Skill Packages
Browse ready-made AI workflow skills for document elaboration, review, and structuring.
CSA NI 51-102 — Business Acquisition Report
Draft and validate the Business Acquisition Report (BAR) for Canadian reporting issuers under NI 51-102 Part 8 and Form 51-102F4. Ensures acquisition description, financial statements of the acquired business, and pro forma information for SEDAR+ filing.
Learn MoreCSA NI 51-102 — Information Circular
Draft and validate the Information Circular (proxy circular) for Canadian reporting issuers under NI 51-102 Part 9 and Form 51-102F5. Ensures matters to be voted on, director/officer disclosure, and executive compensation for SEDAR+ filing.
Learn MoreCSA NI 51-102 — Material Change Report
Draft and validate the Material Change Report for Canadian reporting issuers under NI 51-102 Part 7 and Form 51-102F3. Ensures description of material change, date, and impact for prompt SEDAR+ filing.
Learn MoreCSA NI 51-102 — MD&A
Draft and validate Management's Discussion & Analysis for Canadian reporting issuers under NI 51-102 Part 5 and Form 51-102F1. Ensures required themes and period-over-period discussion for SEDAR+ filing.
Learn MoreCSRD Assurance Readiness Pack
Prepare and validate a CSRD / ESRS limited-assurance readiness pack: engagement readiness checklist, DMA IG-1 evidence pack, value-chain IG-2 evidence pack, IG-3 datapoint evidence index, gap-analysis log, management assertions, walk-through scripts, and issue-resolution evidence for ISAE 3000 (Revised) and ISSA 5000-style fieldwork.
Learn MoreCSRD Double Materiality Assessment (ESRS 1 §3)
Run an ESRS 1 §3 Double Materiality Assessment end-to-end: scope and methodology memo, stakeholder engagement plan and log, IRO long-list, impact and financial scoring rubrics, value-chain coverage, ESRS topic and sub-topic disclosure scoping, ESRS Set 1 datapoint gap log, board approval pack, and an ISAE 3000 (Revised) assurance evidence file — aligned with EFRAG IG-1, IG-2, and IG-3.
Cyber Threat Information Sharing (DORA Art. 45)
Draft information sharing arrangements for exchanging cyber threat intelligence per DORA Art. 45, covering participation agreements, data protection safeguards, sharing protocols (TLP, STIX/TAXII), and governance.
Learn MoreCybersecurity Incident Response Plan (Sector & State-Specific)
Draft a cybersecurity Incident Response Plan aligned with NIST SP 800-61r3, tailored to industry sector (HIPAA, GLBA, PCI DSS, FERPA, NERC CIP) and state breach notification laws. Includes detection playbooks, escalation procedures, and state-by-state notification timeline matrix.
Data Privacy — AIPD (CNIL Standard)
Conduct a Privacy Impact Assessment (AIPD) under the CNIL standard for France (RGPD). Three-step methodology: Context, Principles, Risks. Validates retention periods against CNIL 'droit à l'oubli' (right to erasure).
Learn MoreData Processing Agreement (DPA) — SCC & sub-processor sync
Draft the legal annex for DPAs governing controller–processor data transfers under GDPR and CCPA. Inserts the correct Standard Contractual Clauses by data importer country and validates sub-processor list against the privacy portal.
Learn MoreDenial intake normalizer
Parse payer denial letters, EOBs, Medicare Advantage IDNs, NOMNC/DENC, and appeal forms into a structured case.json. Classifies the denial, routes the appeal type, and computes the appeal deadline — the intake step for every downstream denial-appeal and prior-auth skill.
Learn MoreDesign Dossier Elaborator
Guided elaboration of design dossier, technical file, or device master record sections for medical devices: device classification, risk summary (ISO 14971:2019), essential principles (GSPR), labelling/IFU, clinical evaluation, post-market surveillance, and traceability per EU MDR 2017/745 Annex II and FDA QMSR (21 CFR Part 4).