Legal
Legal document generation and compliance
next-best-action
by JoelLewis
"Next-best-action frameworks for advisor workflows: event-driven triggers, prioritization scoring, action queuing, advisor nudges, automated workflows, personalized recommendations."
account-transfers
by JoelLewis
"Account transfers: ACAT transfers, non-ACAT transfers, partial transfers, journal entries, rollovers, estate transfers, and transfer tracking for brokerage operations."
account-opening-workflow
by JoelLewis
"Account opening workflows: account types (individual, joint JTWROS/TIC, trust, entity, IRA/SEP/SIMPLE/inherited, UTMA, estate), required forms (Form CIP, CRS, W-9, W-8BEN, beneficial ownership, trust/LLC docs, Form 5305), approval workflows with supervisory review, NIGO management, regulatory holds, PEP/enhanced due diligence screening, senior investor protections, KYC/CIP verification, straight-through processing (STP), multi-custodian operations (Schwab, Fidelity, Pershing), account numbering/titling/classification, ACAT coordination, 30-day compliance review, funding verification, billing system integration, FINRA Rule 4512."
fee-disclosure
by JoelLewis
"Fee disclosure requirements: ADV Part 2A, prospectus fee tables, Reg BI cost disclosure, 12b-1 fees, revenue sharing, wrap fees, ERISA 408(b)(2)."
coupling-analysis
by tech-leads-club
Analyzes coupling in a codebase following the three-dimensional model from "Balancing Coupling in Software Design" (Vlad Khononov). Use when evaluating architectural quality, identifying problematic dependencies, understanding integration strength between modules, or getting recommendations to improve modularity.
data-management-plan
by pedrohcgs
Draft a funder-compliant Data Management Plan (NSF DMP, NIH DMS Policy 2023, ERC, Horizon Europe) by composing the confidential-data and environment-capture primitives. Sections cover data description, formats/metadata, storage/backup, access/sharing, preservation/archiving, and roles. Use when user says "data management plan", "DMP", "DMSP", "NIH data sharing plan", "write the data plan for my grant", or when a grant proposal needs a data-management section. NOT a submission tool — produces a draft the user pastes into the funder portal (DMPTool, NIH ASSIST, Horizon Europe portal).
summarise-document
by IncarnaMind
Writes a structured summary of one Document, or of each Document in the Question's Search scope, with sections that suit the kind of Document (a paper's claims, method and limitations; an agreement's parties, term and obligations) and each point with a Citation. Use when the User asks to summarise, digest or give an overview of a paper, report, contract or other Document.
differential-audit
by pedrohcgs
Compare two implementations of the same thing — a port (R↔Python↔Stata), a reimplementation, a replication package, a refactor, or a new version against the old — so that agreement means something. Freeze inputs first, inventory every expected output, test the comparator itself, compare every channel (not just the headline number), and give each divergence a stable ID and a smallest witness. Use for cross-language parity, replication, upgrade/regression gates, or whenever "the numbers match" is about to license a claim.
account-opening-compliance
by JoelLewis
"Account opening compliance: CIP/KYC integration, suitability checks, OFAC screening, beneficial ownership, risk-based review, and compliance automation in account opening."
books-and-records
by JoelLewis
"Broker-dealer and investment adviser recordkeeping: SEC Rules 17a-3/17a-4, Rule 204-2, FINRA retention, WORM storage, electronic communications archiving, social media archiving."
examination-readiness
by JoelLewis
"SEC and FINRA examination process: exam types, document production, deficiency findings, mock exam frameworks, examination priorities, remediation strategies."
fee-billing
by JoelLewis
"Advisory fee billing: fee calculation (tiered, flat, breakpoint), billing cycles, AUM valuation, direct-debit/invoice collection, GAAP revenue recognition, ADV Part 2A/Reg BI/ERISA 408(b)(2) disclosure, billing exceptions, system migration, revenue forecasting, concentration analysis."
reg-bi
by JoelLewis
"SEC Regulation Best Interest (Reg BI): disclosure, care, conflict of interest, and compliance obligations for broker-dealer recommendations."
client-onboarding
by JoelLewis
"Digital onboarding flows: document collection, KYC integration, account opening forms, e-signature, custodian submission, advisor-assisted vs self-service, compliance checkpoints."
billing-automation
by aAAaqwq
"Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recu..."
frontend-design
by steipete
Create distinctive, production-grade frontend interfaces with high design quality. Use this skill when the user asks to build web components, pages, or applications. Generates creative, polished code that avoids generic AI aesthetics.
debate-coach
by MoonTzai
《辩论筑基》体系辩论审问——引导出论与攻防处理。基于 grill-me 审问模式，完整内置《辩论筑基》(Debate Universal Grammar) 全套体系。自包含，不需另行学习。
enterprise-sales
by RefoundAI
Help users navigate enterprise sales. Use when someone is closing large deals, managing complex buying committees, handling procurement, or converting PLG users to enterprise contracts.
contract-and-proposal-writer
by youlianvr
"Generate professional, jurisdiction-aware business documents: freelance contracts, project proposals, SOWs, NDAs, and MSAs. Structured Markdown output with docx conversion instructions. Covers US (Delaware), EU (GDPR), UK, and DACH (German law) jurisdictions. Not a substitute for legal counsel — use as strong starting points. Use when drafting a freelance contract, preparing a client proposal, writing an SOW for a new engagement, or producing an NDA before sharing sensitive material."
grill-me
by youlianvr
"Interview the user relentlessly about a plan or design until reaching shared understanding, resolving each branch of the decision tree. Use when user wants to stress-test a plan, get grilled on their design, or mentions 'grill me', 'grill with docs', 'stress-test against docs'. Two modes: plain grill (one question at a time, recommended answers) and docs-anchored grill (challenges the plan against CONTEXT.md glossary and docs/adr/ records, updating them inline)."
qrcoin
by BankrBot
Interact with QR Coin auctions on Base. Use when the user wants to participate in qrcoin.fun QR code auctions — check auction status, view current bids, create new bids, or contribute to existing bids. QR Coin lets you bid to display URLs on QR codes; the highest bidder's URL gets encoded.
soc2-compliance
by BagelHole
Implement SOC 2 Trust Services Criteria. Configure security, availability, and processing integrity controls. Use when achieving SOC 2 certification.
pci-dss-compliance
by BagelHole
Implement PCI DSS requirements for payment card data. Configure cardholder data environment and security controls. Use when processing payment cards.
iso27001-compliance
by BagelHole
Implement ISO 27001 Information Security Management System. Configure ISMS controls and risk management. Use when implementing enterprise security frameworks.