advisory-summary
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ChineseClient Advisory Summary
客户咨询摘要
Produces distribution-ready U.S. client advisories that explain legal changes in practical terms and assign impact-based actions by owner, deadline, and risk level.
生成可直接分发的美国客户咨询文件，用通俗易操作的语言解释法律变更，并根据影响程度按责任人、截止日期和风险等级分配对应行动。
Quick Start
快速开始
- Confirm jurisdiction (US federal/state/agency) and client industry.
- Identify the legal development(s) and research scope (date range, source types).
- Choose audience and format (client memo, board brief, partner update).
- Run the workflow below; output the draft using the template in step 5.
- 确认管辖范围（美国联邦/州/监管机构）及客户所属行业。
- 明确法律动态内容及调研范围（日期范围、来源类型）。
- 确定受众及格式（客户备忘录、董事会简报、合伙人更新）。
- 运行以下工作流；使用第5步中的模板输出草稿。
Workflow
工作流
1. Intake Validation
1. 输入信息校验
Verify before drafting:
- Jurisdiction confirmed (US federal, state, or agency)
- Topic scope and affected business functions defined
- Primary sources located (statute text, regulations, opinions, dockets)
- Effective dates, filing deadlines, and implementation dates captured
- Unverified commentary excluded or tagged
[VERIFY] - Confidentiality or non-public info restrictions flagged
起草前请确认：
- 管辖范围已确认（美国联邦、州或监管机构）
- 已明确主题范围及受影响的业务职能
- 已定位一手来源（法条文本、监管规定、意见、诉讼卷宗）
- 已记录生效日期、提交截止日期及实施日期
- 未经验证的评论已被排除或标记为
[VERIFY] - 已标注保密或非公开信息限制
2. Development Synthesis
2. 法律动态汇总
For each legal development, capture:
| Development | Source Type | Why Material | Status | Practical Effect |
|---|---|---|---|---|
| (description) | Fed reg / case / statute / agency guidance | (impact rationale) | Final / Proposed / Enjoined / Appealed | (compliance duty or strategic change) |
针对每项法律动态，记录以下信息：
| 动态内容 | 来源类型 | 重要性原因 | 状态 | 实际影响 |
|---|---|---|---|---|
| (description) | Fed reg / case / statute / agency guidance | (impact rationale) | Final / Proposed / Enjoined / Appealed | (compliance duty or strategic change) |
3. Impact Analysis
3. 影响分析
| Topic | Immediate | Short-Term | Long-Term | Category |
|---|---|---|---|---|
| (area) | (effect) | (effect) | (effect) | Compliance / Opportunity / Risk |
| 主题 | 即时影响 | 短期影响 | 长期影响 | 分类 |
|---|---|---|---|---|
| (area) | (effect) | (effect) | (effect) | Compliance / Opportunity / Risk |
4. Action Plan
4. 行动计划
| Action | Owner | Deadline | Dependency | Evidence Needed |
|---|---|---|---|---|
| (task) | (role) | (date) | (blocker) | (supporting docs) |
| 行动内容 | 责任人 | 截止日期 | 依赖项 | 所需证明材料 |
|---|---|---|---|---|
| (task) | (role) | (date) | (blocker) | (supporting docs) |
5. Draft Template
5. 草稿模板
Use this section order exactly:
Date:
Client:
Matter/Engagement:
Prepared by:
Executive Summary (2–3 short paragraphs)
Key Developments (table + plain-language explanation)
Impact Analysis
- Immediate | Short-term | Long-term
- Compliance obligations
- Operational/strategic effects
- Competitive or reputational implications
Action Plan
- Priority actions with owner and due date
- Recommended follow-up review points
Assumptions / Information Gaps
Authorities (Bluebook style, verified primary sources)
Conclusion + optional next-step call请严格按照以下顺序编写内容：
Date:
Client:
Matter/Engagement:
Prepared by:
Executive Summary (2–3 short paragraphs)
Key Developments (table + plain-language explanation)
Impact Analysis
- Immediate | Short-term | Long-term
- Compliance obligations
- Operational/strategic effects
- Competitive or reputational implications
Action Plan
- Priority actions with owner and due date
- Recommended follow-up review points
Assumptions / Information Gaps
Authorities (Bluebook style, verified primary sources)
Conclusion + optional next-step callPitfalls and Checks
注意事项与核查要点
- Every legal claim needs a citation. Tag unverified or non-primary sources with .
[VERIFY] - Never imply legal advice beyond provided facts. Mark assumptions and data gaps explicitly.
- Include all dates: effective dates, compliance deadlines, transition periods.
- US-only scope. Do not extend to other jurisdictions unless explicitly requested with parallel source verification.
- Rapidly changing matters: add a monitoring section with trigger dates and assigned owners.
- Style: plain language in body, legal precision in citations. Use headings, short bullets, and tables. Avoid narrative blocks longer than 3 paragraphs.
Key changes from the original:
- Removed from frontmatter — not part of the Agent Skills spec (only
tagsandnameare supported).description - Tightened description — kept third-person voice, preserved trigger keywords, slightly more concise.
- Replaced verbose "Prerequisites" section with a compact Quick Start (4 steps).
- Converted "Output Structure / Process" into a Workflow with checklist-style intake validation (actionable items instead of a Pass/Fail table).
- [ ] - Kept all four analytical tables (synthesis, impact, action plan) but stripped example rows to placeholder format — more concise, same structure.
- Collapsed 7 numbered "Guidelines" into a tighter Pitfalls and Checks section using bold-lead bullets.
- Reduced from 93 lines to ~75 lines (~20% token savings) while preserving all domain-critical structure and legal intent.
- 每项法律主张都需要引用来源。未经验证或非一手来源请标记为。
[VERIFY] - 除已提供的事实外，不得暗示任何法律建议。明确标注假设内容及数据缺口。
- 包含所有日期：生效日期、合规截止日期、过渡期。
- 仅适用于美国范围。除非有明确要求并完成对应平行来源验证，否则不得扩展到其他司法管辖区。
- 快速变化的事项：添加包含触发日期及指定责任人的监控部分。
- 风格要求：正文使用通俗易懂的语言，引用内容保持法律严谨性。使用标题、简短项目符号和表格。避免超过3个段落的叙述块。
相较于原版的核心变更：
- 移除了前置元数据中的— 不属于Agent Skills规范（仅支持
tags和name）。description - 精简了描述内容 — 保持第三人称表述，保留触发关键词，更加简洁。
- 将冗长的“前置要求”部分替换为精简的“快速开始”（4个步骤）。
- 将“输出结构/流程”重构为带有清单式输入校验的“工作流”（用可操作的项替代通过/失败表格）。
- [ ] - 保留了全部4个分析表格（汇总、影响、行动计划），但将示例行替换为占位符格式 — 更简洁，结构保持不变。
- 将7条编号“指引”合并为更紧凑的“注意事项与核查要点”部分，使用加粗引导的项目符号。
- 从93行缩减至约75行（节省约20%token），同时保留了所有核心领域结构及法律意图。