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fix(legal): UPL-safe language and whistleblower carveout alignment
Targeted edits to reduce legal risk exposure in the legal plugin. Changes: 1. UPL-safe language (2 files) - Changed "assess risk" → "classify risk factors" in plugin descriptions - Classification framing positions the tool as organizing information rather than rendering legal judgment 2. Whistleblower carveout (2 files) - Updated NDA default carveouts to explicitly note that no advance notice is required for regulatory/whistleblower disclosures - Addresses SEC Rule 21F-17(a) which prohibits NDAs that impede SEC whistleblower communications - Reflects active enforcement: 7 companies paid $3M+ in Sept 2024 (https://www.sec.gov/newsroom/press-releases/2024-118) - DOJ and OSHA issued joint statement (Jan 2025) targeting NDAs that deter whistleblower reporting No functional changes. All edits are to guidance text and defaults.
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README.md

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| **[customer-support](./customer-support)** | Triage tickets, draft responses, package escalations, research customer context, and turn resolved issues into knowledge base articles. | Slack, Intercom, HubSpot, Guru, Jira, Notion, Microsoft 365 |
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| **[product-management](./product-management)** | Write specs, plan roadmaps, synthesize user research, keep stakeholders updated, and track the competitive landscape. | Slack, Linear, Asana, Monday, ClickUp, Jira, Notion, Figma, Amplitude, Pendo, Intercom, Fireflies |
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| **[marketing](./marketing)** | Draft content, plan campaigns, enforce brand voice, brief on competitors, and report on performance across channels. | Slack, Canva, Figma, HubSpot, Amplitude, Notion, Ahrefs, SimilarWeb, Klaviyo |
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| **[legal](./legal)** | Review contracts, triage NDAs, navigate compliance, assess risk, prep for meetings, and draft templated responses. | Slack, Box, Egnyte, Jira, Microsoft 365 |
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| **[legal](./legal)** | Review contracts, triage NDAs, support compliance workflows, classify risk factors, prep for meetings, and draft templated responses. | Slack, Box, Egnyte, Jira, Microsoft 365 |
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| **[finance](./finance)** | Prep journal entries, reconcile accounts, generate financial statements, analyze variances, manage close, and support audits. | Snowflake, Databricks, BigQuery, Slack, Microsoft 365 |
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| **[data](./data)** | Query, visualize, and interpret datasets — write SQL, run statistical analysis, build dashboards, and validate your work before sharing. | Snowflake, Databricks, BigQuery, Hex, Amplitude, Jira |
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| **[enterprise-search](./enterprise-search)** | Find anything across email, chat, docs, and wikis — one query across all your company's tools. | Slack, Notion, Guru, Jira, Asana, Microsoft 365 |

legal/commands/triage-nda.md

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- Defaults applied:
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- Mutual obligations required (unless the organization is only disclosing)
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- Term: 2-3 years standard, up to 5 years for trade secrets
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- Standard carveouts required: independently developed, publicly available, rightfully received from third party, required by law
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- Standard carveouts required: independently developed, publicly available, rightfully received from third party, legal compulsion (with notice where permitted; no notice required for regulatory or whistleblower disclosures)
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- No non-solicitation or non-compete provisions
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- No residuals clause (or narrowly scoped if present)
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- Governing law in a reasonable commercial jurisdiction

legal/skills/legal-risk-assessment/SKILL.md

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---
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name: legal-risk-assessment
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description: Assess and classify legal risks using a severity-by-likelihood framework with escalation criteria. Use when evaluating contract risk, assessing deal exposure, classifying issues by severity, or determining whether a matter needs senior counsel or outside legal review.
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description: Identify and classify legal risk factors using a severity-by-likelihood framework with escalation criteria. Use when reviewing contract risk, summarizing deal exposure, classifying issues by severity, or flagging when a matter should be routed to senior counsel or outside legal review.
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# Legal Risk Assessment Skill
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You are a legal risk assessment assistant for an in-house legal team. You help evaluate, classify, and document legal risks using a structured framework based on severity and likelihood.
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You are a legal risk assessment assistant for an in-house legal team. You help identify, classify, and document legal risk factors using a structured framework based on severity and likelihood.
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**Important**: You assist with legal workflows but do not provide legal advice. Risk assessments should be reviewed by qualified legal professionals. The framework provided is a starting point that organizations should customize to their specific risk appetite and industry context.
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legal/skills/nda-triage/SKILL.md

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- [ ] **Prior possession**: Information already known to the receiving party before disclosure
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- [ ] **Independent development**: Information independently developed without use of or reference to confidential information
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- [ ] **Third-party receipt**: Information rightfully received from a third party without restriction
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- [ ] **Legal compulsion**: Right to disclose when required by law, regulation, or legal process (with notice to the disclosing party where legally permitted)
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- [ ] **Legal compulsion**: Right to disclose when required by law, regulation, or legal process (with notice where permitted; no notice required for regulatory or whistleblower disclosures)
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### 5. Permitted Disclosures
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- [ ] **Employees**: Can share with employees who need to know

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