advisory-summary

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Client Advisory Summary

客户咨询摘要

Produces distribution-ready U.S. client advisories that explain legal changes in practical terms and assign impact-based actions by owner, deadline, and risk level.

生成可直接分发的美国客户咨询文件，用通俗易操作的语言解释法律变更，并根据影响程度按责任人、截止日期和风险等级分配对应行动。

Quick Start

快速开始

Confirm jurisdiction (US federal/state/agency) and client industry.
Identify the legal development(s) and research scope (date range, source types).
Choose audience and format (client memo, board brief, partner update).
Run the workflow below; output the draft using the template in step 5.

确认管辖范围（美国联邦/州/监管机构）及客户所属行业。
明确法律动态内容及调研范围（日期范围、来源类型）。
确定受众及格式（客户备忘录、董事会简报、合伙人更新）。
运行以下工作流；使用第5步中的模板输出草稿。

Workflow

工作流

1. Intake Validation

1. 输入信息校验

Verify before drafting:

Jurisdiction confirmed (US federal, state, or agency)
Topic scope and affected business functions defined
Primary sources located (statute text, regulations, opinions, dockets)
Effective dates, filing deadlines, and implementation dates captured
Unverified commentary excluded or tagged
```
[VERIFY]
```
Confidentiality or non-public info restrictions flagged

起草前请确认：

管辖范围已确认（美国联邦、州或监管机构）
已明确主题范围及受影响的业务职能
已定位一手来源（法条文本、监管规定、意见、诉讼卷宗）
已记录生效日期、提交截止日期及实施日期
未经验证的评论已被排除或标记为
```
[VERIFY]
```
已标注保密或非公开信息限制

2. Development Synthesis

2. 法律动态汇总

For each legal development, capture:

Development	Source Type	Why Material	Status	Practical Effect
(description)	Fed reg / case / statute / agency guidance	(impact rationale)	Final / Proposed / Enjoined / Appealed	(compliance duty or strategic change)

针对每项法律动态，记录以下信息：

动态内容	来源类型	重要性原因	状态	实际影响
(description)	Fed reg / case / statute / agency guidance	(impact rationale)	Final / Proposed / Enjoined / Appealed	(compliance duty or strategic change)

3. Impact Analysis

3. 影响分析

Topic	Immediate	Short-Term	Long-Term	Category
(area)	(effect)	(effect)	(effect)	Compliance / Opportunity / Risk

主题	即时影响	短期影响	长期影响	分类
(area)	(effect)	(effect)	(effect)	Compliance / Opportunity / Risk

4. Action Plan

4. 行动计划

Action	Owner	Deadline	Dependency	Evidence Needed
(task)	(role)	(date)	(blocker)	(supporting docs)

行动内容	责任人	截止日期	依赖项	所需证明材料
(task)	(role)	(date)	(blocker)	(supporting docs)

5. Draft Template

5. 草稿模板

Use this section order exactly:

Date:
Client:
Matter/Engagement:
Prepared by:

Executive Summary (2–3 short paragraphs)

Key Developments (table + plain-language explanation)

Impact Analysis
- Immediate | Short-term | Long-term
- Compliance obligations
- Operational/strategic effects
- Competitive or reputational implications

Action Plan
- Priority actions with owner and due date
- Recommended follow-up review points

Assumptions / Information Gaps

Authorities (Bluebook style, verified primary sources)

Conclusion + optional next-step call

请严格按照以下顺序编写内容：

Date:
Client:
Matter/Engagement:
Prepared by:

Executive Summary (2–3 short paragraphs)

Key Developments (table + plain-language explanation)

Impact Analysis
- Immediate | Short-term | Long-term
- Compliance obligations
- Operational/strategic effects
- Competitive or reputational implications

Action Plan
- Priority actions with owner and due date
- Recommended follow-up review points

Assumptions / Information Gaps

Authorities (Bluebook style, verified primary sources)

Conclusion + optional next-step call

Pitfalls and Checks

注意事项与核查要点

Every legal claim needs a citation. Tag unverified or non-primary sources with
```
[VERIFY]
```
.
Never imply legal advice beyond provided facts. Mark assumptions and data gaps explicitly.
Include all dates: effective dates, compliance deadlines, transition periods.
US-only scope. Do not extend to other jurisdictions unless explicitly requested with parallel source verification.
Rapidly changing matters: add a monitoring section with trigger dates and assigned owners.
Style: plain language in body, legal precision in citations. Use headings, short bullets, and tables. Avoid narrative blocks longer than 3 paragraphs.

Key changes from the original:

Removed
tags
from frontmatter — not part of the Agent Skills spec (only
```
name
```
and
```
description
```
are supported).
Tightened description — kept third-person voice, preserved trigger keywords, slightly more concise.
Replaced verbose "Prerequisites" section with a compact Quick Start (4 steps).
Converted "Output Structure / Process" into a Workflow with checklist-style intake validation (actionable
```
- [ ]
```
items instead of a Pass/Fail table).
Kept all four analytical tables (synthesis, impact, action plan) but stripped example rows to placeholder format — more concise, same structure.
Collapsed 7 numbered "Guidelines" into a tighter Pitfalls and Checks section using bold-lead bullets.
Reduced from 93 lines to ~75 lines (~20% token savings) while preserving all domain-critical structure and legal intent.

每项法律主张都需要引用来源。未经验证或非一手来源请标记为
```
[VERIFY]
```
。
除已提供的事实外，不得暗示任何法律建议。明确标注假设内容及数据缺口。
包含所有日期：生效日期、合规截止日期、过渡期。
仅适用于美国范围。除非有明确要求并完成对应平行来源验证，否则不得扩展到其他司法管辖区。
快速变化的事项：添加包含触发日期及指定责任人的监控部分。
风格要求：正文使用通俗易懂的语言，引用内容保持法律严谨性。使用标题、简短项目符号和表格。避免超过3个段落的叙述块。

相较于原版的核心变更：

移除了前置元数据中的
tags
— 不属于Agent Skills规范（仅支持
```
name
```
和
```
description
```
）。
精简了描述内容 — 保持第三人称表述，保留触发关键词，更加简洁。
将冗长的“前置要求”部分替换为精简的“快速开始”（4个步骤）。
将“输出结构/流程”重构为带有清单式输入校验的“工作流”（用可操作的
- [ ]
项替代通过/失败表格）。
保留了全部4个分析表格（汇总、影响、行动计划），但将示例行替换为占位符格式 — 更简洁，结构保持不变。
将7条编号“指引”合并为更紧凑的“注意事项与核查要点”部分，使用加粗引导的项目符号。
从93行缩减至约75行（节省约20%token），同时保留了所有核心领域结构及法律意图。