Prepare a short source-backed brief that gives counsel the text, playbook gap, context, deadline, and exact decision needed.
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Use this for every contract issue that needs legal judgment, a new fallback, or approval.
Put the decision first:
Keep facts, counterparty claims, playbook text, and open questions separate. Link or attach the source rather than pasting an incomplete fragment when context matters.
Do not recommend a legal position, predict an outcome, or label the issue safe, standard, enforceable, compliant, or acceptable. Return an unsent draft. Counsel decides; an authorised person sends and negotiates.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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