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Agent Catalog · Agent 目录

Every named seat in the firm. Grouped by tier, then by practice area. Each row links the agent's principal skills, model preference, and escalation path.

律所内每一个命名席位。先按层级,再按业务条线分组。每行给出 agent 主要 skill、model 偏好、升级对象。

Total: 63 agents across leadership (6), corporate (40), individual (11), support (6).

总计:领导层 6 + 公司业务部 40 + 个人业务部 11 + 支持 6 = 63 个 agent


How to read the tables · 表格说明

  • tierleadership / specialist / support (controls default model and routing priority).
  • model — preference declared in agent frontmatter. Can be overridden per matter.
  • principal skills (3) — the three skills this seat most often runs. Full list in each agent file.
  • escalates to — the seat the orchestrator routes to when a hard gate or scope conflict triggers.

1. Leadership · 领导层 (6)

name 中文显示名 tier model principal skills (3) escalates to
managing-partner 主任律师 / 管理合伙人 leadership opus (human-required) high-risk-gate-decision, external-release-signoff, conflict-check-final
corporate-group-head 公司业务部主管 leadership opus corporate-matter-triage, group-resourcing, ipo-readiness-gate managing-partner
individual-group-head 个人业务部主管 leadership opus individual-matter-triage, hnw-conflict-screen, family-asset-mapping managing-partner
compliance-director 合规总监 leadership opus hard-gate-evaluation, regulatory-watch, bar-rule-check managing-partner
knowledge-management-director 知识管理总监 leadership sonnet precedent-curation, template-versioning, citation-quality-audit managing-partner
business-development-director 客户拓展总监 leadership sonnet rfp-response-prep, fee-quote-modelling, client-pitchbook managing-partner

2. Corporate Group · 公司业务部 (40)

2.1 M&A · 并购重组 (5)

name 中文显示名 tier model principal skills (3) escalates to
ma-lawyer M&A 主办律师 specialist opus ma-deal-structuring, spa-negotiation-playbook, signing-closing-checklist corporate-group-head
ma-dd-lead 法律尽调负责人 specialist sonnet legal-dd-redflag, dd-report-assembly, target-corporate-history ma-lawyer
ma-spa-drafter SPA 起草律师 specialist sonnet spa-drafting, disclosure-schedule, reps-warranties-library ma-lawyer
cross-border-ma-lawyer 跨境并购律师 specialist opus odi-mofcom-ndrc-filing, vie-unwind-roadmap, cfius-eu-screen ma-lawyer
post-closing-integration-lawyer 交割后整合律师 specialist sonnet closing-condition-tracking, post-closing-playbook, integration-employment ma-lawyer

2.2 Equity & ESOP · 股权激励 (4)

name 中文显示名 tier model principal skills (3) escalates to
esop-specialist 股权激励专家 specialist opus esop-plan-design, option-grant-agreement, vesting-cliff-modelling corporate-group-head
equity-structuring-lawyer 股权架构律师 specialist sonnet shareholding-platform-lp, nominee-shareholding, voting-trust esop-specialist
cross-border-esop-lawyer 跨境股权激励律师 specialist sonnet offshore-esop-trust, cayman-bvi-vehicle, expat-tax-treatment esop-specialist
pre-ipo-esop-cleanup-lawyer 上市前 ESOP 清理律师 specialist sonnet pre-ipo-esop-restructure, related-party-unwinding, lock-up-design esop-specialist

2.3 FIE / VIE / Cross-border · 外商投资与跨境 (3)

name 中文显示名 tier model principal skills (3) escalates to
fie-lawyer 外商投资律师 specialist sonnet negative-list-screen, wfoe-setup, fie-restructuring corporate-group-head
vie-lawyer VIE 架构律师 specialist opus vie-build, vie-unwind, vie-disclosure-cn-listing fie-lawyer
odi-lawyer ODI 备案律师 specialist sonnet ndrc-filing, mofcom-filing, safe-filing fie-lawyer

2.4 Compliance · 合规 (7)

name 中文显示名 tier model principal skills (3) escalates to
antitrust-specialist 反垄断专家 specialist opus concentration-threshold-analysis, samr-filing-prep, merger-remedy-design compliance-director
data-compliance-lawyer 数据合规律师 specialist opus pipl-gap-assessment, dsl-classification, pia-personal-info-impact compliance-director
cybersecurity-lawyer 网络安全律师 specialist sonnet mlps-2-grading, cii-identification, breach-notification data-compliance-lawyer
cross-border-data-lawyer 数据出境律师 specialist opus cac-pathway-decision, standard-contract-filing, security-assessment-prep data-compliance-lawyer
anticorruption-lawyer 反腐败 / 内部调查律师 specialist opus internal-investigation-plan, fcpa-ukba-bridging, whistleblower-channel compliance-director
esg-lawyer ESG 律师 specialist sonnet esg-disclosure, supply-chain-dd, climate-risk-assessment compliance-director
export-control-lawyer 出口管制 / 制裁律师 specialist sonnet dual-use-screen, sanctions-list-check, end-user-statement compliance-director

2.5 Capital Markets · 资本市场 (3)

name 中文显示名 tier model principal skills (3) escalates to
capital-markets-lawyer-a A 股资本市场律师 specialist opus a-share-ipo-kickoff, csrc-feedback-response, prospectus-section-drafting corporate-group-head
capital-markets-lawyer-hk 港股资本市场律师 specialist opus hk-ipo-kickoff, hkex-listing-rule-check, h-share-restructure corporate-group-head
capital-markets-lawyer-us 美股资本市场律师 specialist opus us-ipo-kickoff, sec-disclosure, china-concept-stock-return corporate-group-head

2.6 PE / VC · 私募投资 (2)

name 中文显示名 tier model principal skills (3) escalates to
pe-vc-lawyer PE / VC 律师 specialist sonnet term-sheet-drafting, sha-drafting, preferred-share-rights corporate-group-head
fund-formation-lawyer 基金设立律师 specialist sonnet rmb-fund-formation, usd-fund-formation, qflp-qdlp pe-vc-lawyer

2.7 IP · 知识产权 (4)

name 中文显示名 tier model principal skills (3) escalates to
trademark-lawyer 商标律师 specialist sonnet nice-class-search, cnipa-filing-prep, trademark-opposition corporate-group-head
patent-lawyer 专利律师 specialist sonnet fto-analysis, invention-disclosure-review, patent-license corporate-group-head
copyright-lawyer 著作权律师 specialist sonnet work-registration, software-copyright, oss-compliance corporate-group-head
trade-secret-lawyer 商业秘密律师 specialist sonnet trade-secret-framework, on-offboarding-controls, departure-response corporate-group-head

2.8 Labor & Employment · 劳动用工 (2)

name 中文显示名 tier model principal skills (3) escalates to
employment-lawyer 劳动用工律师 specialist sonnet labor-contract-drafting, rif-economic-comp, non-compete-design corporate-group-head
executive-employment-lawyer 高管劳动律师 specialist sonnet executive-package, change-of-control, gardening-leave employment-lawyer

2.9 Tax · 税务 (3)

name 中文显示名 tier model principal skills (3) escalates to
tax-planner 税务筹划律师 specialist opus reorg-tax-treatment, transfer-pricing, beps-pillar-two corporate-group-head
cross-border-tax-lawyer 跨境税务律师 specialist opus crs-reporting, treaty-application, expat-tax tax-planner
tax-dd-lawyer 税务尽调律师 specialist sonnet tax-dd-redflag, historic-tax-exposure, vat-rebate-review tax-planner

2.10 Contracts · 合同 (2)

name 中文显示名 tier model principal skills (3) escalates to
contract-drafter 合同起草律师 specialist sonnet draft-nda, framework-agreement, services-agreement corporate-group-head
contract-reviewer 合同审查律师 specialist sonnet review-nda, redline-msa, bilingual-contract-review contract-drafter

2.11 Real Estate · 房地产 (2)

name 中文显示名 tier model principal skills (3) escalates to
real-estate-commercial-lawyer 商业地产律师 specialist sonnet commercial-acquisition, office-lease, industrial-land-grant corporate-group-head
distressed-asset-lawyer 不良资产律师 specialist sonnet npl-portfolio-dd, judicial-auction-strategy, asset-package-bid real-estate-commercial-lawyer

2.12 Banking & Finance · 银行金融 (2)

name 中文显示名 tier model principal skills (3) escalates to
banking-finance-lawyer 银行金融律师 specialist sonnet loan-syndication, security-package, guarantee-drafting corporate-group-head
bond-securitization-lawyer 债券与资产证券化律师 specialist sonnet bond-issuance, abs-structure, exchange-listing-prep banking-finance-lawyer

2.13 Bankruptcy (non-litigation) · 破产重整非诉 (1)

name 中文显示名 tier model principal skills (3) escalates to
bankruptcy-nonlit-lawyer 破产重整非诉律师 specialist sonnet restructuring-plan-prep, creditor-committee-advisory, debt-equity-swap corporate-group-head

2.14 Industry specialty · 行业专项 (4)

name 中文显示名 tier model principal skills (3) escalates to
healthcare-lawyer 医疗医药律师 specialist sonnet nmpa-product-registration, clinical-trial-agreement, healthcare-data corporate-group-head
education-lawyer 教育合规律师 specialist sonnet private-school-license, double-reduction-compliance, cross-border-edu corporate-group-head
fintech-lawyer 金融科技律师 specialist sonnet payment-license, virtual-asset-screen, robo-advisor-compliance corporate-group-head
automotive-lawyer 汽车与新能源律师 specialist sonnet ev-data-compliance, oem-supplier-contract, autonomous-driving-mlps corporate-group-head

3. Individual Group · 个人业务部 (11)

3.1 Family · 家事 (3)

name 中文显示名 tier model principal skills (3) escalates to
family-lawyer 家事律师 specialist opus prenuptial-agreement, divorce-settlement, custody-arrangement individual-group-head
cross-border-family-lawyer 涉外家事律师 specialist opus conflict-of-laws-family, hague-convention-handling, overseas-asset-mapping family-lawyer
domestic-violence-prep-lawyer 家暴非诉准备律师 support sonnet dv-evidence-prep, protection-order-prep, safety-plan family-lawyer

3.2 Estate · 继承财富传承 (3)

name 中文显示名 tier model principal skills (3) escalates to
estate-lawyer 财富传承律师 specialist opus will-drafting-five-forms, succession-mapping, executor-instructions individual-group-head
trust-specialist 信托专家 specialist opus onshore-trust-setup, offshore-trust-setup, insurance-policy-trust estate-lawyer
cross-border-succession-lawyer 跨境继承律师 specialist opus crs-residency-screen, foreign-probate-handling, cross-jurisdiction-will estate-lawyer

3.3 Property · 房产 (1)

name 中文显示名 tier model principal skills (3) escalates to
property-lawyer 房产律师 specialist sonnet secondhand-purchase, network-signing-review, purchase-restriction-check individual-group-head

3.4 Personal tax · 个人税务 (1)

name 中文显示名 tier model principal skills (3) escalates to
personal-tax-lawyer 个人税务律师 specialist sonnet iit-planning, esop-personal-tax, crs-individual-reporting individual-group-head

3.5 Immigration · 移民 (1)

name 中文显示名 tier model principal skills (3) escalates to
immigration-lawyer 移民律师 specialist sonnet investor-visa-screen, employer-sponsorship, exit-tax-planning individual-group-head

3.6 Data privacy (individual side) · 个人数据 (1)

name 中文显示名 tier model principal skills (3) escalates to
personal-data-rights-lawyer 个人信息权益律师 specialist sonnet consent-withdrawal, data-deletion-request, privacy-complaint individual-group-head

3.7 Guardianship & adoption · 监护与收养 (1)

name 中文显示名 tier model principal skills (3) escalates to
guardianship-adoption-lawyer 监护与收养律师 specialist sonnet adult-guardianship-petition-prep, minor-guardianship, adoption-paperwork individual-group-head

4. Support · 支持 (6)

name 中文显示名 tier model principal skills (3) escalates to
risk-reviewer 风险审核员 support sonnet clause-risk-flagging, citation-validation, gate-evaluation compliance-director
kyc-officer KYC / 利益冲突官 support sonnet conflict-check-run, kyc-edd-screen, beneficial-owner-trace compliance-director
legal-researcher 法规检索员 support haiku statute-lookup, regulator-notice-scan, cross-citation-build knowledge-management-director
case-researcher 案例检索员 support haiku wenshu-case-search, citation-shepardize-cn, precedent-summary knowledge-management-director
paralegal Paralegal / 律助 support haiku filing-package-assembly, signature-page-prep, exhibit-bundle (any specialist)
translator 法律翻译 support haiku bilingual-clause-translation, terminology-consistency, certified-translation-prep (any specialist)

5. Orchestrator agents · 编排 agent (3, not counted in headcount)

These are not "seats" in the firm — they are the routing layer that picks seats.

name role
intake-router Classifies the matter (practice area, urgency, jurisdiction, conflict risk)
matter-planner Picks the workflow id and approval chain
workflow-executor Runs the YAML and writes state to production/matter-state/

6. Onboarding agents · Onboarding (10, sequenced)

Used only during firm setup. Each consumes one config file and emits a partner-signoff prompt. Sequence is enforced — onboarding will not advance if a prior step is unsigned.

# name what it configures
1 firm-profile-onboarder config/firm_profile.yaml (name, offices, billing model, language defaults)
2 practice-area-onboarder config/firm_profile.yaml::practice_areas_enabled
3 approval-chain-onboarder config/approval_chains.yaml
4 connector-onboarder config/connectors.yaml + credential env vars
5 kyc-onboarder KYC thresholds, EDD jurisdictions
6 conflict-db-onboarder conflict database hookup (sandbox / iManage / NetDocs / custom)
7 billable-hour-onboarder hourly rates by seniority, billable-hour tracking on/off
8 audit-log-onboarder retention period, storage location
9 client-disclosure-onboarder drafts the AI-use disclosure language for engagement letters
10 first-sandbox-runner runs --sandbox end-to-end and emits a "ready for live" report

See docs/ONBOARDING.md for the full walkthrough.


7. How to add a new agent · 如何新增 agent

  1. Pick the seat. Decide tier (leadership / specialist / support) and which group head it reports to. If you cannot pick one, the seat does not yet exist — talk to the partner first.

  2. Create the file. agents/<group>/<subgroup>/<seat-name>.md. Filename is the canonical name used by the orchestrator.

  3. Fill the frontmatter. Copy from a sibling and edit. Required fields:

---
name: <kebab-case-id>
display_name_zh: <中文显示名>
display_name_en: <English display>
tier: specialist                          # leadership | specialist | support
model_preference: sonnet                  # opus | sonnet | haiku
practice_groups: [corporate]              # or [individual] or both
reports_to: <parent-seat>
direct_reports: []
delegates_to: []
escalates_to: <parent-seat>
skills:                                   # ids in skills/single/ or skills/workflows/
  - <skill-1>
  - <skill-2>
  - <skill-3>
hard_gates: []                            # ids from config/approval_chains.yaml::hard_gates
output_style: crisp                       # crisp | decisive | exhaustive
language: bilingual                       # zh | en | bilingual
---
  1. Write the four required sections. Role / Responsibilities / Skills this agent owns / Escalates when / Does NOT do. Be specific. Refuse temptation to make a seat "general purpose" — the orchestrator routes badly when scope is fuzzy.

  2. Register the agent. Add the agent name to the relevant approval chain(s) in config/approval_chains.example.yaml. If the agent introduces a new hard gate, add it to hard_gates: and to DISCLAIMER.md § High-Risk.

  3. Update this catalog. Add a row to the table for the matching practice area. Update the headcount in the file header.

  4. Add a sandbox fixture if needed. If the seat consumes a new connector, drop a fixture under sandbox/fixtures/connectors/<name>/ so --sandbox keeps working.

  5. PR. Open a PR titled agent(<group>): add <seat-name>. CI runs scripts/lint-agents.py to check the frontmatter and scripts/check-escalation-graph.py to ensure your escalates_to resolves.

新增 agent 后请同步:(a) 本目录表格;(b) 对应审批链;(c) hard_gates 注册表(如适用);(d) 沙盒 fixture(如新增连接器依赖)。


8. See also · 参见

  • docs/ARCHITECTURE.md — three-tier rationale
  • docs/SKILL_CATALOG.md — the skills these agents run
  • docs/ONBOARDING.md — the 10-step setup
  • CLAUDE.md — operating manual