Rohas Legal AI: Practice

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---
name: brief-to-counsel-drafter
description: >-
  Prepare focused, confidential briefs or instructions to counsel covering the
  mandate, procedural position, material facts, issues, record, authorities,
  questions, hearing logistics, and deliverables. Use when instructing external,
  specialist, appellate, trial, or opinion counsel.
---

# Brief to Counsel Drafter

Enable counsel to advise or appear without reconstructing the file. Distinguish
client instructions, evidence, findings, assumptions, and the instructing team's view.

## Intake

Obtain the client and authorised instructor, conflict clearance, engagement and
scope, jurisdiction, forum, matter status, pleadings and orders, evidence,
chronology, authorities, prior advice, deadlines, hearing details, opponent,
settlement context, questions, budget, reporting line, and secure delivery method.

## Drafting method

1. State the addressee, client, matter, confidentiality status, purpose, scope,
   requested work product, deadline, conference, and contact.
2. Give a concise procedural history with current posture, next event, filing,
   service, and limitation deadlines.
3. Present material facts chronologically with stable document or record locators.
4. Label agreed fact, allegation, evidence, judicial finding, client instruction,
   inference, disputed matter, and unknown fact.
5. Frame specific issues and questions counsel must answer. Identify the decision
   the client or team will make from the advice.
6. Summarise both sides' cases, burdens, relief, strongest points, adverse facts,
   contrary authority, and material uncertainty fairly.
7. Describe work already completed, prior advice, strategic constraints,
   settlement authority, commercial objectives, and points not to revisit.
8. Index the necessary papers in a usable order and explain missing, untranslated,
   illegible, privileged, confidential, or late material.
9. Give practical instructions for research date, assumptions, citation style,
   page limit, draft order, oral appearance, availability, fee, and billing.
10. Verify names, dates, figures, citations, bundle references, deadlines, and
    questions against the source file before dispatch.

## Output

Provide the brief, executive issue list, chronology, record index, questions for
counsel, missing-material list, logistics sheet, and dispatch checklist.

## Guardrails

Do not imply privilege or confidentiality is guaranteed merely by marking a
document. Do not omit material adverse facts, expand counsel's mandate silently,
send unnecessary client data, or include settlement material where restricted.
Confirm conflicts, authority, secure transmission, fee terms, and local
professional rules before instruction.

Referenced files: 1

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---
name: closure-report-drafter
description: >-
  Close legal matters with a source-backed report, final client communication,
  decisions and obligations schedule, financial reconciliation, file disposition,
  retention plan, conflict update, and lessons note. Use after completion,
  settlement, judgment, transfer, withdrawal, or termination of a retainer.
---

# Closure Report Drafter

Treat closure as a controlled handoff, not merely an inactive status. Preserve
future obligations, client rights, property, confidentiality, and a defensible file.

## Intake

Obtain the engagement scope, closure reason and authority, final outcome,
settlement or order, open deadlines, undertakings, appeals, enforcement,
registrations, payments, client funds and property, invoices, documents,
confidentiality and legal holds, retention policy, complaints, successor counsel,
and client communication preferences.

## Closure method

1. Verify that closure is authorised and distinguish completion, termination,
   withdrawal, transfer, inactivity, and administrative closure.
2. Summarise the mandate, work completed, material advice and decisions, outcome,
   unresolved issues, and limits of the representation.
3. Record every surviving obligation, condition, deadline, limitation period,
   renewal, payment, monitoring step, enforcement option, appeal, and responsible owner.
4. Explain next steps the client must take and the consequences of inaction
   without implying ongoing responsibility outside the retainer.
5. Reconcile time, fees, expenses, taxes, funds held, refunds, third-party costs,
   write-offs, final invoice, and client-account disposition.
6. Inventory originals, client property, evidence, credentials, keys, data,
   undertakings, and documents for return, transfer, destruction, or continued custody.
7. Apply legal hold, statutory, regulatory, insurance, engagement, limitation,
   complaints, and firm retention requirements before setting destruction dates.
8. Update conflicts, contact records, know-how, precedent, risk, and matter
   taxonomy without exposing confidential information.
9. Record errors, near misses, complaints, undertakings, unusual decisions,
   lessons, and remediation through the appropriate protected process.
10. Send a clear final communication, obtain delivery evidence, and record any
    acknowledgement, transfer, or successor-counsel details.

## Output

Provide the closure report, final client letter, open-obligations schedule,
financial reconciliation, property and file disposition log, retention and
destruction schedule, conflict update, and lessons note.

## Guardrails

Do not destroy, return, transfer, or release property without authority. Do not
close a matter to hide an error, complaint, unpaid undertaking, or missed
deadline. Preserve privilege and confidentiality, verify withdrawal duties, and
obtain responsible-lawyer approval for high-risk closures.

Referenced files: 1

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---
name: conflict-checker
description: >-
  Run structured, confidentiality-preserving legal conflict checks across
  prospective clients, current and former clients, adverse parties, affiliates,
  related people, matters, witnesses, funders, experts, and lawyer interests.
  Use at intake and whenever parties, scope, staffing, or relationships change.
---

# Conflict Checker

Produce a documented search and escalation record, not automatic ethical
clearance. Apply the binding professional rules of every relevant jurisdiction.

## Intake

Collect only the information necessary to search: proposed client, legal and
trading names, affiliates, beneficial owners, directors, key individuals,
adverse parties, counterparties, related matters, witnesses, experts, funders,
insurers, referral sources, subject matter, geography, proposed team, and lawyer
or firm financial and personal interests.

## Checking method

1. Define the prospective client, scope, adversity, affected offices, lawyer
   mobility, applicable rules, and search date.
2. Standardise names and generate controlled aliases, former names, transliterations,
   abbreviations, group entities, and individual-entity relationships.
3. Search authoritative client, matter, contact, former-client, intake,
   engagement, decline, lateral-hire, and business-interest systems with an audit log.
4. Classify results as exact, likely, possible, or false match; never clear a
   fuzzy result by name alone.
5. Test current-client conflicts, former-client duties, prospective-client
   information, own-interest conflicts, joint-client issues, positional conflicts,
   witness or advocate roles, third-party payors, and confidential information.
6. Separate duties of loyalty, confidentiality, independence, privilege, and
   disclosure. Consent does not cure every conflict.
7. Determine whether the issue is prohibited, consentable, screenable,
   waivable with informed written consent, manageable by scope, or requires decline
   or withdrawal under current local rules.
8. Share only the minimum information needed to resolve the conflict. Use an
   ethics partner or protected process where disclosure itself could prejudice a client.
9. Record the decision-maker, rule, facts, consents, screens, undertakings,
   restrictions, review triggers, and expiry or recheck date.
10. Re-run the check when parties, affiliates, claims, staffing, firm structure,
    funding, experts, or adverse interests change.

## Output

Provide the name and relationship map, search log, match table, issue analysis,
confidential escalation note, clearance decision record, consent or screen
requirements, and ongoing monitoring triggers.

## Guardrails

Never expose confidential matter descriptions in broad searches, infer no
conflict from no database hit, or treat client consent as sufficient without a
legal basis. Do not begin substantive work before required clearance. Escalate
uncertain, own-interest, lateral, joint-representation, and cross-border issues.

Referenced files: 1

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---
name: costing-estimator
description: >-
  Build transparent, stage-based legal cost estimates and budgets with staffing,
  rates, hours, assumptions, exclusions, disbursements, taxes, scenarios,
  contingencies, and change controls. Use for engagement, matter planning,
  litigation budgets, fixed or capped fees, tenders, or estimate updates.
---

# Costing Estimator

Make the estimate reproducible and useful for decisions. Distinguish a forecast,
range, cap, fixed fee, retainer, contingency, and statutory or recoverable cost.

## Intake

Obtain the scope and deliverables, jurisdiction, matter stage, timetable,
complexity drivers, documents and data volume, parties, forums, staffing model,
rates and currency, fee arrangement, assumptions, exclusions, disbursements,
experts and counsel, taxes, billing guidelines, recoverability, risk tolerance,
prior actuals, and client reporting requirements.

## Estimation method

1. Define the priced scope, start and end point, work breakdown, deliverables,
   dependency on client or third parties, and excluded work.
2. Break work into stages and tasks with role, rate, hours or units, quantity,
   frequency, and calculation basis.
3. Separate professional fees, expenses, court or registry fees, experts,
   counsel, vendors, travel, taxes, currency effects, and client internal costs.
4. State assumptions about pleadings, hearings, negotiations, data volume,
   witnesses, counterparties, revisions, urgency, cooperation, and outcome.
5. Build low, expected, and high scenarios around identifiable drivers rather
   than applying an unexplained percentage.
6. Address discounts, blended rates, caps, collars, fixed fees, success elements,
   retainers, replenishment, write-offs, and what happens when scope changes.
7. Compare forecast with actuals and estimate-to-complete when updating a live
   matter. Explain variance by scope, rate, volume, timing, or efficiency.
8. Identify client approvals, spending thresholds, notice triggers, contingency,
   refresh cadence, and owner for each change.
9. Explain whether taxes and disbursements are included, whether third-party
   figures are quotes or estimates, and whether any amount may be recoverable.
10. Reconcile totals, units, currencies, formulas, assumptions, and narrative.

## Output

Provide the stage budget, staffing and rate table, scenario comparison,
assumptions and exclusions, disbursement schedule, cash-flow view, change-control
triggers, and update template.

## Guardrails

Do not present an estimate as a guarantee, omit foreseeable external cost, hide
scope assumptions, double count, or imply recoverability. Do not use unlawful or
unreasonable fee structures. Obtain approval under current engagement,
professional, tax, procurement, and client-money rules.

Referenced files: 1

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---
name: time-narrative-drafter
description: >-
  Convert contemporaneous legal work records into accurate, specific,
  privilege-aware time-entry narratives. Use for billing review, matter coding,
  invoice preparation, outside-counsel guidelines, fee applications, or audits
  where task, purpose, stage, value, and time must be defensible.
---

# Time Narrative Drafter

Describe work actually performed; never reconstruct unsupported time. Preserve
enough specificity for review without revealing privileged advice or strategy.

## Intake

Obtain the contemporaneous source record, date, timekeeper, role, duration,
matter, task and activity codes, work product, participants, purpose, phase,
billing guidelines, privilege and confidentiality restrictions, block-billing
rules, travel or administrative policies, duplicate-attendance rules, and
non-billable or write-off instructions.

## Drafting method

1. Verify that the source supports the date, duration, task, participants, and
   work product. Flag gaps rather than guessing.
2. Use a clear action, specific subject, and legitimate purpose: reviewed,
   analysed, drafted, revised, prepared, conferred, researched, or attended.
3. Identify the document, issue, transaction, hearing, witness, negotiation, or
   procedural stage without disclosing protected conclusions.
4. Distinguish substantive legal work from clerical, training, business
   development, duplicate, supervisory, travel, waiting, or administrative time.
5. Split unrelated tasks where contemporaneous records and billing rules permit.
   Do not allocate time artificially to defeat block-billing restrictions.
6. Apply task, activity, phase, jurisdiction, and expense codes consistently.
7. Describe internal conferences by participants' roles, subject, and purpose;
   explain multiple attendance where required.
8. Remove vague phrases such as “attention to matter,” unnecessary rhetoric,
   outcome guarantees, internal commentary, and privileged legal conclusions.
9. Test reasonableness against the work product, complexity, staffing, duplication,
   delegation, and client guidelines without changing actual recorded time.
10. Route questionable, late, reconstructed, excessive, duplicate, or
    non-compliant entries for timekeeper and billing-lawyer review.

## Output

Provide revised narratives, code suggestions, split recommendations,
privilege-safe alternatives, exception flags, and a source-to-entry audit table.

## Guardrails

Never invent, increase, shift, round deceptively, duplicate, or disguise time.
Do not alter another timekeeper's record without approval. Do not reveal
privileged advice or confidential identities merely to add detail. Follow the
engagement, client guidelines, court rules, fee law, and firm policy.

Referenced files: 1