# Legal and Compliance - Skills and Agents Backlog

This document identifies specialized skills and agents (subagents) that could enhance the Legal and Compliance processes beyond general-purpose capabilities. These tools would provide domain-specific expertise, automation capabilities, and integration with specialized legal technology platforms.

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## Table of Contents

1. [Overview](#overview)
2. [Skills Backlog](#skills-backlog)
3. [Agents Backlog](#agents-backlog)
4. [Process-to-Skill/Agent Mapping](#process-to-skillagent-mapping)
5. [Shared Candidates](#shared-candidates)
6. [Implementation Priority](#implementation-priority)

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## Overview

### Current State
All 28 processes identified in the backlog for this specialization would benefit from specialized skills and agents. While general-purpose agents can execute these workflows, domain-specific optimizations would significantly improve quality, compliance accuracy, and integration with legal technology ecosystems.

### Backlog Processes
1. Contract Drafting Automation
2. Contract Review and Analysis
3. Contract Lifecycle Management (CLM) Implementation
4. Contract Negotiation Playbook Development
5. Contract Obligation Tracking
6. Compliance Program Development
7. Compliance Risk Assessment
8. Regulatory Change Management
9. Compliance Training Program
10. Compliance Monitoring and Testing
11. Patent Filing and Prosecution
12. Trademark Registration and Protection
13. IP Portfolio Management
14. Trade Secret Protection Program
15. IP Licensing Management
16. Legal Hold Implementation
17. E-Discovery Management
18. Litigation Management System
19. Alternative Dispute Resolution (ADR)
20. Board Governance Framework
21. Corporate Policy Management
22. Corporate Records Management
23. Entity Management
24. GDPR Compliance Program
25. Data Mapping and Inventory
26. Data Subject Rights Management
27. Data Breach Response
28. Privacy Impact Assessment (PIA)

### Goals
- Provide deep expertise in legal frameworks, regulations, and best practices
- Enable automated CLM and document management integration workflows
- Reduce compliance risk through specialized regulatory and legal knowledge
- Improve quality of contract analysis and due diligence
- Integrate with legal technology platforms (Icertis, DocuSign CLM, Relativity, OneTrust, etc.)
- Enhance analytics capabilities for legal insights and risk assessment

---

## Skills Backlog

### SK-001: Contract Analysis Skill
**Slug**: `contract-analysis`
**Category**: Contract Management

**Description**: Specialized skill for analyzing contracts to extract key terms, identify risks, and compare against standards.

**Capabilities**:
- Parse and analyze contract documents (PDF, Word, text)
- Extract key commercial terms (pricing, terms, liability caps)
- Identify non-standard clauses and deviations
- Compare contracts against playbook standards
- Calculate risk scores based on clause analysis
- Generate contract summary reports
- Detect missing required provisions
- Analyze indemnification and limitation provisions

**Process Integration**:
- Contract Review and Analysis
- Contract Drafting Automation
- Contract Negotiation Playbook Development

**Dependencies**: NLP, document parsing libraries, legal clause taxonomies

---

### SK-002: Contract Drafting Skill
**Slug**: `contract-drafting`
**Category**: Contract Management

**Description**: Generate and assemble contracts from templates, clause libraries, and deal parameters.

**Capabilities**:
- Select appropriate contract templates by deal type
- Assemble contracts from modular clause libraries
- Apply conditional logic for jurisdiction-specific provisions
- Generate first drafts from intake parameters
- Insert standard fallback language
- Validate contract completeness and consistency
- Support multiple contract types (MSA, NDA, SaaS, etc.)
- Track template versions and updates

**Process Integration**:
- Contract Drafting Automation
- Contract Lifecycle Management (CLM) Implementation
- Contract Negotiation Playbook Development

**Dependencies**: Template libraries, clause databases, CLM APIs

---

### SK-003: CLM Integration Skill
**Slug**: `clm-integration`
**Category**: Contract Management

**Description**: Integrate with Contract Lifecycle Management systems for end-to-end workflow automation.

**Capabilities**:
- Create and manage contract requests in CLM
- Track contract status through lifecycle stages
- Extract and sync obligation data
- Generate renewal and expiration alerts
- Build contract analytics dashboards
- Automate approval workflows
- Support e-signature integration
- Maintain contract repository organization

**Process Integration**:
- Contract Lifecycle Management (CLM) Implementation
- Contract Obligation Tracking
- Contract Review and Analysis

**Dependencies**: CLM APIs (Icertis, DocuSign CLM, Agiloft, Ironclad)

---

### SK-004: Obligation Tracking Skill
**Slug**: `obligation-tracking`
**Category**: Contract Management

**Description**: Extract, track, and monitor contractual obligations and commitments.

**Capabilities**:
- Extract obligations from executed contracts
- Categorize obligations by type (financial, operational, reporting)
- Set up deadline monitoring and alerts
- Track obligation fulfillment status
- Generate compliance reports
- Identify cross-contract obligations
- Support obligation delegation and assignment
- Create obligation dashboards

**Process Integration**:
- Contract Obligation Tracking
- Contract Lifecycle Management (CLM) Implementation
- Compliance Monitoring and Testing

**Dependencies**: NLP extraction, workflow automation, calendar integration

---

### SK-005: Negotiation Playbook Skill
**Slug**: `negotiation-playbook`
**Category**: Contract Management

**Description**: Apply negotiation playbooks and provide guidance during contract negotiations.

**Capabilities**:
- Map incoming terms to playbook positions
- Suggest fallback language for rejected positions
- Track negotiation progress and concessions
- Identify terms requiring escalation
- Generate negotiation summaries
- Calculate deal risk based on negotiated terms
- Support parallel negotiation tracking
- Maintain negotiation history database

**Process Integration**:
- Contract Negotiation Playbook Development
- Contract Review and Analysis
- Contract Drafting Automation

**Dependencies**: Playbook databases, decision trees, escalation matrices

---

### SK-006: Legal Research Skill
**Slug**: `legal-research`
**Category**: Legal Operations

**Description**: Conduct legal research across statutes, regulations, and case law.

**Capabilities**:
- Search legal databases and repositories
- Analyze statutes and regulatory text
- Find relevant case law and precedents
- Summarize legal holdings and principles
- Track citation networks
- Monitor legal developments by topic
- Generate research memos
- Support multi-jurisdictional research

**Process Integration**:
- Compliance Program Development
- Regulatory Change Management
- Patent Filing and Prosecution

**Dependencies**: Legal research APIs (Westlaw, LexisNexis), case law databases

---

### SK-007: Regulatory Monitoring Skill
**Slug**: `regulatory-monitoring`
**Category**: Compliance

**Description**: Monitor regulatory changes and assess organizational impact.

**Capabilities**:
- Track regulatory publications and announcements
- Filter relevant regulatory changes by jurisdiction
- Assess impact on existing policies and procedures
- Generate regulatory change alerts
- Map changes to compliance requirements
- Create regulatory update summaries
- Support multi-regulator monitoring
- Track implementation deadlines

**Process Integration**:
- Regulatory Change Management
- Compliance Program Development
- GDPR Compliance Program

**Dependencies**: Regulatory feeds, government APIs, compliance databases

---

### SK-008: Compliance Assessment Skill
**Slug**: `compliance-assessment`
**Category**: Compliance

**Description**: Conduct compliance risk assessments and gap analyses.

**Capabilities**:
- Execute compliance risk assessments
- Map controls to regulatory requirements
- Identify compliance gaps and deficiencies
- Calculate risk scores by domain
- Generate assessment reports
- Track remediation status
- Support multiple compliance frameworks
- Create compliance heat maps

**Process Integration**:
- Compliance Risk Assessment
- Compliance Program Development
- Compliance Monitoring and Testing

**Dependencies**: Compliance frameworks, risk scoring models, control libraries

---

### SK-009: Compliance Training Skill
**Slug**: `compliance-training`
**Category**: Compliance

**Description**: Develop and manage compliance training programs.

**Capabilities**:
- Generate compliance training content
- Create role-based training curricula
- Track training completion and certifications
- Assess training effectiveness
- Generate compliance certificates
- Support annual training cycles
- Create knowledge assessments
- Report training metrics to leadership

**Process Integration**:
- Compliance Training Program
- Compliance Program Development
- GDPR Compliance Program

**Dependencies**: LMS APIs, training content libraries, assessment tools

---

### SK-010: Compliance Evidence Collector
**Slug**: `compliance-evidence`
**Category**: Compliance

**Description**: Automated evidence collection for compliance audits and examinations.

**Capabilities**:
- Collect policy and procedure documentation
- Gather access control evidence
- Capture training completion records
- Document control testing results
- Generate audit-ready evidence packages
- Track evidence chain of custody
- Support multiple compliance frameworks
- Create evidence inventories

**Process Integration**:
- Compliance Monitoring and Testing
- Compliance Program Development
- GDPR Compliance Program

**Dependencies**: Document management APIs, system logs, audit tools

---

### SK-011: Patent Prosecution Skill
**Slug**: `patent-prosecution`
**Category**: Intellectual Property

**Description**: Support patent application drafting and prosecution management.

**Capabilities**:
- Generate patent application drafts
- Conduct prior art searches
- Analyze office action requirements
- Draft office action responses
- Track prosecution deadlines
- Manage foreign filing decisions
- Calculate patent cost estimates
- Support patent family management

**Process Integration**:
- Patent Filing and Prosecution
- IP Portfolio Management
- IP Licensing Management

**Dependencies**: USPTO APIs, patent databases, docketing systems

---

### SK-012: Trademark Management Skill
**Slug**: `trademark-management`
**Category**: Intellectual Property

**Description**: Manage trademark clearance, registration, and monitoring.

**Capabilities**:
- Conduct trademark clearance searches
- Assess likelihood of confusion
- Generate trademark applications
- Track registration status
- Monitor trademark registries for conflicts
- Manage renewal deadlines
- Track trademark portfolio
- Support multi-jurisdiction filings

**Process Integration**:
- Trademark Registration and Protection
- IP Portfolio Management
- IP Licensing Management

**Dependencies**: Trademark databases (USPTO, WIPO), monitoring services

---

### SK-013: IP Portfolio Skill
**Slug**: `ip-portfolio`
**Category**: Intellectual Property

**Description**: Manage and optimize intellectual property portfolios.

**Capabilities**:
- Track IP assets across categories
- Calculate maintenance fee obligations
- Generate portfolio valuation reports
- Identify licensing opportunities
- Map IP to products and technologies
- Track IP expiration dates
- Support portfolio optimization decisions
- Generate IP analytics dashboards

**Process Integration**:
- IP Portfolio Management
- Patent Filing and Prosecution
- Trademark Registration and Protection

**Dependencies**: IP management systems, financial data, product mapping

---

### SK-014: Trade Secret Protection Skill
**Slug**: `trade-secret-protection`
**Category**: Intellectual Property

**Description**: Implement and monitor trade secret protection measures.

**Capabilities**:
- Classify confidential information
- Generate NDA and confidentiality agreements
- Track access to sensitive information
- Monitor for potential disclosures
- Document protection measures
- Support trade secret inventories
- Create employee awareness materials
- Track departing employee procedures

**Process Integration**:
- Trade Secret Protection Program
- IP Portfolio Management
- Contract Drafting Automation

**Dependencies**: DLP systems, access control, document management

---

### SK-015: IP Licensing Skill
**Slug**: `ip-licensing`
**Category**: Intellectual Property

**Description**: Manage IP licensing agreements and royalty tracking.

**Capabilities**:
- Generate license agreement drafts
- Track royalty payment obligations
- Monitor licensee compliance
- Calculate royalty amounts due
- Generate licensing reports
- Support license renewal management
- Track sublicensing arrangements
- Analyze licensing revenue

**Process Integration**:
- IP Licensing Management
- IP Portfolio Management
- Contract Lifecycle Management (CLM) Implementation

**Dependencies**: License databases, financial systems, royalty tracking

---

### SK-016: Legal Hold Skill
**Slug**: `legal-hold`
**Category**: Litigation

**Description**: Implement and manage legal hold procedures for document preservation.

**Capabilities**:
- Generate legal hold notices
- Identify relevant custodians
- Track hold acknowledgments
- Monitor hold compliance
- Suspend destruction schedules
- Manage hold releases
- Document preservation activities
- Support hold auditing

**Process Integration**:
- Legal Hold Implementation
- E-Discovery Management
- Litigation Management System

**Dependencies**: Legal hold systems, custodian databases, document retention

---

### SK-017: E-Discovery Skill
**Slug**: `e-discovery`
**Category**: Litigation

**Description**: Manage electronic discovery processes from collection through production.

**Capabilities**:
- Plan data collection scope
- Process collected data
- Apply early case assessment
- Support document review workflows
- Generate production sets
- Track review progress and metrics
- Calculate e-discovery costs
- Document defensibility procedures

**Process Integration**:
- E-Discovery Management
- Legal Hold Implementation
- Litigation Management System

**Dependencies**: E-discovery platforms (Relativity, Everlaw), collection tools

---

### SK-018: Matter Management Skill
**Slug**: `matter-management`
**Category**: Litigation

**Description**: Track and manage litigation matters and legal proceedings.

**Capabilities**:
- Create and track legal matters
- Manage case calendars and deadlines
- Track litigation budgets and spend
- Monitor outside counsel performance
- Generate matter status reports
- Calculate exposure and reserves
- Support settlement tracking
- Analyze litigation trends

**Process Integration**:
- Litigation Management System
- E-Discovery Management
- Alternative Dispute Resolution (ADR)

**Dependencies**: Matter management systems, calendar integration, financial systems

---

### SK-019: ADR Management Skill
**Slug**: `adr-management`
**Category**: Litigation

**Description**: Support alternative dispute resolution processes.

**Capabilities**:
- Assess ADR appropriateness
- Select arbitrators and mediators
- Track ADR proceedings
- Generate position statements
- Document settlement discussions
- Calculate settlement ranges
- Manage arbitration schedules
- Support mediation preparation

**Process Integration**:
- Alternative Dispute Resolution (ADR)
- Litigation Management System
- Contract Negotiation Playbook Development

**Dependencies**: ADR provider databases, settlement models, case tracking

---

### SK-020: Board Governance Skill
**Slug**: `board-governance`
**Category**: Corporate Governance

**Description**: Support board of directors governance and meeting management.

**Capabilities**:
- Generate board meeting agendas
- Prepare board presentation materials
- Draft board resolutions
- Track board action items
- Manage committee workflows
- Document board minutes
- Support director onboarding
- Track governance compliance

**Process Integration**:
- Board Governance Framework
- Corporate Records Management
- Corporate Policy Management

**Dependencies**: Board portal systems, document management, compliance tracking

---

### SK-021: Policy Management Skill
**Slug**: `policy-management`
**Category**: Corporate Governance

**Description**: Manage corporate policy lifecycle from drafting through compliance.

**Capabilities**:
- Draft policy documents
- Track policy versions and changes
- Manage policy approval workflows
- Distribute policies to stakeholders
- Track policy acknowledgments
- Schedule policy reviews
- Generate policy compliance reports
- Support policy search and access

**Process Integration**:
- Corporate Policy Management
- Board Governance Framework
- Compliance Program Development

**Dependencies**: Policy management systems, workflow automation, notification systems

---

### SK-022: Corporate Records Skill
**Slug**: `corporate-records`
**Category**: Corporate Governance

**Description**: Manage corporate records and minute books.

**Capabilities**:
- Maintain corporate minute books
- Generate corporate resolutions
- Track organizational documents
- Manage registered agent information
- Support annual filing requirements
- Document stock transactions
- Track corporate authorizations
- Generate corporate certificates

**Process Integration**:
- Corporate Records Management
- Board Governance Framework
- Entity Management

**Dependencies**: Entity management systems, document storage, filing calendars

---

### SK-023: Entity Management Skill
**Slug**: `entity-management`
**Category**: Corporate Governance

**Description**: Track and manage subsidiary and entity information.

**Capabilities**:
- Maintain entity hierarchy
- Track entity formation documents
- Monitor compliance requirements by jurisdiction
- Manage registered agent relationships
- Track annual filing deadlines
- Support entity dissolution procedures
- Generate entity reports
- Track officer and director information

**Process Integration**:
- Entity Management
- Corporate Records Management
- Board Governance Framework

**Dependencies**: Entity management systems (Diligent, CT Corporation), filing APIs

---

### SK-024: GDPR Compliance Skill
**Slug**: `gdpr-compliance`
**Category**: Privacy

**Description**: Manage GDPR compliance requirements and documentation.

**Capabilities**:
- Assess lawful basis for processing
- Generate Records of Processing Activities (ROPA)
- Track data protection impact assessments
- Manage standard contractual clauses
- Support DPA liaison communications
- Monitor GDPR enforcement actions
- Generate GDPR compliance reports
- Track cross-border transfer mechanisms

**Process Integration**:
- GDPR Compliance Program
- Data Mapping and Inventory
- Privacy Impact Assessment (PIA)

**Dependencies**: Privacy management platforms (OneTrust, TrustArc), GDPR databases

---

### SK-025: Data Mapping Skill
**Slug**: `data-mapping`
**Category**: Privacy

**Description**: Create and maintain data processing inventories and flow maps.

**Capabilities**:
- Discover and catalog data processing activities
- Map data flows across systems
- Classify personal data categories
- Track data retention periods
- Document legal basis for processing
- Identify data recipients and transfers
- Generate data inventory reports
- Support privacy impact assessments

**Process Integration**:
- Data Mapping and Inventory
- GDPR Compliance Program
- Privacy Impact Assessment (PIA)

**Dependencies**: Data discovery tools, system APIs, data catalogs

---

### SK-026: Data Subject Rights Skill
**Slug**: `dsr-management`
**Category**: Privacy

**Description**: Manage data subject access requests and rights fulfillment.

**Capabilities**:
- Process data subject requests (access, deletion, portability)
- Track request status and deadlines
- Coordinate response across systems
- Validate requester identity
- Generate response packages
- Document request fulfillment
- Support partial denial procedures
- Report DSR metrics

**Process Integration**:
- Data Subject Rights Management
- GDPR Compliance Program
- Data Breach Response

**Dependencies**: Privacy platforms, identity verification, data retrieval APIs

---

### SK-027: Breach Response Skill
**Slug**: `breach-response`
**Category**: Privacy

**Description**: Manage data breach assessment, notification, and response.

**Capabilities**:
- Assess breach severity and scope
- Determine notification requirements
- Generate regulator notifications
- Draft individual notification letters
- Track notification deadlines
- Document breach timeline
- Support remediation tracking
- Generate breach post-mortems

**Process Integration**:
- Data Breach Response
- GDPR Compliance Program
- Data Subject Rights Management

**Dependencies**: Breach databases, notification templates, regulatory requirements

---

### SK-028: Privacy Impact Assessment Skill
**Slug**: `pia-assessment`
**Category**: Privacy

**Description**: Conduct privacy impact assessments for new processing activities.

**Capabilities**:
- Generate PIA questionnaires
- Assess privacy risks
- Identify mitigation measures
- Document necessity and proportionality
- Track PIA approvals
- Monitor high-risk processing
- Generate PIA reports
- Support DPIA requirements

**Process Integration**:
- Privacy Impact Assessment (PIA)
- GDPR Compliance Program
- Data Mapping and Inventory

**Dependencies**: PIA frameworks, risk scoring, privacy platforms

---

---

## Agents Backlog

### AG-001: General Counsel Agent
**Slug**: `general-counsel`
**Category**: Legal Leadership

**Description**: Senior legal strategist for enterprise legal matters and risk management.

**Expertise Areas**:
- Legal strategy development
- Risk assessment and mitigation
- Corporate governance
- Regulatory strategy
- Legal department management
- Board advisory
- M&A transaction oversight
- Litigation strategy

**Persona**:
- Role: Chief Legal Officer / General Counsel
- Experience: 20+ years legal practice and leadership
- Background: Large enterprise, multiple jurisdictions

**Process Integration**:
- All processes (strategic oversight)
- Board Governance Framework (all phases)
- Litigation Management System (strategy phases)

---

### AG-002: Contracts Counsel Agent
**Slug**: `contracts-counsel`
**Category**: Contract Management

**Description**: Expert in commercial contract drafting, negotiation, and lifecycle management.

**Expertise Areas**:
- Contract drafting and negotiation
- Commercial agreement structures
- Risk allocation strategies
- Playbook development
- CLM system optimization
- Vendor contract management
- Customer agreement negotiation
- Contract dispute resolution

**Persona**:
- Role: Senior Contracts Counsel
- Experience: 12+ years commercial contracts
- Background: Technology, SaaS, enterprise sales

**Process Integration**:
- Contract Drafting Automation (all phases)
- Contract Review and Analysis (all phases)
- Contract Negotiation Playbook Development (all phases)
- Contract Lifecycle Management (CLM) Implementation (all phases)

---

### AG-003: Compliance Officer Agent
**Slug**: `compliance-officer`
**Category**: Compliance

**Description**: Expert in compliance program development and regulatory adherence.

**Expertise Areas**:
- Compliance program design (ISO 37301, DOJ guidelines)
- Regulatory risk assessment
- Compliance monitoring and testing
- Compliance training development
- Audit and examination management
- Ethics program management
- Regulatory investigation response
- Policy development

**Persona**:
- Role: Chief Compliance Officer
- Experience: 15+ years compliance leadership
- Background: Multiple regulated industries, CCEP certified

**Process Integration**:
- Compliance Program Development (all phases)
- Compliance Risk Assessment (all phases)
- Compliance Monitoring and Testing (all phases)
- Compliance Training Program (all phases)

---

### AG-004: Regulatory Affairs Specialist Agent
**Slug**: `regulatory-specialist`
**Category**: Compliance

**Description**: Specialist in regulatory monitoring and change management.

**Expertise Areas**:
- Regulatory change tracking
- Impact assessment methodologies
- Regulatory relationship management
- Government affairs coordination
- Regulatory filing management
- Multi-jurisdictional compliance
- Regulatory guidance interpretation
- Industry association engagement

**Persona**:
- Role: Director of Regulatory Affairs
- Experience: 10+ years regulatory experience
- Background: Financial services, healthcare, or technology regulation

**Process Integration**:
- Regulatory Change Management (all phases)
- Compliance Program Development (regulatory mapping)
- GDPR Compliance Program (regulatory engagement)

---

### AG-005: IP Counsel Agent
**Slug**: `ip-counsel`
**Category**: Intellectual Property

**Description**: Expert in intellectual property strategy and portfolio management.

**Expertise Areas**:
- Patent prosecution strategy
- Trademark portfolio management
- Trade secret protection
- IP licensing and monetization
- IP due diligence
- Freedom-to-operate analysis
- IP litigation strategy
- Competitive IP landscape analysis

**Persona**:
- Role: Chief IP Counsel
- Experience: 15+ years IP practice
- Background: Technical background + JD, registered patent attorney

**Process Integration**:
- Patent Filing and Prosecution (all phases)
- IP Portfolio Management (all phases)
- Trade Secret Protection Program (all phases)
- IP Licensing Management (all phases)

---

### AG-006: Patent Attorney Agent
**Slug**: `patent-attorney`
**Category**: Intellectual Property

**Description**: Specialist in patent drafting, prosecution, and portfolio strategy.

**Expertise Areas**:
- Patent application drafting
- Office action response strategy
- Continuation and divisional strategy
- Patent family management
- Prior art analysis
- Patentability assessment
- Design patent protection
- International filing strategy (PCT, Paris Convention)

**Persona**:
- Role: Senior Patent Counsel
- Experience: 10+ years patent prosecution
- Background: Technical degree + JD, USPTO registered

**Process Integration**:
- Patent Filing and Prosecution (all phases)
- IP Portfolio Management (patent-specific)
- IP Licensing Management (patent licensing)

---

### AG-007: Trademark Attorney Agent
**Slug**: `trademark-attorney`
**Category**: Intellectual Property

**Description**: Specialist in trademark clearance, registration, and brand protection.

**Expertise Areas**:
- Trademark clearance and search analysis
- Likelihood of confusion assessment
- TTAB proceedings
- International trademark strategy
- Brand enforcement
- Domain name disputes (UDRP)
- Trademark portfolio optimization
- Anti-counterfeiting programs

**Persona**:
- Role: Senior Trademark Counsel
- Experience: 10+ years trademark practice
- Background: Brand protection, INTA member

**Process Integration**:
- Trademark Registration and Protection (all phases)
- IP Portfolio Management (trademark-specific)
- Trade Secret Protection Program (brand aspects)

---

### AG-008: Litigation Counsel Agent
**Slug**: `litigation-counsel`
**Category**: Litigation

**Description**: Expert in litigation management and dispute resolution strategy.

**Expertise Areas**:
- Litigation strategy development
- Discovery and e-discovery management
- Deposition and trial preparation
- Settlement negotiation
- Outside counsel management
- Litigation budgeting
- Alternative dispute resolution
- Class action defense

**Persona**:
- Role: Head of Litigation
- Experience: 15+ years litigation practice
- Background: Law firm + in-house litigation management

**Process Integration**:
- Litigation Management System (all phases)
- E-Discovery Management (strategy phases)
- Alternative Dispute Resolution (ADR) (all phases)
- Legal Hold Implementation (strategy phases)

---

### AG-009: E-Discovery Specialist Agent
**Slug**: `e-discovery-specialist`
**Category**: Litigation

**Description**: Specialist in electronic discovery processes and technology.

**Expertise Areas**:
- E-discovery workflow optimization
- Collection methodology
- Processing and review strategy
- TAR/CAL implementation
- Production protocols
- Defensibility documentation
- E-discovery project management
- Cost management and metrics

**Persona**:
- Role: Director of E-Discovery
- Experience: 10+ years e-discovery
- Background: E-discovery vendor + in-house, ACEDS certified

**Process Integration**:
- E-Discovery Management (all phases)
- Legal Hold Implementation (all phases)
- Litigation Management System (e-discovery phases)

---

### AG-010: Corporate Counsel Agent
**Slug**: `corporate-counsel`
**Category**: Corporate Governance

**Description**: Expert in corporate law, governance, and transactions.

**Expertise Areas**:
- Corporate governance best practices
- Board advisory
- M&A transaction support
- Securities compliance (SEC, SOX)
- Corporate formation and restructuring
- Subsidiary management
- Shareholder matters
- Corporate finance

**Persona**:
- Role: Deputy General Counsel - Corporate
- Experience: 12+ years corporate practice
- Background: M&A, securities, Delaware corporate law

**Process Integration**:
- Board Governance Framework (all phases)
- Corporate Records Management (all phases)
- Entity Management (all phases)
- Corporate Policy Management (governance policies)

---

### AG-011: Corporate Secretary Agent
**Slug**: `corporate-secretary`
**Category**: Corporate Governance

**Description**: Specialist in board administration and corporate records.

**Expertise Areas**:
- Board meeting management
- Corporate minute preparation
- Resolution drafting
- Stock administration
- Annual meeting management
- Committee support
- Corporate filings
- Director and officer matters

**Persona**:
- Role: Corporate Secretary / Assistant Corporate Secretary
- Experience: 10+ years corporate secretary functions
- Background: Public company experience, CGP certification

**Process Integration**:
- Board Governance Framework (administrative phases)
- Corporate Records Management (all phases)
- Entity Management (filing phases)

---

### AG-012: Privacy Counsel Agent
**Slug**: `privacy-counsel`
**Category**: Privacy

**Description**: Expert in global privacy law and data protection compliance.

**Expertise Areas**:
- GDPR compliance
- CCPA/CPRA compliance
- Global privacy laws (LGPD, POPIA, etc.)
- Privacy program development
- Data protection impact assessment
- International data transfers
- Privacy by design
- Regulatory engagement

**Persona**:
- Role: Chief Privacy Officer / Privacy Counsel
- Experience: 12+ years privacy practice
- Background: Global privacy program, CIPP/E, CIPM certified

**Process Integration**:
- GDPR Compliance Program (all phases)
- Data Mapping and Inventory (all phases)
- Data Subject Rights Management (all phases)
- Privacy Impact Assessment (PIA) (all phases)

---

### AG-013: Data Protection Officer Agent
**Slug**: `data-protection-officer`
**Category**: Privacy

**Description**: Specialist in DPO functions and regulatory liaison.

**Expertise Areas**:
- DPO statutory duties
- Data protection authority liaison
- ROPA maintenance
- DPIA oversight
- Employee privacy awareness
- Breach notification coordination
- Privacy impact assessment review
- Cross-border transfer compliance

**Persona**:
- Role: Data Protection Officer
- Experience: 8+ years data protection
- Background: EU privacy experience, CIPP/E certified

**Process Integration**:
- GDPR Compliance Program (DPO functions)
- Data Breach Response (notification phases)
- Privacy Impact Assessment (PIA) (review phases)
- Data Subject Rights Management (oversight)

---

### AG-014: Breach Response Coordinator Agent
**Slug**: `breach-coordinator`
**Category**: Privacy

**Description**: Specialist in data breach response and incident management.

**Expertise Areas**:
- Breach assessment and scoping
- Notification requirement determination
- Regulatory notification drafting
- Individual notification coordination
- Breach timeline documentation
- Remediation tracking
- Post-incident analysis
- Forensic coordination

**Persona**:
- Role: Incident Response Manager / Breach Coordinator
- Experience: 8+ years incident response
- Background: Privacy + security background

**Process Integration**:
- Data Breach Response (all phases)
- GDPR Compliance Program (breach phases)
- Data Subject Rights Management (breach-related requests)

---

### AG-015: Legal Operations Manager Agent
**Slug**: `legal-ops-manager`
**Category**: Legal Operations

**Description**: Expert in legal department operations and technology optimization.

**Expertise Areas**:
- Legal operations strategy
- Legal technology implementation
- Spend management and budgeting
- Outside counsel management
- Process improvement
- Metrics and analytics
- Knowledge management
- Vendor management

**Persona**:
- Role: Director of Legal Operations
- Experience: 10+ years legal operations
- Background: CLOC member, Six Sigma/process improvement

**Process Integration**:
- Contract Lifecycle Management (CLM) Implementation (operational phases)
- Litigation Management System (operational phases)
- E-Discovery Management (operational phases)

---

### AG-016: Employment Lawyer Agent
**Slug**: `employment-lawyer`
**Category**: Employment Law

**Description**: Expert in employment law compliance and workforce legal matters.

**Expertise Areas**:
- Employment law compliance
- Workplace investigations
- Discrimination and harassment matters
- Wage and hour compliance
- Employee benefits (ERISA)
- Labor relations
- Immigration compliance
- Workforce restructuring

**Persona**:
- Role: Employment Counsel
- Experience: 12+ years employment practice
- Background: Litigation + counseling, multi-state experience

**Process Integration**:
- Compliance Training Program (employment training)
- Corporate Policy Management (employment policies)
- Data Subject Rights Management (employee data)

---

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## Process-to-Skill/Agent Mapping

| Process | Primary Skills | Primary Agents |
|---------|---------------|----------------|
| Contract Drafting Automation | SK-001, SK-002, SK-005 | AG-002 |
| Contract Review and Analysis | SK-001, SK-003, SK-005 | AG-002, AG-001 |
| Contract Lifecycle Management (CLM) Implementation | SK-002, SK-003, SK-004 | AG-002, AG-015 |
| Contract Negotiation Playbook Development | SK-001, SK-005 | AG-002, AG-001 |
| Contract Obligation Tracking | SK-003, SK-004 | AG-002, AG-015 |
| Compliance Program Development | SK-007, SK-008, SK-010 | AG-003, AG-004 |
| Compliance Risk Assessment | SK-008, SK-010 | AG-003, AG-004 |
| Regulatory Change Management | SK-006, SK-007 | AG-004, AG-003 |
| Compliance Training Program | SK-009, SK-010 | AG-003, AG-016 |
| Compliance Monitoring and Testing | SK-008, SK-010 | AG-003, AG-015 |
| Patent Filing and Prosecution | SK-011, SK-013 | AG-006, AG-005 |
| Trademark Registration and Protection | SK-012, SK-013 | AG-007, AG-005 |
| IP Portfolio Management | SK-011, SK-012, SK-013 | AG-005, AG-006, AG-007 |
| Trade Secret Protection Program | SK-014 | AG-005, AG-007 |
| IP Licensing Management | SK-013, SK-015 | AG-005, AG-002 |
| Legal Hold Implementation | SK-016, SK-017 | AG-009, AG-008 |
| E-Discovery Management | SK-016, SK-017, SK-018 | AG-009, AG-008 |
| Litigation Management System | SK-017, SK-018, SK-019 | AG-008, AG-009, AG-015 |
| Alternative Dispute Resolution (ADR) | SK-018, SK-019 | AG-008, AG-002 |
| Board Governance Framework | SK-020, SK-022 | AG-010, AG-011 |
| Corporate Policy Management | SK-021 | AG-010, AG-003 |
| Corporate Records Management | SK-022, SK-023 | AG-011, AG-010 |
| Entity Management | SK-022, SK-023 | AG-011, AG-010 |
| GDPR Compliance Program | SK-024, SK-025, SK-027 | AG-012, AG-013 |
| Data Mapping and Inventory | SK-025, SK-024 | AG-012, AG-013 |
| Data Subject Rights Management | SK-026, SK-024 | AG-012, AG-013 |
| Data Breach Response | SK-027, SK-026 | AG-014, AG-012, AG-013 |
| Privacy Impact Assessment (PIA) | SK-025, SK-028 | AG-012, AG-013 |

---

## Shared Candidates

These skills and agents are strong candidates for extraction to a shared library as they apply across multiple specializations.

### Shared Skills

| ID | Skill | Potential Shared Specializations |
|----|-------|----------------------------------|
| SK-006 | Legal Research | Human Resources, Risk Management, Finance |
| SK-007 | Regulatory Monitoring | Security Compliance, Financial Services, Healthcare |
| SK-008 | Compliance Assessment | Security Compliance, Risk Management, Quality Assurance |
| SK-009 | Compliance Training | Human Resources, Security Compliance, Quality Assurance |
| SK-010 | Compliance Evidence Collector | Security Compliance, Risk Management, Audit |
| SK-021 | Policy Management | Human Resources, IT Governance, Security Compliance |
| SK-024 | GDPR Compliance | Security Compliance, Human Resources, Marketing |
| SK-027 | Breach Response | Security Compliance, IT Operations, Risk Management |

### Shared Agents

| ID | Agent | Potential Shared Specializations |
|----|-------|----------------------------------|
| AG-003 | Compliance Officer | Security Compliance, Risk Management, Financial Services |
| AG-012 | Privacy Counsel | Security Compliance, Human Resources, Marketing |
| AG-013 | Data Protection Officer | Security Compliance, IT Governance, Human Resources |
| AG-014 | Breach Response Coordinator | Security Compliance, IT Operations, Risk Management |
| AG-015 | Legal Operations Manager | All business specializations (shared services) |
| AG-016 | Employment Lawyer | Human Resources, Business Strategy |

---

## Implementation Priority

### Phase 1: Foundation (High Impact)
1. **SK-001**: Contract Analysis - Foundation for contract automation
2. **SK-003**: CLM Integration - Core contract lifecycle capability
3. **SK-008**: Compliance Assessment - Cross-cutting compliance need
4. **AG-002**: Contracts Counsel - Highest process coverage in contract management
5. **AG-003**: Compliance Officer - Core compliance program oversight

### Phase 2: Contract Management
1. **SK-002**: Contract Drafting
2. **SK-004**: Obligation Tracking
3. **SK-005**: Negotiation Playbook
4. **AG-001**: General Counsel
5. **AG-015**: Legal Operations Manager

### Phase 3: Compliance & Regulatory
1. **SK-006**: Legal Research
2. **SK-007**: Regulatory Monitoring
3. **SK-009**: Compliance Training
4. **SK-010**: Compliance Evidence Collector
5. **AG-004**: Regulatory Affairs Specialist

### Phase 4: Intellectual Property
1. **SK-011**: Patent Prosecution
2. **SK-012**: Trademark Management
3. **SK-013**: IP Portfolio
4. **SK-014**: Trade Secret Protection
5. **SK-015**: IP Licensing
6. **AG-005**: IP Counsel
7. **AG-006**: Patent Attorney
8. **AG-007**: Trademark Attorney

### Phase 5: Litigation & Dispute Resolution
1. **SK-016**: Legal Hold
2. **SK-017**: E-Discovery
3. **SK-018**: Matter Management
4. **SK-019**: ADR Management
5. **AG-008**: Litigation Counsel
6. **AG-009**: E-Discovery Specialist

### Phase 6: Corporate Governance
1. **SK-020**: Board Governance
2. **SK-021**: Policy Management
3. **SK-022**: Corporate Records
4. **SK-023**: Entity Management
5. **AG-010**: Corporate Counsel
6. **AG-011**: Corporate Secretary

### Phase 7: Privacy & Data Protection
1. **SK-024**: GDPR Compliance
2. **SK-025**: Data Mapping
3. **SK-026**: Data Subject Rights
4. **SK-027**: Breach Response
5. **SK-028**: Privacy Impact Assessment
6. **AG-012**: Privacy Counsel
7. **AG-013**: Data Protection Officer
8. **AG-014**: Breach Response Coordinator
9. **AG-016**: Employment Lawyer

---

## Summary Statistics

| Category | Count |
|----------|-------|
| Skills Identified | 28 |
| Agents Identified | 16 |
| Shared Skill Candidates | 8 |
| Shared Agent Candidates | 6 |
| Total Processes Covered | 28 |

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**Created**: 2026-01-24
**Version**: 1.0.0
**Status**: Phase 4 - Skills and Agents Identified
**Next Step**: Phase 5 - Implement specialized skills and agents
