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Rate Card Review: steuert Stundensätze, Seniorität, Staffing, Blended Rate und jährliche Anpassung prüfen zwischen Kanzlei, Mandant und Rechtsabteilung mit Dashboard, Budget, Fristen, Verantwortlichkeiten, Beziehungspflege und Quellenhygiene im Kanzlei-Mandant-Lifecycle.
Prüft Business Email Compromise und Zahlungsprozesskontrollen im Nis2 Cybersecurity Compliance.
Sanktionen und Mandatsannahme (Präventions- und Organisationspaket): steuert Sanktionslisten, embargobehaftete Mandate, Zahlungsannahme und Niederlegung mit berufsrechtlicher Quellenprüfung, Verhältnismäßigkeit, Aktenlog und verwertbarem Arbeitsprodukt im Berufsgerichtliche Verfahren Freie Berufe.
W&I-Versicherung (Warranty & Indemnity Insurance) strukturieren und prüfen: M&A-Berater braucht Policen-Analyse oder Underwriting-Vorbereitung. Normen: SPA Reps & Warranties, VVG, englisches Insurance-Recht (Lloydserfahrung). Prüfraster: Kaeufer- vs. Verkaeufer-Policy, Underwriting-Prozess, No-Cl...
Steps Plan und Transaktions-PMO für M&A-Mandate erstellen: Deal-Team benoetigt Gesamtprojektplan mit Workstream-Koordination, CP-Tracking und Status-Reporting. Normen: SPA Closing Conditions, § 158 BGB. Prüfraster: Workstream-Matrix (Legal, Tax, Financial, Regulatory, Commercial), Zeitplan, CP-Tr...
Plant Administrationskonto, Rollen, Zugriffsschutz, Zwei-Personen-Freigabe und Passwortmanager für das Lobbyregisterportal. Output Account-Konzept im Lobbyregister Bundestag.
Bidder Instructions und VDR Rules für grosse M&A-Prozesse: formuliert Datenraumregeln, Q&A-Disziplin, Upload-Standards, Clean-Room-Grenzen und Sanktionen bei Prozessverstoessen.
Vendor Due Diligence und Vendor Assistance: strukturiert Sell-side-Prüfung, Datenraumreife, Legal Fact Book, Issue Remediation und Bieterkommunikation.
Third Party Funding: steuert Prozessfinanzierer einbinden, Interessenkonflikt, Vergleichshoheit und Reporting zwischen Kanzlei, Mandant und Rechtsabteilung mit Dashboard, Budget, Fristen, Verantwortlichkeiten, Beziehungspflege und Quellenhygiene im Kanzlei-Mandant-Lifecycle.
Eignung vertieft prüfen: Referenzen, Mindestumsatz, technische Leistungsfaehigkeit, EEE, Nachunternehmer, Eignungsleihe, Konsortien und Nachforderung: Eignung vertieft prüfen: Referenzen, Mindestumsatz, technische Leistungsfaehigkeit, EEE, Nachunternehme...
申报材料版本管理助手 - 管理证券项目申报材料的版本。当用户需要跟踪申报材料版本变更、对比版本差异、生成版本更新说明或确保申报材料版本一致性时触发此技能。适用于投行、律所、会所等中介机构的申报材料管理场景。
Reads recent Slack messages to compile an accurate project status report and saves it as a draft for review before sending to a client. Use when: preparing a client-facing update, reconciling conflicting or revised numbers from multiple sources, or drafting a message that requires human review be...
Navigates LP transfer requirements including GP consent, ROFR compliance, and partnership agreement transfer provisions. Use when managing LP transfers, obtaining GP consent, or navigating transfer restrictions.
Drafts a Transition Services Plan exhibit to an Asset Purchase Agreement, organizing post-closing seller-to-buyer support by functional area with scope, duration, contacts, and deliverables. Triggers on requests for TSA exhibits, transition plans, post-closing support schedules, or operational ha...
Drafts a Request for Equitable Adjustment (REA) for U.S. federal government contracts under FAR provisions. Enforces element-driven cost/schedule narratives, FAR Part 31 cost structures, FAR 52.233-1 certification, and contemporaneous evidence marshaling. Use when a contractor seeks contract modi...
Mainstay integration. Manage data, records, and automate workflows. Use when the user wants to interact with Mainstay data.
Monday integration. Manage project management data, records, and workflows. Use when the user wants to interact with Monday data.
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for a...
Drafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure, financials, tax, contracts, IP, litigation, employment, benefits, insurance, and environmental compliance. Surfaces change-of-control triggers, con...
Structures preliminary transaction terms including price, consideration, conditions, reps/warranties, and indemnification. Use when drafting LOIs, preparing term sheets, or summarizing negotiated deal points.
Automated client onboarding and project lifecycle management. From a single message, creates Google Drive/Dropbox project folder structure, generates project brief, sends templated welcome email, schedules kickoff meeting on Google Calendar, sets up task board in Todoist/ClickUp/Linear/Asana/Noti...
Federal construction compliance agent. Covers Davis-Bacon Act,
Write consulting client proposals. TRIGGERS - Use when user needs help with client-proposal-consulting related tasks.
Create detailed scope of work documents for client projects. TRIGGERS - Use when user wants a scope of work, SOW, project scope, or client agreement.
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