legal-response

# /legal-response -- Generate Response from Templates

> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../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: Gather Specific Details

Prompt the user for the details needed to customize the response:

**Data Subject Request:**
- Requester name and contact information
- Type of request (access, deletion, correction, portability, opt-out)
- What data is involved
- Applicable regulation (GDPR, CCPA, CPRA, other)
- Response deadline

**Discovery Hold:**
- Matter name and reference number
- Custodians (who needs to preserve)
- Scope of preservation (date range, data types, systems)
- Outside counsel contact
- Effective date

**Vendor Question:**
- Vendor name
- Reference agreement (if applicable)
- Specific question being addressed
- Relevant contract provisions

**NDA Request:**
- Requesting business team and contact
- Counterparty name
- Purpose of the NDA
- Mutual or unilateral
- Any special requirements

### Step 5: Generate Response

Populate the template with the gathered details. Ensure the response:
- Uses appropriate tone (professional, clear, not overly legalistic for business audiences