fraim-framework 2.0.67 → 2.0.68

package/dist/registry/workflows/legal/contract-review-analysis.md

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-# Learned Skill: contract-review-analysis
-
-**Category:** legal
-**Created:** 2026-02-03
-**Last Updated:** 2026-02-03
-**Project Context:** Comprehensive legal contract review and risk assessment for business engagements
-
----
-
-## INTENT
-Provide thorough, strategic legal contract review that identifies risks, strengthens protections, and optimizes business positioning. This skill enables comprehensive analysis of SOWs, NDAs, Terms & Conditions, and other legal documents to protect interests while maintaining business relationships.
-
-## PRINCIPLES
-- **Risk-First Analysis**: Always identify and prioritize legal and business risks
-- **Strategic Business Alignment**: Ensure contracts support business growth and expansion
-- **Comprehensive Coverage**: Review all aspects - legal, financial, operational, strategic
-- **Practical Recommendations**: Provide actionable improvements, not just criticism
-- **Balanced Perspective**: Protect interests while maintaining relationship viability
-
-## WORKFLOW
-
-### Step 1: Document Intake & Context Analysis
-**Objective**: Understand the business context and document scope
-
-**Actions**:
-1. **Identify Document Types**: SOW, NDA, Terms & Conditions, MSA, etc.
-2. **Understand Business Context**: 
-   - Service type and delivery model
-   - Customer profile and industry
-   - Engagement value and strategic importance
-   - Risk tolerance and business stage
-3. **Gather Supporting Documents**: Pricing strategies, previous contracts, industry standards
-4. **Clarify Review Objectives**: What specific concerns or goals does the user have?
-
-**Tools/Resources**:
-- Document analysis frameworks
-- Industry-specific legal requirements
-- Business context questionnaires
-- Contract review checklist (`templates/contract-review-checklist.md`)
-
-**Output**: Clear understanding of documents to review and business context
-
-### Step 2: Legal Protection Assessment
-**Objective**: Evaluate legal safeguards and identify vulnerabilities
-
-**Actions**:
-1. **IP Protection Analysis**:
-   - Ownership clarity (platform vs. work product)
-   - Improvement and derivative rights
-   - Confidentiality and trade secret protection
-   - Feedback and enhancement usage rights
-
-2. **Liability Exposure Review**:
-   - Limitation of liability clauses
-   - Warranty disclaimers
-   - Indemnification terms (mutual vs. one-way)
-   - Maximum liability caps and exclusions
-
-3. **Data Protection Evaluation**:
-   - Data retention policies
-   - Processing limitations
-   - Security commitments
-   - Breach notification requirements
-
-4. **Termination & Dispute Resolution**:
-   - Termination rights and procedures
-   - Surviving obligations
-   - Governing law and jurisdiction
-   - Dispute resolution mechanisms
-
-**Legal Protection Checklist**:
-- [ ] IP ownership clearly defined and protected
-- [ ] Liability appropriately limited or excluded
-- [ ] Warranties disclaimed where possible
-- [ ] Indemnification balanced or favorable
-- [ ] Data handling minimized and protected
-- [ ] Termination rights preserved
-- [ ] Favorable jurisdiction selected
-
-**Tools/Resources**:
-- Legal protection checklists
-- Industry standard clause libraries
-- Jurisdiction comparison guides
-
-**Output**: Comprehensive legal risk assessment with specific vulnerabilities identified
-
-### Step 3: Business Terms Analysis
-**Objective**: Evaluate commercial terms and business positioning
-
-**Actions**:
-1. **Pricing Structure Review**:
-   - Pricing model alignment with value delivery
-   - Escalation and adjustment mechanisms
-   - Payment terms and collection protection
-   - Scope change pricing flexibility
-
-2. **Scope Definition Analysis**:
-   - In-scope vs. out-of-scope clarity
-   - Deliverable specifications
-   - Success criteria and metrics
-   - Change management processes
-
-3. **Relationship Structure Evaluation**:
-   - Advisory vs. delivery accountability
-   - Customer vs. provider responsibilities
-   - Communication and reporting requirements
-   - Expansion and renewal mechanisms
-
-4. **Operational Risk Assessment**:
-   - Service level commitments
-   - Support obligations
-   - Performance guarantees
-   - Force majeure protections
-
-**Business Terms Checklist**:
-- [ ] Pricing supports business model and growth
-- [ ] Scope boundaries clearly established
-- [ ] Responsibilities appropriately allocated
-- [ ] Success metrics are achievable
-- [ ] Expansion opportunities preserved
-- [ ] Operational commitments are realistic
-
-**Tools/Resources**:
-- Pricing strategy frameworks
-- Scope definition templates
-- Operational risk matrices
-
-**Output**: Business terms analysis with optimization recommendations
-
-### Step 4: Strategic Positioning Review
-**Objective**: Ensure contract supports long-term business objectives
-
-**Actions**:
-1. **Market Positioning Analysis**:
-   - Professional credibility and authority
-   - Competitive differentiation
-   - Value proposition clarity
-   - Brand protection
-
-2. **Growth Enablement Review**:
-   - Scalability provisions
-   - Reference and case study rights
-   - Expansion mechanisms
-   - Renewal positioning
-
-3. **Risk-Reward Balance**:
-   - Upside potential vs. downside protection
-   - Investment vs. return alignment
-   - Relationship development opportunities
-   - Exit strategy preservation
-
-4. **Industry Standards Comparison**:
-   - Market rate alignment
-   - Standard terms benchmarking
-   - Competitive positioning
-   - Industry best practices
-
-**Strategic Positioning Checklist**:
-- [ ] Contract enhances professional positioning
-- [ ] Growth and expansion opportunities preserved
-- [ ] Risk-reward balance is favorable
-- [ ] Terms are competitive but protective
-- [ ] Long-term relationship potential maximized
-
-**Tools/Resources**:
-- Industry benchmarking data
-- Competitive analysis frameworks
-- Strategic planning templates
-
-**Output**: Strategic positioning assessment with growth recommendations
-
-### Step 5: Risk Prioritization & Recommendations
-**Objective**: Provide actionable improvement recommendations
-
-**Actions**:
-1. **Risk Categorization**:
-   - **Critical**: Must fix before signing (legal exposure, business killers)
-   - **Important**: Should fix for better protection (optimization opportunities)
-   - **Nice-to-Have**: Could improve but not essential (minor enhancements)
-
-2. **Recommendation Development**:
-   - Specific language improvements
-   - Structural changes needed
-   - Additional clauses to add
-   - Terms to negotiate or remove
-
-3. **Implementation Prioritization**:
-   - Quick wins (easy changes with high impact)
-   - Negotiation items (require customer agreement)
-   - Future considerations (for next contract iteration)
-
-4. **Alternative Approaches**:
-   - Multiple options for addressing each risk
-   - Fallback positions for negotiations
-   - Creative solutions for win-win outcomes
-
-**Risk Assessment Framework**:
-```
-CRITICAL RISKS (Fix Before Signing):
-- Unlimited liability exposure
-- IP ownership confusion
-- Scope creep vulnerabilities
-- Unfavorable termination terms
-
-IMPORTANT IMPROVEMENTS (Negotiate):
-- Enhanced liability protections
-- Better pricing mechanisms
-- Clearer success metrics
-- Stronger confidentiality
-
-OPTIMIZATION OPPORTUNITIES (Consider):
-- Professional presentation improvements
-- Expansion mechanism enhancements
-- Competitive positioning refinements
-```
-
-**Tools/Resources**:
-- Risk assessment matrices
-- Negotiation strategy guides
-- Alternative clause libraries
-
-**Output**: Prioritized recommendations with specific implementation guidance
-
-### Step 6: Review Summary & Action Plan
-**Objective**: Deliver clear, actionable review results
-
-**Actions**:
-1. **Executive Summary**: High-level assessment and key findings
-2. **Detailed Analysis**: Section-by-section review with specific issues
-3. **Recommendation Matrix**: Prioritized action items with rationale
-4. **Implementation Guidance**: How to address each recommendation
-5. **Negotiation Strategy**: Approach for discussing changes with counterparty
-
-**Review Report Structure**:
-```markdown
-# Contract Review Summary
-
-## Overall Assessment
-[High-level evaluation and recommendation]
-
-## Critical Issues (Must Address)
-1. [Issue] - [Impact] - [Recommendation]
-2. [Issue] - [Impact] - [Recommendation]
-
-## Important Improvements (Should Address)
-1. [Issue] - [Impact] - [Recommendation]
-2. [Issue] - [Impact] - [Recommendation]
-
-## Optimization Opportunities (Could Address)
-1. [Issue] - [Impact] - [Recommendation]
-
-## Strategic Recommendations
-[Business positioning and growth considerations]
-
-## Next Steps
-[Specific actions to take]
-```
-
-**Tools/Resources**:
-- Review report templates (`templates/review-report-template.md`)
-- Executive summary frameworks
-- Action planning guides
-- Contract review checklist (`templates/contract-review-checklist.md`)
-
-**Output**: Comprehensive review report with clear action plan
-
-## EXAMPLES
-
-### Good Example: EZCorp SOW Review
-**Context**: 3-month SaaS training engagement analysis
-**Key Findings**:
-- **Legal Protection**: Needed stronger liability limitations and IP clarity
-- **Business Terms**: Pricing was appropriate but needed expansion mechanisms
-- **Strategic Position**: Good pilot positioning with growth potential
-- **Critical Recommendations**: Add Terms & Conditions, clarify advisory boundaries
-- **Outcome**: Strengthened contract with zero liability protection and clear scope
-
-### Common Review Patterns
-
-#### Startup SaaS Contracts
-**Typical Issues**:
-- Insufficient liability protection
-- Unclear IP ownership
-- Overly aggressive service commitments
-- Missing expansion mechanisms
-
-#### Enterprise Engagements
-**Typical Issues**:
-- Complex approval processes
-- Extensive compliance requirements
-- Detailed SLA commitments
-- Multi-party coordination needs
-
-#### Service Provider Agreements
-**Typical Issues**:
-- Scope creep vulnerabilities
-- Unclear success criteria
-- Inadequate change management
-- Delivery vs. advisory confusion
-
-## SUCCESS CRITERIA
-- [ ] All legal risks identified and categorized
-- [ ] Business terms analyzed for optimization
-- [ ] Strategic positioning evaluated
-- [ ] Specific recommendations provided
-- [ ] Implementation guidance delivered
-- [ ] Risk-reward balance assessed
-- [ ] Negotiation strategy developed
-- [ ] Professional review report created
-
-## REVIEW FRAMEWORKS
-
-### NDA Analysis Framework
-**Key Areas**:
-- Mutual vs. one-way confidentiality
-- Definition of confidential information
-- Proper carve-outs and exceptions
-- Term duration and survival
-- Remedies and enforcement
-
-### SOW Analysis Framework
-**Key Areas**:
-- Scope clarity and boundaries
-- Deliverable specifications
-- Pricing and payment terms
-- Success metrics and acceptance
-- Change management processes
-
-### Terms & Conditions Framework
-**Key Areas**:
-- Service descriptions and limitations
-- IP ownership and licensing
-- Liability limitations and disclaimers
-- Data protection and privacy
-- Termination and dispute resolution
-
-## RISK ASSESSMENT MATRICES
-
-### Legal Risk Matrix
-```
-HIGH IMPACT + HIGH PROBABILITY = CRITICAL
-- Unlimited liability exposure
-- IP ownership disputes
-- Regulatory compliance failures
-
-HIGH IMPACT + LOW PROBABILITY = IMPORTANT
-- Force majeure events
-- Jurisdiction disputes
-- Indemnification claims
-
-LOW IMPACT + HIGH PROBABILITY = MONITOR
-- Minor scope adjustments
-- Payment timing issues
-- Communication preferences
-```
-
-### Business Risk Matrix
-```
-REVENUE IMPACT:
-- Pricing below market rates
-- Scope creep without compensation
-- Unfavorable payment terms
-
-GROWTH IMPACT:
-- No expansion mechanisms
-- Poor reference rights
-- Competitive restrictions
-
-OPERATIONAL IMPACT:
-- Unrealistic SLA commitments
-- Excessive support obligations
-- Complex approval processes
-```
-
-## NOTES
-- Always consider the business relationship context - overly aggressive legal positions can damage partnerships
-- Industry-specific requirements (financial services, healthcare) may override standard recommendations
-- Early-stage companies should prioritize growth over perfect legal protection
-- Document all assumptions and limitations in the review
-- Provide alternative approaches for different risk tolerances
-- Consider the counterparty's likely concerns and negotiation positions
-- Keep templates updated based on successful contract outcomes

package/dist/registry/workflows/legal/nda.md

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-# Workflow: nda
-
-**Path:** `workflows/legal/nda.md`
-
----
-
-# Non-Disclosure Agreement (NDA) Creation Workflow
-
-## INTENT
-To create comprehensive, legally sound Non-Disclosure Agreements that protect intellectual property and confidential information when presenting products, technologies, or business strategies to potential partners, investors, or collaborators.
-
-## PRINCIPLES
-- **Maximum Protection**: Comprehensive coverage of all confidential information types
-- **Enforceability**: Legally sound terms that hold up in court
-- **Clarity**: Clear definitions and obligations to prevent disputes
-- **Flexibility**: Adaptable to different business contexts and relationships
-- **Professional Standards**: Industry-standard terms and structure
-
-## NDA CREATION WORKFLOW
-
-### Step 1: Context Assessment
-Gather information about the disclosure scenario:
-- Product/technology being disclosed
-- Recipient type (investor, partner, contractor, employee, etc.)
-- Sensitivity level of information
-- Geographic jurisdiction requirements
-- Duration needs for confidentiality
-
-### Step 2: Information Classification
-Identify and categorize confidential information:
-- Technical specifications and source code
-- Business strategies and financial data
-- Customer lists and market research
-- Product roadmaps and development plans
-- Proprietary processes and methodologies
-
-### Step 3: Risk Analysis
-Evaluate potential risks and required protections:
-- Competitive advantage preservation
-- Trade secret protection requirements
-- Intellectual property safeguards
-- Non-compete considerations
-- Remedies for breach scenarios
-
-### Step 4: Legal Framework Selection
-Choose appropriate NDA structure:
-- Unilateral (one-way) vs. Mutual (two-way)
-- Standard vs. Enhanced protection terms
-- Industry-specific clauses if needed
-- Jurisdiction and governing law
-
-### Step 5: Document Generation
-Create complete NDA package:
-- Main agreement with all terms
-- Exhibit schedules if needed
-- Execution instructions
-- Record-keeping guidelines
-
-## TEMPLATE USAGE
-
-Use `get_fraim_file({ path: "templates/legal/NDA-TEMPLATE.md" })` to create:
-- `docs/legal/nda/{recipient-name}-{date}-nda.md`
-
-## OUTPUT
-- Comprehensive NDA document ready for legal review
-- Clear protection for all confidential information
-- Enforceable terms with appropriate remedies
-- Professional document suitable for business use
-- Guidance for execution and management

package/dist/registry/workflows/legal/patent-filing.md

@@ -1,76 +0,0 @@
-# Workflow: patent-filing
-
-**Path:** `workflows/legal/patent-filing.md`
-
----
-
-# Patent Filing Workflow
-
-## INTENT
-To conduct comprehensive prior art research, analyze patentability, and create provisional patent applications that protect innovative technologies and methods while maximizing the likelihood of successful patent prosecution.
-
-## PRINCIPLES
-- **Thorough Research**: Comprehensive prior art search across multiple databases and sources
-- **Strategic Analysis**: Evaluate patentability and commercial value before filing
-- **Strong Claims**: Craft broad yet defensible claims that provide maximum protection
-- **Professional Quality**: Create applications that meet USPTO standards and requirements
-- **Cost Efficiency**: Start with provisional applications to establish priority dates affordably
-
-## PATENT FILING WORKFLOW
-
-### Step 1: Invention Disclosure
-Document the complete invention:
-- Technical problem being solved
-- Detailed solution description
-- Novel aspects and improvements
-- Technical specifications and implementation
-- Potential commercial applications
-
-### Step 2: Prior Art Search
-Conduct comprehensive research across multiple sources:
-- USPTO patent database search
-- Google Patents and international databases
-- Academic literature and publications
-- Industry standards and technical papers
-- Commercial products and existing solutions
-
-### Step 3: Patentability Analysis
-Evaluate invention against patent requirements:
-- **Novelty**: Is it new compared to prior art?
-- **Non-obviousness**: Would it be obvious to skilled practitioners?
-- **Utility**: Does it have practical application?
-- **Subject Matter Eligibility**: Is it patentable subject matter?
-
-### Step 4: Competitive Landscape Analysis
-Assess strategic value and freedom to operate:
-- Competitor patent portfolios
-- Potential infringement risks
-- Market positioning opportunities
-- Licensing and monetization potential
-
-### Step 5: Claims Development
-Craft patent claims with strategic breadth:
-- Independent claims covering core invention
-- Dependent claims for specific embodiments
-- Method claims and system claims
-- Fallback positions for narrower protection
-
-### Step 6: Application Drafting
-Create complete provisional patent application:
-- Detailed technical specification
-- Claims defining invention scope
-- Drawings and diagrams
-- Background and field of invention
-- Summary and detailed description
-
-## TEMPLATE USAGE
-
-Use `get_fraim_file({ path: "templates/legal/PATENT-TEMPLATE.md" })` to create:
-- `docs/legal/patents/{invention-name}-{date}-provisional.md`
-
-## OUTPUT
-- Comprehensive prior art analysis report
-- Patentability assessment with recommendations
-- Professional provisional patent application
-- Strategic filing recommendations
-- Timeline for utility application conversion