Structure a legal or policy operations request into facts, documents, deadlines, jurisdictions, decisions needed, and escalation points for qualified review.
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---
name: legal-ops-intake
description: Structure a legal or policy operations request into facts, documents, deadlines, jurisdictions, decisions needed, and escalation points for qualified review.
---
# Legal Operations Intake
Use to organize contracts, policy requests, compliance questions, disputes, or legal-adjacent operational work before qualified legal review.
## Procedure
1. Identify the request, parties, jurisdictions, deadlines, and business decision at stake.
2. Collect the relevant documents and preserve exact wording where interpretation may matter.
3. Separate established facts from allegations, assumptions, and unanswered questions.
4. Build a chronology when sequence matters.
5. Identify obligations, approvals, signatures, notices, or records that require operational follow-through.
6. Flag questions requiring a licensed lawyer or other qualified professional instead of presenting operational analysis as legal advice.
7. Produce a clean packet with facts, documents, open questions, and next owner.
## Quality gate
Do not invent legal conclusions. The value is accurate organization, traceability, deadline control, and precise escalation.
