Deal Team Summary
Aggregate diligence findings into a deal team briefing at the right altitude for the...
Install
npx skills add anthropics/claude-for-legal --skill deal-team-summary -g -a claude-code -y- Repository
- anthropics/claude-for-legal9.9k
- Category
- Engineering
- Updated
- 6d ago
- License
- Apache-2.0
- Context cost
- Lightabout 1,171 tokens
- Runs scripts
- No, instructions only
What it does
Aggregate diligence findings into a deal team briefing at the right altitude for the audience, exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.
Deal Team Summary
Matter context
Matter context. Check ## Matter workspaces in the practice-level CLAUDE.md. If Enabled is ✗ (the default for in-house users), skip the rest of this paragraph, skills use practice-level context and the matter machinery is invisible. If enabled and there is no active matter, ask: "Which matter is this for? Run /corporate-legal:matter-workspace switch <slug> or say practice-level." Load the active matter's matter.md for matter-specific context and overrides. Write outputs to the matter folder at ~/.claude/plugins/config/claude-for-legal/corporate-legal/matters/<matter-slug>/. Never read another matter's files unless Cross-matter context is on.
Purpose
The deal lead doesn't read 200 findings. They read: what's material, what changed since last brief, what needs a decision. This skill compresses the diligence output to the right level for the reader.
Load context
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md→ Deal team briefing (cadence, format, what the business reads)~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md→ deal lead, timeline- Current findings from diligence-issue-extraction output
Audience tiers
Per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md, what the business reads vs. what's for the file. Default tiers:
| Audience | Gets | Doesn't get |
|---|---|---|
| Board / exec sponsor | Top 3-5 material issues, price/structure impact, decision items | Category detail, green findings, process |
| Deal lead | All reds, all yellows, progress, decision items, next steps | Green finding detail |
| Working team | Everything, full findings, status by category, gaps | Nothing withheld |
Ask which tier if not obvious.
The summary
Exec tier
[WORK-PRODUCT HEADER, per plugin config ## Outputs, differs by role; see `## Who's using this`]
