If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

• New contract requests or review requests
• Compliance questions or reports
• Responses from counterparties on active negotiations
• Flagged or urgent items from the legal team inbox
• External counsel communications
• Regulatory or legal update newsletters

• Today's meetings that need legal prep (board meetings, deal reviews, vendor calls)
• Upcoming deadlines this week (contract expirations, filing deadlines, response deadlines)
• Recurring legal team syncs

• Overnight messages in legal team channels
• Direct messages requesting legal input
• Mentions of legal-relevant topics (contract, compliance, privacy, NDA, terms)
• Escalations or urgent requests

• Contracts awaiting review or signature
• Approaching expiration dates (next 30 days)
• Newly executed agreements

• Deals moving to stages that require legal involvement
• New opportunities flagged for legal review

• Awaiting Your Review: [count and list]
• Pending Counterparty Response: [count and list]
• Approaching Deadlines: [items due this week]

1. Accept the topic query from the user
2. Search across connected sources:
   • Documents: Internal memos, prior analyses, playbooks, precedent
   • Email: Prior communications on the topic
   • Chat: Team discussions about the topic
   • CLM: Related contracts or clauses
3. Synthesize findings into a structured brief

• Topic briefs synthesize what is available in connected sources; they do not substitute for formal legal research
• If the topic requires current legal authority or case law, recommend the user consult a legal research platform (Westlaw, Lexis, etc.) or outside counsel
• Always note the limitations of the sources searched

1. Accept the incident topic or description
2. Rapidly scan all connected sources for relevant context:
   • Email: Communications about the incident
   • Chat: Real-time discussions and escalations
   • Documents: Relevant policies, response plans, insurance coverage
   • Calendar: Scheduled response meetings
   • CLM: Affected contracts, indemnification provisions, insurance requirements
3. Compile into an actionable incident brief

1. [Most urgent action]
2. [Second priority]
3. [etc.]

• Speed matters. Produce the brief quickly with available information rather than waiting for complete information
• Flag any litigation hold or preservation obligations immediately
• Note privilege considerations (mark the brief as attorney-client privileged / work product if appropriate)
• If the incident may involve a data breach, flag applicable notification deadlines (e.g., 72 hours for GDPR)
• Recommend outside counsel engagement if the matter is significant

• If sources are unavailable, note the gaps prominently so the user knows what was not checked
• For daily briefs, learn the user's preferences over time (what they find useful, what they want filtered out)
• Briefs should be actionable: every item should have a clear next step or reason for inclusion
• Keep briefs concise. Link to source materials rather than reproducing them in full