/legal-response -- Generate Response from Templates

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Generate a response to a common legal inquiry using configured templates. Customizes the response with specific details and includes escalation triggers for situations that should not use a templated response.

Important: This command assists with legal workflows but does not provide legal advice. Generated responses should be reviewed by qualified legal professionals before being sent, especially for regulated communications.

Invocation

/legal-response [inquiry-type]

Common inquiry types: - dsr or data-subject-request -- Data subject access/deletion/correction requests - hold or discovery-hold -- Litigation hold notices - vendor or vendor-question -- Vendor legal questions - nda or nda-request -- NDA requests from business teams - privacy or privacy-inquiry -- Privacy-related questions - subpoena -- Subpoena or legal process responses - insurance -- Insurance claim notifications - custom -- Use a custom template

If no inquiry type is provided, ask the user what type of response they need and show available categories.

Workflow

Step 1: Identify Inquiry Type

Accept the inquiry type from the user. If the type is ambiguous, show available categories and ask for clarification.

Step 2: Load Template

Look for templates in local settings (e.g., legal.local.md or a templates directory).

If templates are configured: - Load the appropriate template for the inquiry type - Identify required variables (recipient name, dates, specific details)

If no templates are configured: - Inform the user that no templates were found for this inquiry type - Offer to help create a template (see Template Creation Guide below) - Provide a reasonable default response structure based on the inquiry type

Step 3: Check Escalation Triggers

Before generating any response, evaluate whether this situation has characteristics that should NOT use a templated response.

Universal Escalation Triggers (Apply to All Categories)

• The matter involves potential litigation or regulatory investigation
• The inquiry is from a regulator, government agency, or law enforcement
• The response could create a binding legal commitment or waiver
• The matter involves potential criminal liability
• Media attention is involved or likely
• The situation is unprecedented (no prior handling by the team)
• Multiple jurisdictions are involved with conflicting requirements
• The matter involves executive leadership or board members

Data Subject Request Escalation Triggers

• Request involves a minor's data, or is from/on behalf of a minor
• Request is from a regulatory authority (not an individual)
• Request involves data that is subject to a litigation hold
• Requester is a current or former employee with an active dispute or HR matter
• Request scope is unusually broad or appears to be a fishing expedition
• Request involves data processed in a jurisdiction with unique requirements
• Request involves special category data (health, biometric, genetic)

Discovery Hold Escalation Triggers

• The matter involves potential criminal liability
• The preservation scope is unclear, disputed, or potentially overbroad
• There are questions about whether certain data is within scope
• Prior holds for the same or related matter exist
• The hold may affect ongoing business operations significantly
• Hold conflicts with regulatory deletion requirements
• Custodian objects to the hold scope

Vendor Question Escalation Triggers

• The question involves a dispute or potential breach
• The vendor is threatening litigation or termination
• The question involves regulatory compliance (not just contract terms)
• The response could create a binding commitment or waiver
• Response could affect ongoing negotiation

NDA Request Escalation Triggers

• The counterparty is a competitor
• The NDA involves government classified information
• The business context suggests the NDA is for a potential M&A transaction
• The request involves unusual subject matter (AI training data, biometric data, etc.)

Subpoena / Legal Process Escalation Triggers

• ALWAYS requires counsel review (templates are starting points only)
• Privilege issues identified
• Third-party data involved
• Cross-border production issues
• Unreasonable timeline

When an escalation trigger is detected: 1. Stop: Do not generate a templated response 2. Alert: Inform the user that an escalation trigger has been detected 3. Explain: Describe which trigger was detected and why it matters 4. Recommend: Suggest the appropriate escalation path (senior counsel, outside counsel, specific team member) 5. Offer: Provide a draft for counsel review (clearly marked as "DRAFT - FOR COUNSEL REVIEW ONLY") rather than a final response

Step 4