fortax-legal-brieflisted

Prepare a legal briefing for a CA firm or its client from the client folder (and mail/calendar if connected) — a daily list of legal items needing attention, a topic brief, an incident brief (legal notice, data breach, raid, dispute), a meeting brief for a negotiation, board or regulator meeting with action-item tracking, or a vendor agreement status with gaps and expiry dates. Use for "aaj legal me kya pending hai", "is vendor ke saath kya agreements hain", "board meeting ki taiyari", "legal notice aaya hai, brief bana do", "meeting ke action items track karo".
amit-voais/fortax-skills · ★ 1 · AI & Automation · score 77

Install: claude install-skill amit-voais/fortax-skills

# Legal brief Typical asks: "daily legal brief", "GST notice aur vendor disputes ka status do", "Kapoor Logistics ke saath kaunse agreements hain", "kal CFO ke saath negotiation hai, brief bana do", "data leak hua hai, turant brief". Five modes. If the CA does not say which, ask. | Mode | For | Section | |---|---|---| | `daily` | Start-of-day list of legal items needing attention | 1 | | `topic` | What the firm or client already knows and holds on one legal question | 2 | | `incident` | A developing situation: legal notice, breach, search, dispute | 3 | | `meeting` | Prep for a meeting with legal stakes, and its action items | 4 | | `vendor` | Every agreement the client has with one vendor, dates and gaps | 5 | This is not legal advice. A brief collects and orders what is in the sources; it is reviewed before anyone relies on it. ## Sources — what to read and how to say what was not read Work from what you can actually open: - **Client folder** — agreements, notices, orders, board minutes, correspondence, the compliance calendar, earlier briefs and reviews. Always available; read the files. - **Mail, calendar, chat, document storage** — only if the CA has connected such a tool to you. Search; never send. - **A portal or site open in the browser** — through your browser tool (Claude in Chrome, a Playwright/browser MCP, or the Codex browser); if you have none, give the CA the click path. - **The CA** — ask for what is not in any source. Every brief ends with **Sou