firm-profile

Creates and applies a plain-English practice profile recording firm escalation rules, house style, risk calibration, and jurisdiction defaults.

72|19|Updated Jun 6, 2026
One-click install
npx skills add https://github.com/sure-scale/doc-haus --skill firm-profile-sure-scale
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: firm-profile
Source: https://github.com/sure-scale/doc-haus/tree/main/dochaus/skill/firm-profile
Command: npx skills add https://github.com/sure-scale/doc-haus --skill firm-profile-sure-scale

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Legal reviews, drafts, and redlines often ignore a firm's standing positions because those preferences live in people's heads rather than in a file the AI can read. This Skill defines a single markdown profile at .dochaus/profile.md so every matter consistently follows the firm's escalation rules, drafting style, risk posture, and jurisdiction defaults. ## Core Features & Use Cases - Profile Loading and Enforcement: Reads .dochaus/profile.md before any review, draft, or redline, applies its positions over generic defaults, flags conflicts explicitly, and stops work when an escalation rule is triggered. - Guided Cold-Start Interview: Runs a four-batch interview that pre-fills answers from matter.json and existing documents, confirms a summary, and writes the profile file. - Fixed Four-Section Structure: Standardizes Escalation Rules, House Style, Risk Calibration, and Jurisdiction Defaults with a ready-to-use markdown skeleton. - Use Case: When onboarding a new matter, ask the assistant to set up the firm profile; it mines the uploaded engagement letter for governing law and drafting style, confirms the gaps with you, and writes .dochaus/profile.md for all future redlines. ## Quick Start Ask the assistant to create a firm practice profile for this matter by interviewing you about escalation rules, house style, risk posture, and jurisdiction defaults.

Frequently Asked Questions about firm-profile

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I make an AI follow my firm's house style when drafting contracts?

Record the firm's drafting voice, defined-term conventions, and boilerplate rules in a plain-English profile at .dochaus/profile.md. The Skill loads this file before any review, draft, or redline and applies its positions throughout the work.

How do I set up escalation rules for AI legal review?

Define escalation rules in the profile's Escalation Rules section, covering sign-off requirements, money thresholds, and always-escalated topics. When work matches a rule, the assistant stops and states which rule triggered rather than proceeding.

What happens when the firm profile conflicts with a playbook or document term?

The conflict is flagged explicitly with the profile line quoted, and neither side is followed silently. The lawyer resolves the conflict; a bound playbook's approved language still takes precedence over profile positions.

Can the profile be created automatically from existing matter documents?

Yes. The interview pre-fills answers by reading matter.json for jurisdiction packs and searching uploaded documents for governing-law clauses, liability figures, and signature blocks. Every pre-filled answer must still be confirmed by the lawyer before entering the profile.

What if no firm profile exists for a matter?

The assistant proceeds on balanced market-practice defaults and, at natural moments like onboarding, offers to create a profile via the guided interview. Unanswered questions are recorded as Not specified rather than guessed.