monitoring alert or small alert batch on an existing customer to inventory the alert and the rule that fired, compare the customer's expected-activity baseline against observed activity, structure the escalate / close / request-more-information analysis, and package a documentation-of-rationale draft for the compliance officer's disposition decision.

0
installs
▌
Bankruptcy And Restructuring Cold Start Interview · zgbrenner
Use when a bankruptcy and restructuring practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Distribution Restraints Review · zgbrenner
Use when a distribution, dealer, franchise, or marketplace program contains resale-price (RPM/MAP), territory or customer, online-sales, marketplace-ban, dual-pricing, exclusivity, or selective-distribution restraints, to produce a draft restraint inventory with per-jurisdiction character flags, ancillarity notes, and active-enforcement callouts for attorney review, without concluding enforceability, legality, or market power.

0
installs
▌
Exclusivity Mfn Pricing Review · zgbrenner
Use when an agreement contains exclusivity, requirements, MFN/parity, loyalty-discount, rebate, or bundling provisions — a supply deal with a share-based rebate cliff, a platform demanding price parity — to produce a draft restraint classification, foreclosure-relevant facts table, MFN/parity matrix, and per-jurisdiction framework questions for attorney review, without concluding dominance, foreclosure, or legality.

0
installs
▌
Merger Antitrust Issue Spotter · zgbrenner
Use when a contemplated or signed acquisition, merger, JV, or minority investment needs first-pass antitrust issue-spotting — an LOI with a competitor, diligence underway, the board asking where filings may be needed — to produce draft horizontal-overlap and vertical-relationship matrices, filing-question and diligence-request lists, and integration guardrails for attorney review, without defining markets or predicting clearance.

0
installs
▌
Competitor Collaboration Review · zgbrenner
Use when a proposed JV, co-development, co-marketing, joint purchasing, joint bidding, benchmarking, or standard-setting arrangement between actual or potential competitors needs antitrust screening, to produce a draft hardcore-restraint flag list, information-flow matrix, ancillarity questions, and per-jurisdiction safe-harbor questions for attorney review, without applying a safe harbor or approving the collaboration.

0
installs
▌
Automatic Stay Issue Spotter · zgbrenner
Use when issue-spotting automatic stay concerns from user-provided facts into a source-cited stay-risk fact map for attorney review, without concluding whether the stay applies.

0
installs
▌
Securities And Capital Markets Cold Start Interview · zgbrenner
Use when a securities and capital markets practice group is adopting AgentCounsel and needs to configure its practice profile by answering a structured interview covering jurisdictions, client context, escalation thresholds, output preferences, source documents, standard positions, review requirements, and prohibited assumptions.

0
installs
▌
Post Death Administration Task Tracker · zgbrenner
Use when building a source-cited post-death administration task tracker for attorney review, without calculating deadlines or approving distributions.

0
installs
▌
Gun Jumping Clean Team Checklist · zgbrenner
Use when merger parties between signing and closing are planning integration, sharing information, or proposing joint conduct — aligning pricing, joint customer calls, a co-branded announcement before the waiting period ends — to produce a draft covenant inventory, conduct-vs-covenant deviation log, information-sharing log, and integration guardrail list for attorney review, without approving any pre-closing conduct or concluding HSR/Article 7 compliance.

0
installs
▌
Trade Association Meeting Review · zgbrenner
Use when trade-association participation needs antitrust screening — an upcoming agenda to vet, minutes or notes from a past meeting, a benchmarking or statistics program, a question whether a working group is safe to join — to produce a draft attendee map, per-agenda-item risk matrix, output-product inventory, and boycott and standard-setting flags for attorney review, without approving attendance or concluding lawfulness.

0
installs
▌
Domestic Violence Safety Referral Checklist · zgbrenner
Use when organizing facts and referral/escalation considerations for a domestic violence or abuse-related concern in a family law matter, for attorney review — without creating a safety plan.

0
installs
▌
Policy Renewal Placement Diligence Checklist · zgbrenner
Use when generating a legal and compliance diligence checklist for an insurance policy renewal or placement for attorney and broker review.

0
installs
▌
Private Placement Checklist · zgbrenner
Use when organizing a Reg D 506(b)/(c) or Section 4(a)(2) private placement into a draft pre-closing checklist covering investor verification, bad-actor diligence, legends, Form D triggers, and blue-sky filings for attorney review, without concluding exemption availability or approving any sale.

0
installs
▌
Equity Incentive Plan Review · zgbrenner
Use when reviewing an equity incentive plan and its award agreements (options, RSUs, restricted stock, phantom units, or SARs) to record plan-capacity and share-counting provisions, map vesting and termination-treatment matrices as drafted, organize the securities-law and governance-approval hooks as questions, and flag tax hooks for tax counsel — without computing shares, vesting outcomes, or asserting exemption or tax treatment.

0
installs
▌
Sec Filing Consistency Check · zgbrenner
Use when checking a set of SEC filings (10-K, 10-Q, 8-K, S-1/3/4, proxy, Form D) for cross-filing consistency to produce a draft cross-reference matrix flagging numerical, narrative, and defined-term discrepancies for attorney review, without concluding adequacy or correctness.

0
installs
▌
Capacity Undue Influence Facts Organizer · zgbrenner
Use when organizing the facts relevant to capacity and undue-influence questions into a source-cited chronology for attorney review, without determining capacity or undue influence.

0
installs
▌
Antitrust Compliance Policy Review · zgbrenner
Use when a company's antitrust compliance policy, competition code-of-conduct section, or training program needs a gap review — after an incident, an acquisition, a regulatory development, or as a periodic refresh — to produce a draft topic-coverage and jurisdiction-coverage matrix, training/reporting and dawn-raid gap assessments, and a drafting-suggestion list for attorney review, without attesting compliance or approving the policy.

0
installs
▌
Distressed Asset Sale Checklist · zgbrenner
Use when building a bankruptcy or distressed asset-sale checklist, contract/cure tracker, and closing-deliverables tracker for attorney review.

0
installs
▌
Restructuring Term Sheet Review · zgbrenner
Use when reviewing a restructuring support agreement, forbearance agreement, workout term sheet, or related restructuring document into a source-cited key terms table and issue list for attorney review.

0
installs
▌
Insider Trading Policy Review · zgbrenner
Use when reviewing a company's insider-trading policy to produce a draft gap matrix against the SEC framework (covered persons, MNPI, trading windows, pre-clearance, Rule 10b5-1, restrictions) for attorney review, without asserting the current rule version or concluding adequacy.

0
installs

214 published skills · page 2 of 3