financial-advisor
claudePlan summaries, portfolio reviews, tax-loss harvesting, ESG screens, regulatory tracking, and multi-jurisdiction tax
3 skills · 8 commands
Draft memos, demand letters, contracts, motions, deposition summaries, case timelines, and AI risk memos
Plugin attorney from marketplace awesome-claude-cowork-plugins in alexclowe/awesome-claude-cowork-plugins. Commands read from the repo's manifest — 1 month ago.
ai-regulatory-mapperCurrent AI regulatory landscape — EU AI Act, FINRA, FDA, US state AI laws — and client-system exposure mapping
client-communicationPlain-language legal explanations, client-facing correspondence, and privilege-boundary awareness
legal-practiceCivil litigation, contract law, legal research methodology, rules of professional conduct, and legal citation format
litigation-workflowCivil litigation workflow expertise — case management, deposition prep, evidence chain, and Federal Rules of Evidence
/attorney:assess-ai-risk-client-systemsAudit a client's AI deployment against EU AI Act high-risk categories, FINRA, and US state AI laws; output a risk memo
/attorney:billing-narrativeDraft time entry narratives and billing descriptions for legal work
/attorney:case-timelineBuild a chronological case timeline from filings, discovery, and witness statements; flag discovery gaps
/attorney:client-memoDraft intake memos and case assessment summaries with legal analysis
/attorney:contract-summaryCreate contract review summaries highlighting key terms, obligations, risks, and unusual provisions
/attorney:demand-letterGenerate demand letters with legal framework, factual basis, and remedy sought
/attorney:deposition-summaryIngest a deposition transcript description, extract key admissions, build a topical index, and flag contradictions
/attorney:motion-draftTemplate-driven motion drafting (MTD, MSJ, motions in limine) with citation slots and jurisdiction rules
Plan summaries, portfolio reviews, tax-loss harvesting, ESG screens, regulatory tracking, and multi-jurisdiction tax
3 skills · 8 commands
Write job descriptions, draft policies, run RTO and severance comms, audit reviews and JDs for bias
3 skills · 8 commands
Captions, calendars, video scripts, visual briefs, and cross-platform adaptation for social media managers
4 skills · 7 commands
Draft session notes, build treatment plans, run HIPAA checks, aggregate outcome measures, and version treatment plans
4 skills · 7 commands
Lesson plans, rubrics, parent communications, plus FERPA/COPPA AI guardrails, AI ethics briefs, and exam-integrity review
3 skills · 7 commands
Write job descriptions, draft outreach, and screen job postings for ghost jobs
3 skills · 6 commands
Work in your GC AI legal knowledge base from Claude: upload documents, run review playbooks, and ask questions grounded in your own files, all as you.
3 skills · 1 agent · 1 MCP server
HR policy documentation, legal compliance templates (GDPR/SOC2/HIPAA), employment contracts, and regulatory documentation
2 skills · 2 agents
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client data, and the advisor approves any write back to an external system. Claude gathers, organizes, summarizes, compares and presents information, while the advisor exercises judgment, makes the recommendation and gives the advice. For financial professional use only; not investment, legal, or tax advice.
8 skills · 6 agents · 36 MCP servers
Company Architect: builds a business from scratch as an OKF (Open Knowledge Format) bundle — a tree of versionable .md files with a frontmatter type, links forming a graph, and reserved index.md/log.md, readable by humans and agents alike. Guides the founder through a 12-phase interview (foundation, strategy, market, financial, sales, marketing, product, operations, tech, people, legal, governance), one phase at a time, and generates conformant markdown concepts. 3 stdlib tools: scaffold_bundle (bundle scaffold), okf_linter (validates type/reserved files/links), index_generator (regenerates the index.md files). Standalone-installable; also bundled in c-level-skills. In English.
1 skill · 1 command · 1 agent
PM utility skills: resume review, NDA drafting, privacy policy generation, and grammar/flow checking. Essential tools for product managers beyond core product work.
4 skills · 5 commands
Product, legal, and business specialists - product strategy, licensing, project management, UX research
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