/brief -- Legal Team Briefing

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

Generate contextual briefings for legal work. Supports three modes: daily brief, topic brief, and incident brief.

Important: This command assists with legal workflows but does not provide legal advice. Briefings should be reviewed by qualified legal professionals before being relied upon.

Invocation

/brief daily              # Morning brief of legal-relevant items
/brief topic [query]      # Research brief on a specific legal question
/brief incident [topic]   # Rapid brief on a developing situation

If no mode is specified, ask the user which type of brief they need.

Modes

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Daily Brief

A morning summary of everything a legal team member needs to know to start their day.

#### Sources to Scan

Check each connected source for legal-relevant items:

Email (if connected):

• 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

Calendar (if connected):

• 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

Chat (if connected):

• 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

CLM (if connected):

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

CRM (if connected):

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

#### Output Format

## Daily Legal Brief -- [Date]

Urgent / Action Required
[Items needing immediate attention, sorted by urgency]

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

New Requests
[Contract review requests, NDA requests, compliance questions received since last brief]

Calendar Today
[Meetings with legal relevance and what prep is needed]

Team Activity
[Key messages or updates from legal team channels]

This Week's Deadlines
[Upcoming deadlines and filing dates]

Sources Not Available
[Any sources that were not connected or returned errors]

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Topic Brief

Research and brief on a specific legal question or topic across available sources.

#### Workflow

• Accept the topic query from the user
• 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

• Synthesize findings into a structured brief

#### Output Format

## Topic Brief: [Topic]

Summary
[2-3 sentence executive summary of findings]

Background
[Context and history from internal sources]

Current State
[What the organization's current position or approach is, based on available documents]

Key Considerations
[Important factors, risks, or open questions]

Internal Precedent
[Prior decisions, memos, or positions found in internal sources]

Gaps
[What information is missing or what sources were not available]

Recommended Next Steps
[What the user should do with this information]

#### Important Notes

• 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

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Incident Brief

Rapid briefing for developing situations that require immediate legal attention (data breaches, litigation threats, regulatory inquiries, IP disputes, etc.).

#### Workflow

• Accept the incident topic or description
• 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

• Compile into an actionable incident brief

#### Output Format

## Incident Brief: [Topic]
Prepared: [timestamp]
Classification: [severity assessment if determinable]

Situation Summary
[What is known about the incident]

Timeline
[Chronological summary of events based on available sources]

Immediate Legal Considerations
[Regulatory notification requirements, preservation obligations, privilege concerns]

Relevant Agreements
[Contracts, insurance policies, or other agreements that may be implicated]

Internal Response
[What response activity has already occurred based on email/chat]

Key Contacts
[Relevant internal and external contacts identified from sources]

Recommended Immediate Actions
[Most urgent action]
[Second priority]
[etc.]

Information Gaps
[What is not yet known and needs to be determined]

Sources Checked
[What was searched and what was not available]

#### Important Notes for Incident Briefs

• 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

General Notes

• 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