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Panel structure design, firm selection criteria, right-sourcing analysis, and coverage gap assessment for in-house legal teams. Build panel frameworks from scratch or formalise existing informal arrangements. Define weighted selection criteria for firm evaluation. Run right-sourcing analysis (ABC tiering) to identify work sent to expensive providers that doesn't require that level of resource. Assess existing panels for practice area, geographic, and capability gaps. Trigger on: 'design our panel', 'how many firms do we need', 'panel structure', 'firm selection criteria', 'which firms should we use', 'right-sourcing', 'are we sending work to the right firms', 'panel gaps', 'too many firms', 'consolidate our panel', 'we need a firm for', 'preferred provider', 'panel tiers', 'do we need BigLaw for this', 'convergence', 'D&I panel targets', 'how do we choose firms'.

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Convert agreed scope into a structured matter plan — phases, workstreams, milestones, dependencies, owner assignments, and matter setup decisions. Use when planning a new matter, running a kickoff, building a workstream plan, structuring phases, setting up task codes, or producing a plan to drive status reporting. Trigger on: 'build a plan', 'matter plan', 'project plan', 'what are the phases', 'workstream plan', 'how do we sequence this', 'who owns what', 'task codes', 'matter setup', 'workstream plan', 'matter plan', 'rolling wave', 'plan the next phase', 'what comes first', 'kickoff agenda'.

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Matter scoping across the full pre-execution arc — organise client data into a structured brief, capture the agreed baseline, or reconstruct scope mid-flight. Use when making sense of client information before a proposal, scoping a new matter, running a kickoff, defining scope, mapping stakeholders, or inheriting a matter mid-flight. Trigger on: 'make sense of this', 'structure this for the proposal', 'scope this matter', 'new matter', 'kickoff', 'what are we doing', 'who are the stakeholders', 'what does success look like', 'matter setup', 'intake', 'I've inherited this matter', 'organise this client data'.

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Helps a lawyer build and use a personalized Legal Guidance Vault — a local folder of structured, privilege-marked entries capturing legal guidance they've given, searchable later by topic, person, or product. Use this skill when the user says "set up my vault," "archive this meeting/email/thread/doc," "log the guidance I gave on [topic]," "save my notes from [meeting]," "what did I say about [topic]," "find the time I advised [person] on [topic]," or "search my vault for [topic]." Runs a setup interview to learn the user's tool stack (meeting notes, calendar, email, docs, messaging, vault location), then generates a customized vault prompt they can reuse in any future Claude session to start archiving and retrieving guidance.

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End-to-end external local counsel lifecycle management for multi-jurisdiction legal matters. LC selection criteria and capability assessment, engagement setup and instruction design, performance monitoring and check-in cadence, scope enforcement, and relationship escalation. Use when selecting local counsel for a jurisdiction, designing LC instructions, managing the LC check-in rhythm, enforcing scope boundaries when LC signals overreach, or escalating a performance or relationship issue beyond the matter team. Trigger on: 'which LC should we use', 'LC instruction', 'brief the local counsel', 'LC hasn't responded', 'LC is going off scope', 'LC scope dispute', 'confirm scope with LC', 'LC check-in', 'LC is slow', 'monitor the LC network', 'LC engagement letter', 'LC selection', 'what should we tell the local counsel', 'LC onboarding', 'LC performance issue', 'LC relationship problem'.

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Calendar litigation and arbitration deadlines from a scheduling order. Parses a PDF scheduling order, identifies key dates, computes backward deadlines using the applicable rules (Colorado CRCP, Federal FRCP, or arbitration forum rules for AAA/JAMS), and generates an .ics calendar file for Outlook or Google Calendar import. Use this skill whenever the user mentions: litigation deadlines, scheduling order, case management order, deadline calendaring, discovery deadlines, trial preparation deadlines, arbitration scheduling, or anything related to computing or tracking court or arbitration deadlines. Also trigger when the user uploads a PDF that appears to be a court scheduling order or arbitration scheduling order.

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Outside counsel guidelines (OCGs) — drafting, review, gap analysis, and targeted updates for in-house legal teams. Build new OCGs calibrated to maturity level (light, standard, comprehensive), review existing OCGs against 15-component best practice framework, add or update specific sections (AI policy, AFA terms, D&I, rate review), and produce GC briefing notes for internal buy-in. Trigger on: 'draft billing guidelines', 'outside counsel guidelines', 'OCG', 'billing expectations', 'review our guidelines', 'update the AI clause', 'what should our billing guidelines cover', 'we don't have billing guidelines', 'firms aren't following our guidelines', 'rate review terms', 'GC briefing on billing guidelines', 'AFA policy', 'block billing', 'prohibited fees', 'staffing expectations for outside counsel'.

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Operational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill', 'billing instruction', 'end of month billing', 'LC invoice', 'local counsel invoice', 'pass through as disbursement', 'client querying the invoice', 'billing dispute', 'cashflow gap', 'when will we get paid', 'LC payment due', 'leverage analysis', 'staffing mix', 'predicted total cost', 'burn rate by grade', 'are we on track', 'what will this matter cost'.

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Matter budgeting and ongoing WIP/variance monitoring. Build phase-based fee estimates at matter setup, run bottom-up budgets by jurisdiction or workstream, calculate contingency, and structure AFA arrangements (fixed fee, capped fee, phased fixed fees). Ongoing monitoring: WIP tracking against budget, proportionality assessment (spend vs progress), variance commentary with root cause analysis, forecast-to-complete, realisation monitoring, write-off analysis. Trigger on: 'build a budget', 'fee estimate', 'what will this cost', 'WIP review', 'budget vs actual', 'how are we tracking against budget', 'we're over budget', 'realisation is poor', 'what's our ETC', 'budget for the German workstream', 'model the financial impact of this scope change', 'draft a fee adjustment', 'write-off analysis', 'how much contingency', 'AFA structure', 'fixed fee estimate', 'budget update', 'forecast to complete'.

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Capture, structure, and recycle lessons from active and closed legal matters. Three modes: in-flight capture (triggered by scope changes, risk events, status updates — highest value), mid-matter review (phase gates or quarterly), and matter close retrospective (full structured findings). Lessons are formatted for immediate reuse, not filed and forgotten. Use when a risk materialises, a scope change lands, a phase completes, or a matter closes and you want to convert what happened into something useful for the next matter. Trigger on: 'capture a lesson', 'what did we learn', 'matter close', 'retrospective', 'lessons learned', 'what went wrong', 'what worked', 'phase gate review', 'debrief', 'extract the learning', 'close the matter', 'what should we do differently', 'pattern from this matter', 'improve the next one'.

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Expert guidance for designing Azure solutions using Azure Architecture. Covers reference architectures, solution ideas, design patterns, technology choices, architecture styles, best practices, anti-patterns, example workloads, and migration guides. Use when designing AKS/microservices, hybrid/Arc, SAP or mainframe migrations, IoT/Edge, or mission-critical BCDR, and other Azure Architecture related development tasks.

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Programmatic inbox management for Smartlead. Enable/disable warmup with correct ramp settings, set signatures in bulk, tag inboxes (active vs insurance), and pull inbox health dashboards. Use after creating a new batch of inboxes via /zapmail-domain-setup-public, or when managing an existing Smartlead account at scale. Triggers on "turn on warmup", "set signatures", "tag inboxes", "inbox health", "set up new inboxes".

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Compare reply rates, bounce rates, and positive reply rates broken down by inbox type (SMTP / Gmail / Outlook) for a Smartlead account. Use when you want to know "which inbox type delivers best" or when debugging unexplained deliverability differences across a mixed fleet. Operates via Smartlead API only (no database required).

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Dung khi can FILE HTML email chay duoc tren moi email client — cau truc table, CSS inline, be ngang 600px, dark mode, spec rieng cho Gmail, Outlook, Apple Mail va checklist test truoc khi gui. Mau va font lay tu brand guideline. Kich hoat khi user nhac 'email HTML', 'code email', 'template email', 'email responsive', 'email vo bo cuc tren Outlook', 'anh trong email khong hien', 'paste vao Brevo bi vo'. Khong dung cho — noi dung va chuoi gui email thi dung skill 14-email-marketing; trang web dat sau nut CTA thi dung skill 12-brief-landing-page; quy dinh mau va font thuong hieu thi dung skill 46-brand-guideline.

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Use when the user needs email or lifecycle automation — welcome series, nurture, abandoned cart, re-engagement, broadcast, and transactional flows with subject lines, segmentation, cadence, and deliverability, plus legal variants: CAN-SPAM for US, GDPR opt-in for EU, PDPA for SEA, LGPD for LATAM. Covers Klaviyo, Mailchimp, and ActiveCampaign. Trigger on 'email marketing', 'welcome sequence', 'drip campaign', 'newsletter', 'abandoned cart emails', 'nobody opens our emails'. Not for — coding HTML that renders correctly in Outlook, see `49-html-email-template-global`; cold outbound to B2B prospects, see `33-b2b-lead-gen-global`; refer-a-friend loops, see `18-referral-program-global`.

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Use when responsive HTML email has to render correctly in every client — table-based structure, inline CSS, 600px max width, dark mode handling, quirks for Gmail, Apple Mail, Outlook and Yahoo, bulletproof buttons, and a pre-send test checklist, shipping a self-contained .html file to paste into Klaviyo, Mailchimp, HubSpot, or Brevo. Trigger on 'HTML email', 'code an email template', 'responsive email', 'why does my email break in Outlook', 'email dark mode is broken', 'the newsletter looks wrong on mobile'. Not for — sequence strategy and subject lines, see `14-email-marketing-global`; a web page, see `12-landing-page-brief-global`; brand colors and fonts, see `46-brand-guideline-global`.

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Email newsletter workflows. Use when creating newsletters, building subscriber lists, designing templates, or tracking engagement.

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Implements data classification labels and tagging systems including metadata tagging, DLP integration, automated label propagation, user-applied labels, and label inheritance rules. Covers Microsoft Purview sensitivity labels and enterprise labeling architecture. Keywords: data labeling, sensitivity labels, metadata tagging, DLP integration, label propagation, Purview, classification.

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Interact with Outlook email — read inbox, send emails, search messages, reply/forward, manage folders, download attachments. Use this skill whenever the user mentions email, Outlook, inbox, mail, send email, check email, unread messages, email search, attachments, reply to email, forward email, 邮件, 收件箱, or wants to read, send, search, reply to, forward, or manage emails.

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0codekit integration. Manage Workspaces. Use when the user wants to interact with 0codekit data.

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End-to-end testing of email-dependent flows — signup confirmation, password reset, magic-link login, OTP/MFA codes, and notification emails. Covers the capture-inbox decision tree (Mailpit, Mailosaur, MailSlurp, Ethereal), Playwright polling without fixed sleeps, regex extraction of links/OTPs from the email body, deterministic per-test addresses (plus-addressing, per-inbox), subject/from/header/link assertions, and SPF/DKIM/DMARC deliverability checks as a separate suite. Use when: "test the signup confirmation email," "password reset email test," "magic-link login test," "capture OTP from email," "Mailpit," "Mailosaur," "MailSlurp," "email arrives flaky in CI," "assert email subject/from/links." Not for: Sending transactional email from your app code, or API-only contract tests of an email provider — those are api-testing / app concerns. Email HTML rendering across clients (Outlook/Gmail dark mode) is out of scope (note it as a gap; use visual-testing or Litmus). Related: playwright-automation, api-testing, test-data-management, qa-project-context.

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Local Market Analysis — median prices, inventory, days on market, price trends, rental conditions, economic drivers, and market classification with Market Score (0-100)

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Diagnoses email deliverability problems for transactional and marketing emails. Checks SPF/DKIM/DMARC alignment, sending IP reputation, email content spam triggers, and bounce patterns. Use when emails land in spam, go missing, or bounce unexpectedly. Trigger words: email spam, deliverability, emails not arriving, bounce rate, spam folder, email reputation, SPF fail, DKIM fail, DMARC, transactional email, SendGrid, Postmark, SES.

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Designs automated email sequences end to end: the trigger, branches and exit rules, the full copy of every message, and the sender setup that keeps them out of spam (SPF, DKIM, DMARC, one-click unsubscribe, consent). Covers onboarding and welcome series, lead nurture, abandoned cart, dunning, win-back and sunset flows. Use when someone asks for a "drip campaign", "welcome sequence", "onboarding emails", "nurture sequence", "win-back emails", "lifecycle emails", "email automation", or says "our emails land in spam" or "nobody clicks our onboarding emails". In-app onboarding belongs to onboarding-cro.

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