legal

Drafts U.S. SEC Form D notice data sets for Regulation D exempt offerings (Rule 504, 506(b), 506(c)), ready for EDGAR submission. Use when preparing a Form D filing, notice of exempt offering, Reg D compliance, or unregistered securities offering notice.

Drafts a U.S. franchise-focused confidentiality and non-disclosure agreement protecting franchisor trade secrets, operational manuals, financial data, marketing strategies, and supplier terms during pre-franchise evaluation. Use when preparing an NDA for prospective franchisees,…

Drafts a First Right of Refusal Agreement for franchise relationships, granting the franchisor priority purchase rights on third-party offers for the franchised business. Covers notice procedures, exercise periods, bona fide offer requirements, covered transfers, excluded…

Audits professional solicitor, fundraising counsel, and commercial co-venturer contracts for state charitable solicitation compliance. Classifies relationships, verifies vendor registration, extracts compensation and custody-of-funds terms, checks state-mandated clauses, and…

Drafts 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,…

Drafts GLBA-compliant privacy notices using the 16 CFR Part 313 Appendix A model form safe harbor. Use when creating or updating Regulation P privacy notices, annual consumer disclosures, or NPI sharing notices for banks, credit unions, securities firms, insurers, or other…

Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when…

Drafts U.S. commercial guaranty agreements securing a debtor's obligations to a creditor. Covers payment/collection elections, scope, caps, waivers, defaults, remedies, and enforceability. Trigger when the user needs a guaranty, guarantee, surety, continuing guaranty, payment…

Produces paragraph-level cited legal analysis grounded in primary sources (case law, legislation, regulations). Use when the user needs research with pinpoint citations, extracted passages, and source-level verification — similar to Habeas.ai's approach. Trigger keywords: cited…

Designs and deploys custom AI agents tailored to a specific practice area and house style. Use when building practice-area-specific legal assistants that produce outputs matching a firm's tone, formatting standards, and analytical approach. Trigger keywords: custom legal AI,…

Drafts a non-binding healthcare values/instruction letter for a designated health care agent to guide substituted-judgment decisions during incapacity. Use when a client needs a bedside document that harmonizes with a health care power of attorney, healthcare proxy, or advance…

Drafts 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…

Drafts HIPAA/HITECH-compliant Business Associate Agreements governing PHI/ePHI handling between covered entities and business associates. Covers Privacy Rule and Security Rule obligations, breach notification, subcontractor flow-downs, individual-rights support, and state-law…

Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance…

Drafts an HOA Addendum to a residential purchase agreement covering mandatory membership, financial obligations, governing documents, use restrictions, and buyer acknowledgments. Use when drafting HOA addenda, HOA disclosure forms, purchase addenda for HOA-governed properties,…

Normalizes diagnostic and procedure codes from medical records into clean, attorney-readable form. Cross-walks ICD-9 to ICD-10-CM, expands ICD-10 codes to narrative descriptions, expands CPT codes to procedure descriptions, and flags bundling or unbundling oddities relevant to…

Analyzes defense Independent Medical Examination (IME) reports for personal injury litigation, producing a plaintiff-side strategic memorandum with findings summary, treating-physician comparison, bias indicators, and cross-examination roadmap. Use when reviewing defense IME…

Drafts a U.S. import compliance manual demonstrating reasonable care under 19 U.S.C. § 1484. Covers HTS classification, customs valuation (19 U.S.C. § 1401a), country of origin, recordkeeping (19 C.F.R. Part 163), PGA compliance, internal audit, training, and corrective action.…

Drafts incident response plans and scenario playbooks for U.S. legal organizations, aligning NIST SP 800-61 Rev. 2 phases with ABA Model Rules 1.1/1.4/1.6 and privilege preservation. Use when creating or updating an incident response plan, breach response policy, ransomware…

Drafts FDA Investigational New Drug (IND) applications under 21 CFR Part 312, including Form 1571, Investigator's Brochure, clinical protocols, CMC sections, and nonclinical data packages. Use when preparing IND submissions, pre-IND packages, IND amendments, or clinical trial…

Drafts an IRB-ready Informed Consent Form (ICF) for FDA-regulated clinical trials compliant with 21 CFR 50.25, 50.27, and ICH-GCP. Use when drafting or revising consent documents for Phase I–IV trials, IND studies, or other FDA-regulated protocols requiring IRB submission.

Drafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted/watch lists, reporting, and enforcement. Use when creating or updating insider trading policies for broker-dealers, investment…

Produces structured summaries of insurance claims correspondence including coverage letters, reservation of rights (ROR), denial letters, and claim file documents. Extracts policy details, coverage positions, claims chronology, settlement posture, and liability exposure. Use…

Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source…

Drafts plaintiff's interrogatories to defendant in personal injury litigation with caption, definitions, instructions, and substantive questions. Triggers when user needs to draft interrogatories, written discovery requests to a defendant, or PI discovery sets. Enforces…