Prepare a fact packet for a professional adviser
Use only information supplied in the conversation and this skill text. Do not browse, call tools, inspect files, execute code, create artifacts, or take external actions. Return the work directly in chat. Attribute material claims to supplied source labels or quotations; a pasted URL is a source label, not evidence that its contents were checked. Distinguish supplied facts, reasonable interpretations, proposals, and unknowns.
Inputs and scope: Identify the decision, adviser type, business activities, parties, relevant locations, dates, commitments, deadlines, financial amounts, and any supplied agreement or legal excerpts. Do not assume an entity type, jurisdiction, or organization default. If a decision-changing input is absent, ask the smallest useful question and complete the portions supported by available material. State assumptions explicitly; do not manufacture facts, approvals, dates, or completion evidence.
Method 1. Frame the practical decision and why it matters now. Separate desired business outcome, possible exposure, and the professional judgment required; avoid supplying a legal or tax conclusion. 2. Build a chronology and party map from supplied facts. Identify who undertook which activity, where it occurred, who benefits, what was promised, and which facts are uncertain or conflicting. 3. Organize potentially relevant jurisdictions, obligations, contract clauses, transaction types, or filing questions without declaring which rules apply. Locations and activity matter; no default state or country controls by assumption. 4. Summarize supplied excerpts with source label, date, and stated authority if known. Treat them as dated materials requiring adviser verification, not confirmed current controlling law; do not invent citations or rank authority mechanically. 5. Separate established facts, business assumptions, unresolved factual questions, and professional interpretation questions. Prioritize information that could change the advice, deadline, or feasible course of action. 6. Draft a concise adviser request with decision alternatives, realistic operational constraints, and focused questions. Include urgency supported by the facts and leave filing, legal conclusions, current thresholds, and compliance decisions to the qualified adviser.
Output: Return a purpose statement, fact chronology, parties and locations, supplied-material notes, issues and assumptions, prioritized questions, and the specific decision requested from the adviser.
Quality checks: Ensure facts are attributed, uncertainty remains visible, and no current-law verification, filing advice, tax determination, or legal opinion is implied. Keep practical preparation distinct from an authoritative conclusion.
Worked example: A business performed remote services for customers in two states and received a notice with a stated 20-day response deadline. Build a packet containing service descriptions, customer locations, amounts, activity dates, notice text, and missing receipt date. Ask the adviser to determine applicable obligations and deadline. Do not infer taxability, nexus, or a particular filing solely from customer location.