An estate planning document assembler that populates a basic will, healthcare POA, financial POA, and HIPAA authorization from one intake pass — using your firm's templates, or generic placeholders if none are attached — for solo and small-firm estate planning attorneys who assemble near-identical document sets by hand. Never determines execution requirements or which documents a client needs; attorney reviews and finalizes every document before the client signs.
Plugin estate-planning-document-assembler from marketplace protomated-plugins-official in protomated/protomated-plugins-official. Commands read from the repo's manifest — 24 days ago.
estate-documentsPopulate a basic will, healthcare power of attorney, financial power of attorney, and HIPAA authorization from one intake pass — using your firm's own state-specific templates if attached, or this plugin's generic placeholder templates if not. Flags missing required fields per document type, keeps n
Track billable hours, generate invoices, manage trust accounts, and check revenue — all by chatting naturally. Free replacement for Clio and PracticePanther billing modules for solo attorneys.
1 skill · 4 commands · 1 MCP server
A solo attorney operations assistant for Claude Desktop. Six skills: intake summary, engagement letter, court deadline reasoning, meeting prep brief, billing narrative drafter, and new-matter organizer — from your local files, Gmail, and Google Calendar.
6 skills
Draft a legal research memo that cites only the source documents (cases, statutes, briefs, contracts) you've attached to a workspace folder — no open web search, no case-law database, no citation drawn from general training knowledge. Every citation is anchored to a specific source file and page/paragraph, and any part of the question the sources don't support is flagged, never quietly filled in. Use when you have the authorities on hand and need a first-draft memo built strictly from them.
1 skill · 1 MCP server
An AI-tool audit assistant that runs a short guided interview on which AI tools your firm uses, for what, and with what data — flagging data-handling risks and redundant tools, and recommending genuine consolidation candidates onto a governed Claude + MCP stack, mapped to your firm's actual workflows. Never certifies compliance with any bar rule or security standard, and never accesses or changes anything at any vendor; you review and confirm the audit before treating it as current.
1 skill
A guided interview that drafts your firm's internal AI-use policy, a client-facing AI-disclosure clause for engagement letters, and a one-page safe AI checklist — tailored to your tools, practice areas, and jurisdiction.
1 skill
Reviews attorney marketing materials — websites, social posts, ads, email campaigns — against your state bar's advertising rules and flags non-compliant language before it goes live.
1 skill
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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