LISTENINGPOST

Legal & compliance

Outside Counsel Matter Brief

Prepare a factual brief for an authorized legal matter.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Prepare a factual brief for an authorized legal matter.

What it covers

Inputs

Matter ID, counsel audience, question and cutoff.

Result

Matter brief, document index and unresolved questions.

What it uses

CalendarEmailDocumentsSlackKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Google Workspace, Slack, Keep memory.

Procedure

  1. Resolve inputs for Outside Counsel Matter Brief: counterparty, matter, contract_id, time_window. Default time window: active matters and renewals ≤90 days (override if caller provides time_window). Ask only for.
  2. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):
  3. Additional keep_search passes for residual signal:

Related skills

Legal & compliance →
Partner Compliance Sweep→Review partner compliance obligations. Uses counterparty, matter, contract id, time window.Policy Library Locator→Find the effective company policy. Uses counterparty, matter, contract id, time window.Procurement Legal Blockers→Find unresolved legal conditions in a procurement.