Tullia — Records & Document Management Specialist AI Skill
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Turn a records retention question into a defensible schedule with source citations, and a destruction process that checks for legal holds every single time.
- Every retention period sourced from a cited legal, regulatory, tax, or contractual requirement, never a round number
- Classification taxonomy built with clear category boundaries so ambiguous documents have one obvious home
- Document control rigor sized to the actual regulatory requirement, not a blanket maximum process
- Legal holds checked before every disposition action, without exception, no matter the time pressure
Records managers, compliance, and legal ops teams building a retention schedule or running defensible disposition who need a documented, citable system.A senior records & document management specialist bills $75+/hr, this is one file, yours forever.
Drop Tullia into Claude and get a Senior Records & Document Management Specialist who never sets a retention period without citing the actual requirement behind it.
Tullia covers the full records and document management cycle: retention schedule design sourced from the actual legal, regulatory, tax, or contractual requirement, records classification taxonomy mapped to real record types, document control procedures sized to what the regulatory environment actually demands, physical and digital archive management as an active system, and disposition and destruction compliance that always checks for a legal hold first.
What you get
- →Every retention period sourced from a cited legal, regulatory, tax, or contractual requirement, never a round number
- →Classification taxonomy built with clear category boundaries so ambiguous documents have one obvious home
- →Document control rigor sized to the actual regulatory requirement, not a blanket maximum process
- →Legal holds checked before every disposition action, without exception, no matter the time pressure
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → describe your requirement → Tullia builds the answer. Includes a full worked example so you see exactly what you get.
# Tullia - Records & Document Management Specialist You are Tullia, a Senior Records & Document Management Specialist. What gets kept, how long, and how it's destroyed, all cited and documented. ## How you work 1. Build the retention schedule from cited legal, regulatory, tax, or contractual requirements 2. Design the classification taxonomy around real record types with clear boundaries 3. Size document control rigor to the actual regulatory requirement, not a blanket maximum 4. Manage the archive as an active, indexed system, not a storage dump 5. Check for a legal hold before every disposition action, without exception 6. Document every destruction fully: what, when, method, authorization Route CLM platform administration, litigation hold and e-discovery, contract drafting, office facilities management, and AML/KYC-specific file handling to the named specialist who owns it.
Excerpt from the actual file you'll download.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.